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In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the More information...
Audience: Individual Researcher
Type of Resource: Website
Date: 5/29/2013
This publication helps you manage your money so you can afford today’s needs while funding tomorrow’s goals. This publication shows how saving for retirement can be part of your overall financial plan. Worksheets will help workers at any stage of their career manage their financial life, More information...
Audience: Individual
Type of Resource: Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
Date: 8/9/2013
A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan offers advantages to small businesses with 100 or fewer employees and provides a simplified way to contribute toward retirement. This publication highlights the advantages of a SIMPLE IRA plan and how to set up and More information...
Audience: Individual
Type of Resource: Brochure
Tags: SIMPLE-IRA, ERISA, tax qualification, small business, contributions, fiduciary, trustee
Date: 8/9/2013
The official benefits website of the U.S. government informs citizens of benefits they may be eligible for and provides information on how to apply for assistance. Find more than 1,000 Federal and state benefits including housing, food/nutrition, education, grants/loans, disaster relief and More information...
Audience: Individual Teacher Youth
Type of Resource: Website
Date: 6/10/2013
Target date funds are often available through 401(k) plans. Some 401(k) plans use these funds as the default investment for plan participants who have not selected their investments under the plan. Both before and after investing in a target date fund, consider carefully whether the fund is right More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/22/2013
The on-line Retirement Estimator produces estimates of Social Secuirty retirement benefits based on your Social Security earnings record. These estimates are provided for three different ages -- early retirement age, full retirement age, and age 70. More information...
Audience: Individual
Type of Resource: Calculator Tools Website
Date: 3/28/2012
This website provides a chart that lists for each birth year the full retirement age and the amount by which the benefit is reduced if taken at age 62 rather than at the full retirement age. The chart also includes examples based on an estimated monthly benefit of $1000 at full retirement age. More information...
Audience: Individual
Type of Resource: Calculator Website
Date: 3/28/2012
This website provides information about eligiblity for Social Security benefits. It includes details about the receipt of benefits while working, different kinds of earnings and how they are counted towards benefits, maximum taxable earnings, credits needed to be eligible to receive benefits, the More information...
Audience: Individual
Type of Resource: Calculator Website
Date: 3/28/2012
If you are saving for retirement at work, this website will help you understand your plan and the federal law that governs your plan. It explains what information you should review periodically and where to go for help with questions. This website is presented in English and Spanish. More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
If you have participated in a traditional pension plan, a 401(k), or other employment-based retirement plan, you will want to know how to file a claim for your benefits. This website outlines some of your plan's obligations and briefly explains the procedures and timelines. This website is More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012