MyRA retirement savings initiative

E87660

The MyRA retirement savings initiative was a U.S. government-sponsored starter retirement account program aimed at helping low- and middle-income workers begin saving for retirement through safe, simple, and low-cost investments.

Jump to: Statements Referenced by

Statements (47)

Predicate Object
instanceOf United States government program
retirement savings program
accountType Roth IRA
announcedBy Barack Obama
announcedIn State of the Union addresses
surface form: 2014 State of the Union Address
announcementDate 2014-01-28
backedBy U.S. Treasury securities
surface form: United States Treasury securities
contributionLimitType subject to Roth IRA annual contribution limits
contributionMethod automatic bank withdrawal
payroll deduction
country United States of America
surface form: United States
designedAs starter account for first-time savers
designedToAddress lack of access to workplace retirement plans
discontinuationAnnouncementDate 2017-07
eligibilityCriterion employment income
household income below Roth IRA limits
endDate 2018
feature automatic payroll deduction option
no fees
no minimum balance to open
portable between jobs
investmentReturnBasis same variable interest rate as Government Securities Investment Fund (G Fund) in Thrift Savings Plan
investmentType government bond
language English
managedBy Bureau of the Fiscal Service
marketingMessage safe, simple, and affordable retirement savings
maximumAccountBalance 15000 USD
penaltyPolicy early withdrawals of contributions allowed without tax or penalty
programStatus discontinued
programType voluntary savings program
purpose help low- and middle-income workers begin saving for retirement
provide a simple starter retirement account
relatedTo Roth IRA
surface form: Roth individual retirement account

Thrift Savings Plan
riskLevel principal protected
rolloverCondition required rollover to private-sector Roth IRA after reaching balance cap
sector public sector retirement policy
sponsor United States Department of the Treasury
startDate 2014
targetPopulation low-income workers
middle-income workers
workers without access to employer-sponsored retirement plans
taxTreatment after-tax contributions
tax-free qualified withdrawals
terminatedBy United States Department of the Treasury
terminationReason low participation
website myRA.gov

Referenced by (1)

Full triples — surface form annotated when it differs from this entity's canonical label.

Barack Obama presidency significantEvent MyRA retirement savings initiative