Retirement Plans Archived Resources

Older News Releases

Industry Leaders Urge Congress to Pass Retirement Security Legislation, 12/12/2018
ACLI Commends Chairman Brady for Including Key Retirement Security Provisions in Tax Legislation, 11/27/2018
U.S. House Approves Legislation That Will Enhance Americans' Retirement Security, 09/27/2018
Ways and Means Committee Legislation Falls Short of Needed Retirement Security Reforms, 09/13/2018
Legislation Represents Important First Step to Bolstering Americans' Retirement Security, 09/10/2018
Executive Order Advances Public Policy in Favor of Americans Planning and Saving for Financially Secure Retirements, 08/31/2018
Lifetime Income Disclosure Act Would Help Boost Retirement Security, 04/06/2017
ACLI Commends Senate Vote to Disapprove a Regulation Issued by the U.S. Department of Labor on Municipal-Run Retirement Savings Plans for Private-Sector Workers, 03/30/2017
ACLI Commends Senate Finance Committee For Passing Bipartisan Legislation The Retirement Enhancement and Savings Act of 201609/21/2016

Older RESA Materials

Coalition 2018 Retirement Security Priorities
ACLI's position on H.R. 5282 - 115th Congress
Industry CEO letter to Senate leadership
Industry CEO letter to House leadership
ACLI op-ed on Tax Reform 2.0/RESA in Morning Consult
Trade associations' letter to S. 2526 sponsors
ACLI letter to S. 2526 sponsors
Trade associations' letter to H.R. 5282 sponsors
ACLI letter to H.R. 5282 sponsors
ACLI op-ed on RESA in The Hill
ACLI news release on RESA

Older National Retirement Planning Week Materials

Assessing Americans' Financial & Retirement Security Infographic 2018
ACLI Across America Fact Sheet 2018
National Retirement Planning Week sample social media
Invitation to Financial Security & Life Insurance Caucus April 2018 event

Older Letters of Support

ACLI letter to sponsors of the Increasing Access to a Secure Retirement Act of 2017, H.R. 4604, 02/08/2018
ACLI letter to House sponsors of the Lifetime Income Disclosure Act, H.R. 2055, 04/06/2017
ACLI letter to Senate sponsors of the Lifetime Income Disclosure Act, S. 868, 04/06/2017

Older Reports

NERA Study Released on DOL Retirement Regulation
(March 2015) On March 16, SIFMA released a new study entitled, Review of the White House Report Titled 'The Effects of Conflicted Investment Advice on Retirement Savings,' from the National Economic Research Associates (NERA). The study identifies flaws in figures cited in the White House’s Council of Economic Advisors Report and frequently reiterated by supporters of a proposed retirement regulation from the Department of Labor. Download the full study. (PDF)

ACLI Testimony for Hearing on Maintaining the Disability Insurance Trust Fund's Solvency
(February 2015) ACLI submitted testimony on February 25 to the House Ways and Means Social Security Subcommittee for their Maintaining the SSDI Trust Fund’s Solvency hearing. Download the full testimony. (PDF)

Think Tank: Better Financial Security in Retirement? Realizing the Promise of Longevity Annuities
(November 2014) The Brookings Institution highlights how recent trends in the retirement landscape have precipitated a need for products that offer protection against longevity risk. Download the complete report (PDF)

GAO Report Shows Small Businesses Helping Growth of Defined Contribution Plans
(April 2014) The Government Accountability Office (GAO) released a report (PDF) demonstrating that small employers have had a significant role in the growth of defined contribution plans. According to the GAO, more than 90 percent of retirement plans that have been formed in recent years have been defined contribution plans, with the overwhelming majority of those plans set up by small employers. 

Report: Building Retirement Security Through Defined Contribution Plans
(February 2014) Professors Jeffrey R. Brown and Scott J. Weisbenner, University of Illinois at Urbana-Champaign, discuss in a new report why employer-sponsored defined contribution (DC) plans and individual retirement accounts (IRAs) are such an important part of the U.S. retirement system. Download the complete report (PDF).