CRS Products

46 Congressional Research Service reports and publications

Employee Stock Ownership Plans (ESOPs): An Overview
2025-09-15 · Resources · IF13104 · HTML available · PDF available
403(b) Pension Plans: Overview and Legislative Developments
2025-06-09 · Resources · IF12518 · HTML available · PDF available
Nontraditional Workers and Retirement Saving: An Overview and Discussion of Policy Issues
2025-04-07 · Reports · R48484 · HTML available · PDF available
Traditional, Roth, and Rollover Individual Retirement Account (IRA) Ownership in 2022
2025-03-18 · Reports · R48456 · HTML available · PDF available
Distribution of Retirement Account Balances: Analysis of the 2022 Survey of Consumer Finances
2025-02-26 · Resources · IF12928 · HTML available · PDF available
Pensions and Individual Retirement Accounts (IRAs): Investment Issues
2024-11-04 · Reports · R47996 · HTML available · PDF available
Worker Participation in Employer-Sponsored Pensions: Data in Brief and Recent Trends
2024-09-18 · Reports · R43439 · HTML available · PDF available
Required Minimum Distribution (RMD) Rules for Original Owners of Retirement Accounts
2024-08-29 · Resources · IF12750 · HTML available · PDF available
Ownership of Retirement Accounts in 2022: Amounts in Defined Contribution Plans and Individual Retirement Accounts
2024-07-29 · Reports · R48143 · HTML available · PDF available
The Department of Labor’s 2024 Final Rule on Investment Advice in Private Sector Pension Plans and Individual Retirement Accounts
2024-06-18 · Reports · R48108 · HTML available · PDF available
Contributions to Defined Contribution Retirement Plans
2024-06-11 · Reports · R48091 · HTML available · PDF available
Contributions to Individual Retirement Accounts (IRAs): Fact Sheet
2024-04-25 · Reports · R48051 · HTML available · PDF available
The Department of Labor’s Proposed Rule on Investment Advice in Private Sector Pension Plans and Individual Retirement Accounts
2024-04-23 · Reports · R48045 · HTML available · PDF available
U.S. Retirement Assets: Data in Brief
2023-09-20 · Reports · R47699 · HTML available · PDF available
Conflict of Interest in Investment Advice Within Retirement Plans: An Overview
2023-09-15 · Resources · IF12492 · HTML available · PDF available
Single-Employer Defined Benefit Pension Plans: Funding Relief and Modifications to Funding Rules
2023-05-18 · Reports · R46366 · HTML available · PDF available
Data in Brief: Funding Status of Multiemployer Defined Benefit Pension Plans
2023-04-26 · Reports · R47512 · HTML available · PDF available
Department of Labor Guidance and Regulations on the Exercise of Shareholder Rights by Private-Sector Pension Plans
2023-03-27 · Resources · IF12362 · HTML available
Department of Labor Guidance and Regulations on Selecting Private-Sector Pension Plan Investments
2023-03-27 · Resources · IF12328 · HTML available · PDF available
Retirement Income Security: Issues and Policies
2023-02-17 · Resources · IF12330 · HTML available · PDF available
An Overview of the Pension Benefit Guaranty Corporation (PBGC)
2023-02-07 · Resources · IF10492 · HTML available · PDF available
Pension Benefit Guaranty Corporation (PBGC): A Primer
2023-02-07 · Reports · 95-118 · HTML available · PDF available
Ownership of Retirement Assets: Data in Brief
2022-08-10 · Reports · R47213 · HTML available · PDF available
Cryptocurrency in 401(k) Retirement Plans
2022-07-01 · Resources · IF12153 · HTML available · PDF available
Private-Sector Defined Contribution Pension Plans: An Introduction
2022-06-08 · Reports · R47152 · HTML available · PDF available
Pensions and Individual Retirement Accounts (IRAs): An Overview
2022-06-01 · Reports · R47119 · HTML available · PDF available
U.S. Retirement Assets: Amount in Pensions and IRAs
2022-05-23 · Resources · IF12117 · HTML available · PDF available
Using Retirement Account Features for Short-Term Savings
2022-03-23 · Resources · IF12065 · HTML available · PDF available
State-Administered IRA Programs: Overview and Considerations for Congress
2022-03-18 · Resources · IF11611 · HTML available · PDF available
Traditional and Roth Individual Retirement Accounts (IRAs): A Primer
2022-02-15 · Reports · RL34397 · HTML available · PDF available
A Visual Depiction of the Shift from Defined Benefit (DB) to Defined Contribution (DC) Pension Plans in the Private Sector
2021-12-27 · Resources · IF12007 · HTML available · PDF available
Private-Sector Pensions in 2019: Number of Plans, Participants, and Amount of Assets
2021-12-27 · Resources · IF12008 · HTML available · PDF available
Rollovers and Conversions to Roth IRAs and Designated Roth Accounts: Proposed Changes in Budget Reconciliation
2021-11-05 · Resources · IF11963 · HTML available · PDF available
The CARES Act: Selected Data on Coronavirus-Related Distribution and Loan Usage in 2020
2021-07-13 · Reports · R46837 · HTML available · PDF available
Multiemployer Defined Benefit Pension Plans Potentially Eligible for Special Financial Assistance Under the American Rescue Plan Act
2021-05-28 · Reports · R46803 · HTML available · PDF available
Special Financial Assistance to Multiemployer Plans
2021-03-18 · Resources · IF11765 · HTML available
Pension Provisions in the American Rescue Plan of 2021
2021-03-18 · Resources · IF11766 · HTML available · PDF available
Individual Retirement Account (IRA) Ownership: Data and Policy Issues
2020-12-09 · Reports · R46635 · HTML available · PDF available
Potential Impacts of the COVID-19 Pandemic on the Income Security of Older Americans
2020-11-24 · Reports · R46617 · HTML available · PDF available
Policy Options for Multiemployer Defined Benefit Pension Plans
2020-10-14 · Reports · R45311 · HTML available · PDF available
Data on Multiemployer Defined Benefit (DB) Pension Plans
2020-05-22 · Reports · R45187 · HTML available · PDF available
Multiemployer Defined Benefit (DB) Pension Plans: A Primer
2020-04-03 · Reports · R43305 · HTML available · PDF available
Retirement and Pension Provisions in the Coronavirus Aid, Relief, and Economic Security Act (CARES Act)
2020-04-01 · Resources · IF11482 · HTML available · PDF available
Inherited or “Stretch” Individual Retirement Accounts (IRAs) and the SECURE Act
2020-02-06 · Resources · IF11328 · HTML available · PDF available
Early Withdrawals from Individual Retirement Accounts (IRAs) and 401(k) Plans
2020-01-08 · Resources · IF11369 · HTML available · PDF available
Qualified Charitable Distributions from Individual Retirement Accounts
2019-12-03 · Resources · IF11377 · HTML available · PDF available