LATEST
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are...
It also diverts congressional attention from really fixing Social Security. Senator Bill Cassidy (R-LA) has resurrected his proposal – this...
Topics
To fix Social Security’s finances, broad support exists for increased revenue to be at least part of the solution. This study focuses on one way to expand the payroll tax base: including the value of employer-sponsored health. The results suggest adding ESI…
The projected funded ratio for state and local pension plans in FY 2025 is 77.7 percent, 1.5 percentage points higher than 2023 – the date of our last funding update. These gains seem quite modest, given that the S&P index increased more than 40 percent between June 2023 and June 2025…
The brief’s key findings are: Introduction What captures the headlines about Medicare is the exhaustion date of the Hospital Insurance (HI) trust fund. But HI is only 38 percent of Medicare expenditures today and is projected to decline further, and the HI shortfall – once the trust fund assets are depleted – is only 11 percent of…
CRR IN THE NEWS
THINKADVISOR
A new report uses two surveys of financial advisors and retirement investors to assess advisors’ portfolio recommendations and explore their apparent influence on clients’ risk appetite in ways that affect retirement security.
FINANCIAL PLANNING
Researchers say older Americans tend to be more pessimistic about the stock market than historical data suggests they should be.
FEATURED
CRR PARTNERSHIP PROGRAM
Partnership with the Center for Retirement Research (CRR) provides instant access to valuable, independent research. In building a relationship with its supporters, the CRR seeks to gain their perspective on retirement income issues and to secure data to advance the goals of the CRR’s research programs. The Partnership Program offers the following benefits: Annual members…
PARTNERSHIP WITH JACKSON NATIONAL
This initiative identifies the major risks that people face as they approach retirement, seeks to understand their perceptions of those risks, measures the potential harm from the risks, and evaluates ways to mitigate them. These risks include: longevity, inflation, health, market, family, and policy. The CRR gratefully acknowledges Jackson National Life Insurance Company for supporting…
RETIREMENT PLAN ACCESS
The main reason that U.S. workers end up with inadequate retirement savings is that, at any given time, only about half of workers ages 25-64 are participating in an employer-sponsored pension (see Figure 1)…
Our summer newsletter features research on pension participation, rising Social Security claiming ages, and a new model for senior housing…
