perspectives

Archive for May, 2009

Success!

Posted Thursday, May 14th, 2009 by Rebecca Davis

Today the IRS announced new tax “withholding adjustment procedures” for pension plans today, repairing a problem that we raised in a letter to the Treasury Department on April 1.  (more…)

NFL punts on pensions

Posted Monday, May 11th, 2009 by Joellen Leavelle

The NFL, what many (including this avid sports fan) consider to be the nation’s favorite and most popular sport’s league, has taken an action that could potentially undermine the retirement security of it workers and retirees. (more…)

Financial Analyst: Be Wary of the ‘Cult of Equities’

Posted Tuesday, May 5th, 2009 by Robert Stowe England

There’s a firmly-ingrained notion among many investors that stocks outperform bonds over the long term by an average of 5 percent. This view isn’t based on reality but “myth.” At least that’s what contrarian financial analyst and money manager Robert D. Arnott, chairman of Research Affiliates says.

Arnott, who reviewed data going back to 1801, found that there are several long periods in which bonds outpace stocks: 1803-1871, 1929-1949, and 1968-February 2009. (more…)

Older Americans Month

Posted Friday, May 1st, 2009 by Joellen Leavelle

Today, May 1, marks the start of Older Americans Month. What better a day to discuss the retirement security of older Americans? Not so long ago retirement security was thought of as a three-legged stool, consisting of employer-sponsored pensions, personal savings and Social Security.   (more…)