Lia Mitchell

Our research on private equity in large pension plans shows mixed results.

It depends on the size of your employer, according to our new research.

New Morningstar research examines how global workplaces are encouraging people to save more and earlier.

We examine the impact of President Biden’s plan on both individual households and the larger economy.

We looked at the new Relationship Summaries that investors are receiving and found them missing key information.

Two recent proposals look to boost retirement savings by expanding the Saver’s Credit, a tax credit that provides a “government match” for lower-income households making contributions to their retirement accounts. Here is our analysis and findings.

The program could make strides to narrow the racial wealth gap, but the details still need to be worked out.

We look at the pros and cons and successes and failures of taxing financial transactions.

How would a financial transaction tax impact investors, and what can we learn from existing implementations?

In this paper, we build on our previous research to examine the range of possible outcomes if the contributions are invested in riskier assets during those 18 years in which money contributed to the account cannot be withdrawn.

A policy proposal that would benefit children from low-income families and close the racial wealth gap.

It depends on how the money is used.

The potential tax would raise revenue without explicitly raising tax rates for lower- and middle-income households.

Income-based program designs show promise for closing the racial wealth gap.

As the debut of pooled employer plans draws near, the current MEP system provides a useful test case for what can go right--and wrong.

A financial transaction tax would impact investors in a couple of ways as the market reacts to the tax.