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The President and American Retirement Planning

Paula K. Gajewski

in The President and American Capitalism Since 1945

Published in print:
2017
Published Online:
May 2018
ISBN:
9780813056524
eISBN:
9780813053455
Item type:
chapter
Publisher:
University Press of Florida
DOI:
10.5744/florida/9780813056524.003.0012
Subject:
History, American History: 20th Century

In 1974, President Gerald Ford signed the Employee Retirement Income Security Act, which revolutionized American private retirement practices. The legislation created the Individual Retirement ... More


Thinking about Funding Federal Retirement Plans

Toni Hustead

in The Future of Public Employee Retirement Systems

Published in print:
2009
Published Online:
February 2010
ISBN:
9780199573349
eISBN:
9780191721946
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199573349.003.0008
Subject:
Business and Management, Public Management, Pensions and Pension Management

Most US federal retirement plans are now fully funded, but since plan assets must legally be invested in federal securities, fund surpluses are used to reduce overall federal budget deficits. As a ... More


Epilogue

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0010
Subject:
History, American History: 20th Century

Employee Retirement Income Security Act of 1974 (ERISA) introduced a new conceptual frame of reference for federal pension policy. Although ERISA was known as the “pension reform law,” it has also ... More


The Revolution in Retirement Plans

Matthew P. Fink

in The Rise of Mutual Funds: An Insider's View

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195336450
eISBN:
9780199868469
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195336450.003.0007
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

Today it is natural to associate mutual funds with retirement plans since funds are the largest funding medium for 401(k) and other defined contribution plans, as well as for Individual Retirement ... More


“The ‘Bible’ in This Field”: The President’s Committee on Corporate Pension Funds and the Origins of ERISA

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0004
Subject:
History, American History: 20th Century

Reforms to the Employee Retirement Income Security Act (ERISA) embody a worker-security theory of pensions. This view received its most important early expression in the report of the President’s ... More


Enacting ERISA

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0009
Subject:
History, American History: 20th Century

H.R. 2, now christened the Employee Retirement Income Security Act of 1974 (ERISA), was among the first measures Gerald Ford signed after assuming the presidency. More than two months after the House ... More


Introduction: “A Minor Miracle”

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0001
Subject:
History, American History: 20th Century

On Labor Day, President Gerald Ford signed the Employee Retirement Income Security Act of 1974 (ERISA). The enactment of ERISA presents a political puzzle. The political history of ERISA provides ... More


The Revolution in Retirement Plans

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0007
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

Today it is quite natural to associate mutual funds with retirement plans. After all, mutual funds are the largest funding medium for 401(k) and other defined contribution plans as well as for ... More


“The Most Glorious Story of Failure in the Business”: The Studebaker-Packard Corporation and the Origins of ERISA

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0003
Subject:
History, American History: 20th Century

This chapter elaborates how Studebaker Corporation came to play its role in the political history of the Employee Retirement Income Security Act (ERISA). The Studebaker-Packard Corporation terminated ... More


Public Pensions: The Good, the Bad and the Ugly

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0020
Subject:
Economics and Finance, Microeconomics

This chapter examines issues surrounding retirement plans for workers from the public sector. The retirement benefits of public-sector workers account for a disproportionately large share of the ... More


Some Good News … or Not

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0017
Subject:
Economics and Finance, Microeconomics

This chapter examines issues concerning employer-sponsored pension plans. By the late twentieth century, the employer-sponsored retirement system was becoming an increasingly larger slice of the ... More


Tax Benefits and Benefit Taxes

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0024
Subject:
Economics and Finance, Microeconomics

This chapter examines issues regarding the distribution and costs of Social Security benefits. Since the passage of the Employee Retirement Income Security Act (ERISA), much of the policy dialogue ... More


And Then, A Predictable Defined Contribution Surprise

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0019
Subject:
Economics and Finance, Microeconomics

This chapter examines the implications of the shift from defined benefit plans to defined contribution plans. In 1975, almost 68 percent of the benefits that were paid out of private ... More


The 1980s: A Decade of Regulatory Schizophrenia

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0015
Subject:
Economics and Finance, Microeconomics

This chapter focuses on the regulatory regime for employer-sponsored pension plans. The Employee Retirement Income Security Act (ERISA) was fundamentally about securing pension benefits as workers ... More


Employer Pensions Taking Root

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0012
Subject:
Economics and Finance, Microeconomics

This chapter looks at the early development of employer-sponsored pension plans. The evolution of employer-sponsored pensions from the 1910s until the passage of the Employee Retirement Income ... More


Good Intentions Gone Awry

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0016
Subject:
Economics and Finance, Microeconomics

This chapter examines how the retirement plan regulations adopted during the 1980s, intended to bring more lower-earning workers into retirement plans and ensure they received an equitable share of ... More


Growing Pains for Private Retirement Plans

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0013
Subject:
Economics and Finance, Microeconomics

This chapter looks at the three risks associated with employer-sponsored pension plans during the 1950s and 1960s: agency risk, forfeiture risk, and default risk. It begins with a discussion of ... More


ERISA: The Transition to a New Regulatory Regime

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0014
Subject:
Economics and Finance, Microeconomics

This chapter looks at the Employee Retirement Income Security Act (ERISA), a piece of legislation that dramatically refocused federal oversight of employer-sponsored pension plans. The overall intent ... More


The Evolution of Workplace Advice

Christopher L. Jones and Jason S. Scott

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0006
Subject:
Business and Management, Pensions and Pension Management

Defined contribution (DC) pension plans have helped many individuals accumulate assets for retirement. However, DC plans do not typically offer retirement income options. We first consider the ... More


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