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• Figure 3: Two Options that Could Identify Workplace Retirement Plan Sponsors with Form 8955-SSA Reporting Failures

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  • Date uploaded: 2018-03-07
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao1816, workplaceretirementaccounts, ato, australiantaxationoffice, db, definedbenefit, dc, definedcontribution, dol, departmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, fatca, foreignaccounttaxcomplianceact, fbar, reportofforeignbankandfinancialaccounts, iga, intergovernmentalagreement, ira, individualretirementaccount, irc, internalrevenuecode, irs, internalrevenueservice, mou, memorandumofunderstanding, mpf, mandatoryprovidentfund, mpfa, mandatoryprovidentfundschemesauthority, pbgc, pensionbenefitguarantycorporation, pfic, passiveforeigninvestmentcompany, plr, privateletterruling, ptin, preparertaxidentificationnumber, ssa, socialsecurityadministration, socialsecurity, oldageandsurvivorsinsuranceprogram, state, usdepartmentofstate, tbor, taxpayerbillofrights, tpa, thirdpartyadministrator, treasury, departmentofthetreasury
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• Figure 1: Examples of How an Individual Retirement Account (IRA) Owner Investing in Rental Real Estate May Unknowingly Engage in a Prohibited Transaction

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  • 2,456 views
  • Date uploaded: 2017-01-23
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, retirementsecurity, gao17102, dol, departmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, fdic, federaldepositinsurancecorporation, finra, financialindustryregulatoryauthority, fmv, fairmarketvalue, ira, individualretirementaccount, irc, internalrevenuecode, irs, internalrevenueservice, llc, limitedliabilitycompany, nasaa, northamericansecurityadministratorsassociation, ncua, nationalcreditunionadministration, occ, officeofthecomptrollerofthecurrency, rmd, requiredminimumdistribution, sec, securitiesandexchangecommission, ubti, unrelatedbusinesstaxableincome, udfi, unrelateddebtfinancedincome
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• Figure 1: Estimated Average Annual Household Expenditures by Age, 2013

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  • 2,332 views
  • Date uploaded: 2016-03-22
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao16242, retirementsecurity, bls, bureauoflaborstatistics, ce, consumerexpendituresurvey, cfpb, consumerfinancialprotectionbureau, dol, departmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, ira, individualretirementaccount, ltc, longtermcare, nrri, nationalretirementriskindex, rrr, retirementreadinessrating, ssa, socialsecurityadministration, estimatedaverageannualhouseholdexpenditures, age, 2013
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• Figure 1: Options for Forcing Out a Separated Participant Depend on the Participant's Vested Balance

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  • 1,764 views
  • Date uploaded: 2015-01-02
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao1573, 401kplans, ato, australiantaxoffice, bls, bureauoflaborstatistics, dol, departmentoflabor, ebsa, employeebenefitsecurityadministration, egtrra, economicgrowthandtaxreliefreconciliationactof2001, erisa, employeeretirementincomesecurityactof1974, ira, individualretirementaccount, irc, internalrevenuecode, irs, internalrevenueservice, oea, officeofoutreacheducationandassistance, pbgc, pensionbenefitguarantycorporation, ppa, pensionprotectionactof2006, sec, securitiesandexchangecommission, ssa, socialsecurityadministration, treasury, departmentofthetreasury, inactive, accounts
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• Figure 4: Service Provider Arrangements for Lifetime Income Options in 401(k) Plans

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  • 1,596 views
  • Date uploaded: 2016-09-20
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao16433, 401kplans, db, definedbenefit, dc, definedcontribution, dol, departmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, gmwb, guaranteedminimumwithdrawalbenefit, ira, individualretirementaccount, irc, internalrevenuecode, irs, internalrevenueservice, naic, nationalassociationofinsurancecommissioners, ppa, pensionprotectionactof2006, qlac, qualifyinglongevityannuitycontract, qdia, qualifieddefaultinvestmentalternative, rfi, requestforinformation, rmd, requiredminimumdistribution, tdf, targetdatefund, treasury, departmentofthetreasury, tsp, thriftsavingsplan
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• Figure 1: Plan Administration of Required Minimum Distributions (RMD)

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  • Date uploaded: 2016-09-20
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao16433, 401kplans, db, definedbenefit, dc, definedcontribution, dol, departmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, gmwb, guaranteedminimumwithdrawalbenefit, ira, individualretirementaccount, irc, internalrevenuecode, irs, internalrevenueservice, naic, nationalassociationofinsurancecommissioners, ppa, pensionprotectionactof2006, qlac, qualifyinglongevityannuitycontract, qdia, qualifieddefaultinvestmentalternative, rfi, requestforinformation, rmd, requiredminimumdistribution, tdf, targetdatefund, treasury, departmentofthetreasury, tsp, thriftsavingsplan
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• Figure 1: Automatic Enrollment and Default Investment Use among Private-Sector Defined Contribution Plans, by Plan Size and Participant Count (2009-2013)

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  • 1,563 views
  • Date uploaded: 2015-10-05
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao15578, 401kplans, db, definedbenefit, dc, definedcontribution, dol, usdepartmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, form5500, form5500annualreturnreportofemployeebenefitplan, ira, individualretirementaccount, ppa, pensionprotectionactof2006qdiaqualifieddefaultinvestmentalternative, tdf, targetdatefund
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• Figure 3: Top Three Reasons Cited by Participants for Accepting or Rejecting a Lump Sum

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  • 1,523 views
  • Date uploaded: 2015-03-13
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao1574, privatepensions, crs, congressionalresearchservice, dol, departmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, ira, individualretirementaccount, irs, internalrevenueservice, map21, movingaheadforprogressinthe21stcenturyact, pbgc, pensionbenefitguarantycorporation, ppa, pensionprotectionactof2006, sec, securitiesandexchangecommission, soa, societyofactuaries, tsr, treasurysecuritiesrate
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• Figure 2: Use of Default Investments in Defined Contribution Plans with Automatic Enrollment, by Investment Type (2009-2013)

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  • 1,318 views
  • Date uploaded: 2015-10-05
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao15578, 401kplans, db, definedbenefit, dc, definedcontribution, dol, usdepartmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, form5500, form5500annualreturnreportofemployeebenefitplan, ira, individualretirementaccount, ppa, pensionprotectionactof2006qdiaqualifieddefaultinvestmentalternative, tdf, targetdatefund
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• Figure 3: Select Factors That Stakeholders Said Might Influence a Plan Sponsor's Default Investment Selection

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  • Date uploaded: 2015-10-05
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao15578, 401kplans, db, definedbenefit, dc, definedcontribution, dol, usdepartmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, form5500, form5500annualreturnreportofemployeebenefitplan, ira, individualretirementaccount, ppa, pensionprotectionactof2006qdiaqualifieddefaultinvestmentalternative, tdf, targetdatefund
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• Figure 3: Pension Dashboards Can Allow Participants to Track Their Workplace Retirement Plans in One Place

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  • 1,212 views
  • Date uploaded: 2024-02-22
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, 401kplans, gao24103577, ato, australiantaxationoffice, covid19, coronavirusdisease2019, crd, coronavirusrelateddistribution, dol, usdepartmentoflabor, eac, erisaadvisorycouncil, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, ira, individualretirementaccount, irc, internalrevenuecode, irs, internalrevenueservice, otp, treasurysofficeoftaxpolicy, pbgc, pensionbenefitguarantycorporation, ssa, socialsecurityadministration, usdepartmentofthetreasury
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• Figure 4: Sweden's Pension Dashboard Includes Summary Information from Multiple Sources of Retirement Savings

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  • Date uploaded: 2024-02-22
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, 401kplans, gao24103577, ato, australiantaxationoffice, covid19, coronavirusdisease2019, crd, coronavirusrelateddistribution, dol, usdepartmentoflabor, eac, erisaadvisorycouncil, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, ira, individualretirementaccount, irc, internalrevenuecode, irs, internalrevenueservice, otp, treasurysofficeoftaxpolicy, pbgc, pensionbenefitguarantycorporation, ssa, socialsecurityadministration, usdepartmentofthetreasury
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• 401(k) Participants May Assume Greater Responsibility When Investing outside Core Investment Options

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  • 463 views
  • Date uploaded: 2024-12-18
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, 401kplans, gao25106161, ats, alternativetradingsystems, cftc, commodityfuturestradingcommission, dc, definedcontribution, dol, departmentoflabor, ebsa, employeebenefitssecurityadministration, erisa, employeeretirementincomesecurityactof1974, etp, exchangetradedproduct, finra, financialindustryregulatoryauthority, form5500, form5500sf, annualreturnreportofemployeebenefitplan, shortformannualreturnreportofsmallemployeebenefitplan, irr, internalrateofreturn, irs, internalrevenueservice, otc, overthecounter, sp500, standardandpoors500, sec, securitiesandexchangecommission, tdf, targetdatefund
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• Figure 2: Timeline of Selected EBSA and IRS Guidance on the Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA) Subsidy from March 11, 2021, through September 30, 2021

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  • 352 views
  • Date taken: 2025-02-18 13:30:31
  • Date uploaded: 2025-02-18
  • Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, privatehealthinsurance, gao25107055, ahrq, agencyforhealthcareresearchandquality, arpa, americanrescueplanactof2021, arra, americanrecoveryandreinvestmentactof2009, cms, centersformedicaremedicaidservices, cobra, consolidatedomnibusbudgetreconciliationactof1985, ebsa, employeebenefitssecurityadministration, irs, internalrevenueservice, naics, northamericanindustryclassificationsystem
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