CRS Products

28 Congressional Research Service reports and publications

Income for the Population Ages 65 and Older: Evidence from the Health Retirement Study (HRS)
2025-08-05 · Reports · R47341 · HTML available · PDF available
403(b) Pension Plans: Overview and Legislative Developments
2025-06-09 · Resources · IF12518 · HTML available · PDF available
Connecting Older Adults to Information on Benefits and Services
2025-06-03 · Reports · R47605 · 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
The FERS Cost-of-Living-Adjustment (COLA) and the Equal COLA Act (H.R. 491 and S. 624)
2025-04-01 · Resources · IF12354 · 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
Required Minimum Distribution (RMD) Rules for Original Owners of Retirement Accounts
2024-08-29 · Resources · IF12750 · 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
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
Conflict of Interest in Investment Advice Within Retirement Plans: An Overview
2023-09-15 · Resources · IF12492 · HTML available · PDF available
Data on State and Local Public Sector Employment Not Covered Under Social Security
2023-04-04 · Reports · R47499 · 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
Retirement Income Security: Issues and Policies
2023-02-17 · Resources · IF12330 · HTML available · PDF available
Poverty Among the Population Aged 65 and Older
2022-12-06 · Reports · R45791 · HTML available · PDF available
Ownership of Retirement Assets: Data in Brief
2022-08-10 · Reports · R47213 · HTML available · PDF available
Social Security: Selected Findings of the 2022 Annual Report
2022-06-14 · Resources · IF12133 · 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
Social Security Benefit Formula and Payroll Taxes: Potential Impacts of Policy Changes on Selected Worker Groups
2022-05-04 · Reports · R47087 · HTML available · PDF available
Federal Retirement Plans: Frequently Asked Questions
2022-05-02 · Reports · R47084 · 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
Demographic and Socioeconomic Characteristics of Older Households with Debt: 2019
2021-08-09 · Reports · R46870 · 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
Saving for Retirement: Household Decisionmaking and Policy Options
2020-07-02 · Reports · R46441 · HTML available · PDF available
Social Security and Vulnerable Groups—Policy Options to Aid Widows
2020-01-16 · Reports · R46182 · HTML available · PDF available
Household Debt Among Older Americans, 1989-2016
2019-09-11 · Reports · R45911 · HTML available · PDF available