In this note, we first present trends in participation in employment-related retirement plans, and then provide analysis for one birth cohort, nearing retirement age, of the impact of Social Security on retirement wealth

High and rising US wealth inequality underscores the need to revisit a perennial concern in policy circles: retirement preparedness. Our cross-cohort approach to studying retirement adequacy is based on relative wealth measures, meaning how the wealth distribution of one cohort compares to the...

Is the current mix of tax preferences for employer-sponsored pensions and individual retirement saving in the U.S. delivering the best possible retirement-preparedness across and within generations? Using data from the triennial Survey of Consumer Finances for 1989 through 2013, cohort-based...

Growing awareness of real-world shocks including market downturns, health surprises, and labor market readjustment is calling into question the ability of global retirement systems to remain healthy and sustain future retirees.