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What's New - August 1997
As a research site, EBRI Online maintains old listings in the "Whats New" page, even though some of the older links may no longer function. If you reach a bad link, go back to the main site by deleting everything after ".com" or ".org" or ".net" in the address. Since we maintain www.ebri.org as a research and education resource, and not current news, we hope you will understand our policy and the use for which it is maintained.
(8/28/97) The August EBRI Notes article, Chilean Social Security Reform as a Prototype for Other Nations, describes the evolution of the reformed Chilean system, some of its advantages, disadvantages, and more ambiguous characteristics, and the circumstances that could potentially prevent nations with different political and economic structures from adopting this type of reform.
(8/28/97) EBRI has posted the EBRI Fact Sheets published January 1996 through August 1997. Each Fact Sheet covers a different employee benefit topic.
(8/28/97) Read News Online for the week of August 25, 1997, compiled weekly by the staff of Pensions & Investments.
(8/27/97) Low Income Uninsured Children by State presents data with three-year averages for 1993, 1994, and 1995 from March CPS for children under 19 years of age at or below 200 percent of poverty with and without health insurance coverage.
(8/26/97) "Will States Opt Out of Social Security?" by Steve Buckstein is the June/July 1997 point of view article in Intellectual Ammunition.
(8/25/97) The White House maintains the Economic Statistics Briefing Room (ESBR) and the Social Statistics Briefing Room (SSBR). The purpose of this service is to provide easy access to current Federal economic indicators and social statistics. It provides links to information produced by a number of Federal agencies. All of the information included in the Briefing Rooms is maintained and updated by the statistical units of those agencies. All the estimates for the indicators presented in the Federal Statistics Briefing Rooms are the most currently available values as of August 18, 1997.
(8/22/97) Towers Perrin's Worldwide Total Remuneration: The Evolution of Global Compensation Strategies provides global data about pay and benefit practices across a broad range of positions in virtually all industries.
(8/22/97) The August 13, 1997, Monitor Update from Towers Perrin covers the new budget and tax laws effect on benefit issues.
(8/21/97) The Census Bureau released its Plan for Census 2000 in July. The report to Congress details the methodologies and costs associated with the 2000 Decennial Census.
(8/20/97) The August 18, 1997, issue of the Washington Status Report from the research staff of Hewitt Associates addresses the Federal budget and employee moving expense reimbursements.
(8/19/97) The Summer 1997 issue of the Brookings Review features The Aging of America with the following articles: "Will the Baby Boom be Ready for Retirement?" by William G. Gale, "Budget Crunch: Population Aging in Rich Countries" by Barry Bosworth and Gary Burtless, "Privatizing Social Security [It's High Time to Privatize]" by Laurence J. Kotlikoff and Jeffrey Sachs, "[A Bad Idea Whose Time Will Never Come]" by Henry J. Aaron, and "Medicare: Beyond 2002: Preparing for the Baby Boomers" by Robert D. Reischauer.
(8/15/97) Job changers, retirees, and disabled individuals have been increasingly likely to preserve lump-sum distributions from retirement plans over recent years, according to a new EBRI Issue Brief-"Large Lump-Sums: Rollovers and Cashouts."
(8/15/97) EBRI's August Notes article features "Chilean Social Security Reform as a Prototype for Other Nations." This article describes the evolution of the reformed Chilean system, some of its advantages, disadvantages, and more ambiguous characteristics, and the circumstances that could potentially prevent nations with different political and economic structures from adopting this type of reform.
(8/15/97 Vanguard has prepared some explanatory articles on the Taxpayer Relief Act of 1997. "What The New Tax Law Means For Mutual Fund Investors" provides information on the changes to individual retirement accounts (IRAs).
(8/14/97) With the recently enacted Taxpayers Relief Act of 1996 (H.R. 2014), the landscape of individual retirement accounts (IRAs) has changed dramatically. In fact, the term "retirement" has become somewhat misleading since IRAs can now be used to fund first-time home purchase and college expenses. In addition to expanding eligibility for currently existing deductible IRAs and allowing funds accumulated therein to be used for additional purposes besides retirement, this act also created two new, nondeductible IRAs: the Roth IRA and an education IRA. This EBRI Fact Sheet on IRAs highlights the changes regarding IRA eligibility and usage.
(8/14/97) Today, the Employee Benefit Research Institute (EBRI) issued information in question and answer format to help explain some of the complicated issues surrounding the ongoing Teamsters-UPS strike. The questions are based on questions received to date from the media and public officials. The answers are based on material from UPS, the Teamsters, and EBRI tabulations of data from the Bureau of Labor Statistics, the U.S. Bureau of the Census, and form 5500 filings with the government by Teamster multiemployer pension plans. They include:
(8/13/97) The TIAA-CREF Web site provides questions and answers on the revocation of TIAA-CREF's tax exemption.
(8/13/97) The Electronic Policy Network provides background on this week's news stories: the UPS strike, the U.S. budget, tax cuts, and Medicare.
(8/13/97) The following item has been added to the "Recently Issued Reports" page on the General Accounting Office's World Wide Web site: Federal Pensions: Relationship Between Retiree Pensions and Final Salaries.
If the title link above no longer works, click here for the GAO Index of Reports and Testimony, FY97, and search for the report by entering words or phrases from the title.
(8/12/97) Read News Online for the week of August 11, 1997, compiled weekly by the staff of Pensions & Investments.
(8/11/97) In 1995, the Bureau of Labor Statistics commissioned a supplement to the Current Population Survey to present aggregate estimates of the number of workers in contingent and alternative arrangements. The data present in this link will define three types of contingent and alternative work arrangements and the number of workers employed in these arrangements. The sixth article in the list of releases is about contingent workers.
(8/11/97) Read "Saving with the Roth IRA" on CNN's Financial Network's financial planning page.
(8/11/97) The August 4, 1997, issue of the Washington Status Report from the research staff of Hewitt Associates addresses the following issues: Federal budget, "Highly Compensated Employee" definition, investment management by unions, amendments to tax-qualified retirement plans, and Qualified Domestic Relations Orders.
(8/8/97) The Pension and Welfare Benefits Administration (PWBA) has released "QDROs: The Division of Pensions through Qualified Domestic Relations Orders," a guide to clarify pension rules that apply during a divorce, separation, or other domestic relations proceedings.
(8/7/97) KPMG provides an online analysis of The Taxpayer Relief Act of 1997. Their online "book" addresses significant provisions in the Act, including tax reductions and revenue raisers. Click here to go directly to the employee benefits section of the analysis.
(8/7/97) FEDERAL TAX FORMS - ADVANCE PROOF COPIES
The IRS has just released Publication 1407 which includes the following proof copies of tax forms:
- Form 1040EZ
- Form 1040A and Schedules 1, 2, and 3
- Form 1040 and Schedules A, B, C, C-EZ, D, E, EIC, F, H, R, and SE
- Form 2441 and Form 5329
- NEW Form 8839, Qualified Adoption Expenses
- 1997 Tax Table, Tax Rate Schedules, and Earned Income Credit Table
Benefits for Part-Time Workers: These tables provide background information concerning part-time workers and the benefits they receive. The first table contains historical data on the full- and part-time work force. The following tables allow a comparison of the benefits provided to full-time and part-time workers in the public and private sectors. The tables are in the Adobe ".PDF" format. If your computer does not already have the free Adobe Acrobat viewer software to read this file, click here for the one-time download necessary to read any of our online publications
(8/6/97) The Pension Benefit Guaranty Corporation (PBGC) announces the availability of a new publication, Pension Insurance Data Book 1996, which tracks the experience of the single-employer pension insurance program and the defined benefit pension plans it protects.
(8/6/97) Iris J. Lav analyzes the final tax bill approved by Congress in "The Final Tax Bill: Assessing the Long-Term Costs and the Distribution of Tax Benefits" from the Center on Budget and Policy.
(8/6/97) The policy.community online provides a legislative and analytical history of health care for uninsured children.
(8/5/97) The August 1997 edition of the Watson Wyatt Insider newsletter is available.
(8/4/97) Read News Online for the week of August 4, 1997, compiled weekly by the staff of Pensions & Investments.
(8/4/97) The Cato Project on Social Security Privatization has published "Common Objections to a Market-Based Social Security System: A Response" by Melissa Hieger and William Shipman.
(8/1/97) The July 28, 1997, issue of the Washington Status Report from the research staff of Hewitt Associates addresses recent Federal budget, accounting for stock options, and independent contractor issues.
(8/1/97) A Bureau of Labor Statistics survey, Employee Benefits in Medium and Large Private Establishments, 1995, released July 25, examines 1995 retirement and other benefit trends.