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Text of Report of Senate Finance Committee Savings and Investment Bipartisan Tax Working Group
Committee on Finance, U.S. Senate Link to more items from this source
July 8, 2015
18 pages. "[O]ur initial review led us to focus on the area of private retirement savings. Though this system has been a success story, it also has many clear shortcomings that have been identified by policymakers in both parties as well as a broad coalition of market participants and advocates. Specifically, the working group identified three key goals for policy makers to pursue: [1] increasing access to tax deferred retirement savings, [2] increasing participation and levels of savings, and [3] discouraging leakage while promoting lifetime income."

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