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- Retire the 401(k). Replace it With This.
- Now that Time Magazine and the New York Times have joined CBS MoneyWatch at beating up on the 401k, it's only fair to ask what the country ought to have instead. The traditional pension that worked out fine in the Mad Men era turned out to be too static for...
- Blog posts 2009-10-15
- Retirement Plan Savings Calculator
- A retirement plan can be one of your best tools for creating a secure retirement. All contributions and earnings to your retirement plan are tax deferred. You only pay taxes on contributions and earnings when the money is withdrawn. The result is a retirement savings plan you can not afford...
- Tools & templates 2009-01-01
- Private Equity, Hedge Fund & Mutual Fund Issues Briefing
- In recent years, coincident with the increasing use of participant-directed plans, complexities related to retirement plan servicing have arisen. In the past, decision-making related to operational matters in retirement plans primarily occurred at the plan sponsor. Nowadays, however, in an effort to control costs and leverage outside expertise, plan sponsors...
- White papers 2008-08-01
- How Much May I Contribute to an IRA?
- This tool calculates the amount you can contribute to a deductible or nondeductible IRA. It also calculates if you may contribute to a Roth IRA. First, you need to enter your tax filing status, age and whether you or a spouse or both participate in an employer-sponsored retirement plan. Taxpayers...
- Tools & templates 2008-01-01
- How Do 401(K) Salary Deductions Affect My Take-Home Pay?
- This tool calculates your take-home pay after deducting income taxes and contributions to a 401k or similar retirement plan that is sponsored by your employer. Similar retirement plans include 403b and Section 457 plans. The tool also adds any matching contributions that your employer makes to your retirement plan.
- Tools & templates 2008-01-01
- Company Stock Distribution Analysis Calculator
- If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment. Normally, all earnings withdrawn from a retirement plan are taxed as ordinary income, at ordinary...
- Tools & templates 2008-01-01
- "Money Attitudes" And Retirement Plan Design: One Size Does Not Fit All
- With the growth of defined contribution retirement plans, plan participants are increasingly expected to behave like financial planners, optimizing a series of saving, investment, tax, and spending decisions throughout their lives. Yet just as individuals have varying tastes in saving, the authors illustrate those participants in retirement plans have varying...
- White papers 2003-11-11
- Why Retirement Plans Remain A Good Deal
- Retirement plans give employees the chance to set aside some of their wages tax-deferred, producing an immediate benefit in terms of reducing current taxable income and income taxes. Employers get something out of the deal as well. No employee benefits package today is considered complete without some type of retirement...
- White papers
- Common Questions About Retirement Plans
- Understanding the contribution limits and tax issues that affect one's retirement plans can help one not only avoid costly mistakes but also take advantage of available benefits. In most cases, individuals are well advised to consult with a competent tax professional to determine benefits that may apply to their particular...
- White papers 2005-08-03
- Bankruptcy Protection for Your Accounts
- Are a debtor's retirement plan assets exempt from the individual's bankruptcy estate? Until recently, the answer to this question depended on whether or not the retirement plan holding the assets was an ERISA or a non-ERISA retirement plan. For non-ERISA retirement plans, the level of protection was determined by the...
- White papers 2006-01-30
- Pension Sponsorship and Participation: Trends and Policy Issues
- Employment sector and employer size account for substantial variation in workers' participation in employer-sponsored retirement plans. Other things being equal, employees in the public sector-that is, federal, state, and local governments - are much more likely to be offered a retirement plan than workers in the private sector. This paper...
- White papers
- Stock Retirement Plan
- If you own company stock in a retirement plan, it is possible to take advantage of using the long term capital gains tax rate rather than ordinary income tax rate on this investment. Normally, all earnings withdrawn from a retirement plan are taxed as ordinary income, at ordinary income tax...
- White papers 2009-01-01
- Even Execs Are Delaying Retirement, Survey Finds
- The Find: It's not just middle managers who are having to put off dreams of lazy days on the golf course since retirement savings took a beating â€" executives are delaying their retirements too. The Source: A new survey by executive recruitment firm Korn/Ferry. ...
- Blog posts 2009-05-27
- Obama's Retirement Plan Needs a Little More Nerve
- This weekend, the President announced a handful of new initiatives designed to make it easier for American workers to save more for retirement. The initiatives supposedly make use of research from behavioral economics, the arm of the dismal science that incorporates the way people really act into the design of...
- Blog posts 2009-09-08
- NYT About Your 401 (k): Missing the Point on Retirement Reform
- The New York Times weighed in on the debate over 401 k plans this morning. There are a number of ideas that sound just peachy in the la-la land that the Editors must believe exists. But there's little in the piece that helps advance feasible retirement solutions here in the...
- Blog posts 2009-08-24
- Obama's Heath Care Promises: Can You Really Keep Your Doctor?
- In President Obama's weekly radio address, he said: "Under our proposal, if you like your doctor, you keep your doctor. If you like your current insurance, you keep that insurance. Period, end of story." Really? What happens if your employer decides to change...
- Blog posts 2009-07-20
- Will Traditional Pensions Make A Comeback?
- With workers stressing over their retirement plan balances, more people are calling for a return to some form of traditional employer sponsored pension or lifetime income guarantee. Let me break this to you gently: it's not going to happen. While policy wonks and commentators may debate it, the...
- Blog posts 2009-07-01
- Change Mortgage Debt Into Retirement Equity
- One of the simplest strategies you can use to help create more assets for your retirement plan is to make small and consistent prepayments on your mortgage. Since the home mortgage is usually the largest debt most families incur, a small change to your monthly mortgage payment may make...
- Blog posts 2009-06-05
- Will Declining Housing Values Threaten Your Retirement Plans?
- According to the recently released S&P Case-Shiller Home Price Index, home values continue to fall in many parts of the country. If your house is falling in value, will the decline threaten your retirement plans? Well, it all depends on whether you plan on moving. Not Moving. If plan...
- Blog posts 2009-05-27
- 401(k)s: The Great American Risk Transfer
- Last night's "60 Minutes" segment on 401k plans see following video highlighted the high fees in 401k and other employer-sponsored retirement accounts. While helping participants understand the fees they pay is laudable, there's a bigger problem with 401ks: the switch from pension plans to 401ks was the largest risk transfer...
- Blog posts 2009-04-20
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