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- 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
- Memorandum and Order. Howard Jarvis Taxpayers Association vs. The California Secure Choice Program U.S. District Court, March 28, 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
- Latinos’ Retirement Insecurity in the United States National Institute on Retirement Security, December 2018
- Trends in Retirement Security by Race/Ethnicity Center for Retirement Research, November 2018
- 2018 Employer Financial Wellbeing Survey EBRI, November 2018
- When do Americans Plan to Retire? The Pew Charitable Trusts, November 2018
- MEP Proposed Regulation Overview Groom Law Group, October 2018
- Saving at Work for a Rainy Day: Perspectives from Employees AARP Public Policy Institute, September 2018
- Retirement in America | Out of Reach for Most Americans? National Institute on Retirement Security, September 2018
- Millennial Financial Literacy and Fin-tech Use: Who Knows What in the Digital Era The George Washington University School of Business and Global Financial Literacy Excellence Center (GFLEC) and TIAA Institute, September 2018
- Executive Order on Strengthening Retirement Security in America White House, August 31, 2018
- 2018 Forum on Retirement Savings Report The Aspen Institute, August 2018
- Do Young Adults with Student Debt Save Less for Retirement Center for Retirement Research at Boston College, June 2018
- How Can We Save (for) Our Future World Economic Forum, June 2018
- Report on the Economic Well-Being of U.S. Households in 2017 Federal Reserve, May 22, 2018
- Pew: Many Small-Business Leaders Express Limited Knowledge of Retirement Plan Fees The Pew Charitable Trusts, May 7, 2018
- DCIIA: Design Matters: Plan Distribution Options: Taking Money Out for Retirement The Defined Contribution Institutional Investment Association, May 2018
- EBRI: 2018 Retirement Confidence Survey Employee Benefit Research Institute, April 2018
- CRR: An Analysis of Retirement Models to Improve Portability and Coverage Center for Retirement Research at Boston College, March 2018
- Auto-IRAs Could Help Retirees Boost Social Security Payments The Pew Charitable Trusts, March 21, 2018
- Better Guidance and Information Could Help Plan Participants at Home and Abroad Manage Their Retirement Savings U.S. Government Accountability Office, March 5, 2018
- Millennials and Retirement: Already Falling Short National Institute on Retirement Security, February 2018
- PA Announce Bipartisan Collaboration & New Website, February 8, 2018
- 2018 Survey of the States Council for Economic Education, February 8, 2018
- Workplace Retirement Plans Tend to Sharpen Focus on Financial Futures Pew Charitable Trusts, February 7, 2018