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Researchers : Encouraging the Use of the Retirement Savings Contribution Credit Through VITA Sites
Complete Description: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 a large VITA site recruited by Center for Economic Progress. The pilot will include: outreach and recruitment of employers and small business owners to provide clients who would most benefit from the Saver's Credit, development of informational materials on the Saver¿s credit for VITA clients, establishment of mechanisms for making retirement contributions through participating employers and/or financial institutions, and development and implementation of training for tax preparers to implement the pilot. The project will include a process evaluation to document the successes and failures encountered in implementing the pilot and an outcome analysis of the use of the Saver's Credit at the selected site relative to comparison sites reporting to CEP. The goal of the evaluation would be to recommend improvements to the pilot program for larger scale implementation in subsequent years, which would be subject to a more robust evaluation.
Date Published:Saturday, October 1, 2011
Author:Jonathan Spader
Funding Agency: Social Security Administration, CFS - Wisc
Type: Brief; Working paper;
Source: Administrative data; Survey data;
Language: English
Audience: Researcher