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Articles
1-100 out of 100 article(s)
| Title |
Author |
Type |
Date |
Words |
| Approaching 403(b) Plan Document Deadline. |
Goodman, Timothy |
|
Nov 16, 2009 |
574 |
| Corporate And Financial Weekly Digest - November 13, 2009. |
Kohl, Robert; Ellisen, Hays |
|
Nov 16, 2009 |
3962 |
| Retirement Plans Must Be Amended Before Year End. |
|
|
Nov 2, 2009 |
1269 |
| Finding the new normal: the financial crisis has eroded trust and may alter retirement planning, but forces of change already were under way prior to the meltdown. |
Panko, Ron |
Interview |
Nov 1, 2009 |
1516 |
| Making changes: Richard Battles adjusts his finances after retiring from the military. |
Nance-Nash, Sheryl |
|
Nov 1, 2009 |
1132 |
| Retiring from the "thin blue line": a need for formal preretirement training (part two). |
Caudill, Carl B.; Peak, Kenneth J. |
|
Nov 1, 2009 |
2787 |
| New GST Rules For Financial Institutions And Pension Plans. |
Gelkopf, Allan |
Law overview |
Oct 9, 2009 |
1408 |
| SEC Proposes To Use Investment Advisers Act To Stop Pay To Play Practices Involving Government Pension Plans. |
Ellenbogen, Richard |
|
Oct 5, 2009 |
799 |
| Guernsey's Chief Minister Briefs Key UK Government Figures; Uses Labour Party Conference To Tackle 'Tax Haven' Misconceptions. |
|
Conference news |
Oct 5, 2009 |
333 |
| Retiring from the "thin blue line": a need for formal preretirement training. |
Caudill, Carl B.; Peak, Kenneth J. |
|
Oct 1, 2009 |
3025 |
| Money matters. |
Simons, John |
Brief article |
Oct 1, 2009 |
274 |
| Rethink your retirement plan: what you can learn from expert makeovers of real-life retirement savings strategies. |
Korn, Donald Jay |
Cover story |
Oct 1, 2009 |
2262 |
| GAO Reports On Alternative Approaches To Private Pensions. |
|
|
Sep 15, 2009 |
528 |
| DOL Provides Relief To 403(b) Plans From Form 5500 Reporting Requirements. |
|
Law overview |
Sep 14, 2009 |
1076 |
| A period of transition. |
Sommese, Donald E. |
|
Sep 11, 2009 |
721 |
| Financial desperation can derail your retirement plan. |
Graves, Earl G., Jr. |
|
Sep 1, 2009 |
662 |
| Taking advantage of the RMD holiday for IRAs. |
Nevius, Alistair M. |
|
Aug 1, 2009 |
619 |
| Follow the leader. |
Houston, Richard T. |
Brief article |
Aug 1, 2009 |
237 |
| IRS Publishes Benefit Plan Audit Materials. |
Isaac, James |
|
Jul 31, 2009 |
1049 |
| IRS Claims Greater Rights Than Stock Option Holders - OK To Garnish And Levy On Nontransferrable Options. |
|
|
Jul 13, 2009 |
879 |
| Fewer workers envision financially secure retirement years. |
|
Brief article |
Jul 1, 2009 |
288 |
| Be financially fit! Prepare for the future by keeping your finances in shape. |
Smith, LaToya M. |
|
Jul 1, 2009 |
433 |
| Long-term care insurance: could Montana's new partnership plan have helped the Smiths? |
Furniss, Jerry; Harrington, Michael |
|
Jun 22, 2009 |
3481 |
| IRS Provides Trends, Tips, Internal Control Questionnaire And Plan Documentation Guide Online. |
|
|
Jun 19, 2009 |
1381 |
| Finding religion with a rabbi trust. |
Sommese, Donald E. |
|
May 22, 2009 |
454 |
| Retirement planning using a client's tax return. |
Nevius, Alistair M. |
|
May 1, 2009 |
629 |
| Building calm after the storm: getting pension plans back on track and keeping them there will require time, resources and--most importantly--organizational determination. Here's how. |
Hess, Carl; Herrmann, Matt; Richards, Jason |
|
May 1, 2009 |
1569 |
| Risks mount in retirement plans. |
|
Survey |
May 1, 2009 |
511 |
| New weapons, old problems. |
J. Morse, Neil |
Conference news |
May 1, 2009 |
1094 |
| The art of the TSP transfer. |
Lunt, Ralph |
|
Apr 1, 2009 |
395 |
| Ontario Budget Contains Measures To Strengthen Pension System. |
|
|
Apr 1, 2009 |
695 |
| Target-date troubles: as stocks dive, fund companies are revisiting 401(k) target-date strategies and plan sponsors are fretting about possible lawsuits. |
Aschkenasy, Janet |
|
Apr 1, 2009 |
1013 |
| Education and 401(k) participation. |
Sommese, Donald E. |
|
Mar 27, 2009 |
401 |
| Small business retirement plan participation and needs for information: evidence from a survey in Vermont. |
Wang, Qingbin; Trent, Elizabeth; Parsons, Robert |
Survey |
Mar 22, 2009 |
5135 |
| Consider options in retirement planning: even in or near retirement, there are ways to improve one's financial situation. |
Fishbein, Robert |
|
Mar 1, 2009 |
532 |
| 2009 Budget Highlights - Extraordinary Times Calling For Extraordinary Global Measures. |
|
|
Feb 2, 2009 |
1008 |
| FICA required on 403(b) salary reductions. |
Friske, Karyn Bybee; Pulliam, Darlene |
|
Feb 1, 2009 |
491 |
| Managing late career issues. |
Ravindran, N. |
|
Feb 1, 2009 |
2244 |
| Promises to keep: and deficits before we sleep. |
Goodman, John C. |
|
Jan 26, 2009 |
1422 |
| Relief From Required Minimum Distribution Rules - But Only For 2009. |
|
|
Jan 7, 2009 |
1127 |
| Money matters. |
Simons, John |
Brief article |
Jan 1, 2009 |
289 |
| Annuities and the other side of the retirement savings coin: help your clients achieve their financial goals for their golden years. |
Marcus, Richard E.; Janken, Glen |
|
Jan 1, 2009 |
2782 |
| The Worker, Retiree, and Employer Recovery Act of 2008 waives required minimum distributions for 2009. |
|
|
Dec 24, 2008 |
748 |
| Back at the crossroads: the slippery fish of Australian retirement income policy. |
Borowski, Allan |
Report |
Dec 22, 2008 |
10164 |
| Now's the time to address financial security. |
McNair, Ally |
|
Dec 19, 2008 |
642 |
| Retirement Village Amendment Bill NSW Passed - What Does It Mean? |
|
|
Dec 17, 2008 |
2715 |
| IRS Extends 403(b) Plan Document Requirement Deadline To December 31, 2009. |
|
|
Dec 15, 2008 |
627 |
| Ontario Expert Commission On Pensions Releases Final Report. |
Frazer, Mitch |
|
Dec 8, 2008 |
764 |
| Report Of The Ontario Expert Commission On Pensions: Highlights And Analysis. |
Ozubko, Kim |
Report |
Dec 4, 2008 |
1326 |
| The long run: perpetuating your agency takes a plan, financing and most of all, time. |
Cavanaugh, Bonnie Brewer |
Conference notes |
Dec 1, 2008 |
1954 |
| Safeguarding your retirement: when is it prudent to use your retirement funds to fend off debt? |
Hopkins, Marc |
|
Dec 1, 2008 |
410 |
| Majority preparing for possible budget cuts. |
Heffes, Ellen M. |
Brief article |
Dec 1, 2008 |
191 |
| Local government pension plans as well funded as state plans. |
|
Brief article |
Dec 1, 2008 |
245 |
| Ontario Pension Reform Commission Releases Report. |
Nachshen, Gary |
Report |
Nov 26, 2008 |
1688 |
| Retirement's other side: addressing the emotional consequences: Part two of a two-part column on retirement planning at colleges and universities. |
Patton, Carol |
Column |
Nov 1, 2008 |
1515 |
| Actions Business Owners Should Take Before The End Of The Year. |
Louis, Robert |
|
Oct 30, 2008 |
495 |
| IRS Releases 2009 Cost Of Living Adjustments. |
Martini, John |
Brief article |
Oct 23, 2008 |
92 |
| The retirement wizard. |
|
Brief article |
Oct 1, 2008 |
101 |
| Best places to retire. |
|
Brief article |
Oct 1, 2008 |
41 |
| Achieving the ideal retirement. |
Graves, Earl G., Jr. |
|
Oct 1, 2008 |
734 |
| Retirement planning equals success: what African Americans must do to build their nest eggs. |
Hobson, Mellody |
|
Oct 1, 2008 |
677 |
| Solving the retirement income puzzle: how will baby boomers generate income during their golden years? |
Polyak, Ilana |
|
Oct 1, 2008 |
1430 |
| 20 best places to retire: whether you're retiring now or just thinking about it, these cities offer a great lifestyle without straining your nest egg. |
Taylor, Chris |
Cover story |
Oct 1, 2008 |
3936 |
| The new invincibles: they're tech-savvy, pampered and want what they want--and Gen Y has employers and insurers trying to please this soon-to-be-dominant work force. |
Cavanaugh, Bonnie Brewer |
Survey |
Oct 1, 2008 |
2793 |
| Future tense: insurers reach out to the many women who still aren't prepared for retirement. |
Panko, Ron |
Column |
Oct 1, 2008 |
1820 |
| ERISA-Aftermath of "Metlife v. Glenn" For Standards Of Review For Plan Administrators Who Both Evaluate And Pay Claims. |
Gossett, David |
Case overview |
Sep 30, 2008 |
1156 |
| Client Alert: Supreme Court Comes Down With "Combination-Of-Factors" Method Of Review. |
|
|
Sep 29, 2008 |
994 |
| With guidance, employees can put retirement savings to work: investors have more options to be aggressive or cautious in planning a 401 (k) portfolio. |
Allen, Mike |
|
Sep 15, 2008 |
522 |
| New program helps advisers. |
|
Brief article |
Sep 1, 2008 |
155 |
| Retirement options: which is right for you? |
Held, Shari |
|
Sep 1, 2008 |
865 |
| Older nurses retirement or ... CareerOptions? |
|
|
Aug 1, 2008 |
371 |
| Technical Explanation Offers Guidance - Mutual Recognition Of Contributions For Pension And Other Retirement Plans But Not On Pension Investment. |
|
|
Jul 21, 2008 |
826 |
| Financial planning key to successful retirement. |
Friedman, Mark |
|
Jul 7, 2008 |
2707 |
| Wealth harvesting: more than just retirement or succession planning. |
Snyder, Adam |
|
Jul 1, 2008 |
2906 |
| Where to start. |
Delaney, Trevor |
|
Jul 1, 2008 |
222 |
| Taking flight: with two incomes, the Knox family is ready for the next step. |
Nash, Sheryl Nance |
|
Jun 1, 2008 |
1129 |
| Sluggish economy seen as boon for financial planners: TWM says downturns tend to draw in more middle-class clients. |
Allen, Mike |
|
May 26, 2008 |
739 |
| Banding Together - Changes To The Local Government Pension Scheme In Scotland. |
|
|
May 20, 2008 |
829 |
| Planning for retirement. |
Paul, Laura |
|
May 1, 2008 |
1209 |
| The aging workforce. |
Runy, Lee Ann |
|
Apr 1, 2008 |
1167 |
| Supreme Court Holds 401(K) Participant Can Sue For Breach Of Fiduciary Duty Under ERISA. |
|
Law overview |
Mar 28, 2008 |
809 |
| LaRue: Supreme Court Expands Rights Of Individual 401(k) Plan Participants To Recover For Losses Caused By Fiduciary Breaches. |
|
|
Mar 4, 2008 |
803 |
| Managing the risks of retirement: a quarterly newsletter from the women's institute for a secure retirement. |
|
|
Mar 1, 2008 |
1682 |
| South of the border: want to save money and still enjoy a nice lifestyle in retirement? Join the hundreds of other gay retirees relocating to Mexico and other countries where the dollar still goes far. |
Kapp, Joe; Burkholder, Nicholas |
|
Feb 26, 2008 |
820 |
| Employee Benefits Developments For January 2008. |
|
|
Feb 20, 2008 |
1498 |
| Infrastructure Funds On The Rise. |
|
|
Feb 17, 2008 |
551 |
| Draft Employer Debt Regulations. |
|
|
Feb 14, 2008 |
421 |
| Getting to know you. |
Chordas, Lori |
Brief article |
Feb 1, 2008 |
212 |
| Retiring green: social(k) is the 401(k) that cares. |
Fried, Rona |
|
Jan 27, 2008 |
787 |
| IRS Announces Adjusted Plan Limits For 2008. |
Kim, Soo |
Brief article |
Nov 9, 2007 |
173 |
| Automatic enrollment gets workers to save: 401(k) contribution escalation helps them save even more. |
Barna, Mark |
|
Oct 15, 2007 |
790 |
| From Stakeholders To SIPPs Your Pension Options Explained. |
|
|
Sep 6, 2007 |
847 |
| It's getting near retirement, do you know where your money is? |
Cook, Brad |
|
Aug 17, 2007 |
847 |
| Personal finance: retirement saving mistakes that scramble nest eggs. |
Myers, Marc |
|
Jul 1, 2007 |
661 |
| What's in your 403(b)? Academic retirement plans and the costs of underdiversification. |
Angus, John; Brown, William O.; Smith, Janet Kiholm; Smith, Richard |
Report |
Jun 22, 2007 |
18893 |
| Tax-sheltered investment accounts: fund yours now, retire later. |
|
|
May 1, 2007 |
397 |
| Financial strains and depression among elderly women. |
Brown, Susan; Lee, Yoon G. |
|
Jan 1, 2007 |
1362 |
| Retirement savings and expenditure patterns of renters and homeowners: different resources or different views? |
James, Russell N., III,; Sharpe, Deanna L. |
|
Jan 1, 2007 |
454 |
| Financially distressed consumers' information search for retirement plans. |
Kim, Haejeong; Sorhaindo, Benoir; Kim, Jinhee |
|
Jan 1, 2007 |
1196 |
| How do single non-married women save for retirement? |
Lee, Yoon G.; Rowley, Megan |
|
Jan 1, 2007 |
566 |
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