Tuesday, November 26th, 2024 A topical newsletter from PLANADVISER Retirement Coverage Gap In this PLANADVISER Spotlight newsletter, we bring you trends and insights related to the retirement plan coverage gap and the modern workforce.  SPONSORED AD IN PRACTICE Mapping State Retirement Programs Georgetown University’s Center for Retirement Initiatives provides a color-coded map of where U.S. state-led retirement programs stand today. CLIENT SERVICE What Is Driving Plan Startups? Providers credit state mandates and tax incentives, but others point to adviser interest in small plans and more uptake for hourly workers. CLIENT SERVICE Tracking the Evolution of PEPs Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond an initial target of small plan startups. COMPLIANCE Mercer: Trump, New Congress Will Likely Continue Bipartisan Work to Expand 401(k) Coverage Mercer’s policy lead says bipartisan work should continue to expand employer-sponsored retirement plan coverage, but tax treatment of such plans may get Republican scrutiny. COMPLIANCE Respondents Recommend Simplicity, Data Sharing for Saver’s Match Retirement industry representatives, providers and academics weighed in on how to best implement a federal matching program for lower-income savers. DATA & RESEARCH 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 of Americans. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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