Pension Articles


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The Baby Boomer's Guide to Social Security Overview: Long-Awaited Guidance Needed to Calculate Pension Lump Sums (PDF) 'Consumption Smoothing' Your Retirement Plan Which Way to Invest Once You Retire? The Brave New World of Lump Sum Distributions How to Handle Beneficiary Designations: Tips for Ensuring Your Assets Flow to the Right People Opinion: United Airline's Faustian Bargain with the PBGC Pension Group to Recoup Overpayments to Retired Steelworkers The Pitch: Retire Early -- the Catch: Brokers Want Your Cash Brief Analysis: The Coming Tax Tsunami Get a Cheap Loan Fast ... From Yourself First U.S. Baby Boomer Applies for Social Security United Taking a Flier with Pensions In Turbulent Times -- Like These -- the 'Rules' for Asset Allocation Often Go Out the Window A Symposium on Pension Finance Federal Court Dismisses Backloading Claim Opinion: Pensions and Palm-Greasing Overview: Court Permits Plan NRA Based on Service More Victories in the Federal Courts for Cash Balance Plan Sponsors State Street to Freeze Pension Plan and Boost 401(k) Offerings Union Pension Fund Embezzlements 'Epidemic,' Analyst Says Market Chaos Testing Pension Managers Preparing for 2008 -- PPA Rules Affecting DB Lump Sums AT&T Violated the PDA by Excluding Pregnancy Leave Time in Retirement Benefit Calculations Retirement Nest Eggs Developing Cracks Delphi to Freeze Pension Plans COLAs Must be Included in Lump-Sum Benefits for Defined Benefit Plan Participants Overview: IRS Guidance on Partial Plan Terminations Rating the Online Retirement Planners: Five Programs Are Put Through Their Paces Flowchart of IRS Final Regulations Under Section 415 (PDF) Lawsuit Says Teachers Are Overcharged on Annuities; Sues Union for Endorsing Them Dow Chemical Co. to Shift Workers to 'Personal Pension Accounts' Math Error Botches Enron Payouts The Supreme Court Will Decide Case that Addresses the Scope of ERISA Remedies (PDF) Overview: IRS Issues Final Regulations Relating to Phased Retirement IRS Finalizes Restrictions on NRA in Pension Plans Criminal Restitution, Alienation of Retirement Benefits and the Supreme Court State Law Misrepresentation of Benefits Claim Under ERISA Plan Not Basis for Preemption Faulty Description Of Benefits Constitutes Wrong Without Remedy Wall Street Journal Article Entitled 'Pension Tension: Figuring Out When to Lump It' Chrysler Pension Fund to Get $1.2 Billion UAW Says Chrysler Sale Includes Pension Contribution Daimler Sells Majority Stake and Offloads Its Pension Obligations Traditional Pension Plans Continue to Disappear at Large Companies Archdiocese of Chicago to Freeze Workers' Pensions Lincoln Financial Latest in Defined Benefit Freeze Trend Summary Plan Descriptions - Must Be Understandable Yet Legally Compliant ArvinMeritor will freeze pension plan The Social Security Fix-It Book Nasdaq to Freeze Pension Plan AK Steel Plan Violated ERISA, Court Says, Upholding $46 Million Award to Participants Overview of Final Nonqualified Deferred Compensation (409A) Regulations with a Focus on SERPs How to Evaluate Your Mindset About Social Security Benefits Partial Pension a Way to Keep Baby Boomers on the Job Anchor Hocking Workers' Pensions Will Be Reduced Court Rules Boeing Cash Bal. Plan Doesn't Violate ERISA Age Discrimination/Backloading Restrictions Cash Balance Plans Regain Their Footing Opinion: Who Benefits and Who Suffers Most from Cash-Balance Conversions Pension Error Costs Millions in Michigan Supreme Court Declines to Hear Appeal of Xerox Pension Case Overview: DOL Issues Interim Final Rules on QDROs How to Evaluate Early Retirement Offers Social Security in the Slow Lane - An Analysis of Benefits Chrysler Begins Round of Buyouts Goodyear Ends Pensions and Raises Retirees' Health Costs Overview on Notice to Defer Distribution: January 1, 2007 Effective Date for Calendar Year Plans Hewitt Packard Freezes Defined Benefit Plan ERISA Benefits Litigation: Who Can Be Sued? Analysis: Recent Cash Balance Plan Developments Third Circuit, Another Victory for Plan Sponsors in Cash Balance Litigation Saga Pensions: To Choose an Annuity or To Take a Lump Sum? Judge Upholds Dun & Bradstreet Cash Balance Plan Overview: New Litigation Rules that Will Affect Claims Processing Supreme Court Turns Down 2 IBM Cases Overview of the DOL Benefit Statement Guidance Law Firm Probes Corning Inc. Pension Plan Summary of Notice 2007-6 Guidance on Cash Balance and Other Hybrid Defined Benefit Plans IRS To Begin Processing Suspended Cash Balance Plan Conversion Applications Law Firm Investigating Cash Balance Plan Conversions Opinion: A Requiem for Pensions American Benefits Council Cash Balance Plan Litigation Chart as of December 6, 2006 (PDF) Overview: Renewed Vigor for Hybrid Plans After Enactment of Pension Protection Act Oneida Sues PBGC Challenging Pension Termination Fees Age-Discrimination Claims Against Cash Balance Plans Still Have Life Notice and Disclosure Requirements for Single-Employer Plans under the PPA (PDF) Commentary: How a Lawsuit Almost Strangled Cash Balance Pensions Retirement Plan Questions from CCA Strategies Readers: November 2006 Overview of Lump Sums under the Pension Protection Act of 2006 10 Things Your 401(k) Provider Won't Tell You Understanding ERISA Plan Information Requests, Part 1 Understanding ERISA Plan Information Requests, Part 2 Age Discrimination Lawsuits Still Haunting Cash Balance Plan Sponsors PPA Added Clarity to Cash Balance Plan Rules, But More Guidance Needed, Panelists Say The Pension Protection Act Delivers Good News for Cash Balance and Other Hybrid Plans Overview: IRS Finalizes Heinz Anti-Cutback Regulations New Pension Law Shrinks Lump-Sum Payouts Overview: Court Rules that Service Cannot Define Normal Retirement Age New Law Allows Pension Distributions During Working or Phased Retirement Opinion: The Great Pension Swindle Should You Put Extra Money in Your Mortgage or Your Retirement? Ford Offers 3 Buyout Plans with Goal to Reduce Salaried Ranks Without Layoffs Federal Court Rulings Identify Employers As Liable Party in ERISA Benefits Action Opinion: Visions of the Golden Years in Retirement Dim As Pension Promises Fade Ford Offering 75,000 Employees Buyout Packages Editorial: Playing Wall Street Roulette with Retirement Disputed Birth Date Gives Rise to Pension Benefit Lawsuit CFO.com: DuPont Reduces Defined Pension Benefits, Expects Future Earnings Improvement Pension Freeze Continues to Spread Employees: What You Need to Know About Cash Balance Pension Plans It's Not the Dependency Ratio, Stupid -- Another Take on Gladwell's 'The Risk Pool' The Risk Pool -- American Pension History and Today's Crisis Overview: IRS Issues Final Anti-Cutback Regulations for Defined Benefit Plans Ford Looking at Employee Buyouts Audio: Pension Reform Bill and Pension Anxiety The Far-Reaching Effects of Employment Discrimination on Retirement Plans The Future of Cash Balance Retirement Plans after Cooper v. IBM and the PPA Report: Executive Pensions Put Big Hurt on Firms Excerpts from Statements Regarding Hybrid Plans during Senate Debate August 3, 2006 (PDF) Overview: Decision in the IBM Cash Balance Litigation Court Rules Plan's Recognition of Former Distributions Invalid 'Your Retirement: How to Land On Your Feet.' by Jane Bryant Quinn Overview: Pension Reform Changed Some Distribution Rules DOL's Pension Reform Web Site Overview: Seventh Circuit Harmonizes Cash Balance Plan Conversion Law Quotes from 7th Circuit Opinion on IBM's Cash Balance Plan Not Being Age Discriminatory IBM Wins; Text of 7th Circuit Decision in Cooper v. IBM Cash Balance Age Discrimination Case Overview of New Reporting and Disclosure Rules under the Pension Protection Act of 2006 Overview: Hybrid/Cash Balance Plan Provisions Included in the Pension Protection Act Judge Calls Pension Fund Handling 'Appalling' Equitable Cash Balance Plan Wins Discrimination Ruling Letter to Congress Concerning Hybrid Pension Plans and Pension Reform Legislation (PDF) Fiduciary Duty Breached Where Failure to Credit Accts Is Based on Misreading of Plan Language Deferring Compensation Creates a Company Debt to Executives (June 23, 2006, WSJ article) As Workers' Pensions Wither, Those for Executives Flourish -- June 23, 2006, WSJ Article Defined Benefit Plan Terminations Increase What's the Best Age to Begin Social Security Retirement Payments? The End of a Dream: Defined Benefit Plans Disappearing Retirement at 62: Is Receiving Social Security Early Worth It? Little Relief for PBGC's Growing Burden Overview: The Statutory Eligibility Rule of 1,000 Hours of Service in a 12-Month Period Overview: Split in Recent Cash Balance Plan Rulings (PDF) Overview: IRS Releases Final Revisions to Relative Value Regulations Overview: Cash Balance Litigation US Airways Pilot Retirees' Suit Against PBGC Dismissed Reply Brief of Appellants (Plan Participants) in 3d Circuit Cash Balance Plan Discrimination Case The Chilling Effects of Pension Freezes Overview: How Does the Elapsed-Time Eligibility Method Work? Cash Balance Plans: What Are They? Why Are They Controversial? What is Their Future? Is Your Pension Plan Retiring Before You? Have a Plan for Dividing Pension in Divorce Transitioning Pensions from a Company-Sponsored Retirement Plan Rehired Employees' Pension Benefits Not Affected by 'Phantom Account' until Plan Properly Amended Are Pensions Destined for Retirement? America's Pensions in Peril-- Or Gone 'Specific Reasons' for Adverse Benefit Determination Must Be Reviewed under ERISA Claims Procedure Optimism about Pension Prospects May Not Be Realistic Pension Benefit Options for Consideration Upon Retirement Cautionary Tales: Penalties for Failure to Timely Provide Requested Documents Don't Drown in the Wave: The Pending Administration Crisis for Pension Plans Will Pension Administrators Sink or Swim? Preparing to Face the Demographic Wave Ahead Minnesota Plan Would Fix Teachers' Pension Fund Penalty for Not Providing Plan Related Information (PDF - see p.3) It's Just a Matter of Time Till Your Company Drops Its Defined-Benefit Retirement Plan New Web Site: Verizon Retirement Watch More Employers Likely to Freeze Defined Benefit Plans, According to Hewitt Survey The Rush to Shut Down Pensions Article Abstract: When Are Releases of Claims for ERISA Plan Benefits Effective? Opinion: The Defined Benefit Pension Crisis SERPs Prone to Miscalculation (PDF) Protect Yourself from Pension Freezes Court Ruling Favors Cash Balance Conversions Why Disparate Impact Claims for Age Discrimination Still Face an Uphill Battle Penalties Awarded, But Not for Failure to Provide Documents 'Relevant' to Benefit Claim IRS Relative Values Disclosure Requirements for Qualified Pension Plans Subject to ERISA SEC Probes General Motor's Pension Figures Survivors of AK Employees Suing over Pension Benefits Calculations Company Sponsored Pensions in Peril Cash Balance Pension Plans and Older Workers Self-Auditing Crucial as IRS Raises Scrutiny Molly Ivins Says Making Pensions Disappear Is a New Corporate Art Form Employers Should Take Care In Designing Early Retirement Incentive Programs PBGC Pays Pensions At Huffy Corporation Court Finds No Requirement to Recognize Beneficiary's Waiver outside Plan Docs Defined Benefit Plans Become More Valuable Retirees Lose Out as Bankrupt Companies Cut Pensions - Airline Pilots Are Extreme Example 401(k) Is Now the Main Retirement Plan at Most Big Firms Life After Federal Government: When to Retire Depends on Age and Service Years The Game of Life Expectancy: How Long You'll Live Is the Critical, but Elusive, Planning Guide Statement Of PBGC Executive Director Bradley Belt On Airline Bankruptcy Filings Triage for Your Retirement Planning Pensions Are at Heart of Boeing Walkout by Machinists Opinion: Ensuring Retirement Income Security with Cash Balance Plans (PDF) Northwest Airlines Amends Salaried Workers' Pension Plans Commentary: Changing Times for Worker Benefits Participant Awarded Penalties for Employer's Failure to Comply with Information Request U.S. Judge Approves US Airways Pension Claims Deal with PBGC 3rd Circuit Court Rules Employees May Sue under ERISA When Company's Stock Crashes Overview: ERISA Bars Pension Plan's 'Break-in-Service' Exclusion PBGC Protects Pensions At Westpoint Stevens When IRAs Meet Chapter 11 Insurance Companies Aim to Breathe New Life Into Old Product: Annuities Summary of IRS Final and Proposed 411(d)(6) Regulations (PDF) Union Sues Boeing Over Early Retirement Benefits Lost as a Result of Sale of Division Safeguard your pension with a lump sum? Court approves IBM pension conversion settlement Shifting Risk: Workers Today Near Retirement More Vulnerable and with Lower Pensions Checking Your Pension's Health and What It Means to You Retiree Runaround: Challenging a Pension Benefits Decision -- Not for the Faint of Heart Hewlett Packard Co. Is Phasing Out Defined Benefit Plan; Will Boost 401(k) Match Pension Bill Could Cut Lump-Sum Payouts Pension Benefits Based on Costly Promises Are in Doubt The Disappearing Pension Rising Tensions Over Pensions: The Bushies Want Companies to Rev Up Retirement Plans Retirement Income Security-- The Status of Hybrid-Pension Plans Survey on the Prevalence of Traditional and Hybrid DB Plans: Report of Findings Pension Plans Can Restore Improperly Discontinued Benefits Overview: Disparate Impact Claims Available Under ADEA, Supreme Court Rules Commentary and Background on the Supreme Court IRA/Bankruptcy Decision Commentary: Supreme Court Issues Important ADEA Opinion in Smith v. City of Jackson A 401(k) Fleecing of America: Will Your Money Be There When You Need It? Brief History of Bankruptcy, Bargaining, Compensation, and Pensions at United Airlines Motorola to phase out pension plan SBC Shift to Pension Plan Shows Defined Benefit Plans Aren't Quite Dead Yet Employer Did Not Violate ERISA By Outsourcing Employees To Another Company: Eighth Circuit Company Breached Fiduciary Duty by Sending Incorrect Benefits Statements Too Much Company Stock in 401(k)s: Some Planners Think Zero Is Right Level; All Urge Caution Employer Improperly Refused To Honor Request For Benefits Information Made By Attorney Overview: Court Enforces Retirement Plan's Six-Month Limitation Period for Filing Lawsuits Mergers and Retiree Questions: Benefits Changes, Usually for the Worse, Often Follow M&A PBGC Takes $2.3 Billion Pension Loss From US Airways Benefits Left Behind as Workers Are Spun Off from Abbott and Other Companies SBC Dropping Cash Balance Pension Plan in Favor of a Traditional Plan Design Cash Balance Litigation Trend Continues One man's retirement math: Social Security wins Cash imbalance: Outcome of IBM case could ripple throughout nation Cash Balance Plan Sixth Circuit Court Ruling Leaves Ambiguity in Its Wake IBM Pays Out $320 Million In Partial Settlement Plaintiffs May Pursue Claims That Pension Plan Discriminated Against Women: Eighth Circuit Company Focus: 40 Companies Sitting on Pension Time Bombs IRS Delays Implementation of Disclosure Rules for Certain Plans Offering Lump Sum Payment Cash Balance Design Not Age-Biased, Says Federal District Judge Treasury and IRS Withdraw Proposed Cash Balance Regulations Cash-Balance Lawsuits In Just a Year, Cash-Balance Plans Go From Panacea to Pariah Claimant Could File Suit Because Plan Failed to Decide Claim Within 90 Days Agreement in Divorce Decree to Name Children as Plan Beneficiaries Is Unenforceable If Not a QDRO QDRO Errors: Plans Sue to Recover Overpayments Sixth Circuit to Review Lump Sum Calculation Case Eighth Circuit Applies Ten-Year Statute of Limitations to Lawsuit for Benefits Under ERISA Retired Formica workers lose effort to stop correction of overpayments Seventh Circuit Upholds Award Of $35,050 In Penalties For Plan's Failure To Provide Documents 2nd American Express National Survey Finds Worker Financial Stress Lingering Into 2004 Is Your Retirement Plan Gouging You on Fees? Treasury And IRS Propose Guidance On Pension Plan Amendments That Simplify Distribution Alternatives IBM Takes Issue with Employees' Proposal for Damage Calculation in Cash Balance Case N.C. Bar Withdraws Action Against Enrolled Actuaries (See P. 3) Greenspan's got his eye on your retirement -- for all the wrong reasons CSM: Pension Apprehension MPR: Private pension plans in Minnesota coming up short USA Today: Many retirees select lump sum
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