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...
Tag: Social Security
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.
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...
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...
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.
Social Security: Beyond the Headlines
The third story in this quarter’s PLANADVISER In-Depth considers the current state of Social Security.
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...
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.
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...
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...
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...
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,...
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.
Only 30% of Savers Know About Social Security Shortfall Projections
Once aware, 97% agree leaders should strengthen the system for current and future generations.
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.
69% of Pre-Retirees Say Retirement at 65 Is Not Possible
Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.
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...
Social Security Administration to Relax Overpayment Clawback Rules
SSA Commissioner Martin O’Malley also laid out the agency’s customer service issues.
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...
Product & Service Launches – 3/7/24
Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k)...