ERISA Jurisdiction May Not Apply
- Retirement planning leaves most Americans drained, depressed. Silva, Chris // Employee Benefit News;Jan2007, Vol. 21 Issue 1, p50
The article discusses ways for employees to help workers meet their retirement goals in the U.S. People consider retirement planning as a joyless and depressing exercise according to behavioral economics professor Dan Ariely. The Pension Protection Act of 2006 validates plan features such as...
- ERISA Fiduciary Responsibilities and Registered Investment Advisors. Geller, Sheldon M. // CPA Journal;Jan2007, Vol. 77 Issue 1, p56
The article presents information on the responsibilities of plan sponsors as Employee Retirement Income Security Act (ERISA) fiduciaries. ERISA fiduciaries must discharge their duties for the exclusive benefit of plan participants. Plan sponsors retaining registered investment advisors (RIA) may...
- 9 SCENARIOS FOR THE FUTURE. McGee, Suzanne // Financial Planning;Apr2005, Vol. 35 Issue 4, p80
Offers recommendations on several cases involving financial management. Advice on the plans of a married couple to purchase a vacation property; Factors to be considered by a couple with retirement assets; Ways of divesting stocks with minimized taxes.
- The Magic Number. Korn, Donald Jay // Financial Planning;Apr2005, Vol. 35 Issue 4, p117
Discusses issues concerning the management of retirement assets. Basis of retirement age for financial planners; Factors to be considered by financial advisors in planning retirement finances; Challenges faced by advisors in retirement planning. INSET: The Wealth Gap.
- What Drives Innovation? Powell, Robert // Financial Planning;Oct2008, Vol. 38 Issue 10, following p64
The article presents questions and answers related to financial planning in the retirement age, including innovations in retirement income industry and its drivers, "best in class" products, and finding the right advisors.
- Crazy frog. Bradshaw, Donna // Money Marketing;1/26/2006, p35
The article comments on the British Pensions Commission's proposal to offer a handful of default funds, with the option of choosing from a wider range. According to the author, the agency's recommendation that the default fund should be a lifestyle switching fund gives particular cause for...
- Action on protection. Bourke, Lorna // Money Marketing;1/26/2006, p35
The article addresses the issue of British investment advisors' need to make a decision on whether to recommend primary or enhanced transitional protection to their pension clients. The author discusses the pros and cons of primary and enhanced protection and the factors that should be...
- INSURED PENSION BOOM. // Labor Law Journal;Jan54, Vol. 5 Issue 1, p27
This article reports that pensions have been one of the great developments in family financial planning in recent years. It is estimated that at the end of 1952, about 3.5 million persons in the U.S. were covered under some 13,500 insured pensions--five times the number of persons and nine times...
- Pick a winner. Sampson, Annette // Money (Australia Edition);Apr2013, Issue 155, p42
The article offers suggestions on financial management and getting appropriate deals. It states that government's Moneysmart website has a brilliant retirement planning calculator that allows you to play around to see how contributing more can boost your retirement income, which can be used by...