Opinions October 30th, 2026 A Potential ‘Bridge’ to More Lifetime Income Prudential Researcher David Blanchett looks at plan participants’ interest in lifetime income beyond traditional in-plan annuities.
In Practice October 19th, 2026 How Advisers Should Interpret the Recent COLA Increase for Clients Experts say the 3.6% monthly increase in Social Security benefits should also prompt conversations about savings rates, retirement income and...
Compliance October 16th, 2026 Trump Signs ESOP ‘Ownership’ Bill The codified framework for valuations of employee stock ownership plans is expected to reduce resulting litigation.
Compliance October 14th, 2026 Social Security Cost-of-Living Adjustment Rises 3.6% for 2027 Monthly Social Security checks will increase by an average of $75.
Compliance October 1st, 2026 Congress Approves Bill Changing Descriptions for Social Security Claiming As the measure awaits the president’s signature, Social Security trustees have shared potential responses to the program’s solvency crisis.
Compliance September 23rd, 2026 House Bill Seeks Social Security Eligibility at 60 for Workers in ‘Physically Demanding’ Jobs The measure could accelerate the program's projected insolvency.
Data & Research August 21st, 2026 How Rising National Debt Threatens Social Security, US Retirement The Conference Board outlines fiscal scenarios that could strain Social Security and raise borrowing costs.
Data & Research August 14th, 2026 AARP Finds US Adults Concerned Over Social Security Nearly all surveyed US adults viewed Social Security as important and 91% wanted Congress to take action to preserve it...
Compliance August 10th, 2026 Senators Propose Combining Newborns’ Trump Account, Social Security Sign-Ups Nearly 99% of parents already use the Social Security Administration’s Enumeration at Birth program, according to a co-sponsor of the...
Compliance August 6th, 2026 Proposed Social Security Commission Divides Senate Committee A deep partisan divide has formed in the Senate Committee on Finance over whether Congress or a special committee should...
Compliance July 20th, 2026 Bipartisan Bill Wants Social Security Advisory Board to Offer Solvency Solution The board currently has three seats vacant—and any recommendations on Social Security would need congressional approval.
Compliance July 16th, 2026 Academic Paper Lays Out Importance of Reforming Social Security Before Fund Depletion Delaying reform could trigger fiscal and debt crises in the next decade, according to the Mercatus Center.
Compliance July 15th, 2026 Bisignano Adds Trump Account Expansion to SSA, IRS Leadership Roles Frank Bisignano, the Social Security Administration commissioner and IRS CEO, is tasked with supporting the ‘continued growth’ of the Trump...
In Practice June 26th, 2026 Roth Accounts’ Rise Brings Opportunity, Uncertainty for Savers A tax policy expert shares how Roth contributions are impacting congressional priorities and decumulation strategies.
Data & Research June 23rd, 2026 US Adults Lack Confidence in Social Security Fix Nearly 70% of respondents to a PlanGap survey said they were not confident the government would solve the funding challenge...
Compliance June 15th, 2026 2027 Budget Cuts for DOL, EBSA Approved by House Committee The budget bill proposes slashing the Department of Labor’s discretionary spending by 27%.
Data & Research June 12th, 2026 Most Savers Lack Clear Plan for Retirement Spending, per Corebridge Pre-retirees will need to save six-figure sums to make up for gaps caused by cut Social Security benefits.
Compliance June 10th, 2026 House Hearing Scrutinizes Social Security Commissioner’s Agenda House Democrats raised questions over Commissioner Frank Bisignano’s claims that his agency is having its ‘best overall performance.’
Compliance June 9th, 2026 Social Security Trust Fund Faces Depletion in 2032 The current estimate says the agency will have enough revenue to pay 83% of benefits due at that time.
In Practice May 22nd, 2026 Common Pitfalls Can Endanger Retirees’ Finances Debt and risky investments can frequently lead to long-term retirement consequences.