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- State Programs Complement Private Plan Formation, Pew, April 2023
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016-2020, EBRI, March 2023
- 2022 Financial Literacy Annual Report, CFPB, March 2023
- How Did the Pandemic Affect Household Balance Sheets?, Center for Retirement Research, February 2023
- The Role of IRAs in US Households’ Saving for Retirement, 2022, ICI, February 2023
- Financial literacy, longevity literacy, and retirement readiness – The 2022 TIAA Institute-GFLEC Personal Finance Index, GFLEC, January 2023
- American Views on Defined Contribution Plan Saving, 2022, ICI, January 2023
- Fixed and Variable Longevity Annuities in Defined Contribution Plans: Optimal Retirement Portfolios Taking Social Security into Account, Pension Research Council, January 2023