Compliance January 6th, 2025 Biden Signs Social Security Fairness Act The law will boost Social Security benefits for nearly 3 million public workers.
In Practice December 11th, 2024 EBRI Panel: DC Plans, Social Security Can Create Strong Retirement Security Net Panelists speaking at the institute’s winter policy forum made the case that a strengthened defined contribution system can partner well...
Deals & People December 6th, 2024 Trump Taps Fiserv CEO Frank Bisignano for Social Security Administration Commissioner Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.
Data & Research November 13th, 2024 US Retirement Market Evolves Amid Growth, Challenges A retirement data expert discusses the aging U.S. workforce, rising Social Security dependence and a retirement coverage gap affecting millions...
Client Service October 10th, 2024 Social Security Raises Benefit by 2.5% for 2025 The boost is lower than last year because inflation has cooled; meanwhile, the consumer price index rose by 0.2%, slightly...
Data & Research October 1st, 2024 Americans Are Calling for Policymaker Action on Social Security Reports from HealthView and Transamerica show people want policymakers to work on shoring up Social Security now.
In Practice September 24th, 2024 Social Security: Beyond the Headlines The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
Data & Research September 11th, 2024 Social Security Cost-of-Living Adjustment Forecasted at 2.5% for 2025 The Senior Citizens League projects next year’s cost-of-living adjustment on a day when the Consumer Price Index rose 2.5% over...
Client Service September 5th, 2024 Social Security Administration Reduces Signature Requirements to Streamline Services The shift, including accepting more electronic signatures, is part of a larger effort to streamline application processes.
Compliance August 16th, 2024 IRS Launches Public-Private Committee to Guard Against Tax Scams About 60 private sector companies and groups join the IRS to combat a rise in tax scams ahead of next...
Compliance August 13th, 2024 Near Retirees Being Targeted by Imposter Social Security Administrators ‘Long cons’ are becoming more frequent as scammers go after retirement savings, according to a warning from the Office of...
Data & Research July 25th, 2024 Workers Expect 401(k) to be Main Source of Retirement Income Charles Schwab surveying also found less optimism in Social Security, while separate polling by J.P. Morgan saw more 401(k) confidence...
Data & Research July 25th, 2024 Americans Want Government to Shore Up Social Security Funding Ahead of fall elections, Americans have signaled their commitment to Social Security, but whether politicians listen and act remains uncertain,...
Compliance June 11th, 2024 Should the CPI-E Be Used for Social Security? Using the consumer price index for the elderly for cost-of-living adjustments would likely result in higher Social Security benefits.
Data & Research June 4th, 2024 Only 30% of Savers Know About Social Security Shortfall Projections Once aware, 97% agree leaders should strengthen the system for current and future generations.
Data & Research May 6th, 2024 Social Security Funds Gain Additional Year in Forecasting A strong job market and wage growth helps extend forecast for both funds when compared to last year.
Data & Research April 19th, 2024 69% of Pre-Retirees Say Retirement at 65 Is Not Possible Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.
In Practice April 8th, 2024 NAPA Head Warns of 401(k) Revenue Grab by Policymakers Plan adviser association kicks off its national conference with discussion of Congressional threats to tax-deferred retirement plans amid 2025 negotiations...
Compliance March 21st, 2024 Social Security Administration to Relax Overpayment Clawback Rules SSA Commissioner Martin O’Malley also laid out the agency’s customer service issues.
Practice Management March 8th, 2024 Why Advisers Should Think of Social Security as a Fixed Asset Class A retirement plan adviser is pushing the industry to consider Social Security’s place as a fixed asset for U.S. workers—and...