New Report Explores the Idea of a 21st Century Personal Pension
The annual CRI Policy Innovation Forum held in November 2021 convened U.S. and international thought leaders to discuss the challenges of designing retirement solutions for generating and securing reliable lifetime income. The Forum examined how to mitigate major risks to retirement income and the experiences of other nations. This report summarizes the ideas discussed, and highlights research papers chosen in a Forum-related Call for Papers. The CRI thanks the Berggruen Institute for its generous support of the Forum and this report.
State of Retirement Podcast
NEW EPISODE: What Are Surveys Telling Us About Financial Well-Being, Retirement Confidence, and Trends Shaping Retirement Plan Design? (Guests: Anne Ackerley, BlackRock; Catherine Collinson, Transamerica Institute; and Lori Lucas, EBRI)
2022 State Program and Legislative Map
(as of August 2022)
Click on map to view links for program states
© Copyright 2022, Georgetown University
Source: Georgetown University’s Center for Retirement Initiatives
Source: Georgetown University’s Center for Retirement Initiatives
State Program Action Updates
Board Meetings: MD: 12/12; NY: 12/12; CA: 12/15; CT: 12/16; NJ: 12/16; ME: 12/21; DE: 1/12/23; OR: 2/7/23; CA: 2/27/23
New! STATE PROGRAM DATA – View November 2022 updates (IL and CA)
CA – Program issues proposed rules for comment through 12/27/22
OR – approves new adjusted state program fees
VA – recruiting employers for its pilot program
CRI State Resources
State Program Data | State SBA Profiles | State Benefits | State Employer Timelines | State FAQs | State Program Snapshots | State Resource Center
Federal Proposals
Recently introduced:
- Retirement Savings Modernization Act
- Retirement Protection Act of 2022
- Maximize Americans’ Retirement Savings Act of 2022
- Enhancing American Retirement Now (EARN) Act of 2022
- Advancing Auto Portability Act of 2022
- RISE & SHINE Act of 2022
→ See more from the 117th Congress, 2nd Session and previous sessions
International Programs
→ View international reports and country updates (login may be required)
9 State-Run Retirement Plans With Key Dates to Watch in 2023 (ThinkAdvisor, December 1, 2022)
Boomers’ caregiving crisis (Axios, November 19, 2022)
State-Sponsored IRA Plans Have Potential to Boost Worker Savings (PLANSPONSOR, November 17, 2022)
Retirement FinTech Startup Lilly to Push Credit Card Rewards to IRAs (planadviser.com, November 10, 2022)
The New Longevity Isn’t Coming. It’s Here. (Esquire, October 18, 2022)
→ See more coverage of CRI or submit a media inquiry.
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