Weekly FYI
House Republicans Announce Formal Investigation of CalPERS’ ESG Investment Loss as Possible Violation of Tax Code’s “Exclusive Benefit” Rule
Three members of the House Education and the Workforce Committee contend that the California Public Employees’ Retirement System (CalPERS), a...
Income Tax Exclusion Proposed for Retroactive Payments Due to GPO/WEP Repeal
New legislation to create a special exclusion from gross income for certain retroactive Social Security (SS) payments that public‑sector retirees...
Retirement Preparedness Among Working-Age Americans
A new report from the National Institute on Retirement Security (NIRS) examines how American workers across demographic groups are preparing...
Could Mandatory Social Security Happen Sooner Than You Think?
Requiring all state and local government employees to participate in Social Security (SS) would slightly delay the impending depletion of...
ILPA Releases New GP-LP Continuation Fund Disclosure Template
The Institutional Limited Partners Association (ILPA) has recently released a new disclosure template that summarizes and standardizes the high-level information...
2026 Regulatory Outlook
In addition to Federal legislative issues that implicate retirement in general and public pension plans in particular, NCTR also tracks,...
Legislation Codifying Restrictions on ESG Passes House
The House of Representatives voted January 15, 2026, to amend the Employee Retirement Income Security Act (ERISA) to replace the...
Challenges Facing K-12 Schools in 2026 – and the Implications for Educator Pension Plans
As a new calendar year and the second half of the 2025-26 school year begin, declining birthrates and growing competition...
2026 Global Cybersecurity Outlook
Artificial intelligence (AI), geopolitical fragmentation and a surge in cyber-enabled fraud are “redefining the global cyber risk landscape at unprecedented...
Investing in 2026: The Global Economic Outlook
“U.S. stocks had a stellar 2025, but global markets stole the show” is how John Towfighi, a markets reporter for...
