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What's New - April 2002
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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.
(4/23/02) The California HealthCare Foundation has released Why Dont More Small Businesses Offer Health Insurance? Summary Report on the 2000 CHCF/Mercer Survey, which was done by CHCF in collaboration with William M. Mercer, Inc. The California HealthCare Foundation has also posted a report by Eleanor K. Murray titled Why Dont More Small Businesses Offer Health Insurance? Detailed Findings from the 2000 CHCF/Mercer Survey.
(4/23/02) The IRS issued a news release titled IRS Further Simplifies Distribution Rules for Retirement Plans, dated April 16, 2002 [IR-2002-50].
(4/23/02) The Segal Company publishes the 2002 Annual Reporting & Disclosure Calendar for Benefit Plans.
(4/23/02) The April 2002 issue of Plan Sponsor features the implications of the pending retirement of the Baby Boomers.
(4/23/02) A Statistical Profile of Employee Ownership was updated this month by The National Center for Employee Ownership.
(4/19/02) Required Distributions From Retirement Plans; Final Rule, from the U.S. Department of the Treasury Internal Revenue Service, was published in the Federal Register on April 17, 2002.
(4/19/02) The Joint Committee on Taxation has released Technical Explanation of the Revenue Provisions of H.R.3762, The Pension Security Act of 2002, dated April 11, 2002, [JCX-24-02].
(4/19/02) The U.S. House Committee on Ways and Means has posted Rept. 107-382, Part 1, Employee Retirement Savings Bill of Rights. A related Joint Committee on Taxation document has also been posted titled Description of Chairmans Amendment in the Nature of the Substitute to H.R.3669, The Employee Retirement Savings Bill of Rights, dated March 13, 2002, [JCX-15-02].
(4/19/02) The American College of Physicians-American Society of Internal Medicine issued a press release on April 12 titled ACP-ASIM Releases Plan to Ensure All Americans Have Health Insurance by 2009.
(4/19/02) The Weighted Average Interest Rate Table from the Internal Revenue Service gives the rates to be used in lieu of 30-year Treasury securities rates which are no longer being issued.
(4/19/02) BenefitsLink has posted the Profit Sharing/401(k) Council of America (PSCA) April 12 paper which provides a section-by-section summary of HR 3762, The Pension Security Act of 2002,passed April 11 by the House.
(4/19/02) The most recent edition of the Income of the Aged Chartbook, 2000, is available from the Social Security Administration.
(4/15/02) On April 10, 2002, CIGNA Retirement & Investment Services issued a press release titled Study: Majority of Americans Aren't Making Connection Between Newly Legislated Retirement Savings Opportunities and Tax-Time Advantages.
(4/15/02) The Centers for Disease Control and Prevention issued a press release April 12 titled Smoking Costs Nation $150 Billion Each Year in Health Costs, Lost Productivity, which includes key findings from a new study.
(4/15/02) Liability and ERISA Plans by David R. Levin of Wiley Rein & Fielding provides an overview of fiduciary liability provisions under ERISA and discussions of leading cases on the topic.
(4/15/02) The U.S. House of Representatives Committee on Education and the Workforce has made available Rept. 107-383, Part 1, Pension Security Act of 2002 [H.R.3762].
(4/15/02) The executive summary of Protecting Participants and Beneficiaries in a Phased Retirement World by Patricia L. Scahill and Jonathan Barry Forman has been reprinted online with the permission of The Society of Actuaries. The full report will be presented at The Society of Actuaries Conference on Retirement Implications of Demographic and Family Change on June 25 - 26, 2002, in San Francisco.
(4/9/02) In the annual report released yesterday, the Pension Benefit Guaranty Corporation (PBGC) reported a surplus of $7.7 billion for the year ended Sept. 30, 2001, in its insurance program for single-employer defined benefit pension plans.
(4/9/02) The Alliance for Investor Education (AIE) has created a "401(k) Survival Kit," a collection of its members best-available information on the topic.
(4/9/02) Click here for the April 3, 2002, Health Affairs Web Exclusive titled Changes In Insurance Coverage: 19942000 And Beyond by John Holahan and Mary Beth Pohl.
(4/9/02) The Public Pension Coordinating Council's Survey Web Site has posted The 2001 Survey of State and Local Government Employee Retirement Systems survey report.
(4/9/02) The 2002 Fortune 500, Americas Largest Corporations, is available.
(4/4/02) Click here to read 20 Low-cost Benefits Ideas in Ioma's Report on Managing Benefits Plans, April 01, 2002.
(4/4/02) National Public Radio reports Poll: Americans Favor Privatizing Social Security: Bipartisan Survey Yields Surprising Results.
(4/4/02) Finding Court Opinions On The Web, presented online by the "National Law Journal," is adapted from the book, The Best (and Worst) Legal Sites on the Web, by Robert J. Ambrogi, and published by ALM Publishing.
(4/3/02) Live Long and Prosper: Challenges Ahead For an Aging Population by Erica L. Groshen and Thomas Klitgaard is published by the Federal Reserve Bank of New York in the February 2002 issue of Current Issues in Economics and Finance.
(4/3/02) Access to the National Survey of Small Businesses survey highlights and chartpack and to the survey toplines is available on the Kaiser Family Foundation Web site.
(4/3/02) Workforce.com has published Retirement at Risk: What HR Must Do by Shari Caudron. Links are also provided to:
(4/3/02) Integrating Work and Family Life: A Holistic Approach [last revised 3/4/2002] is a product of the Alfred P. Sloan Foundation Work-Family Policy Network.
(4/3/02) State Legislative Health Care and Insurance Issues: 2001 Survey of Plans, the annual report based on a survey of Blue Cross Blue Shield plans, highlights major health legislation enacted in the states during the year and spotlights issue trends.
(4/3/02) The Almanac of Policy Issues provides comprehensive links and background information on major U.S. public policy issues including health care and Social Security.
(4/2/02) The online video presentation "New Tax Laws Help Boost Retirement Savings" launched Monday, April 1 on Fidelity.com. See Insight from financial professionals for access to the presentations. EBRI's Dallas Salisbury is one of the participants.
(4/2/02) Compensation and Working Conditions Online, Spring 2001 edition, features Stock Option Plans Surveyed by NCS, from the Bureau of Labor Statistics National Compensation Survey (NCS).
(4/2/02) The Washington Business Group on Health (WBGH) issued a news release March 21, 2002, titled New Employer Initiative Addressing Health Care Disparities Announced, detailing a pilot project by WBGH and Pfizer/PfizerHealth Solutions, which will be a part of the WBGH initiative titled Health Disparities: Promoting Health for a Culturally Diverse Workforce.
(4/2/02) Unequal Treatment: Confronting Racial and Ethnic Disparities in Health Care, from the National Academy Press, is an in-depth report examining healthcare disparities between racial minorities and whites.
(4/2/02) The Government Says Federal Pension, Health Liabilities Exceed Public Debt, is a March 29 release from Dow Jones Newswires. It refers to the 2001 Financial Report of the United States Government by the Treasury Department.
(4/2/02) Click here for the Pension Research Council March 2002 working paper titled: Guaranteeing Defined Contribution Pensions: The Option to Buy Back a Defined Benefit Promise.
(4/1/02) Surfwax, a meta-search engine, with tools for managing results, offers multiple seamless dimensions for information search and retrieval (patents pending), including FocusWords, SearchSets, SiteSnaps, ContextZooming, and InfoCubby.
(4/1/02) The ERISA Industry Committee (ERIC) provides a side-by-side comparison in Major Committee Bills: Employer Stock in Defined Contribution Plans [as of March 26, 2002].
(4/1/02) The European Unions Economic Policy Committee has posted Annual Report on Structural Reforms 2002, dated 5 March 2002. Section 4 deals with ageing, pensions, and fiscal sustainability.
(4/1/02) The Health Care Financing Administration has posted the 2002 Annual Report of the Boards of Trustees of the Federal Hospital Insurance Trust and Federal Supplementary Medical Insurance Trust Funds. To see the Table of Contents, Tables & Figures listings, click here.
(4/1/02) The text of "Protecting America's Pensions Act of 2002" (S. 1992), as approved by the Senate Health, Education, Labor and Pensions Committee March 21, is available on the American Benefits Council site. Click here for Reported Version of S. 1992 Discussion Draft.
(4/1/02) How to Make the Right Voluntary-Benefit Choices is presented by Workforce.com.
(4/1/02) Company Stock and the ERISA Fiduciary: The Aftermath of Enron by William A. Schmidt of Kirkpatrick & Lockhart LLP, Washington, DC is a March 20, 2002, Trusts & Estates online exclusive.
(4/1/02) The U.S. Senate Special Committee on Aging held a hearing February 6 titled, "Women and Aging: Bearing the Burden of Long-Term Care."
(4/1/02) The Kaiser Family Foundation presents selected findings from the forthcoming National Survey of Physicians. For the summary and chartpack of Part I: Doctors on Disparities in Medical Care, click here.