Employees As Plan Managers
- End of Tax Season Doesn't Mean It's Time to Forget About Taxes. Winter, James // State Journal (WV);4/27/2012, Vol. 28 Issue 17, p27
The author discusses the key factors that should be taken into account by individuals for proper tax planning including taking advantage of employee benefit plans and retirement savings plans at work, and considering the impacts of social security and retirement income on tax liability.
- Members expect greater flexibility. // Finance Week;2/17/2003, p41
Discusses how to achieve the ideal benefit structure for retirement funds in South Africa, according to Kobus Hanekom, head of general consultation at Sanlam Wealth Management. Need to give more attention to the needs and interests of members; Results of Sanlam's survey of retirement fund benefits.
- Few retirement plans are linked to company performance. // Corporate Board;Jan/Feb97, Vol. 18 Issue 102, p27
Focuses on a survey of supplemental executive retirement plan practices. Important need for corporations and their top-level employees; Issue of how well these benefits will meet the security needs of executives after retirement.
- CBI calls for more affordable pensions. // Works Management;Sep2003, Vol. 56 Issue 9, p5
Reports on the result of the CBI survey concerning the final salary pension schemes. Reaction of employers towards the rising costs of final salary pension schemes; Scenario of the constant final salary schemes; Need for radical proposals that will make pensions simpler and more affordable.
- Working toward preparedness. LUDWIG, JOHN // Employee Benefit Adviser;Jul2014, Vol. 12 Issue 7, p23
The article discusses enhancement in retirement readiness by employee benefit advisers with their employer clients.
- Understanding lifetime income concerns. Kalish, Jerry // Employee Benefit Adviser;July2013, Vol. 11 Issue 7, p54
The article discusses the need for employee benefit advisers in the U.S. to understand the plan sponsor concerns regarding in-plan retirement income solutions.
- Small portion of workers own an IRA. SHEPHERD, LEAH CARLSON // Employee Benefit News;Oct2008, Vol. 22 Issue 13, p58
The article deals with a research from the Employee Benefit Research Institute which found that only 10% of taxpayers in the U.S. eligible to contribute to an individual retirement account (IRA) actually do so. The research has also revealed that rollovers from other types of retirement plans...
- Automatic enrollment beats company match, research shows. Butler, Kelley M. // Employee Benefit News;Sep2006, Vol. 20 Issue 11, p45
The article reports on the advantages of automatic enrollment and other automated features on when it comes to encouraging employees into a retirement plan according to a report by TIAA-CREF. The percentage of eligible employees who did not participate in their retirement plan according to a...
- MM Leader: Valid concerns over pension charge cap. // Money Marketing (Online Edition);11/14/2013, p80
The article cautions against dismissing concerns about a proposed pension charge cap of 0.75-1 percent. It also warns that suggestions for all schemes to be rewritten and stripped of commission could result to unintended consequences for employers and their staff. It cites the results of an ABI...
- Dollar for dollar. Lynott, William // Dermatology Times;Jul2009, Vol. 30 Issue 7, p106
The article offers information related to practice management. It discusses the difference between after-tax dollars and before-tax dollars, early investment to retirement plans, travel and car expenses. Moreover, it mentions that some types of assets can be classified as tax-inefficient and...