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Treasury Department

Freeing some seniors from required IRA distributions is worth the cost: J. Mark Iwry

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Proposal would exempt those with less than $75,000 in retirement assets at a cost of $35M

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Qualified Longevity Annuity Contract Rules Should Allow More Options, Commenters Say

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A Treasury Department proposal to expand retirement income options is on the right track, but it requires some revisions to achieve the objectives
outlined in the proposed regulation (REG-115809-11), a variety of interest groups said in public comment letters posted May 4.

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Organizations Urge Protections for Women in Lifetime Retirement Income Options

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Eight national women’s organizations and the Pension Rights Center submitted comments to the Department of the Treasury, generally supporting proposed IRS rules aimed at encouraging lifetime income options in retirement plans.

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Point Man on Pensions

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Josh Gotbaum scored a coup last month for the obscure-but-important federal agency he runs when American Airlines parent AMR Corp. reversed plans to dump its underfunded pension plans on the Pension Benefit Guaranty Corp.

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The 401(k): Americans ‘just not prepared’ to manage their own retirement funds

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When lawmakers added a subsection to the tax code called the 401(k) more than three decades ago, they could not have imagined that this string of three numbers and a letter would become a fixture in the financial lexicon.

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Better Agency Coordination Could Help Small Employers Address Challenges to Plan Sponsorship

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Based on available data, about 14 percent of small employers sponsor some type of retirement plan.

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Innovative Defined Benefit Plans Could Be Key to Retirement Security, Speakers Say

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Pension plans can play a key role in establishing retirement systems that reduce risk and provide lifetime income options for participants, speakers said Feb. 22 at a conference on innovative pension plan design.

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Conference Proposes New Pension Options

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Forum Examines New Retirement Plans to Reduce Risk and Increase Retirement Income

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Retirees face the risk of outliving their money

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Treasury Department proposes a solution: annuities through workplace plans

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Tax Reform Will Shape Pension Agenda; Significant Regulations Expected in 2012

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Congress will pass no major retirement plan legislation in 2012, but the tax treatment of employment-based retirement benefits almost certainly will be part of any tax code overhaul in 2013—for which ideas and positions will become cemented in 2012— according to practitioners interviewed by BNA.

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