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- Retirement Planning: What to Do Now
- Whether you're 25 years away from retirement or you've already started packing up your office, there are specific steps you should now take to ensure your financial security. This step-by-step guide will keep you on track for a stress-free dismount from the corporate treadmill. 20 to 25 Years...
- Articles 2009-10-14
- Wachovia CEO's 'Early Retirement' Came Cheaply
- On the books, Wachovia considered the recent firing of CEO G. Kennedy Thompson an "early retirement" -- resulting in a $1,453,333 severance award and an accelerated vesting of $7,246,362 in restricted stock. But it actually could have been a far bigger payout for the departing CEO if Thompson hadn't terminated...
- Blog posts 2008-06-04
- Dividing retirement plan assets.
- More on how to divide retirement plan assets in a divorce. Two years ago, the Tax Court said a husband owed income tax on a payout to his ex-to-be from his retirement plan. Divorce decree didn't satisfy all IRS requirements...didn't say she was the "alternate...
- Research articles 1996-06-28
- Rebuild Your Retirement Savings
- If you are in your 40s or younger, you probably have time to rebuild your savings before retirement. If you are in your 50s or older, and you had a lot of your 401k money in the stock market, you likely face a far grimmer truth: you may not be...
- Articles 2009-04-17
- Pension Payout Puzzle
- Does your employer offer a traditional defined benefit pension plan that guarantees you a monthly pension payment for life? If so, congratulations are in order - such plans are becoming scarce these days. The trend toward 401ks, 403bs and other defined contribution plans means that more and more workers must...
- White papers 2008-07-14
- Changing Jobs Or Retiring? Don't Forget Your Retirement Savings!
- Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options you may be able to choose from in deciding how you want the money in your plan treated when one of these events occurs. A...
- White papers 2008-01-01
- Ibbotson Introduces Retirement Portfolio Planner Tool; Paper-Based Tool Allows Advisors to Make Better Portfolio Recommendations for Retirees
- CHICAGO -- Ibbotson Associates, a leading provider of investment tools and knowledge, today introduced the Ibbotson Retirement Portfolio Planner. This paper-based tool produces model portfolios for clients in or near retirement that include allocations to equities, fixed income and payout annuities. The Portfolio Planner also demonstrates the probabilities of those...
- Research articles 2005-01-06
- $17.5m goodbye - Bank chief executive's retirement package.
- Jul 17, 2005 (The Daily Telegraph - ABIX via COMTEX) Commonwealth Bank of Australia CBA CEO David Murray will receive a $A17.5m payout when he retires on 22 September 2005. This includes superannuation benefits totalling $A11.8m, a long-service leave payout of $A2.3m and deferred...
- Research articles 2005-07-17
- CBA prepares public for ex-chief's mega payout.
- Jun 14, 2005 (The Australian - ABIX via COMTEX) The Commonwealth Bank of Australia CBA has indicated that its retiring CEO, David Murray, will receive a large payout. CBA chairman, John Schubert, emphasises that Murray has served the bank for 39 years and had...
- Research articles 2005-06-14
- Does International Diversification Increase The Sustainable Withdrawal Rates From Retirement Portfolios?
- The research reported in this article examines the effect of international equity diversification on the sustainability of a range of withdrawal rates from retirement portfolios with varying U.S. and international stock/bond asset allocations. Sustainability of a withdrawal rate is measured by portfolio success rates—that is, the percentage of 1,000 simulated...
- White papers 2003-01-01
- IRA may be disclaimed even after one payout; IRS revenue ruling clarifies the issue.(News)
- Byline: Rick Miller CHICAGO - An Internal Revenue Service revenue ruling last month has clarified an area of confusion over a spouse's ability to disclaim an inherited individual retirement account. It stated that a beneficiary may...
- Research articles 2005-07-11
- Retirement plans can use paperless systems.
- Retirement plans can use paperless systems for many functions under final regulations from IRS. Plans can let employees use e-mail, the Internet or telephone systems to enroll or switch their investments, change their 401k salary deferrals, beneficiary designations, etc. Plans can also computerize...
- Research articles 2000-03-03
- Capturing retirement rollovers: life insurers have a lot to offer retirees rolling over money from qualified plans. Some are beginning to offer not just products, but specific programs.(Retirement Products: Life)
- Life insurers are in a fight with other financial-services providers for the hundreds of billions of dollars each year in retiree rollover money. Their payout annuities and variable-annuity living benefits are winning some of it. But when it comes to the whole package of product manufacturing,...
- Research articles 2006-08-01
- Slow Down, You Move Too Fast - individual retirement accounts - Brief Article
- RETIREMENT | New IRA PAYOUT RULES allow most investors to get more out of this tax shelter. IN THE "59th Street Bridge Song" Paul Simon followed the lyric above with, "You've got to make the morning last." If the staff at the IRS were songwriters, they could substitute "money"...
- Research articles 2001-04-01
- Monday Morning Update 10/5/09
- From Cernerfan: "Re: Barts 18-week backlog in thousands." In England, Cerner Millennium is blamed for the jump from 1,700 to 23,000 patients whose referrals don't meet the 18-week target from referral to treatment at Barts and the London NHS trust. They've been live since April 2008, so the "things are...
- News items 2009-10-07
- GM plan reduces retirement benefits for salaried workers
- DETROIT -- General Motors announced on Tuesday plans to shrink pensions for salaried workers, a change that will save the automaker $420 million in 2007. GM will move newer salaried staff to a defined-contribution plan, which is more dependent on employee contributions. That follows a national trend of companies...
- Research articles 2006-03-08
- Reshuffle at Adelaide adds to merger rumours.
- Byline: Brendan Swift Apr 09, 2007 (The Australian Financial Review - ABIX via COMTEX) -- Speculation persists that Adelaide Bank AB will soon be drawn into the consolidation of Australia's financial services sector. Bank of Queensland BoQ recently confirmed it has had preliminary merger...
- Research articles 2007-04-09
- Big payout in bid to end broker dispute.
- Feb 23, 2002 The Sydney Morning Herald ABIX via COMTEX -- A deal for the sale of a stockbroker's private client division resulted in a major dispute within the stockbroking industry. When BNP Paribas sold the division to Macquarie Equities in November 2001, 13...
- Research articles 2002-02-26
- Judge faults pension plan payout calculation; Mortality discounts for active workers deemed improper.(News)
- Byline: VINEETA ANAND KALAMAZOO, Mich.-A federal district court ruled that Bowater Inc. may not reduce lump-sum payouts from a cash balance plan for workers who quit before hitting retirement age by including in the calculations a probability that they might die before turning 65....
- Research articles 2003-01-13
- Pfizer whistleblower earns $61m payout
- Pfizer agreed to pay a record $2.3 billion fine and plead guilty to a felony for knowingly misbranding its defunct painkilling drug Bextra. THE MAN who took on the world's biggest drugmaker in an epic six-year legal battle will earn $US51.1 million ($61 million) for becoming a whistleblower against the...
- News items 2009-09-03
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