|
|
[Guidance Overview]
Form 8955-SSA: Highlights from FAQs
"The due date of both the 2009 and 2010 Form 8955-SSA is the later of (1) the unextended due date of the 2010 Form 5500 or (2) August 1, 2011."
(SunGard Relius)
|
[Guidance Overview]
No Waiver of 60-Day IRA Rollover Limit to Help Mom
"The taxpayer requested a waiver of the 60-day limit under Rev. Proc. 2003-16, claiming that he used the IRA distribution for a short-term purpose but that he always intended to roll over the same amount back into his IRA . . . ."
(Tax Management Inc.)
|
Social Security Benefits, Finances, and Policy Options: A Primer
"Users can download the PowerPoint presentation and sort the slides in a different order or pick and choose a subset to use. The presentation includes talking points that go with each slide. . . . The PDF versions include both the slides and the notes pages that go with them on the same page."
(National Academy of Social Insurance)
|
|
Is Today's Price-Earnings Ratio Too High?
"More than half of households' retirement savings are invested in stocks. During the recent financial crisis, stocks lost more than one-half their market value from the fall of 2007 to their lows in the spring of 2009."
(Center for Retirement Research at Boston College)
|
Benchmarking of Retirement Plan Expenses (PDF)
"This analysis is based upon data entered into PlanTools by professionals evaluating retirement plans. The data reflected in this analysis is not from a survey - what a service provider might charge a client, but instead actually identifies what a service provider has charged a client for the categories of services listed in this analysis."
(PlanTools, LLC)
|
California Public Pension Reform Measure Could Save Billions
"The controversial 'Public Employee Pension Reform Act' - which would 'reform the excessive pension benefits provided to current government employees' - would save billions over the long haul and give local governments more room to maneuver in tight fiscal times, according to an analysis by the Legislative Analyst."
(Orange County Register Communications)
|
|
|
Key Drivers of Investor Behavior
"This paper looks at how participants' decision-making is influenced by: Prevailing market conditions; Level of engagement and inertia; Advances in plan and investment menu design."
(The Vanguard Group, Inc.)
|
|
[Opinion]
Eight Facts and Three Thoughts About Social Security
"Earlier, I criticized Alan Simpson for not knowing -- and, more to the point, being actively hostile to -- accurate demographic data about Social Security, but perhaps it'd be more useful to run through some of the numbers I find it helpful to keep in mind while writing about the issue . . . ."
(The Washington Post; free registration required)
|
[Opinion]
Discussion of Issues Attendant with Current Asset-Based Fee Structure for Retirement Plans
"One of the great ironies of asset-based fees is that they do sometimes go down, and at the most 'inconvenient' times. One need look back only as far as the fourth quarter of 2008 to remember that precipitous decline in asset values - and asset-value-based fees - at the very same time that many noted a steep increase in the 'care and feeding' of plan sponsors and participants . . . ."
(PLANSPONSOR.COM)
|
Benefits in General; Executive Compensation
|
|
Press Releases
|