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With support from the U.S. Department of the Treasury, Corporation for Enterprise Development (CFED), the Center for Financial Security at the University of Wisconsin-Madison (CFS) and the New York City Department  of Consumer Affairs Office of Financial Empowerment (OFE) partnered on a pilot More information...
Audience: Individual Researcher
Type of Resource: Article Brief
Tags: Job Training, Financial Counseling, Financial Empowerment    
Date: 4/21/2014
Many 401(k) retirement plans allow participants to take loans from their accounts before they retire. However, if they have not paid them off before leaving their jobs, they must pay them in full immediately. Based on a large dataset from Vanguard, this study is the first of its kind to quantify More information...
Audience: Researcher
Type of Resource: Brief
Date: 12/1/2011
Abstract: The purpose of this study is to better understand the sources of observed gender disparities in Wisconsin Deferred Compensation (WDC) Program account balances. The WDC is a supplemental tax-deferred voluntary retirement savings plan offered to individuals holding jobs covered by More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 10/1/2011
Abstract: The project will develop, implement, and evaluate a pilot program to encourage the use of the Saver's Credit among clients of a large scale VITA site during the 2011 tax season. The pilot program will be developed by a coalition including Center for Economic Progress, Abt Associates, and More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 10/1/2011
This study surveyed thousands of Americans about their knowledge of retirement planning in general and Social Security in particular. It found that most Americans feel ill prepared for retirement and have a very low level of understanding of how the Social Security system works, when they should More information...
Audience: Researcher
Type of Resource: Brief
Date: 11/1/2010
In 2009, the Center for Retirement Research analyzed responses to the financial and economic downturn of workers approaching retirement. The CRR surveyed 1,317 workers age 45 to 59 between July and August 2009. The main results showed a significant rise in expected retirement ages, but little More information...
Audience: Researcher
Type of Resource: Brief
Date: 2/1/2010