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- New DOL And Congressional Pension Reform Initiatives Create Insatiable Demand For Qualified Professional Investment Counsel
- The collapse of Enron has raised many questions, requiring long, overdue pension reform, which are finally being addressed by broad-reaching legislative proposals and Department of Labor rulings. This pension reform introduces a new level of advice by "fiduciary advisors" or "qualified investment advisors" for plan participants and institutionalizes advice in...
- White papers 2002-04-01
- DB/DC Bundling Can Simplify Administration Burdens and More
- Plan participants' demands for more personalized total retirement information and the need for accurate and cost-effective administration have driven significant changes in the nature and scope of services available to plan sponsors. In order to assist plan sponsors in addressing different issues, many major vendors in the retirement plan marketplace...
- White papers 2005-11-01
Additional Resources
- Participant Contribution And Asset Allocations During The Recent Bull And Bear Market: Evidence From TIAA-CREF
- In 1992, the average premium-paying TIAACREF participant allocated 38% of his or her assets to equities; and 53% in 2002, staying steady despite gyrations in the stock market. These contribution decisions reflect those made by participants in 1992, when 50% of participants allocated at least half or up to 100%...
- White papers 2003-09-01
- Company Stock and Pension Plan Diversification
- This chapter makes two contributions. First, it develops a measure of the diversification level in a DC plan participant's portfolio. This measure computes how much additional risk reduction can be had by reallocating investments among the choices permitted within the DC plan, without changing the expected return of the currently...
- White papers 2002-10-07
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003
- This paper provides an update on 401k plan participants' asset allocations, account balances, and loan activity as of year-end 2003, as measured by the collaborative EBRI/ICI Participant-Directed Retirement Plan database-the world's largest repository of information about individual 401k plan participant accounts. This update tracks the account balances of a large...
- White papers 2004-08-01
- Sec. 404(c) plan participant education and communication.
- Definition A Sec. 404c plan is an individual account plan (generally a profit-sharing, Sec. 401 k or money-purchase plan) that provides a participant the opportunity to choose from a bread range of investment alternatives that includes at least three diversified investment categories with...
- Research articles 2004-11-01
- Legal briefs: ERISA doesn't allow retiree choice on plan cashout.(Perspectives)
- The Employee Retirement Income Security Act does not allow a plan participant with more than $5,000 in benefits to choose to be cashed out, the 1st U.S. Circuit Court of Appeals ruled. Thomas Twomey was a Delta Air Lines Inc. pilot for more than 28...
- Research articles 2003-11-24
- Sprint Becomes Alaska Airlines Mileage Plan Participant
- SEATTLE--BUSINESS WIRE--Jan. 4, 1995--Members of Alaska Airlines' frequent flyer program have a new avenue for earning mileage credit -- the telephone. Sprint today became a participant in Alaska's Mileage Plan.
- Research articles 1995-01-04
- PRECEDENT SET: CAFETERIA CHAIN SETTLES CASH BALANCE PLAN SUIT; PARTICIPANTS PROMPT IRS TO RECONSIDER DECISION.
- RICHARDSON, Texas -- Furr's/Bishop's Inc., the large cafeteria chain operator, has become the first employer to settle a class-action lawsuit over a cash balance pension plan. The case also marks the first time pension plan participants prompted I RICHARDSON, Texas -- Furr's/Bishop's Inc.,...
- Research articles 1999-04-19
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002
- This report examines asset allocation, account balance, and loan activity of a large and representative group of 401k plan participants as of year-end 2002 using data gathered by the Employee Benefit Research Institute EBRI and the Investment Company Institute ICI. The EBRI/ICI 401k database is the most comprehensive source of...
- White papers 2003-09-01
- Terminating Your Company Retirement Plan
- Terminating a company retirement plan is a difficult decision that should be considered carefully. In some cases, however, it may be the only sensible course of action. For example, if a person is a sole proprietor and the only plan participant, and if the person has already accumulated the maximum...
- White papers
- Invesmart Urges Department of Labor to Mandate Fee Transparency in Retirement Plans; Calls for Higher Retirement Plan Participant Advocacy Standards
- PITTSBURGH -- Invesmart, Inc., the national retirement financial services firm, has come out in strong support of the Department of Labor's DOL recent hearings on retirement plan fee disclosure, citing the need for regulation that compels defined contribution plan providers to fully disclose all revenue sharing agreements, as well as...
- Research articles 2004-08-17
- PBGC solving case of the missing plan participant. (Pension Benefit Guarantee Corp.)
- Employers, advisers welcome agency's search program as much-needed service When Austin Industries Inc., a privately held Dallas-based construction company, decided to terminate its defined benefit pension plan in 1995, one obstacle stood in the way: fEmployers, advisers welcome agency's search program as much-needed service ...
- Research articles 1997-05-05
- PARTIAL AUTOMATION MIGHT FIX IT: Poor plan design cited as key reason for employees' bad investment decisions.
- SAN FRANCISCO - Two new studies of defined contribution plan sponsors and participants show a wide disparity between plan sponsor plan design and education efforts, and participant investment behavior. The answer, according to both studies, is to mak SAN FRANCISCO - Two new studies of defined...
- Research articles 2001-11-12
- At Deadline; Participant sues Avon.(Late News)(Avon Products been sued for breach of their fiduciary duties )(Santa Barbara County (Calif.) Employees' Retirement System hired New Star Institutional )(ABN AMRO Asset Management promoted Sarah Russell )
- An Avon Products 401k participant filed suit against the company, alleging plan officials breached their fiduciary duties by making false and misleading statements related to Avon's business, according to a company filing Oct. 13 with the SEC. I An Avon Products 401k participant...
- Research articles 2005-10-17
- American Express 401k Participant Survey Reveals Plan Communication and Education Are Drivers of Investment Satisfaction with Performance and Choice
- MINNEAPOLIS -- American Express Retirement Services today announced additional results from its recent 2004 Participant Satisfaction Survey. The additional findings revealed that participant satisfaction was frequently based on a positive correlation between satisfaction with plan communications and satisfaction with investment performance and choice.
- Research articles 2004-10-20
- Deferred compensation plan
- The Deferred Compensation Plan provides means whereby eligible employees may shelter a portion of their income from current Federal income taxes and save for their retirement. No Federal income tax will be due on deferred amounts or on any accumulated earnings until an employee receives a distribution of assets, presumably...
- White papers 2002-06-01
- Weigh pension proposal.(Edward Kennedy proposes benefit pension legislation)(Brief Article)(Editorial)
- Should a defined contribution plan participant be required to obtain the written permission of his or her spouse before taking a lump-sum distribution from the plan? That question likely will receive increased attention in the coming months, becau Should a defined contribution plan...
- Research articles 2001-08-20
- The Principal Financial Group Awarded 27 Best in Class Designations in Plansponsor Magazine Survey; Clients Give The Principal High Marks in Sponsor and Participant Services
- DES MOINES, Iowa -- In a new independent survey of retirement plan sponsors, the Principal Financial GroupR, the nation's 401k leader and total retirement solutions innovator, netted 27 Best in Class designations for plan sponsor and participant services(1). The survey, conducted by PLANSPONSOR Magazine, polled 4,741 defined contribution plan clients...
- Research articles 2006-02-02
- Are You an Active Participant?
- One's eligibility to claim a deduction for his Traditional IRA contribution on the federal tax return depends on whether one are an active participant of an employer-sponsored plan in the year to which deduction applies. If neither one nor one's spouse is an active participant, one may deduct full contribution...
- White papers 2005-03-23
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