Helpful Links

Industry Research & Benchmarking

EBRI (Employee Benefit Research Institute)

https://www.ebri.org/
Solid research on participant behavior, savings trends, retirement readiness.

GAO Retirement Reports

https://www.gao.gov/retirement-security
Government audits and deep dives into retirement system effectiveness.

Social Security Administration

https://www.ssa.gov/benefits/retirement/
Important for full-picture retirement education.

Participant-Facing Tools

Bankrate Retirement Calculators

https://www.bankrate.com/retirement/
User-friendly tools for savings, retirement age planning, etc.

SEC's Education Hub

https://www.investor.gov/
Plain-language info on investing, avoiding fraud, and financial literacy.

Professional Resources for Advisors & CPAs

American Retirement Association (ARA)

https://www.usaretirement.org/
Home to ASPPA, NAPA, ASEA, and industry updates.

Accounting Today – Retirement Section

https://www.accountingtoday.com/
Useful for CPAs — especially small firm partners — staying current on plan-related tax and compliance matters.

National Institute of Pension Administrators

https://www.nipa.org/
Focuses on education and credentialing in the TPA space.

Legal/Guidance Resources

ERISA Advisory Council Reports (via DOL)

https://www.dol.gov/agencies/ebsa/about-ebsa/about-us/erisa-advisory-council
Great for context on emerging trends and DOL focus areas.

SAVER Act Website (DOL Public Ed Initiative)

https://www.help.ERISA.com
If active, it’s a good participant resource. (Currently offline, but could reappear.)

Legal/Guidance Resources