Who: Chuck Blahous will discuss his book “Social Security: The Unfinished Work” (Here) Where: American Enterprise Institute Directions When: February 22nd 8:30am Bio: Charles Blahous is a public trustee for Social Security and Medicare, a research fellow at the Hoover Institution and a senior fellow with the New America Foundation’s fiscal policy program. He previously [...]

On Tuesday, May 11, 2010, the Savings and Retirement Forum will be held at the Heritage Foundation 214 Massachusetts Ave NE Washington DC 20002 [Directions to Heritage], at 8:30am. Vice President and Community Education Administrator Ammar Askari, Ph.D., with M&I Marshall & Ilsley Bank will present his paper “Banking the Underbanked: A Case Study.” If [...]

On Wednesday, January 20th, 2010 the Savings and Retirement Forum will be held at The American Enterprise Institute: 1150 Seventeenth Street, N.W. Washington, DC 20036 [Directions to AEI], at 8:30am. The purpose of the Forum is to bring together academics, interested industry professionals, policy wonks, and government staffers who work on issues related to Social [...]

On Wednesday, December 9th, 2009 the Savings and Retirement Forum will be held at The Urban Institute: 2100 M Street, N.W.Washington, DC, at 8:30am. Barbara A. Butrica, Karen E. Smith, and Eric J. Toder of the Urban Institute will be discussing paper “Retirement Security and the Stock Market Crash What are the Possible Outcomes?” Link [...]

PowerPoint: : Link Paper: Link On Thursday, November 19th, 2009 the Savings and Retirement Forum will be held at The Investment Company Institute: 1401 H St., NW, Suite 1200, at 8:30am. Hillary Waldron of the Social Security Administration will be discussing “Longevity and Earnings” The purpose of the Forum is to bring together academics, interested [...]

Where: Brookings Institute When:  8:30-9:30 Oct 26th

On Tuesday, September 22, 2009 the Savings and Retirement Forum will be held at 1101 New York Avenue, NW, 8th Floor, Washington, DC 20005, at 8:30am. Ken Solow, Chief Investment Officer, Pinnacle Advisory Group will be discussing his book “Buy and Hold is Dead (Again): The case for active portfolio management for retirement savings.” (Link [...]

The next Savings and Retirement Forum will be August 6th at AEI. He will be discussing the Case for Simplifying Social Security Benefits.

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July 15th the Urban Institute will be hosting a presentation by Mauricio Soto entitled “ Trends in Pension Coverage and Contributions.”

Spousal IRAs – How Almost Anyone Can Make an IRA Contribution

No. 8: Break dancing

Man Need Not Tap IRA Funds to Pay Legal Fees, Appeals Court Rules

Mark Warshawsky, Director of Retirement Research at Watson Wyatt and former Assistant Secretary of the Treasury for Economic Policy is disussing his paper: “Comparing Strategies for Wealth Management in Retirement.” Paper: Link PowerPoint: Link

The number of older Americans participating in the work force has been rising over the last 15 years or so, after dropping steadily for decades. Researchers attribute that to change in retirement laws, increased lifespans and increasing financial pressures from drops in stock prices to increased health care costs.

The life expectancy for people who live to age 65 is an additional 18 years, or to age 83, according to the National Center for Health Statistics. The life expectancy for those who live to age 65 is higher for women, almost 20 years, than for men, almost 17 years.

Executive Compensation For The Long Run

Treasury official favors government “match” for savings

Many Americans Are Not Financially or Emotionally Prepared for …

Ramani Ayer, CEO Of The Hartford, To Retire

Now Is No Time to Skimp on Retirement Plans

Financial Engines Beefs up 401(k) Advice

When: 8:30am June, 17th Where: Heritage Foundation 214 Massachusetts Ave NE Washington DC 20002-4999 RSVP: Link Put on your schedule: Link On Wednesday, 17 June 2009 the inaugural meeting of the Savings and Retirement Forum will be held at the Heritage Foundation, 214 Massachusetts ave NE, at 8:30am. Mark Warshawsky, Director of Retirement Research at [...]

The first breakfast will happen in the month of April. Please check back frequently for updates.

NCPA recently published a paper that presents a new take on the retirement issue, Ten Ways to Wreck Your Retirement! This paper does not provide any landmark breakthroughs on the academic front, but it does bring some good ideas together, provides a solid footing for financial education, and might steer legislators away from some of [...]

To better share important savings and retirement information the Savings and Retirement Forum will bring together information from across the profession from academia to policy this should be your spot to find important savings and retirement information.

Abstract: Few previous studies have explored whether defined contribution retirement saving plans offer sufficiently diversified investment menus, though it is likely that these menus significantly shape workers’ accumulations of retirement wealth. This paper assesses the efficiency and performance of 401(k) investment options offered by a large group of US employers. We show that the majority [...]

One of the most promising aspects of retirement saving policy in recent years is the advent of “automatic” or opt-out features in 401(k) plans. Automatic 401(k)s enable saving even if the worker makes no effort to participate in their 401(k) plan. In a 401(k) plan without automatic features, workers have to actively choose whether or [...]

Summary and Introduction: The Social Security benefit formula has incorporated some measure of progressivity almost since the program’s inception. As early as 1939, amendments to the original Social Security Act stipulated that monthly benefits replace a higher proportion of preretirement earnings for people with lower earnings compared with those with higher earnings (Martin and Weaver [...]

Curtailing Contributions