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Benefits in the News > By Subject >

Distributions - misc

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Final Regulations Governing Assessment of Civil Penalties for Violations of PPA Disclosure Provisions

[Official Guidance] Text of Technical Update 08-4: Minimum Lump Sum Assumptions for Single-Employer Plans that Terminate in a Plan Year Beginning On or After January 1, 2008

[Guidance Overview] ESOP Planning 2008: Distributions

Managing Your Money: Balancing Your Investments Between Tax-Deferred and Taxable Accounts

Changes in Romania's Pension Fund System

Joint Life Expectancy and the Retirement Distribution Period

State and Local Government Pensions Pay Out $168B in 2007

Retirement Postponed, Investment Withdrawals Increase in Economic Turmoil

PBGC Releases 2009 Data for PPA-Limited Distributions

It Is Time for Income Considerations for 401(k) Plans (PDF)

GM Pays Inflation Bonuses to UAW Retirees

[Guidance Overview] Final Fiduciary Safe Harbor for Selection of DC Plan Annuity Providers

[Guidance Overview] IRS Proposed Regulations on Consequences of Failing to Defer for DB and DC Plans

[Opinion] Feuer on AK Steel v. West ERISA Case on Retirement Benefits

Many Older Workers Unaware of Retirement Distribution Options

[Guidance Overview] 401(k), Pension, and Welfare Plans: 2008 Year-End Compliance Matters (PDF)

Bill to Change Nevada Public Retirement System to 401(k) Type Retirement Plan for Newly Hired Employees Being Drafted

Boost Your Variable Annuity

[Official Guidance] Text of PPA Technical Corrections Bill (H.R. 7327) as Approved by Senate: 'Worker, Retiree, and Employer Recovery Act of 2008'

Supreme Court Revisits Issue of Timing of Discrimination Suits

Congressional Pension Plan Vests at Five Years Service and Includes Automatic Cost of Living Increases

Oral Argument Recap, AT&T v. Hulteen, Which Involves Service Credit for Pregnancy Leaves Taken in 70s, Which Affected Retirement Benefits

French Legislation May Impact Payouts for Retirement Indemnities

Supreme Court Justices Hear Bias Case on Maternity, Pensions and Timing

Institutional Retirement Income Solutions: Product Comparison Criteria Overview (PDF)

Institutional Retirement Income Solutions: Market Product Types and Distribution Channels (PDF)

[Opinion] Institutional Retirement Income Solutions (PDF)

High Court Weighs How Maternity Leaves Affect Pensions

High Court May Rule in Favor of AT&T on Pregnancy Leave

[Opinion] ASPPA Urges Practitioners to Contact Senators Today or Thursday to Push for PPA Corrections, Pension Funding Relief

18% of Americans Dipping into 401(k) Savings

Employer Cleared in Conversion Distribution Dispute

[Guidance Overview] DOL Publishes Final Rules on Annuity Selection for Defined Contribution Plans (PDF)

[Guidance Overview] Premature Distributions from 401(k) Plans

Bank of America Survey Says 18% Withdrew Funds from Retirement Accounts Prematurely

The Role of the Annuity's Value on the Decision (Not) to Annuitize: Evidence from a Large Policy Change

[Guidance Overview] Guide to 2008 Corrective Distribution Forms (PDF)

Solicitor General Recommends Denial in ERISA Case

Economic Worries Spur 401(k) Participants to Hold Fewer Equities, Take More Loans, Watson Wyatt Finds

The IRA - Tax Benefit or Tax Nightmare?

Converting Retirement Savings into Income: Annuities and Periodic Withdrawals (PDF)

[Opinion] Speaking Out Against the Annuity Industry Raiding Nest Eggs

Senate Bill Would Modify Pension Distribution Requirements

Managing Workforce and Benefit Program Risks during an Economic Downturn (PDF)

Text of ASPPA's Comments to IRS Requesting Clarification of Pension Provisions in HEART Act (PDF)

[Guidance Overview] Chart of PBGC's Maximum Guaranteed Benefit; Depends on Age of Participant

More Commentary on Pending U.S. Supreme Court Death Benefit Waiver Case

Withdrawing Bonds First From Retirement Portfolio Not a Good Idea These Days, Journal Study Finds

A Strategic Argument for Phased Retirement

[Official Guidance] Text of IRS Publication, 'Retirement News for Employers' (Fall 2008 Edition) (PDF)

403(b) Plans Will Have Fewer Investment Options, More Restrictions in 2009

[Guidance Overview] Plaintiffs in S.C. Johnson Cash Balance Case See One Claim Rejected But Whipsaw Claim Survives

[Official Guidance] Text of 'Applicable Federal Rates' Under Tax Code Section 1274(d) for December (PDF)

Retirement Tips for an Economic Crisis

[Guidance Overview] 2008 Year-End Checkup for Pension and Welfare Benefit Plans (PDF)

[Guidance Overview] Distributions from Health FSAs to Employees on Active Military Duty

[Guidance Overview] New Rule Could Change Pension Payouts for Some New Retirees

[Opinion] A Question of Withdrawal Timing of Retirement Funds

Law May Block Pension Fund Distributions - Some Can Only Receive 50 Percent, or Nothing

[Guidance Overview] First Circuit Allows ERISA Retained Asset Account Claim to Proceed (PDF)

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