top of page



"The Average Retirement Savings by Age"
If you’re like the majority of people, you probably need to step up your retirement-saving efforts. A recent report from the Government...
jamesmcnamee2
Jan 16, 20221 min read


“How Does Media Coverage of Social Security Affect Worker Behavior?”
The brief's key findings are: Social Security’s trust fund is projected to deplete its reserves in 2034, after which ongoing revenues...
jamesmcnamee2
Oct 11, 20211 min read


"The Cost of Mandating Social Security on the Public Sector"
Many states and local governments with retirement plans now have the option to enroll employees in Social Security. Yet most employees in...
jamesmcnamee2
Aug 16, 20211 min read


"How America Saves 2021"
In-depth research on the investing behavior of real retirement plan participants so you can explore what’s possible.
jamesmcnamee2
Aug 15, 20211 min read


"Failures’ Fallout ---- Predicting Politics & Policy in the Post-Pandemic Era"
When institutions, policies and leaders fail, people demand change. Growing global frustration with broader societal disruptions is...
jamesmcnamee2
Aug 11, 20211 min read


"Taking stock Environmental, social and governance (ESG) considerations"
Environmental, social, and governance considerations will be the top priority Security and Exchange Commission 2021 agenda. In the...
jamesmcnamee2
Jul 18, 20211 min read


"SEC Sues Promoters of BitConnect, a Cryptocurrency that Raised $2 Billion"
On May 28, 2021, The U.S. Securities and Exchange Commission announced that it had filed an action against five individuals alleging that...
jamesmcnamee2
Jul 18, 20211 min read


"Annual Survey of State Government Tax Collections (STC)"
The Annual Survey of State Government Tax Collections is a summary of the taxes collected by the states. As a result, The 2020 State...
jamesmcnamee2
Apr 25, 20211 min read


"2020 Public Plan Investment Update and COVID-19 Market Volatility"
The brief’s key findings are: Despite the market rebound, most public pension plans ended FY 2020 with investment returns that fell short...
jamesmcnamee2
Dec 16, 20201 min read


"How Much Taxes Will Retirees Owe on Their Retirement Income?"
To evaluate their retirement resources, households approaching retirement will examine their Social Security statements, defined benefit...
jamesmcnamee2
Dec 16, 20201 min read


"401(k)/IRA Holdings in 2019: An Update from the SCF"
The brief’s key findings are: The 2019 Survey of Consumer Finances offers a picture of households’ 401(k)/IRA assets after a period of...
jamesmcnamee2
Dec 16, 20201 min read


"How Much Taxes Will Retirees Owe on Their Retirement Income?"
The brief’s key findings are: Households nearing retirement may forget that not all of their retirement resources belong to them, as they...
jamesmcnamee2
Dec 16, 20201 min read


2020 Public Plan Investment Update and COVID-19 Market Volatility
The brief’s key findings are: Despite the market rebound, most public pension plans ended FY 2020 with investment returns that fell short...
jamesmcnamee2
Dec 2, 20201 min read


An Updated Guide to Benefits.gov Resources
What is Benefits.gov? One of the longest-serving E-Government initiatives, Benefits.gov was launched by the U.S. Department of Labor in...
jamesmcnamee2
Dec 2, 20201 min read


COVID-19 LEGISLATIVE ANALYSIS: Coronavirus Aid, Relief, and Economic Security (CARES) Act
WHAT’S IN THE CARES ACT? • This presentation briefly summarizes the highlights of the CARES Act. • It also provides links to government...
jamesmcnamee2
Dec 2, 20201 min read


Pennsylvania law requires multiple record keepers for 403(b), 457 plans
A new law in Pennsylvania will require school districts sponsoring certain retirement plans to use at least four service providers, which...
jamesmcnamee2
Jun 11, 20201 min read


Are Homeownership Patterns Stable Enough to Tap Home Equity?
For a comfortable retirement, many households may need to tap their home equity but, currently, few take out a reverse mortgage or defer...
jamesmcnamee2
May 6, 20201 min read


An Introduction to Police and Fire Pensions
Pension and retiree health benefits for public safety workers are more expensive than those of other local government workers, largely...
jamesmcnamee2
Mar 7, 20201 min read


Estate Planning Update January 2020 – Retirement Account Planning May Need to Be Reviewed
Stretch-Out of Inherited Retirement Accounts Largely Eliminated The SECURE Act, a new law passed in late December that took effect...
jamesmcnamee2
Mar 7, 20201 min read


AARP in the States | Snapshot: State Employees’ Retirement System of Illinois
The funding of public employee pensions is shared by employees and employers. New SERS employees contribute 4% or 8% of their pay into...
jamesmcnamee2
Mar 7, 20201 min read
bottom of page



_edited.png)