10th Annual Retirement Survey

While the recession has impacted most workers’ outlook for retirement, women’s outlook has fared worse. The survey data highlights some areas of concern, but also reveals opportunities to help women and all workers get back on track with their retirement savings.

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Managing the Road to Retirement: How Different Age Groups Save

Learn how future retirees can change their saving habits to improve their prospects for retirement. Gain insight into the sentiments and behavior of workers in their 20s, 30s, 40s, 50s and older.

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National 401(k) Day

In recognition of National 401(k) Day, Friday, September 11, TCRS has produced an audio news release that encourages workers to calculate a retirement savings goal and set forth a plan for saving.

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Employers Reluctant to Cut Retirement Benefits in Difficult Economy

Read the full employer results from the 10th Annual Retirement Survey including findings that few employers have reduced or eliminated retirement benefits.

• Press Release
• Full Survey Results

Back-on-Track: Helping Pre-Retirees Improve Their Retirement Outlook 

TCRS was featured in Summer 2009 edition of the The ASPPA Journal with an article about how workers over the age of 50 can improve their chances of achieving a financially secure retirement.

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Educating Yourself Today for a More Secure Tomorrow

TCRS recently published the attached article that offers some basic steps and tips to help people get more educated and make better informed decisions about their retirement savings. This article is designed for a wide general audience and for use in newspapers, newsletters, Web sites and other forms of print media.

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Worker Preferences for 401(k) Fee Disclosure

The topic of fee disclosures in 401(k) plans has recently garnered much attention in the government, media, and retirement industry. Findings from the 10th Annual Retirement Survey help to illustrate current levels of awareness of 401(k) fees, employer and worker preferences for receiving information about fees, and opportunities for increasing awareness.

Congressional Testimony

Overview of Survey Findings

Legislative Ledger

Our experts have closely followed legislative and regulatory activity in order to provide informed perspectives to small business owners and their retirement plan advisors. Click here to read all legislative updates or view some of our latest updates: 

• IRS Issues Guidance on Miscellaneous HEART Act Changes
  
  
• Department of Labor Final Rule on Definition of Plan Assets — Participant Contributions
  
  
• IRS Issues Final Guidance On Section 204(h) Notice Requirements Post PPA
  
  
• Temporary Closing of Determination Letter Program For Adopters of Pre-Approved Defined Benefit Plans
  
  
• Department of Labor Officially Withdraws Final Regulations Relating
  to the Provision of Investment Advice
  
  
• USERRA Benefits Under Title IV of ERISA
   
• Further Delay of the Effective Date and Applicability Date of FinalRegulations Relating to Investment Advice
   
• Rollovers from Eligible Employer Plans to Roth IRAs
  
  
• Internal Revenue Service Guidance on 2009 Required Minimum Distributions
   
• Selected Pension Plan Limitations for 2010
  
  
• Revenue Rulings 2009-31 and 2009-32 Dealing with the Contribution ofthe Dollar Equivalent of Unused Paid Time Off to a Profit Sharing Plan
  
  
• Revenue Ruling 2009-30 and Notice 2009-65 Relating to AutomaticContribution Arrangements
  
  
• Further Delay of the Effective Date and Applicability Date of Final Regulations Relating to Investment Advice
  
  
• Proposed Regulations Relating to Suspension or Reduction of Safe Harbor Nonelective Contributions
  
  
• Final Regulations on Automatic Contribution Arrangements
  
  
• Department of Labor Proposed Extension of Effective Date of Final Regulations Relating to Investment Advice
  
  
• Internal Revenue Service Issues Guidance On Reporting Required Minimum Distributions for 2009
  
  
• The Worker, Retiree, and Employer Recovery Act of 2008 – DefinedContribution-Related Provisions

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Investment Calculators

How much money will you need when you retire? Are you saving towards the purchase of a home or other major financial goal? 

Establishing financial goals is much easier when you have the right information. Use our investment calculators to help you determine how much you will need to start saving today in order to reach your retirement goal. View our investment calculators.