Compliance December 19th, 2023 Former Maryland Governor Martin O’Malley Confirmed as SSA Commissioner O’Malley says he will set his focus on employee morale and improving Social Security Administration response time.
Compliance December 1st, 2023 Report Outlines Policies That Could Support Social Security Bridge A New School report includes the option of a policy or program that would incentivize collecting Social Security at age...
Data & Research October 18th, 2023 US Retirement System Matches Worldwide Average With C+ Grade The US scored 63 on an overall index for pension coverage value, 23 points behind the No. 1 spot held...
October 12th, 2023 Social Security COLA Announced as 3.2% for 2024 Monthly Social Security checks will increase about $59, a lower increase than in recent years but still larger than the...
Compliance October 2nd, 2023 Temporary Budget Agreement Keeps 2024 Inflation Adjustments on Track The Social Security COLA and IRS Contribution Limits will continue on schedule after a near miss on government shutdown.
Compliance September 28th, 2023 Inflation Data Will Be Unavailable for 2024 Social Security COLA With Shutdown The Social Security COLA would not be updated on the scheduled timeline of October 12 during a government shutdown.
Data & Research September 27th, 2023 FINRA Study Tests Senior Vulnerability to Social Security Scams Older adults without cognitive impairment are still vulnerable to scams, FINRA and JAMA found.
Compliance September 25th, 2023 Social Security COLA Projected at 3.2% Ahead of October Decision The Social Security Administration will officially announce the adjustment rate on October 12, and it is projected at less than...
Compliance September 21st, 2023 Lawmakers Look to Shield Student Loanees From Garnishment of Social Security Benefits With student loan payments set to resume, Democrats in Congress proposed a bill last week that would prevent the government...
Data & Research August 25th, 2023 Nationwide Reports Americans Worry Social Security Will Deplete in Lifetime A separate survey by F&G Annuities and Life found 44% of U.S. retirees have returned to work or are considering...
Products July 26th, 2023 Prudential’s Three Pathways to In-Plan Retirement Income The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’...
Compliance July 14th, 2023 Fidelity Latest Victim of MOVEit Hacks via Vendor PBI PBI Research Services announced that more than 371,000 customers at client Fidelity had personal data exposed in the breach.
Data & Research June 21st, 2023 One-Quarter of Pre-Retirees Expect to Delay Retirement, According to Nationwide An additional 15% are unsure if they will ever be able to retire.
Practice Management May 31st, 2023 The Good Old Days: Was the Pension Era Really as Good as Its Reputation? Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
Practice Management May 31st, 2023 The ‘Other’ Retirement Income? Pair Passion With Part-Time Work, Experts Say The stark reality for many Americans is that Social Security and savings may not be enough to meet their retirement...
Client Service May 30th, 2023 Advisor Group Issues Alert for 2021 Vendor Data Breach Affecting Clients Personal information exfiltrated from RRD’s corporate data system included users’ names, addresses and Social Security numbers.
Compliance May 23rd, 2023 Retirement Clearinghouse Issues Alert of IRA Data Breach Firm alerts more than 10,000 people to watch out for identify theft after Social Security and IRA numbers may have...
Compliance May 22nd, 2023 EBRI Study: Inflation, Weak Stock Market Slashed Retirement Confidence EBRI reports sharply decreased retirement confidence, driven primarily by inflation.
Compliance May 12th, 2023 House Republicans Propose Exempting Social Security Benefits From Income Tax Social Security reform bills keep coming this Congress, and this one would remove Social Security payments from the calculation of...
Compliance April 27th, 2023 GOP Budget Plan Calls For Spending Cuts That Would Include Social Security Administration The bill that passed the House yesterday would threaten delays in Social Security payments, according to an industry lobby group.