Taxable or Nontaxable Benefits: The Dual Purpose Plan Revisited
- Retirement plan participants transferring assets. Oliver-Mendez, Ken // Caribbean Business;10/11/2001, Vol. 29 Issue 41, p8
Reports the decision of retirement plan participants to transfer their assets from volatile equities into fixed-income investment in Puerto Rico. Effect of the asset transfer; Transfer of asset allocations through online services; Emphasis of Consulativa Internacional on educating the...
- San Jose P&F Fund Slashes Absolute Return Target. Lewis, Jakema // Investment Management Mandate Pipeline;10/21/2014, p1
The City of San Jose Police and Fire Retirement System has made revisions to its asset allocation targets, resulting in a reduction to absolute return investments.
- Super funds to spell out fees. Skotnicki, Tom // BRW;6/24/2004, Vol. 26 Issue 24, p28
Reports on the agreement between the Australian government and the Democrats to provide equal rights to same-sex couples for superannuation benefits. Asset allocation and risk profiles; Provisions of the benefits; Retirement benefits.
- Alternative Investments Boost State Pension System Returns. McGuinness, Kevin // Plan Sponsor News;2014, p121
The article focuses on the Cliffwater 2014 Report on State Pension Asset Allocation and Performance, which found that with individual pension fund returns ranging from 5.0% to 8.8%, a median 7.2% annualized return has been earned by state pension systems over the 10 years ended June 30, 2013. It...
- Intentions to retire, life dissatisfaction and the subsequent risk of disability retirement. Harkonmäki, Karoliina; Martikainen, Pekka; Lahelma, Eero; Pitkäniemi, Janne; Halmeenmäki, Tuomo; Silventoinen, Karri; Rahkonen, Ossi // Scandinavian Journal of Public Health;May2009, Vol. 37 Issue 3, p252
Background and aims: To examine the predictive value of intentions to retire early on the process of disability retirement and the contribution of life dissatisfaction to the association between intentions to retire early and disability retirement. Methods: A cohort of 6484 employees over 40...
- Why get disability income insurance? // Indianapolis Business Journal;10/31/2005, Vol. 26 Issue 34, p14
Focuses on the advantages of buying disability income insurance. Capacity of an insurance to protect an ability to make retirement contributions due to sickness of injuries; Protection against life's uncertainties; Provision of benefits to disabled insured while returning to work on a limited basis.
- Boomers Shy Away From Paying For Income Protection. Bell, Allison // National Underwriter / Life & Health Financial Services;11/27/2006, Vol. 110 Issue 45, p18
The article reports on a survey by the Guardian Life Insurance Company on the reluctance of Baby boomers in the U.S. to pay for their disability insurance which is required to protect their income and retirement benefits. Only 56 percent of boomers ages 45 to 54 are willing to pay for their...
- Asset Allocation for a Lifetime. Bengen, William P. // Journal of Financial Planning;Aug1996, Vol. 9 Issue 4, p58
The article states certain queries asked to the author regarding retirement policy by his clients and also the corresponding answers of the queries. The client shows his doubt in allocation throughout retirement and says he will like to invest much in stocks at old age. The author states that...
- Changing investment committee meetings. LUDWIG, JOHN // Employee Benefit Adviser;May2015, Vol. 13 Issue 5, p16
The article discusses how investment committees can improve their investment menus to ensure successful retirement benefits for employees. It notes the importance of focusing on asset allocation, diversification, and expenses. It advises committees to offer qualified default investment...