Browsing Tag
Pew Charitable Trusts
24 posts
What They’re Saying: Industry Reaction to Trump Retirement Plan Executive Order
Retirement industry quick to support creation of TrumpIRA.gov and use of Saver’s Match to expand retirement savings
2027 Saver’s Match Could Supercharge Auto-IRA Participation
Pew Charitable Trusts research finds SECURE 2.0 provision coming in 2027 puts states on the clock to make prospective beneficiaries eligible for the matching contribution by adopting auto-IRA programs
State Auto-IRAs Reach $2 Billion in Assets
Over one million workers across 12 states have accumulated the total amount
Why Increasing Access, Participation in Workplace Retirement Plans Needs to be Prioritized: Pew
New research highlights savings challenges of workers without employer-sponsored benefits—and how not easing the problem creates a bigger one down the road for taxpayers
CIP Rules Hindering State-Run Auto-IRA Program Enrollment
Bipartisan Policy Center brief pushes for the programs to receive the same exemption 401(k)s get to alleviate growing problem
State Auto-IRA Assets Pass $1 Billion Milestone
The Pew Charitable Trusts reports that more than 800,000 savers are participating in states with programs up and running
State-Mandated IRAs Not Crowding Out Private 401(k)s: Pew Research
Federal data for 2021 shows new the wave of state-based retirement plan initiatives continue to complement private market plans
State IRA Programs Boost Private 401(k) Plan Adoption
New research from Pew Charitable Trusts show significant 401(k) plan growth at businesses in the first three states to adopt auto-IRAs
Rollover Ripoff: IRA Investors Pay ‘Significantly’ More Than 401(k) Participants
The actual numbers are eye-popping
How Fees Factor in 401(k)-to-IRA Rollover Decisions
Pew survey explores consumer trend to roll over workplace savings into individual retirement accounts—and how advisors can impact decision-making