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May 2026, NPPFA Newsletter: Retirement Research Signals Major Shifts for Pension Trustees in 2026
Pension trustees are entering a new era defined by demographic change, evolving plan design, increased scrutiny on governance, and rapid advances in technology. New retirement research released in 2026 highlights that while public and institutional retirement systems remain resilient, trustees face mounting pressure to adapt strategies around longevity, private markets, risk outcomes, and funding pressures. Longevity Risk and the “New Retirement” One of the most significant t
jamesmcnamee2
May 183 min read


Social Security Reform
This brief summary comes from the Penn Wharton Budget Model article titled: Social Security Reform With Dynamic. You can read the full article by clicking the button below. The Penn Wharton Budget Model explains that Social Security is on track to face a funding shortfall soon, with its main trust fund projected to run out by 2032 (or 2034 if combined with disability insurance). After that, incoming revenue would only cover about 83% of benefits, declining further over time.
jamesmcnamee2
Apr 271 min read


Cybersecurity Best Practices
As it is Cybersecurity Awareness Month, below is a toolkit provided by CISA for organizations on creating stronger cybersecurity. We...
jamesmcnamee2
Oct 3, 20251 min read


"US Public Funds Top Performers Q2"
This article comes from Nasdaq The first half of the 2020s presented myriad challenges and opportunities for US Public Funds. As...
jamesmcnamee2
Aug 4, 20251 min read


"GENIUS Act Enacted, Establishing a Regulatory Framework for Payment Stablecoins Issued or Sold in the United States"
This article comes from Greenberg Traurig, LLP. On July 18, 2025, President Donald Trump signed the “Guiding and Establishing National...
jamesmcnamee2
Aug 4, 20251 min read


National Case Law Update
Case Law Update for the National Round Table Conference Presented by Robert Klausner
jamesmcnamee2
Aug 4, 20251 min read


A Brief Attempt to Define the New, “Brave New (Economic) World” Order
Besides just US-China relations, clearly the global world economy is undergoing a huge de facto reset resulting in a whole new nexus of...
Gerald Alain P. Chen-Young
May 5, 20253 min read


"Convertible Bonds an Issuer's Guide"
Please see below Convertible Bonds an Issuer's Guide by Mayer Brown
jamesmcnamee2
Apr 11, 20251 min read


"Cyber Exploits Report"
Please see below the Cyber Exploits Report from the United States Secret Service Criminal Investigation Division:
jamesmcnamee2
Apr 9, 20251 min read


"2025 Edelman Trust Barometer"
Please see below the 2025 Edelman Trust Barometer from the Edelman Trust Institute
jamesmcnamee2
Jan 30, 20251 min read


Summary of "State Retirement Income of 2024"
Here’s our summary of Morningstar's “State of Retirement Income: 2024” report Core Focus The research explores retirement spending...
jamesmcnamee2
Jan 1, 20251 min read


"FTC Protecting Older Consumers 2023-2024 Report"
This report comes from the Federal Trade Commission Website Aggressive law enforcement remains the keystone of the FTC’s efforts to...
rosie.mcnamee
Dec 2, 20241 min read


"Retirement Insecurity 2024"
This article comes from The National Institute on Retirement Security The ground is shifting when it comes to retirement. Most Americans...
jamesmcnamee2
Oct 30, 20242 min read


"State Retirement System Governing Authority Arrangements"
This article comes from The National Association of State Retirement Administrators Key Takeaways: • Although most state retirement...
jamesmcnamee2
Oct 1, 20241 min read


"Actuarial Funding Policies and Practices for Public Pension Plans"
This article comes from Conference of Consulting Actuaries Public Plans Community This CCA PPC “white paper” provides guidance to...
jamesmcnamee2
Aug 30, 20241 min read


jamesmcnamee2
Aug 2, 20240 min read


Thoughts on Citi’s Announcement “Citi Pitches Money-Moving ‘CrownJewel’ as Central to Revamp”
This announcement by Citi is significant, especially for the “crypto” world. Moving money-moving (per Bloomberg article below), transfer,...
jamesmcnamee2
Jun 19, 20241 min read
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