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- The First State Auto IRA Is Up, Running, and Working—So Why Do Some Business Groups Want These Plans to Fail? Benefits Law Journal, Winter 2017
- Multiple Employer Plans: An Overview of Legal, Regulatory, and Plan Design Considerations for States Benefits Law Journal, Winter 2017
- California’s $15 Minimum Wage and Secure Choice Retirement Savings Program Can Boost Young Low-Income Workers’ Retirement Incomes by 50% UC Berkeley Center for Labor Research and Education, December 12, 2017
- Pensions at a Glance 2017 OECD, December 5, 2017
- State-Based Retirement Initiatives and the AGES Principles American Academy of Actuaries, November 2017
- Many Workers Have Limited Understanding of Retirement Plan Fees Pew Charitable Trust, November 15, 2017
- Steps to Address America’s Retirement Security Challenge Mercer, November 2, 2017
- Building Emergency Savings through Employer-Sponsored Rainy Day Savings Accounts Discussion Draft, Harvard University, October 27, 2017
- Measuring the Adequacy of Retirement Income: A Primer Congressional Budget Office, October 20, 2017
- The Nation’s Retirement System: A Comprehensive Re-Evaluation Is Needed to Better Promote Future Retirement Security GAO, October 18, 2017
- Worker Reactions to State-Sponsored Auto-IRA Programs The Pew Charitable Trusts, October 2017
- Survey Highlights Worker Perspectives on Barriers to Retirement Saving The Pew Charitable Trust, September 2017
- Improving the Saver’s Credit for Low- and Moderate-Income Workers National Institute on Retirement Security, September 2017
- Employer Reactions to Leading Retirement Policy Ideas Pew Charitable Trusts, July 2017
- Secure Choice 2.0: States Blazing a Path to Retirement Security for All National Conference on Public Employee Retirement Systems (NCPERS), July 2017
- Phased Retirement Programs, Although Uncommon, Provide Flexibility for Workers and Employers U.S. Government Accountability Office (GAO), June 2017
- We’ll Live to 100 – How Can We Afford It? World Economic Forum, May 26, 2017
- Case Studies in Retirement System Reform Economic Forum, May 26, 2017
- Report on the Economic Well-Being of U.S. Households in 2016 Federal Reserve, May 19, 2017
- AARP’s State by State Fiscal Savings from State Programs May 2017
- Oregon Treasurer Read Letter to VP Pence and Senate on State-Facilitated Retirement Savings Programs (HJR 66) May 2, 2017
- 23 States Submit Bipartisan Letter to Protect State Innovation & Freedom to Establish State-Facilitated Retirement Savings Programs May 1, 2017
- The Road to National Retirement Security Goes Through the States by Joshua Gotbaum, opinion, Pensions & Investments, April 27, 2017
- States Want to Help Small Business Workers – Washington Doesn’t by David Morse, Benefits Law Journal, Spring 2017
- Financial Industry Sends Letter to Senators Regarding CRA Resolutions March 15, 2017
- Expanding Small Business Access to Retirement Plans Utah Treasurer David Damschen and former Indiana Treasurer Richard Mourdock, op-ed, Washington Times, March 7, 2017
- Oklahoma Treasurer Letter to Senator Lankford Regarding CRA Resolutions March 6, 2017
- Utah Treasurer Letter to Senator Hatch Regarding CRA Resolutions March 3, 2017
- Interim Study of the Feasibility of Establishing a Public Retirement Plan Vermont Public Retirement Study Committee, January 6, 2017