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The Impact Of Erisa On The Investment Policies Of Private Pension Funds And Capital Market Efficiency
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Book Synopsis The Impact of ERISA on the Investment Policies of Private Pension Funds and Capital Market Efficiency by : J. David Cummins
Download or read book The Impact of ERISA on the Investment Policies of Private Pension Funds and Capital Market Efficiency written by J. David Cummins and published by . This book was released on 1980 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Structure, Regulation, and Performance of Pension Funds in Nine Industrial Countries by : E. P. Davis
Download or read book The Structure, Regulation, and Performance of Pension Funds in Nine Industrial Countries written by E. P. Davis and published by World Bank Publications. This book was released on 1993 with total page 85 pages. Available in PDF, EPUB and Kindle. Book excerpt: Company pension funds can make important contributions to retirement income and to capital market development. But they need to be regulated and supervised to avoid fraud; protect the interests of workers, and minimize restrictions on labor mobility.
Book Synopsis ERISA: A Comprehensive Guide, 6th Edition by : Ferenczy, Cohen
Download or read book ERISA: A Comprehensive Guide, 6th Edition written by Ferenczy, Cohen and published by Wolters Kluwer Law & Business. This book was released on 2020-12-02 with total page 1298 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Sixth Edition of ERISA: A Comprehensive Guide provides a thorough and authoritative analysis of the principal statutory provisions of the Employee Retirement Income Security Act of 1974 (ERISA) and the corresponding provisions of the Internal Revenue Code (Code) dealing with employee benefits. It also discusses and explains the multitude of regulations, rulings, and interpretations issued by the Department of the Treasury, the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation in explanation of ERISA; the Code provisions relating to the requirements for tax-qualified retirement plans; and the subsequent legislation amending or supplementing ERISA and such Code provisions. Cited by the Supreme Court, ERISA: A Comprehensive Guide discusses and explains the multitude of regulations, rulings, and interpretations issued by the Department of the Treasury, the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation in explanation of ERISA and the subsequent legislation amending or supplementing ERISA. ERISA: A Comprehensive Guide has been updated to include: The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 Discussion of improvements in the ability for plan sponsors to take advantage of electronic disclosure opportunities for participant notices and disclosures. Updates to fiduciary duties and best practices based on litigation outcomes Analysis of the rising role of arbitration in the resolution of disputes between plan sponsors and participants Discussion of COBRA notice requirements due to COVID-19, pursuant to CARES Act Discussion of the impact of COVID-19 on union contracts and multiemployer plans Impact of CARES Act on bankruptcy filings and procedures
Book Synopsis Public Policy Toward Pensions by : Sylvester J. Schieber
Download or read book Public Policy Toward Pensions written by Sylvester J. Schieber and published by MIT Press. This book was released on 1997 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt: According to Schieber and Shoven, pension policy will emerge as one of the key economic issues of the next decade. This book provides a guide to the debate.Public and private pensions control almost a quarter of the United States' tangible wealth--equivalent to all of the country's residential real estate. They account for most current saving in the country, are a crucial component of household retirement resources, and have significant effects on labor market mobility and efficiency. Collectively, they hold a tremendous proportion of all common stock. The stock market has boomed during the past decade, as baby boomers have rapidly accumulated pension assets. Now economists are starting to wonder what will happen when the baby boomers retire. It is already clear that the Social Security system will require drastic changes to remain solvent. Will the stock market experience a similar meltdown as baby boomers withdraw their assets from pension plans? What policies might help to avoid such a crisis? According to Schieber and Shoven, pension policy will emerge as one of the key economic issues of the next decade. This book provides a guide to the debate. Topics include the impact of pensions on personal and national saving, the potential for a Pension Benefit Guarantee Corporation financial crisis, the dramatic growth in 401(k) plans, public sector plants, the prospects for adequate retirement income in the future, and recommended directions for pension policies. The book contains ten chapters, four written by Schieber and Shoven.ContributorsRobert Clark, Ping-Lung Hsin, Olivia Mitchell, James Poterba, Andrew Samwick, Jonathan Skinner, Steven Venti, Carolyn Weaver, David Wise, and Elisa Wolper.
Author :United States. Congress. House. Committee on Education and the Workforce. Subcommittee on Employer-Employee Relations Publisher : ISBN 13 : Total Pages :100 pages Book Rating :4.F/5 ( download)
Book Synopsis The Evolving Pension and Investment World After 25 Years of ERISA by : United States. Congress. House. Committee on Education and the Workforce. Subcommittee on Employer-Employee Relations
Download or read book The Evolving Pension and Investment World After 25 Years of ERISA written by United States. Congress. House. Committee on Education and the Workforce. Subcommittee on Employer-Employee Relations and published by . This book was released on 2000 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Key Provisions for ERISA Investors Investing in a Private Equity Fund by : Ira Bogner
Download or read book Key Provisions for ERISA Investors Investing in a Private Equity Fund written by Ira Bogner and published by Execsense. This book was released on 2006-05 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The goal of this Virtual Leadership Seminar? is to quickly and efficiently provide you with information on key provisions for ERISA investors investing in a private equity fund.Upon completion of the 30 minute audio based seminar, you will have a solid grasp of the necessary concepts to understand. Topics include: 1) The ?plan asset? status of the fund; 2) Developments in ERISA implications for retirement plans in venture funds; 3) Case studies of several key decisions; 4) Specific tests to make sure the fund meets VCOC requirements. About the Speaker: Ira G. Bogner is a partner in Proskauer's New York office. He has been a member of Proskauer's Tax Department and the Firm's Employee Benefits and Executive Compensation Group since 1990. Ira has provided guidance to clients on a wide variety of matters in the areas of employee benefits and executive compensation, including the investment of plan assets; the implementation of employee benefit plans; employee benefit issues in mergers and acquisitions; the awarding of equity-based compensation; and the negotiation and drafting of employment agreements and severance arrangements. Ira represents a varied list of clients, including financial service companies, entertainment industry clients, and tax-exempt organizations, and also actively represents individual executives in executive compensation matters. Ira provides day-to-day guidance to financial service industry clients handling a variety of projects, such as the design of products targeted to pension funds and IRAs, and the review of fee arrangements connected to the sale of mutual fund shares and insurance products. As a result of his work on these projects, Ira has analyzed a wide range of complex ERISA fiduciary and prohibited transaction issues. Ira received a B.A. cum laude from Brandeis University in 1987 and graduated from Fordham University School of Law in 1990. He is a member of the Managed Fund Association's ERISA and Pension Task Force and has served as Secretary, and a member of the Employee Benefits Committee of the Association of the Bar of the City of New York.
Book Synopsis The Financial Reality of Pension Funding Under ERISA by : Jack L. Treynor
Download or read book The Financial Reality of Pension Funding Under ERISA written by Jack L. Treynor and published by . This book was released on 1976 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Federal Evaluations written by and published by . This book was released on with total page 1032 pages. Available in PDF, EPUB and Kindle. Book excerpt: Contains an inventory of evaluation reports produced by and for selected Federal agencies, including GAO evaluation reports that relate to the programs of those agencies.
Book Synopsis Private Pension Plan Standards by : Ray Schmitt
Download or read book Private Pension Plan Standards written by Ray Schmitt and published by . This book was released on 1993 with total page 50 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Studies and Reports on Employee Benefit Plans by :
Download or read book Studies and Reports on Employee Benefit Plans written by and published by . This book was released on 1986 with total page 16 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :Richard A. Ippolito Publisher :University of Pennsylvania Press ISBN 13 :9780870947605 Total Pages :428 pages Book Rating :4.9/5 (476 download)
Book Synopsis Pensions, Economics, and Public Policy by : Richard A. Ippolito
Download or read book Pensions, Economics, and Public Policy written by Richard A. Ippolito and published by University of Pennsylvania Press. This book was released on 1986 with total page 428 pages. Available in PDF, EPUB and Kindle. Book excerpt: From the Pension Research Council of the Wharton School
Book Synopsis Private Pensions and Public Policies by : William G. Gale
Download or read book Private Pensions and Public Policies written by William G. Gale and published by Rowman & Littlefield. This book was released on 2004-04-21 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: The private pension system, together with Social Security, has provided millions of Americans with income security in retirement. But over the past thirty years, pension coverage has stagnated, leaving behind some vulnerable groups. Defined contribution plans have exposed workers to greater investment risk, while cash balance and other hybrid plans may have adverse effects on older workers caught in the transition. Pension regulations, infamous for their complexity, can be bewildering to policy analysts and policymakers. Private Pensions and Public Policies sheds timely and much-needed light on specific issues within the broader context and framework of pension reform. Contributors focus on topics that must be addressed in any reform effort, including the effects of the shift in emphasis toward defined contribution plans (after the 1974 Employee Retirement Income and Security Act) and hybrid plans (from the 1990s); regulatory issues such as nondiscrimination rules and contribution limits; how to increase the information available to participants and improve financial education; how participants in defined contribution plans make choices on questions such as asset allocation, back-loaded versus front-loaded saving, and annuities versus lump sum distributions; and the interaction of the private pension system with Social Security. Contributors include Robert L. Clark (North Carolina State University), Sylvester J. Schieber (Watson Wyatt Worldwide), Richard A. Ippolito (George Mason University School of Law), Alan L. Gustman (Dartmouth College), Thomas L. Steinmeier (Texas Tech University), John Karl Scholz (University of Wisconsin), Dean M. Maki, (JPMorgan Chase), William Even (Miami University of Ohio), Jagadeesh Gokhale (American Enterprise Institute), Laurence J. Kotlikoff (Boston University), Mark J. Warshawsky (TIAA-CREF Institute), Annika Sunden (Boston College), Andrew A. Samwick (Dartmouth College), David A. Wise (Harvard University), Joel Dickson (The Vanguard Group), Peter Merrill (PriceWaterhouseCoopers), Kent Smetters (Wharton School), Yuewu Xu (TIAA-CREF Institute), Janemarie Mulvey (Watson Wyatt Worldwide), Peter Orszag (Sebago Associates, Inc.), James M. Poterba (Massachusetts Institute of Technology), John B. Shoven (Stanford University), Clemens Sialm (University of Michigan), Leslie E. Papke (Michigan State University), Jeffrey R. Brown (Harvard University), and Michael Hurd (RAND Corporation).
Book Synopsis The Financial Impact of ERISA by : Hyosuk Kang
Download or read book The Financial Impact of ERISA written by Hyosuk Kang and published by . This book was released on 1984 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Abstract: ERISA had a significant financial impact on a firm sponsoring a defined-benefit pension plan. Our analysis formally considers conditions in the product and the labor market, and models the effect of tax shifting on the value of a firm. We posit that the net impact of ERISA depends on several factors, including the extent of pension funding, the price elasticity of demand, the size of a plan, and the implicit penalty for pension default. Empirical methods employed in this dissertation improve upon traditional event studies based on the market model. Our approach explicitly identifies the information flows in the legislative process that cause abnormal stock returns, whereas the uninterpreted market-model approach does not. Using stock-market data, we develop empirical evidence on three issues. First, we find evidence of wealth transfer attributable to the extent of pension funding. ERISA caused wealth transfers from the PBGC to firms with highly underfunded pension plans. Second, we detect evidence of tax shifting. Stocks of firms with higher price elasticity of demand performed better than other sample firms during the period of ERISA passage. Third, we support the potential effect of hidden costs of plan termination. Implicit costs appear to be an important factor in deciding whether or not to terminate a pension plan.
Book Synopsis Strategic Asset Allocation by : John Y. Campbell
Download or read book Strategic Asset Allocation written by John Y. Campbell and published by OUP Oxford. This book was released on 2002-01-03 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Academic finance has had a remarkable impact on many financial services. Yet long-term investors have received curiously little guidance from academic financial economists. Mean-variance analysis, developed almost fifty years ago, has provided a basic paradigm for portfolio choice. This approach usefully emphasizes the ability of diversification to reduce risk, but it ignores several critically important factors. Most notably, the analysis is static; it assumes that investors care only about risks to wealth one period ahead. However, many investors—-both individuals and institutions such as charitable foundations or universities—-seek to finance a stream of consumption over a long lifetime. In addition, mean-variance analysis treats financial wealth in isolation from income. Long-term investors typically receive a stream of income and use it, along with financial wealth, to support their consumption. At the theoretical level, it is well understood that the solution to a long-term portfolio choice problem can be very different from the solution to a short-term problem. Long-term investors care about intertemporal shocks to investment opportunities and labor income as well as shocks to wealth itself, and they may use financial assets to hedge their intertemporal risks. This should be important in practice because there is a great deal of empirical evidence that investment opportunities—-both interest rates and risk premia on bonds and stocks—-vary through time. Yet this insight has had little influence on investment practice because it is hard to solve for optimal portfolios in intertemporal models. This book seeks to develop the intertemporal approach into an empirical paradigm that can compete with the standard mean-variance analysis. The book shows that long-term inflation-indexed bonds are the riskless asset for long-term investors, it explains the conditions under which stocks are safer assets for long-term than for short-term investors, and it shows how labor income influences portfolio choice. These results shed new light on the rules of thumb used by financial planners. The book explains recent advances in both analytical and numerical methods, and shows how they can be used to understand the portfolio choice problems of long-term investors.
Book Synopsis How to Write an Investment Policy Statement by : Jack Gardner
Download or read book How to Write an Investment Policy Statement written by Jack Gardner and published by John Wiley & Sons. This book was released on 2012-09-28 with total page 61 pages. Available in PDF, EPUB and Kindle. Book excerpt: An indispensable resource for every financial service professionals developing an IPS The Investment Policy Statement (IPS) is one of the most critical documents fiduciaries must draft. For years, ERISA and other industry regulations have governed the guidelines all fiduciaries must comply with when drafting one. But the current climate of corporate scandal and the 2008 global banking crisis have led to increased scrutiny by regulators, prompting firms to take a closer look at the quality and integrity of their IPSs and to take steps to have a rigorous formal process in place for drafting them. Endorsed by the Foundation of Fiduciary Studies, this concise guide provides a rigorous framework and the expert insight, information and guidance you need to guarantee that your IPS is in complete compliance with all ERISA-directed requirements. Provides a step-by-step plan for creating a uniform IPS that every advisor in the office can follow Defines the duties and responsibilities of all parties involved, while clarifying diversification guidelines and providing methods for keeping costs under control Packed with ready-to-use templates, sample forms, letters and other documents, diagrams and other valuable tools, including sample Policy Statement downloadable at the companion website Designed to get you quickly up to speed on what you need to know to confidently serve your clients with the highest standards of care and protection
Download or read book Federal Program Evaluations written by and published by . This book was released on 1981 with total page 800 pages. Available in PDF, EPUB and Kindle. Book excerpt: Contains an inventory of evaluation reports produced by and for selected Federal agencies, including GAO evaluation reports that relate to the programs of those agencies.
Book Synopsis A Study of ERISA's Impact on Private Pension Plan Growth by : Johannes Ledolter
Download or read book A Study of ERISA's Impact on Private Pension Plan Growth written by Johannes Ledolter and published by . This book was released on 1982 with total page 19 pages. Available in PDF, EPUB and Kindle. Book excerpt:
