As state-facilitated retirement savings programs are poised to mark $2 billion in assets and 1 million funded saver accounts, new CRI research reveals significant gaps that remain in retirement plan access and the potential of state programs to reach and benefit millions of Americans.(Press Release, Report, and State-by-State Interactive Map). The …

Kendra Isaacson, Principal, Mindset and Michael Kreps, Principal, Groom Law Groom offer their predictions about the focus and priorities of a new Congress and a new Administration shaping retirement policy in 2025. Both Mindset and the Groom Law Group are general supporters of the Center for Retirement Initiatives. The views and opinions expressed …

Anne Lester is a well-known retirement expert and perhaps few are as well qualified as Anne to help us better understand how to save smart and retire happy—on own time and target. She shares some of the key lessons from her new book - Living Your Best Financial Life – Save Smart Now for the Future You Want.…

Ken Dychtwald, PhD, is the founder and CEO of AgeWave, an acclaimed think tank and consultancy focused on the social and business implications and opportunities of global aging and rising longevity. His client list has included over half the Fortune 500 companies. During his career, Ken has addressed more than two million people worldwide in his sp…

Jeri Savage, lead retirement strategist for MFS Investment Management, shares the findings of their recent 2023 Global Retirement Survey and 2023 DC Plan Sponsor Survey. These surveys provide some valuable insights into the confidence and knowledge of retirement plan participants, what they need and want from their plans, and how plan sponsors are …

David Walker, former Comptroller General of the United States, assesses the state of the nation's current fiscal and economic condition and discusses the consequences of the failure to act to address some of the biggest challenges we face today.

Surya Kolluri, Head of the TIAA Institute, shares some of the Institute's most recent research to help us understand how financial literacy, longevity literacy, and healthy aging affect retirement readiness.

Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Barbara Marder of the Employee Benefits Research Institute (EBRI) - help us better understand how American workers are doing when it comes to their overall financial well-being, retirement confidence and readiness, in…

Colorado Treasurer Dave Young, Maine Treasurer Henry Beck, and Vestwell’s Courtney Eccles discuss how these two states worked together to forge the first-in -the nation interstate partnership between state-facilitated retirement savings programs and what it could mean for other state programs in the future.…

Chris Flynn, Head of Product Development and Research, CEM Benchmarking, discusses the study methods and findings of a recent research project collaboration with the Georgetown CRI. The study reveals that the lack of asset diversification in DC plans has been a $5 billion annual missed opportunity. Who has missed out? Retirees and the potential imp…

Jason Fichtner, Vice President for Economic Policy, Bipartisan Policy Institute, and Senior Fellow, Alliance for Lifetime Income, shares some key takeaways from the Alliance's recent Protected Income Summit. How do we reimagine retirement planning, change the culture and conversation about retirement advice, and effectively communicate the importan…

Delaware State Treasurer Colleen Davis shares the experience of building significant bipartisan and popular support for the Delaware EARNS program, one of the most recent state auto-IRA programs enacted in 2022.

On this audio replay of CRI’s February 9, 2023 webinar, Angela Antonelli moderates a series of panel presentations by: Will Hansen, Chief Government Affairs Officer, American Retirement Association Jessica Muirhead, Executive Director, MyCTSavings Chad Mullen, Director, Financial Security, AARP Chad Parks, CEO, Ubiquity Retirement + Savings William…

Connecticut Comptroller Natalie Braswell and Jessica Muirhead, Executive Director, MyCTSavings program, discuss the history, design, and evolution of this state-facilitated retirement savings programs for private sector workers who lack access to an employer-sponsored plan, and share some important some lessons learned for other states and stakehol…

Three prominent and influential thought leaders – Anne Ackerley of BlackRock, Catherine Collinson of the Transamerica Institute, and Lori Lucas of the Employee Benefits Research Institute (EBRI) - help us better understand how American workers are doing when it comes to their overall financial well-being and concerns, their retirement confidence an…

Bonnie-Jeanne MacDonald, Director of Financial Security Research at the National Institute on Ageing at Ryerson University and Barbara Sanders, Associate Professor Statistics and Actuarial Science, Simon Fraser University introduce us to the concept of Dynamic Pension Pools, how they are different from other lifetime income solutions, and the role …

Ayandev Saha, Head of Climate Risk and Insurance, RMD London, introduces us to a new retirement savings scheme launched in Rwanda in late 2018. This initiative also is outlined in a recent white paper submitted to the CRI titled "Rwf 23.2 billion saved into informal sector pension scheme –Extending pension coverage to the informal sector in Rwanda"…

INDUSTRY INSIGHTS EDITION Chad Parks, Founder and CEO of Ubiquity Retirement +Savings, a fintech company committed to serving the small business market, explains why he supports new state-facilitated retirement savings programs, the ways in which the public and private sectors can contribute to closing the savings access gap, the innovation and com…

David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions, and Michael Finke, Professor, Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security Research at The American College of Financial Services, explain what we know about how retirees save and spend their money, what informatio…

On this audio replay of CRI’s February 17, 2022 webinar, Angela Antonelli moderates a series of panel presentations by: The Honorable Stacy Garrity, Treasurer, Commonwealth of Pennsylvania The Honorable Josh Gotbaum, Chair, MarylandSaves Mary Morris, CEO, Virginia529 and the VA Retirement Savings Program John Scott, Retirement Savings Project Direc…

Michael Kreps, Principal & Co-Chair of the Retirement Services Practice, Groom Law Group, discusses how well the retirement system continues to hold up as we begin a new year; provides an overview of some of the more significant retirement related legislative reform initiatives considered but not enacted by Congress in 2021 with his predictions for…

John Scott, Project Director, Retirement Savings Project, The Pew Charitable Trusts shares the findings of recent research related to the implementation of state auto-IRA retirement savings programs in Oregon and Illinois. He explains the role these programs play in closing the retirement savings access gap, the budget and economic consequences of …

Theresa Whitmarsh, Executive Director, Washington State Investment Board will retire at the end of 2021 after 18 years of service. The Board manages more than $165 billion in assets, and is one of the top 5 best funded and highest performing pension funds in the nation. It also is a leader in private asset investing, with private equity, real estat…

Dennis Simmons, Executive Director of the Committee on the Investment of Employee Benefit Assets (CIEBA), discusses key issues of focus for today’s retirement plan sponsors. Chief Investment Officers (CIOs) are keenly focused on the investment performance of their defined benefit (DB) and defined contribution (DC) retirement plans and working in th…

NBER President and MIT Professor James Poterba discussed current demographic and economic trends and the challenges they pose for the future of retirement security. He provides an update on the current condition of Social Security, what a low return environment means for retirement savings, the importance of financial education, and why designing l…