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Ret plans - design


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[Guidance Overview] PBGC Removes Five-Year Phase-In Period, Guarantee Limits for Rollovers to DB Plans
Unbundled Target Date Funds: Improving Participant Outcomes Through a Customized Approach
Government Workers Get First Crack at Phased Retirement
PBGC Guarantees 401(k) Rollovers to DB Pensions
Judge to the State's Defense of the Illinois Pension Reform Law: No Dice
CalPERS Retirees Will Outnumber Active Workers Soon
[Official Guidance] Text of PBGC Final Regs: Title IV Treatment of Rollovers from Defined Contribution Plans to Defined Benefit Plans
[Guidance Overview] IRS Employee Plans News 2014-19, November 24, 2014 (PDF)
[Guidance Overview] IRS Issues Final and Proposed Rules for Hybrid Pension Plans (PDF)
[Guidance Overview] DOL Regulatory Agenda, Fall 2014
Retirement Distributions: Choose the Right Mix for Your Situation
Testimony at Connecticut Hearing on Proposed State-Sponsored Retirement Plan for Private-Sector Employees, November 19, 2014
Recent Developments Suggest Plan Changes That Benefit Both Employers and Employees
[Guidance Overview] Annuities Make Their Way Into Defined Contribution Plans
Do Tax Incentives Increase 401(k) Retirement Saving? Evidence from the Adoption of Catch-Up Contributions
[Guidance Overview] Notes from Intersector Meeting With PBGC, October 15, 2014 (PDF)
[Guidance Overview] Notes from Intersector Meeting with IRS/Treasury, October 15, 2014 (PDF)
Reforming Roth Provisions May Be Key to Improving Retirement Saving Rates for Millennials
The Changing Face of Retirement for Women: Balancing Family, Career and Financial Security (PDF)
For Women, the Path to a Financially Secure Retirement Is Filled with Many Obstacles
The Right Fit: Global Bonds and Defined Contribution Plans
[Opinion] Text of Comments by NAPA to EBSA on Standards for Brokerage Windows in Participant-Directed Individual Account Plans (PDF)
Judge to Hear Arguments Over Illinois Pension Reform Law
A Guide to Calculating Employer Matching Contribution Limits
Individual Account Retirement Plans: An Analysis of the 2013 Survey of Consumer Finances
Preparing Employees for Retirement is Growing Concern for Plan Sponsors
Using Defined Contribution Plans to Improve Retirement Readiness
Are Retirees Falling Short? Reconciling the Conflicting Evidence
[Guidance Overview] IRS and DOL Issue Guidance on Including Deferred Annuities in Target Date Funds
Employers Say Retirement Readiness is Big Issue for Employees
Funding and Investment Strategy for DB Plan Terminations (PDF)
Half of Employees Approaching Retirement Wish They Had Started Saving Sooner
Technical Explanation, Estimated Revenue Effects, Distribution Analysis, and Macroeconomic Analysis of the Tax Reform Act of 2014 (PDF)
[Opinion] Participant Benefit Statements May Be Changing
[Opinion] Text of Comments by U.S. Chamber of Commerce to EBSA on Standards for Brokerage Windows in Participant-Directed Individual Account Plans (PDF)
Let's Go, Broncos: Retiree Group Seeks Appeal of Detroit Pension Cuts
Guaranteed Lifetime Income and the Importance of Plan Design (PDF)
Is Your Business a Magnet? Retirement Plans Attract Employees
The Gap Between Expected and Actual Retirement: Evidence From Longitudinal Data
The IRS 2014-2015 Priority Guidance Plan: Still a Long List for Employee Benefits (PDF)
Features Plan Sponsors Should Consider When Restating Their Retirement Plans
Findings from the 2014 Health and Voluntary Workplace Benefits Survey (PDF)
Will Retirement Legislation Get a Restart in 2015?
[Opinion] PBGC Annual Report Underscores Improving Single-Employer Pension System
Trouble Brewing in the Workplace: Benefits to the Rescue
2015 Planning for ERISA Single-Employer DC Plan Operations (PDF)
2015 Planning for ERISA Single-Employer DB Plan Operations (PDF)
2014 Year-End Retirement and Distribution Planning for IRA Owners and Small Businesses
Defense Department Urged to Shift from Traditional DB Plan to Hybrid Plan Design
Projected Savings Needed for Health Care in Retirement Continue to Fall
Pension Roundup: Winners and Losers from the 2014 Election
Retirement Benefit Decisions by Employees of City and County Governments
Is Outliving Retirement Savings a Fate Worse Than Death?
Saving for Retirement: The Benefit of Saving Early and the Cost of Delay
[Opinion] Five Takeaways on Retirement from the Midterm Elections
[Opinion] Let's Put 'Income' Back in ERISA
How Can Companies Help Employees Avoid 401(k) Loans? Offer an Employee Stock Plan
Retirement Planning Presents No Shortage of Challenges for Advisors
Developing Pension Plan Investment Strategy: A Variety of Considerations (PDF)
Longer Life Expectancies Raise the Bar on Pensions

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