LATEST NEWS AND REPORTS

Why Alternative Investments Belong in 401(k) Plans

In her latest post for MarketWatch, CRI Executive Director Angela Antonelli notes experienced fiduciaries should have all the tools at their disposal to invest people’s retirement savings prudently, and that means giving them the latitude to look to asset classes, such as real estate, and private equity, in addition to traditional stocks and bonds. The U.S. is not alone in working to expand the investment choices. The Department of Labor (DOL) recently recognized that fiduciaries need all the tools at their disposal to improve retirement outcomes and now is not the time to reverse course.

GAO: 401(k) Retirement Plans: Participants Do Not Understand Fee Information

Federal Reserve Releases Annual Report: Economic Well-Being of U.S. Households in 2020

DOL Issues FAQs on Lifetime
Income Disclosures

OregonSaves Works for Employers

BLOG

Department of Labor Provides Cybersecurity Guidance

How the COVID-19 Pandemic Has Worsened the Financial Outlook for Older American Workers

Retirement Income Revisited: What the Industry Needs to Get Right in a Post-COVID-19 World

Why Diversity in Investment Management Matters

STATE LEGISLATION: PROPOSALS AND IMPLEMENTATION

2021 State Legislative Map

Key Program Metrics Snapshot – OregonSaves, Illinois Secure Choice, and CalSavers – as of July 31, 2021
(click on infographic)

State Performance Data Infographics and Charts

Board Meetings: CT: 9/24; NM: 11/4; OR: 11/9; IL: 11/18; CA: 12/13

For an overview of current state programs and features, see State-Facilitated Retirement Savings Programs: A Snapshot of Plan Design Features

Click Here to View the 2021 State Legislative Updates
and State Resource Center (log in required)

FEDERAL LEGISLATIVE PROPOSALS

117th Congress, 1st Session

View the 116th Congress and prior Congresses

INTERNATIONAL PROGRAMS

Mercer CFA Institute Global Pension Index 2020

OECD Retirement Savings in the Time of COVID-19

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CRI PODCAST

Episode 25: What Do Chief Investment Officers (CIOs) View as Key Issues and Opportunities to Strengthen the Retirement System? (August 31, 2021)

Episode 24: How Are Current Demographic and Economic Trends Shaping the Future of Social Security and Retirement Security? (July 27, 2021)

Episode 23: What are the Benefits and Challenges of Pooled Funding and Risk-Sharing in Collective Defined Contribution (CDC) Plans? (June 17, 2021)

Episode 22: How ERISA and the Tax Code Apply to IRAs and 401(k)s: What Does it Mean for State-Facilitated Retirement Savings Programs? (May 25, 2021)

Episode 21: What is the 2021 Legislative and Regulatory Outlook for Retirement Reform? (March 30, 2021)

Episode 20: How Would Virginia Benefit from Expanding Access to an Auto-IRA Retirement Savings Program? (February 24, 2021)

Episode 19: What are the Potential Benefits of National Universal Access to Retirement Savings? (December 16, 2020)

Episode 18: Why Is CalSavers the Big, Bold Solution Needed by 7.5 Million Workers? (November 4, 2020)

CRI IN THE NEWS

Why Alternative Investments Belong in 401(k) Plans (MarketWatch, August 20, 2021)

Digital Plan Providers See Opportunity in State Mandates (Pensions & Investments, August 9, 2021)

Support Builds to Make Every US Worker Save for Retirement (Bloomberg Law, August 4, 2021)

State Auto-IRAs Actually Seem To Spur Private-Market Plan Creation (Financial Advisor, July 3, 2021)

Covid-19 Exacerbated Financial Disparities And The Retirement Savings Gap (Forbes, June 30, 2021)

A Growing List of States Look to Boost Retire Savings Through ‘Auto-IRA’ Programs (GoBankingRates, June 30, 2021)

Time to Empower Working NYers to Start Saving; Governor Cuomo Should Act Now (Empire Report, June 30, 2021)

State-run ‘auto-IRAs’ are gaining steam as a savings solution for workers lacking a retirement plan (CNBC, June 29, 2021)

State IRA Programs ignite a new market for small 401(k) providers (InvestmentNews, June 25, 2021)

Auto-IRA Laws Spread as States Cope with Lack of Federal Mandate (Bloomberg Law, May 19, 2021)

Auto-IRA Measure Move Forward in New York and Illinois (InvestmentNews, May 19, 2021)

Virginia and New York City are making it easier for workers to save for retirement (MarketWatch, May 17, 2021)

Media Inquiries?

INFOGRAPHICS AND FAST FACTS

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