National Association of Registered Social Security Analysts

09/08/2026

What happens if Social Security says you were overpaid?

NARSSA’s Martha Shedden spoke with CBS News about why Social Security overpayments can happen and what beneficiaries should know if they receive an overpayment notice.

Shedden explains that beneficiaries have the right to challenge both the existence and amount of an overpayment and stresses the importance of acting quickly and keeping thorough records.

Ray R Harris, RSSA shares additional steps beneficiaries can take to better understand an overpayment determination, including requesting a complete accounting and benefit history from the Social Security Administration.

Read the full CBS News story for their insights and more on the options available to beneficiaries facing an overpayment:

The agency told a woman that she has 30 days to pay it back. Otherwise, it would cut her benefits by 50% while it collects what it overpaid.

09/03/2026

New NARSSA survey findings are getting national attention.

Thank you to Melanie Waddell and Think Advisor for highlighting insights from our Registered Social Security Analysts® and speaking with Martha Shedden about the long-term considerations that can come with claiming Social Security early.

The findings reinforce just how important informed Social Security planning can be as part of a broader retirement strategy.

Read the story:

Using a "bridge" strategy to delay claiming is more tax-efficient in the long term, NARSSA President Martha Shedden says.

09/02/2026

🔒 NARSSA has renewed its SOC 2 Type II attestation.

This renewal reflects the continued effectiveness of the security controls we have in place to protect customer information and support secure, reliable operations.

As we continue advancing Social Security education and delivering trusted technology through RSSA Roadmap®, maintaining strong security practices remains an important part of how we serve the professionals and organizations who rely on us.

We’re proud of this continued commitment to security, accountability, and trust.

Thank you to Prescient Security, Vanta, and Agency Cybersecurity for their continued support throughout the audit and attestation process.

09/02/2026

What a turnout! 🙌

So incredible seeing this many RSSAs together in one place at Annuity Producers Live in Texas!

Nothing better than seeing the RSSA® community come together.

Spot yourself in the photo? Tag yourself below!



Annuity Producers

09/01/2026

NARSSA’s latest survey findings are featured in Fortune.

After surveying Registered Social Security Analysts®, NARSSA found that 73.5% of respondents say their clients want to claim Social Security early because they fear future benefit cuts. Fortune spoke with NARSSA President and Co-Founder Martha Shedden about what RSSAs are seeing firsthand and the importance of education in helping individuals make informed Social Security claiming decisions.

As Martha shared, “The critical thing is for individuals to plan, not to panic.”

Thank you to Nick Lichtenberg at Fortune for highlighting these important findings and helping bring greater attention to the Social Security decisions Americans are facing.

Read the full Fortune article: https://fortune.com/2026/08/31/social-security-insolvent-early-withdrawal-blame-baby-boomers/

Martha Shedden says panic over the program’s finances is pushing clients into early claiming decisions they’ll regret. She also says, ”Don’t blame boomers.”

08/26/2026

We’re honored to share that NARSSA has been named a finalist in the 2026 Think Advisor Luminaries Awards in the Advisor Education category for Thought Leadership and Education (Firm).

We’re grateful for this recognition of our ongoing work to advance Social Security education and support financial professionals with the knowledge, resources, and tools to better serve their clients.

Congratulations to all of this year’s ThinkAdvisor Luminaries finalists.

Read more: https://rssa.com/resources/narssa-named-finalist-in-2026-thinkadvisor-luminaries-awards/

08/14/2026

Happy 91st Birthday, Social Security! Since 1935, Social Security has played an important role in the financial lives of generations of Americans. And today, we recognize 91 years of a program that continues to be a key part of retirement planning for millions.

08/05/2026

Happening now: The U.S. Senate Committee on Finance is holding a hearing, “Exploring Process Approaches for Addressing Social Security Solvency.”

Watch live:

Exploring Process Approaches for Addressing Social Security Solvency

08/04/2026

Martha Shedden and Ted Rosedale join host Jason Pereira on the Fintech Impact podcast to discuss why Social Security planning goes far beyond a basic online calculator and how RSSA® education and RSSA Roadmap® help advisors build more personalized claiming strategies.

Listen to Fintech Impact Episode 439. https://jasonpereira.ca/all-content-jason-pereira-toronto/narssa-with-martha-shedden-ted-rosedale-e439

07/29/2026

We're looking forward to attending and sponsoring the 2026 CSA Conference, August 14–16 in the Denver area!

If you'll be there, stop by the NARSSA booth to meet Martha Shedden and RSSA® Tim Lenz. Learn how Social Security education can help professionals better serve older adults and strengthen retirement planning conversations.

We look forward to connecting with fellow professionals and being part of this year's theme, Trailblazing Paths, Elevating Impact. See you in Colorado!

Society of Certified Senior Advisors