Compliance March 28th, 2025 Social Security Administration Extends Identity Proofing Requirements The SSA also made an exception to the in-person requirement for for those applying for certain services, although the exception...
Compliance March 25th, 2025 DOGE Prohibited from Obtaining Social Security Data, Judge Rules The restraining order was issued days before a nomination hearing for Frank Bisignano, Trump’s nominee for commissioner of the Social...
Compliance March 5th, 2025 Social Security Administration Announces Staff Downsizing Plans The SSA recently set a staffing target of 50,000, down from its current level of approximately 57,000 employees, according to...
In Practice February 26th, 2025 Expedited Payments From Social Security Fairness Act Coming Soon Starting this week, the Social Security Administration is making retroactive payments because of changes to the WEP and GPO, with...
Compliance February 5th, 2025 Potential Implementation Delays Face Social Security Fairness Act Under the SSA’s current budget, the agency expects it could take more than one year to adjust benefits and pay...
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.