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Spousal consent

Companies that are offering lump-sum pension buyouts

Publication

Note: This list is updated on an ongoing basis.

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Spouses should have a say in whether survivor benefits will be provided

Blog entry

A recent New York Post article drew attention to a widow facing a tragic situation. Her husband, a retired police officer, had taken his own life. Without going into the grisly details of the case, her husband wanted to cause his wife as much pain as possible.

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March: Women's History Month -- and the Winter of Our Retirement Discontent

Blog entry

I typically associate the month of March with the taming of the winter just about now, when spring flowers begin to sprout, and we look forward to new beginnings. However, the month is also “Women’s History Month” – a time to celebrate women’s accomplishments in this country so that can appreciate and understand where women have made progress – and where we continue to lag, even in 2014.

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"I am not Margaret Mead" [VIDEO]

News Item

Karen Friedman appears in this video about women and retirement that the Service Employees International Union created for Women's History Month.

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Spouses deserve an equal voice in retirement decisions

Blog entry

Preparing for retirement is a bit like competing in a marathon. It’s long and hard, and it requires a steady pace. It also requires information about the course ahead.

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State Retirement System Rules on “Spousal Consent”

Publication

Does your husband or wife work in a job covered by a state retirement system? If so, it is important for you to know if you have a say in whether you will receive a pension if you outlive your spouse.

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Spouse’s Consent Is Required to Change Retirement Account Beneficiary

News Item

Why does a married person who has certain kinds of accounts have to get his or her spouse’s permission to change the beneficiary of those accounts?

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Lump-sum pension offer a tough call for General Motors, Ford retirees

News Item

Chuck White, 68, regularly tells friends who are Ford salaried retirees that they shouldn't get an ulcer worrying about whether to take a new lump-sum pension offer.

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Organizations Urge Protections for Women in Lifetime Retirement Income Options

News Release

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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Financial planning for same-sex couples who seek to wed

News Item

Same-sex marriage, signed into law Thursday in Maryland, will bring significant changes to gay and lesbian couples here. But to their personal finances, maybe not so much.

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