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One-Stop Topics

One-Stop Topics

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Retirement
Defined Benefit (DB) and Defined Contribution (DC) Plans

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Snapshot Survey on Retirement Plan Options in the U.S.
Articles, News and Discussion

U.S. Labor Department Proposes New Disclosure Rules for Multiemployer Pension Plans (2007)

A Look at 401k Plan Fees - DOL and EBSA (2007)

Pension Sponsorship and Participation: Summary of Recent Trends (2007)

Participant in Terminated Pension Plan Can Sue for Break of Contract (2007)

Former Employee Who Cashed Out 401k Can Still Sue (2007)

How Does Your Retirement Program Stack Up - 2007 Highlights (2007)

Average 401(k) Account Grew 8.7% Annually Over 7-Year Period (2007)

Former Employee Who Cashed Out 401k Can Still Sue (2007)

New Legislation Addresses Hidden 401(k) Fees, Conflicts of Interest (2007)

More Than 80% of 401(k) Participants Are Unaware of Fees Associated With Their Plans (2007)

Survey Shows Employers Continuing to Cut ‘Traditional’ Pension Plans, But Often Add to 401(k) Benefits As Well (2007)

Fast Facts from EBRI - Factors Affecting IRA, 401(k)-Type Plan Asset Allocation (2007)

Fast Facts from EBRI - How Many Participants Take Loans from 401(k) Plans and What Are 401(k) Plan Loan Balances (2007)

Fast Facts from EBRI - How Do 401(k) Participants Allocate Their Assets (2007)

DC Plan Sponsors See Benefit of Outsourcing (2007)

62% of 30-year-olds Want to be Automatically Enrolled in Pension Plan (2007)

Buck Releases DC Plan Trends Survey (2007)

Social Security Administration to Release Retirement Planning Tools for HR Managers, Employees (2007)

Defined Contribution Plan Sponsors Should Take Steps Now to Address Plan Fees and Disclosures (2007)

401(k) Fee Disclosure Rule in the Works (2007)

Adviser Says Employers Need To Work With Providers on 401(k) Fee Information (2007)

Back-to-Basics: 401(k) Loans (2007)

401(k) Plan Fees: Clarifying Possible Regulations for Retirement Plans (2007)

IRS Issues Guidance on 2006 and 2007 Defined Benefit Plan Deduction Limits (2007)

Factors Affecting IRA, 401(k)-Type Plan Asset Allocation (2007)

Defining Their Contribution: What U.S. Companies Offer Employees for Retirement (2007)

Retirement Plan Participation Falls by 2 Percentage Points (2007)

High-Wage Earners Not Participating in 401(k) Plans (2007)

Employers with 401(k) Plans Providing Richer Match Rates (2007)

Pension Plans: Frozen, But Not Forgotten (2007)

Pension Plan Funding Levels Rebound (2007)

U.S. Department of Labor Issues Proposed 401(k) Automatic Enrollment Rule (2007)

PBGC Announces Maximum Insurance Benefit for 2007 (2007)

PBGC Updates Deficit; Council Issues Statement (2006)

FASB Improves Employers' Accounting For Defined Benefit Pension and Other Post-Retirement Plans (2006)

Flawed Definition of Retirement Age Violates ERISA (2006)

401(k) Matching and Vesting - Keeping Your Retirement Plan Competitive (2006)

Large Corporate Employers Continue Support for Retirement Plans (2006)

Employment-Based Retirement Plan Participation:
Geographic Differences and Trends, 2005
(2006)

Treasury, IRS Issue Guidance on Diversification Requirements for Qualified Defined Contribution Plans (2006)

Treasury, IRS Issue Notice Regarding Participants’ Diversification Rights for Employer Securities Held in Retirement Plans (2006)

2007 IRS Contribution Limits (2006)

Court Decision, Pension Reform Could Revive Cach Balance Plans (2006)

Personal Savings Shortfall Points to Need for Automatic Enrollment in 401(k) (2006)

Does Your DC Plan Have a Multimillion-Dollar Leak? (2006)

The Employment-Based Pension System: Evolution or
Revolution?
(2006)

Will Automatic 401(k) Enrollment Help? (2006)

Retirement Plan Participation and Retirees’ Perception of Their Standard of Living (2006)

Retirement Policy Status Report (2006)

Simplify with Defined Benefit and Defined Contribution Bundling (2006)

Defined Benefit Plan Freezes: Who’s Affected, How Much, and Replacing Lost Accruals (2006)

Trends in retirement plan coverage over the last decade (2006)

Pension Plan Freezes – Why and Whither? (2006)

Why Are Healthy Employers Freezing Their Pensions? (2006)

Retirement Plan Participation Profile, Part I: Younger Workers
Ages 21–30
(2006)

Wells Fargo Survey Shows New 401(k) Plan Designs Taking Hold, Employers Planning More Pension Changes (2006)

U.S. Department of Labor Issues Proposed 401(k) Automatic Enrollment Rule (2006)

“Traditional” Pension Assets Lost Dominance a Decade Ago, IRAs and 401(k)s Have Long Been Dominant (2006)

Ten Things You Need to Know About Retirement Benefits (2005)

New Analysis Shows Largest U.S. Companies Continued Shift to 401(k) Plans in 2005 (2005)

A Penchant for Pension Plans (2005)

The New Roth 401(k): New Reward Tool, But Proceed With
Caution
(2005)

New Analysis Shows Largest U.S. Companies Continued Shift to 401(k) Plans in 2005 (2005)

Tools, Templates and Samples

State Labor Law Directory

Survey Search

Sample Formulas/Calculators

Private Pension Plan Bulletin - Abstract of 2003 Form 5500 Annual Reports

Courses, Webinars and Other Events

B2: Retirement Plans — Design and Management

Books & Products

The Best of Retirement Benefits

The 401(k) Success Paradigm: A New Way to Look at Best Practices, the Pension Protection Act and Excess Revenue (2007 Conference Audiotape)

Other Resources & Links

Social Security Resources for HR Managers (SSA)

Top 10 Ways to Prepare for Retirement (DOL)

What You Should Know About Your Retirement (DOL)

401(k) Plans for Small Business (DOL)

Pension Benefit Guaranty Corporation (PBGC)

PBGC - What's New for Practitioners

Profit Sharing Council of America (PSCA)

PSCA - 401(k)

ERISA Fiduciary Advisor

Medicare Interactive Counselor (Medicare Rights Center)

Survey Research
401(k) Survey: 2003, 2002

401(k) Plans and Company Stock (2002)

 

White Papers

Cash Balance Plans (2004)

Analysis and Commentary on 2004 Survey of Cash Balance Plans (2004)

Looking for information on a related topic?
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  Pension Protection Act of 2006
Pension Reform
Retiree Benefits

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