19 photos
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Figure 6: For a Modest Initial Investment, Nonpublicly Traded Shares Can Generate a Large IRA
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- License: United States Government Work
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- 5,263 views
- Date uploaded: 2014-11-24
- Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao1516, individualretirementaccounts, agi, adjustedgrossincome, atti, abusivetransactionsandtechnicalissuesprogram, aur, automatedunderreporterprogram, cip, complianceinitiativeproject, db, definedbenefit, dc, definedcontribution, dol, departmentoflabor, erisa, employeeretirementincomesecurityactof1974, fmv, fairmarketvalue, imt, issuemanagementteam, ira, individualretirementaccount, irs, internalrevenueservice, jct, jointcommitteeontaxation, lbi, largebusinessandinternationaldivision, pwc, pricewaterhousecoopers, sp, standardpoors, sbse, smallbusinessselfemployeddivision, sec, securitiesandexchangecommission, sep, simplifiedemployeepensionplan, simple, savingsincentivematchplanforemployees, soi, statisticsofincome, tege, taxexemptgovernmententities, tigta, treasuryinspectorgeneralfortaxadministration, treasury, departmentofthetreasury, wi, wageandinvestmentdivision, rothira, shares
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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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- License: United States Government Work
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- 3,377 views
- 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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- License: United States Government Work
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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 Prevalence of Private Health Insurance among Medicaid Enrollees by Eligibility Category, 2012
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- License: United States Government Work
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- 2,454 views
- Date uploaded: 2015-02-27
- Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, medicaid, gao15208, acs, americancommunitysurvey, chip, statechildrenshealthinsuranceprogram, cms, centersformedicaremedicaidservices, cob, coordinationofbenefits, dra, deficitreductionactof2005, erisa, employeeretirementincomesecurityactof1974, faq, frequentlyaskedquestions, hhs, departmentofhealthandhumanservices, mhpa, medicaidhealthplansofamerica, oig, officeofinspectorgeneral, pie, payerinitiatedeligibilitybenefit, ppaca, patientprotectionandaffordablecareact, pums, publicusemicrodatasample, tag, technicaladvisorygroup, tpl, thirdpartyliability, va, departmentofveteransaffairs
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Figure 2: Trend in the Annual Net Cash Flow of Social Security’s Combined Old-Age and Survivors Insurance and Disability Insurance Trust Funds, 1980 through 2025 (projected)
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- License: United States Government Work
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- 2,351 views
- Date uploaded: 2016-04-21
- Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao16354, retirementsecurity, aime, averageindexedmonthlyearnings, cbo, congressionalbudgetoffice, cdc, centersfordiseasecontrolandprevention, census, uscensusbureau, db, definedbenefit, dc, definedcontribution, di, disabilityinsurance, erisa, employeeretirementincomesecurityactof1974, ira, individualretirementaccount, irs, internalrevenueservice, ocact, officeofthechiefactuary, oasi, oldageandsurvivorsinsurance, pbgc, pensionbenefitguarantycorporation, ssa, socialsecurityadministration
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Figure 1: Estimated Average Annual Household Expenditures by Age, 2013
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- License: United States Government Work
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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: Trends in Number of Private Sector Defined Benefit and Defined Contribution Plans, 1975-2013
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- License: United States Government Work
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- 1,841 views
- Date uploaded: 2016-04-21
- Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao16354, retirementsecurity, aime, averageindexedmonthlyearnings, cbo, congressionalbudgetoffice, cdc, centersfordiseasecontrolandprevention, census, uscensusbureau, db, definedbenefit, dc, definedcontribution, di, disabilityinsurance, erisa, employeeretirementincomesecurityactof1974, ira, individualretirementaccount, irs, internalrevenueservice, ocact, officeofthechiefactuary, oasi, oldageandsurvivorsinsurance, pbgc, pensionbenefitguarantycorporation, ssa, socialsecurityadministration
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Figure 1: Options for Forcing Out a Separated Participant Depend on the Participant's Vested Balance
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- License: United States Government Work
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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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- License: United States Government Work
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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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- License: United States Government Work
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- 1,571 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: Automatic Enrollment and Default Investment Use among Private-Sector Defined Contribution Plans, by Plan Size and Participant Count (2009-2013)
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- License: United States Government Work
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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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- License: United States Government Work
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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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- License: United States Government Work
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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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- License: United States Government Work
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- 1,307 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: Pension Dashboards Can Allow Participants to Track Their Workplace Retirement Plans in One Place
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- License: United States Government Work
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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: Annualized Historical Returns for Different Trailing Periods
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- License: United States Government Work
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- 1,158 views
- Date uploaded: 2014-11-07
- Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, gao14264, db, definedbenefit, dc, definedcontribution, dnb, denederlandschebank, erisa, employeeretirementincomesecurityact, fasb, financialaccountingstandardsboard, frc, financialreportingcouncil, gasb, governmentalaccountingstandardsboard, iasb, internationalaccountingstandardsboard, map21, movingaheadforprogressinthe21stcenturyact, osfi, officeofthesuperintendentoffinancialinstitutions, pbgc, pensionbenefitguarantycorporation, ppf, pensionprotectionfund, sec, securitiesandexchangecommission, treasury, departmentofthetreasury, uk, unitedkingdom, pension, pensionplan, annuity
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Figure 4: Sweden's Pension Dashboard Includes Summary Information from Multiple Sources of Retirement Savings
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- License: United States Government Work
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- 1,078 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 1: Example of the Flow of Funds and Prescription Drugs through the Supply Chain When a Health Plan Member Purchases a Drug through a Pharmacy Benefit Manager (PBM)
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- License: United States Government Work
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- 712 views
- Date uploaded: 2024-04-22
- Tags: gao, governmentaccountabilityoffice, usgovernmentaccountabilityoffice, usgao, unitedstatesgovernmentaccountabilityoffice, government, congress, watchdog, oversight, governmentwatchdog, prescriptiondrugs, gao24106898, erisa, employeeretirementincomesecurityactof1974, mac, maximumallowablecost, pbm, pharmacybenefitmanager
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401(k) Participants May Assume Greater Responsibility When Investing outside Core Investment Options
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- License: United States Government Work
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- 1 favorite
- 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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