Social Security Funding
The latest news and developments affecting Social Security funding, and how legislative moves may help or hurt the program.
Having the 'Driving' Conversation With Older Clients, or Their Parents
By Rosanne RogéHelp for clients, or advisors, who must have a difficult conversation with aging family members about giving up driving.
April 12, 2011
Congress Moves Budget Vote to Thursday; SEC, CFTC See Budget BoostThe House and Senate are scheduled to hold votes on a final budget agreement in the form of a Continuing Resolution that would fund the government until Sept. 30 and cuts more than $38 billion in federal spending.
April 06, 2011
Report Says DB Pensions are at a Tipping PointMore than half of private sector defined benefit plan sponsors in Canada have converted their plans to defined contribution arrangements for current or future employees, according to a new report.
March 28, 2011
As State Securities Regulators Worry About SEC Funding, Government Shutdown LoomsAs state securities regulators gathered at their annual public policy conference in Washington on Monday, the threat of a government shutdown looked imminent.
March 08, 2011
Nonprofits Must Take Action to Weather the RecessionFour steps philanthropists can take to help nonprofits ensure their survival.
February 23, 2011
Cogent Report: Most Public Pension Plans Are in CrisisOnly one in five public pension plans can meet their financial obligations to plan participants.
February 14, 2011
Obama Budget: COLI Tax, Dividend Deduction Cut, Life Settlement Reporting, PBGC Reform, PPACA Funding, Dodd-Frank Funding . . . .The Obama administration is calling in its 2012 budget for a new tax on corporate-owned-life insurance, a cut in the dividends-received deduction for variable life and variable annuity products, and many other provisions.
February 13, 2011
Obama Budget: COLI Tax, Dividend Deduction Cut, Life Settlement Reporting, PBGC Reform, PPACA Funding, Dodd-Frank Funding . . . .The Obama administration is calling in its 2012 budget for a new tax on corporate-owned-life insurance, a cut in the dividends-received deduction for variable life and variable annuity products, and many other provisions.