From the Newsroom

Date Published: 12/29/2022
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Academy in the News

The Passage Of SECURE 2.0 Is A Win For Retirement Security

Advisor Magazine
Topics: Retirement
Date Published: 12/26/2022
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Article

Academy: Today’s Passage of SECURE 2.0 Is a Win for Retirement Security

WASHINGTON—The SECURE 2.0 legislation that passed today as part of Congress’ year-end, omnibus spending bill is a significant and welcome step forward in improving the U.S. retirement…
Date Published: 12/23/2022
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Date Published: 10/14/2022
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Academy in the News

5 Simple Tips for a Retirement Income Plan

ETF Trends
Topics: Retirement
Date Published: 09/14/2022
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Date Published: 08/15/2022
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Academy in the News

Reframing Retirement Income Discussions

Investment News
Topics: Retirement
Date Published: 08/01/2022
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Related Resources

Intersector Group Notes from September Meeting with Treasury, IRS

Intersector Group notes of its September 2015 meeting with the Treasury Department and Internal Revenue Service. 
Topics: Retirement
Date Published: 12/09/2015
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Comment / Letter

Comments to Treasury and IRS on Qualified Longevity Annuity Contracts

Pension Practice Council comments to the Treasury Department and the Internal Revenue Service regarding final regulations concerning Qualified Longevity Annuity Contracts (QLACs) and their advantages
Topics: Retirement
Date Published: 11/06/2015
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Issue Brief

Risky Business: Living Longer Without Income for Life – Information for Current and Future Retirees

time Income Risk Joint Task Force issue brief in the Risky Business series explaining how a retiree can use the concept of “risk sharing” to help manage longevity risk through lifetime payout…
Date Published: 10/22/2015
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Risky Business: Living Longer Without Income for Life – Legislative and Regulatory Issues

time Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and regulatory approaches that emphasize financial literacy and education for prospective retirees,…
Topics: Retirement
Date Published: 10/22/2015
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Issue Brief

Risky Business: Living Longer Without Income for Life – Actuarial Considerations for Financial Advisers

time Income Risk Joint Task Force issue brief in the Risky Business series providing actuarial insights regarding lifetime income planning
Topics: Retirement
Date Published: 10/22/2015
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Issue Brief

Retiree Lifetime Income: Choices & Considerations

time Income Risk Joint Task Force issue brief explaining general retirement planning considerations.
Topics: Retirement
Date Published: 10/22/2015
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time Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and regulatory approaches that emphasize financial literacy and education for prospective retirees,…
Topics: Retirement
Date Published: 10/22/2015
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Risky Business: Living Longer Without Income for Life – Legislative and Regulatory Issues

Risky Business: Living Longer Without Income for Life – Legislative and Regulatory IssuesLifetime Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and…
Topics: Retirement
Date Published: 10/22/2015
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Comments to PBGC on 4010 Reporting Requirements

Pension Committee comments to the Pension Benefit Guaranty Corporation (PBGC) regarding the proposed changes to the §4010 reporting requirements.  
Topics: Retirement
Date Published: 09/25/2015
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Comments to IRS and Treasury on Suspension of Benefits

Multiemployer Subcommittee comments to the IRS and Treasury on proposed regulations on suspensions of benefits under the Multiemployer Pension Reform Act of 2014.  
Date Published: 08/19/2015
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