Business Continuation Planning, Part 2
- Beyond Retirement: Employee Financial Security in 3 Steps. Benz, Jennifer // Benefits Magazine;Sep2015, Vol. 52 Issue 9, p16
The article highlights the three steps in achieving financial security during retirement. Topics discussed include the role to be played by employers in helping their workers address their financial stressors and priorities, the usefulness of the Benz-SSGA framework on connecting personal...
- It's a wrap. Greenwood, John // Employee Benefits;Aug2009, p15
The article reports on the goal of corporate wrap products to place the employers at the employees financial well-being. Corporate wrap product offers approach to a fuller range of financial products, let the staff move their money between these tax wrappers when it is effective to do so, and a...
- Tories pledge to match savings. Coney, James // Money Marketing;1/13/2005, p2
Reports on the plans for a lifetime savings accounts that extends tax-free limits for Isas and giving employees access to financial advice in Great Britain. Restoration of dividend tax credits on pension funds; Details on the basic rate of tax on savings income; Introduction of tax credits to...
- Nationwide Savings Plan Automatic Enrollment Getting Associates PREPared for Retirement. Gisonny, Richard; Douglas, Stephen // Benefits Quarterly;2008 Third Quarter, Vol. 24 Issue 3, p13
Despite Nationwide's considerable efforts, the active participation rate in its retirement plan remained mostly unchanged for many years, and the company knew its associates were not adequately preparing for retirement. Due to the passage of the Pension Protection Act of 2006, Nationwide...
- Comment. Wilkinson, Amanda // Employee Benefits;Apr2006, Special section p3
The article comments on British employers' role in providing employees financial education and advice. Most of the respondents to the Employee Benefits Financial Education Research 2006 believe that employers should give staff access to both information and advice. Key areas around which...
- Employer-managed retirement funds ruled ineligible for Madoff restitution. // Jewish Telegraphic Agency: 1922 to present;8/26/2014, p1
NEW YORK (JTA) - Individuals who lost money from employer-managed retirement funds invested with Bernard Madoff are not eligible to receive money from the liquidation of the Ponzi schemer's firm.
- CHANGE OF DIRECTION. Bettelley, Clare // Employee Benefits;Mar2015, p25
The article presents the author's views on the factors that pension providers should consider for preparing themselves for the pension reforms. It includes changes they can introduce in the company's pension strategies, responsibilities of an employer towards its retiring employees and...
- ASFA submission supports difficulty of opt-in. Taylor, Mike // Money Management;3/3/2011, Vol. 25 Issue 7, p5
The article reports on the move of the Association of Superannuation Funds of Australia (ASFA) to urge the federal government in considering the superannuation fund members to be specifically opt-out of the consolidation processes under the Future of Financial Advice (FOFA) changes.
- SPAA fights on accountant advice. Taylor, Mike // Money Management;9/8/2011, Vol. 25 Issue 34, p13
The article reports on the confirmation in the federal government's draft Future of Financial Advice legislation noting a ban on commissions applicable to individually-advised risk products regarding self-managed superannuation fund (SMSF) and product choices in Australia.