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Survivor benefits

Thought Secure, Pooled Pensions Teeter and Fall

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The pensions of millions of Americans are being threatened because of trouble in a part of the retirement world long considered so safe that no one gave it a second thought.

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"I am not Margaret Mead" [VIDEO]

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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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A Pension Strategy That Could Backfire

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Taking a life-only pension payout and buying life insurance to protect a spouse comes with risks.

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Spouses deserve an equal voice in retirement decisions

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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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What is Recoupment?

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I received a letter from my pension plan stating that it has been overpaying me. The letter says that the plan is going to reduce my monthly payments and that I will also have to pay an additional amount to the plan. What can I do?

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State Retirement System Rules on “Spousal Consent”

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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

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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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Benbrook widow sues Fort Worth fund for husband's pension benefits

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When So Son Harabedoff's husband died last year, she thought she would receive his pension from the Fort Worth Employees' Retirement Fund.

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Social Security Advice That Harms Wives

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Most financial advisers give troubling advice to married couples about when to claim their Social Security benefits, advice that can substantially reduce their wife’s income during retirement.

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