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- SECURE Act Resource Library, Groom Law Group, February 6, 2020
- The SECURE Act: a good start but far more is needed The Brookings Institution, January 8, 2020
- Examining the Nest Egg: The Sources of Retirement Income for Older Americans National Institute on Retirement Security, January 2020
- Participation and Leakages in Oregon’s Auto-IRA Center for Retirement Research at Boston College, November 2019
- Financial Literacy and Wellness among African-Americans GFLEC/TIAA, November 2019
- Why are 401(K)/IRA Balances substantially Below Potential? Center for Retirement Research at Boston College, November 2019
- Unlocking the Potential of Emergency Savings Accounts AARP Public Policy Institute, October 2019
- Financial Asset Inequality and Its Implications for Retirement Security National Institute on Retirement Security, September 2019
- Retirement Security: Income and Wealth Disparities Continue through Old Age GAO, September 9, 2019
- From saving to spending: A proposal to convert retirement account balances into automatic and flexible income The Brookings Institution, July 31, 2019
- Reducing regulatory obstacles to annuities in 401(k) plans The Brookings Institution, July 24, 2019
- Why Are So Many Households Unable to Cover a $400 Unexpected Expense? Center for Retirement Research at Boston College, July 2019
- Viability of the Spend Safely in Retirement Strategy Society of Actuaries, July 2019
- National Retirement Policy & Principles American Academy of Actuaries, July 2019
- Half of California Private Sector Workers Have No Retirement Assets UC Berkeley Labor Center, July 1, 2019
- How Well Are Independent Workers Prepared for Retirement? The Pew Charitable Trusts, June 28, 2019
- Family Structure, Roles and Dynamics Linked to Retirement Security – Essay Collection Society of Actuaries, June 2019
- Automatic enrollment in 401(k) annuities: Boosting retiree lifetime income The Brookings Institution, June 25, 2019
- Using behavioral insights to increase annuitization rates: The role of framing and anchoring The Brookings Institution, June 25, 2019
- Can annuities become a bigger contributor to retirement security? The Brookings Institution, June 25, 2019
- The State of U.S. Financial Capability: The 2018 National Financial Capability Study FINRA Foundation, June 2019
- Investing in (and for) Our Future World Economic Forum, June 13, 2019
- Report on the Economic Well-Being of U.S. Households in 2018 Federal Reserve, May 2019
- Additional Data and Analysis Could Provide Insight into Early Withdrawals U.S. Government Accountability Office, April 26, 2019
- Do People Save More After They Marry? Center for Retirement Research at Boston College, April 23, 2019
- Retirement Security: Most Households Approaching Retirement Have Low Savings, an Update U.S. Government Accountability Office, March 2019
- Retirement Security in 2050: Future Outcomes for Gen X and Early Millennial Retirees Urban Institute, March 2019
- How Will Retirement Saving Change by 2050? Prospects for the Millennial Generation The Brookings Institution, March 2019
- “RESA” 2019 Legislative Proposals to Improve Retirement Security and Savings The Brookings Institution, March 2019
- Despite Political Polarization, Dems and GOP United in Concern About U.S. Retirement Crisis National Institute on Retirement Security, February 2019
- Federal Action Needed to Clarify Tax Treatment of Unclaimed 401(k) Plan Savings Transferred to States Government Accountability Office, February 2019
- The Nation’s Retirement System: A Comprehensive Re-evaluation Needed to Better Promote Future Retirement Security Government Accountability Office, February 2019
- Portable Non-Employer Retirement Benefits Aspen Institute, February 2019