Press Citations
Department of Risk, Insurance and Healthcare Management
Fox School of Business and Management
Temple University
Atlanta Journal Constitution
Experts- More firms will freeze pensions Atlanta Journal Constitution - Jan 6, 2006
Study: Workers falling behind on retirement Atlanta Journal Constitution - Apr 11, 2007
Baltimore Sun
401(k) can bring steady gains in roiling market Baltimore Sun, - Sep 9, 2007
Boston Globe
"Savings Game: 401(k) plans the way to go, studies confirm" Boston Globe September 1, 2007
BusinessWeek
Study: Retirement savings lag benefits BusinessWeek - Apr 10, 2007
Redrawing the Route to Retirement, BusinessWeek, November 29, 2007
Chicago Sun-Times
Number crunching: $25000 Chicago Sun-Times, IL - 2007
Chicago Tribune
Older pensions being retired Chicago Tribune - Jan 7, 2006
Working beyond 65 becomes growing trend, Chicago Tribune, June 15, 2007
Regular 401(k) contributions pay off Chicago Tribune, - Sep 9, 2007
Christian Science Monitor
With pensions waning, workers save. Is it enough?, Christian Science Monitor, January 19, 2006, Thursday, The Christian Science Monitor
CNN
CNN segment on IBM's decision to freeze their pension plan, January 6, 2006
CNN International
Pension Peril- Securing income for life CNN International - Jan 11, 2006
CNNMoney
CEOs: Riding off into the (well-funded) sunset CNNMoney.com - Jun 11, 2007
One Analysis Finds New Rules Are Making Companies Rethink How Generous Their Plans Should Be, CNNMoney.com – July 3, 2007
The ultimate no-brainer way to boost savings CNNMoney.com - Sep 17, 2007
Forbes
Study: Retirement Savings Lag Benefits Forbes, NY - Apr 10, 2007
FOX News
The Keys to a Successful Retirement -FOX News Apr 20, 2007
Kiplinger
Study: Retirement Savings Lag Benefits Kiplinger.com, DC - Apr 11, 2007
LA Times
More employers doing away with pensions, study finds, LA Times, July 11, 2007
High anxiety for 401(k) investors, LA Times, January 30, 2008
Marketwatch
Here's how to avoid the five biggest 401(k) mistakes. MarketWatch - Mar 22, 2007
Sunny Americans refuse to confront dark side of retirement MarketWatch - Apr 11, 2007
Workers note pension-plan cuts, but few ramp up savings in response MarketWatch - Apr 10, 2007
Devilish details: Even as 401(k) balances march higher, overall retirement picture is mixed, MarketWatch, Jul 31, 2007
Meet the investments that will be your default 401(k) choices MarketWatch - Oct 31, 2007
Milwaukee Journal Sentinel
Workers well advised to get 401(k) plans, diversified investments Milwaukee Journal Sentinel - Sep 1, 2007
MSN Money
Study: Retirement Savings Lag Benefits MSN Money - Apr 10, 2007
NBC Nightly News
NBC Nightly News segment on IBM's decision to freeze their pension plan, January 6, 2006
New York Review of Books
Jeff Madrick, The Specter Haunting Old Age, March 20, 2008
New York Times
When Your Pension Is Frozen..., January 22, 2006 - By MARY WILLIAMS WALSH, New York Times
More Companies Ending Promises For Retirement, January 9, 2006 - By MARY WILLIAMS WALSH, New York Times
An Alternative to Annuities for Retirees Seeking Income, New York Times, November 22, 2007
Philadelphia Inquirer
Workers aren't saving enough, new study says, Ellen Simon, Philadelphia Inquirer, May 10, 2007.
SmartMoney.com
SmartMoney.com | "New 401(k) Law Should Help More Workers Save" | September 27, 2007
USA Today
5 mistakes that can tax your 401(k), USA Today - Jul 12, 2007
Six steps you can take to financial prosperity USA Today - Sep 23, 2007
401(k) loans come with caveats USA Today - Oct 11, 2007
Too many 401(k)s still have too much company stock, USA Today - Dec 13, 2007
How do you make a lump sum of your life's savings last? USA Today- Jan 17, 2008
5 tips to protect your lump sum USA Today- Jan 17, 2008
Turning 62: Research, caution help in handling lump sum USA Today - Jan 28, 2008
U.S. News & World Report
No Pension? Here's How to Cope U.S. News & World Report- Apr 11, 2007
Company Pensions As Passé As Gold Watches: Better Start Planning Now to Self-Finance Your Retirement (U.S. News & World Report), 6/3/07
Health Costs After 65: Ouch, Even With Medicare U.S. News & World Report, June 4, 2008
Wall Street Journal
Retirement Cuts Draw A Yawn From Many, Wall Street Journal, Apr 11, 2007
Americans’ 401(k) Balances on the Rise, Wall Street Journal, Jul 31, 2007
Workers Show Growth Near 9% In Their 401(k)s, Wall Street Journal, August 1, 2007
Wall Street Journal | "Making Sense of Retirement Plans" | September 13, 2007
Retirement Worries Increase, Wall Street Journal, April 9, 2008
Other
Study: Nearly 40 percent aren't saving enough Newsday, NY - Apr 10, 2007
Americans confused over retirement Pensions & Investments, IL - Apr 11, 2007
Study: Too few Americans save enough for retirement, Scripps News, April 13, 2007 (picked up in more than a dozen papers nationwide)
Retirement expectations, reality don't always jibe, Monterey County Herald, CA
Report finds big gap between retirement confidence, planning Washington Observer Reporter, PA - Apr 12, 2007
Study suggests Americans deluded about retirement Pittsburgh Post Gazette, PA - Apr 11, 2007
Retirement savings lacking Cincinnati Enquirer, OH - Apr 12, 2007
Many ill-informed about pensions, report says Austin American-Statesman (subscription), TX - Apr 11, 2007
Americans fail to prepare for retirement, report says Winston-Salem Journal (subscription), NC - Apr 11, 2007
Savings lag in replacing pension cuts Rocky Mountain News, CO - Apr 12, 2007
Survey: Workers Ill-Prepared for Retirement Inc.com, NY - Apr 11, 2007
Want to retire? Study shows workers need to save more York Dispatch, PA - Apr 11, 2007
Savings don't offset benefit cuts Minneapolis Star Tribune - Apr 11, 2007
Many workers unprepared for pension shifts InvestmentNews, NY - Apr 11, 2007
Study: Many workers don't save enough Charleston Post Courier, SC - Apr 11, 2007
Workers not saving for smaller pensions Kentucky.com, KY - Apr 11, 2007
Study: Retirement Savings Lag Benefits Houston Chronicle, TX - Apr 10, 2007
Many aren't saving enough HeraldNet, WA - Apr 11, 2007
Study: Workers not saving enough Chicago Daily Southtown, IL - Apr 10, 2007
2007 Retirement Confidence Survey: Americans Experience Retirement ... Insurance News Net, PA - Apr 11, 2007
Americans not well-positioned for post-retirement years Reliable Plant Magazine, OK - Apr 11, 2007
Companies Reduce Retirement Benefits, But Workers Not Adjusting to ... SeniorJournal.com, TX - Apr 11, 2007
Employees Take Investment Advice With a Grain of Salt Workforce Management, Ca - Apr 11, 2007
Retirement strategies don't add up St. Petersburg Times, FL - Apr 10, 2007
Business Digest Louisville Courier-Journal, KY - Apr 11, 2007
Fewer retirement benefits haven't increased savings Indianapolis Star, IN - Apr 11, 2007
Workers operate in grasshopper mode News & Observer, NC - Apr 10, 2007
Workers’ slow to adjust to new retirement environment, survey shows, CCH® PENSION AND BENEFITS — 4/27/07
As benefits fade, you must save yourself now, Cherry Hill Courier Post, May 6, 2007.
Stock-drop suits hitch 401(k) ride, FinancialWeek, May 28, 2007
Report says minorities saving less for retirement. Omaha World-Herald - Jun 7, 2007
Employers continue to close, freeze plans InvestmentNews, NY - Jul 10, 2007
Employers closing door on traditional pensions Indianapolis Star - Jul 24, 2007
Average 401(k) balance posts fourth annual increase, reaches $121000 FinancialWeek - Jul 31, 2007
401(k) holders see accounts rise InvestmentNews, NY - Jul 31, 2007
Stock market propels average 401(k) account Global Pensions, August 1, 2007
Good news, bad news FinancialWeek - Aug 6, 2007
Average 401(k) Account Grows by 8.7 Percent Annually HR.BLR.com - Aug 7, 2007
Your employer's 401(k) plan is a good bet St. Louis Post-Dispatch, United States - Sep 9, 2007
Pensions & Investments, "Automatic Contribution Increases to Benefit Poorest," September 17, 2007
Pittsburgh Post-Gazette | "Heard off the street: Government should lead by example on retirement savings" | September 30, 2007
Add auto-escalation to your 401(k) to ensure you'll have enough ... Savannah Morning News, GA - Oct 2, 2007
New regulations will enroll employees in companies' retirement ... NewsOK.com - Oct 9, 2007
Working longer can offset debts, keep options open Cherry Hill Courier Post, NJ - Oct 16, 2007
Boomers look to stretch a buck, Grand Forks Herald - Nov 25, 2007
Employers abandoning pensions Jackson Clarion Ledger, MS - Jan 26, 2008
Young workers miss out on matches, InvestmentNews, February 25, 2008
A backup plan for retirement Newsday - Feb 25, 2008
Sanders changing pension blueprint San Diego Union Tribune, March 3, 2008
Getting it all at once Asbury Park Press - Mar 9, 2008
The New Retirement Drama: ESOPs (Treasury & Risk) 3/26/2008
HEALTH CARE, ECONOMY HAVE MANY WORRIED ABOUT THEIR RETIREMENTS < xml="true" ns="urn:schemas-microsoft-com:office:smarttags" prefix="st1" namespace="">San Jose Mercury News, April 09, 2008
WORKERS WORRY OVER RETIREMENT SAVINGS Associated Press, April 09, 2008
DREAMS ABOUT RETIRING WITHER, St. Petersburg Times, April 09, 2008
WELCOME TO A TIME OF PESSIMISM ON RETIREMENT IN AMERICA, The Baltimore Sun, April 13, 2008
With pensions waning, workers save. Is it enough?, Christian Science Monitor, January 19, 2006, Thursday, The Christian Science Monitor
When Your Pension Is Frozen..., January 22, 2006 - By MARY WILLIAMS WALSH, New York Times
The employer-sponsored four-oh-one ... hey! Sam Ali, Star-Ledger, January 27, 2006
With pensions waning, workers save. Is it enough? By Mark Trumbull | Christian Science Monitor, January 19, 2006
Sprint puts pension plan on ice, By JASON GERTZEN and DIANE STAFFORD, The Kansas City Star, Jan. 20, 2006.
Some may profit from pension freezes, Jeanne Sahadi, CNN International - Mar 9, 2006
Do the Math For Lost Pensions Albert B. Crenshaw, Washington Post, United States - Mar 11, 2006
Do the math on retirement planning MARY DEIBEL, Scripps Howard News Service, DC - Mar 16, 2006
The brave new world of retirement planning MARY DEIBEL, Scripps Howard News Service, DC - Mar 16, 2006
Older workers take the brunt of a DB freeze; EBRI finds yearly contributions would have to jump to as much as 18.6% to offset losses, Pensions and Investments, March 20, 2006,
The Big Freeze, As companies end their traditional pensions, workers are left out in the cold By Daniel Gross, AARP Bulletin, March 2006
Eileen Alt Powell, "Workers Have Retirement 'Overconfidence", AP (picked up by more than 150 newspapers), April 4, 2006
Workers' Views On Retirement May Be Too Rosy, Kelly Greene, Wall Street Journal, April 4, 2006
Optimism about pension prospects may not be realistic, Sandra Block, USA TODAY, April 4, 2006
Retirement: Great expectations, no preparation A majority of workers say they're confident about retirement, but they don't have the dollars to show for it, Jeanne Sahadi, CNNMoney.com, April 4, 2006
Survey: Too few put away enough Expectations ignore realities of retirement, Zach Ahmad, The Atlanta Journal-Constitution, April 4, 2006
Wake up and get ready! Lore Croghan, New York Daily News, April 4, 2006
The land of pension fantasies New survey finds 61% of workers expect a pension, Andrea Coombes, MarketWatch, April 4, 2006
Workers unprepared as financial safety net gives way. Mary Deibel, Scripps Howard News Service, April 4, 2006
Many have reason for low retirement confidence, study finds; Survey results about saving habits indicate that retirement could be just a dream for many workers., Star Tribune (Minneapolis, MN), April 4, 2006
Saving not so simple, Newsday, NY - Apr 5, 2006
Americans still out to lunch when it comes to retirement savings, Robert Powell, MarketWatch - Apr 5, 2006
Will You Really Be Ready for Retirement? Gail Buckner FOX News - Apr 7, 2006
A backup plan for retirement, Newsday, NY - Apr 9, 2006
Many Americans aren't saving for retirement they expect,? The Palm Beach Post, April 9, 2006
Save Yourself, David Leonhardt And Suzanne Macneille, New York Times, April 11, 2006
Will Some Boomers Have To Work Forever? Trevor Thomas, The National Underwriter Company, April 24, 2006
Workers are underfunded, unprepared for retirement; Their assumptions are "not particularly realistic," survey shows, Investment News, April 24, 2006
Keller wants government to take over pension plan, Robert Schoenberger, The Courier-Journal, April 29, 2006
There's been a change of plans: Employees must alter retirement planning course to recoup frozen DB accruals, Employee Benefit News, May 1, 2006
How To Cope With A Pension Cutback; It Can Happen To You; Save more in a 401(k), tap home equity to get extra investment cash, Investor's Business Daily,?May 1, 2006
Temple Times: Fox prof aims to keep tarnish off golden years, May 4, 2006
401(k)s critical for autoworkers caught in crunch, Susan Tompor, Detroit Free Press, May 7, 2006,
Many counting on phantom retirement benefits, survey find, Humberto Cruz, Chicago Tribune, May 7, 2006
Shift from DB: Will smaller advisers fit in? Lisa Shidler, Investment News, May 8, 2006
Start retirement planning early, Journal Star,May 14, 2006
PBS Segment on "Frontline: Can you Afford to Retire?" May 16, 2006
Hedge Your Bets: The collapse of Enron shows the perils of putting your nest egg into just one basket, Newsweek, May 20, 2006
Not all got the moral to Enron's story, The Sunday Oregonian (Portland, Oregon), May 28, 2006
Automatic 401(k) Enrollment Could Cause Compliance Headaches, Edward Hayes, CCH Wall Street, May 30, 2006
Study: 43% not saving enough to retire well, by Kathy Chu, USA TODAY,6/6/2006
Retirement calculators can help you prepare for the future By Christine Dugas, USA TODAY, 6/30/2006
Can Your Employees Retire Comfortably?, Managing 401(K) Plans, July 2006,
Overconfidence Kills (Your Retirement), Motley Fool - Jul 14, 2006
Pension reform: Boon for 401(k)s, Jeanne Sahadi, CNNMoney.com, July 17, 2006
Congress attempting to ease 401(k) confusion, Chicago Tribune, Jul 28, 2006
Bill would affect many savings plans providers: Plan operators could gain edge over competitors, Benjamin Y. Lowe, Philadelphia Inquirer, August 8, 2006
Tax breaks: Removing uncertainty may expand money-saving offerings, Kathy Chu, USAToday, August 7, 2006
Nightly Business Report segment on 401k Advice, August 14, 2006
Pension reform can do only so much CNNMoney.com - Aug 17, 2006
Study find persistence pays in 401(k)s By EILEEN ALT POWELL AP BUSINESS WRITER- Aug 24, 2006 (picked up by more than 100 newspapers)
401(k) Assets Rose 50% In Five Years, BY PAUL KATZEFF, INVESTOR'S BUSINESS DAILY, 8/24/2006
Regular savers enjoy 50% average rise in 401(k) account balances, New York Daily News, NY - Aug 24, 2006
Average 401(k) account grows past $100,000 Boston Globe, United States - Aug 25, 2006
Longtime 401(k) Savers Sit on Six-Figure Nest Eggs, Kathy M. Kristof, LA Times, August 25, 2006
Study suggests disciplined saving is bearproof, Gail MarksJarvis, Chicago Tribune, August 25, 2006
Pension economics point to more freezes, BusinessWeek - Aug 25, 2006
401(k)s shown to boost savings, Newsday (New York), August 25, 2006
Cash balance retirement plan needs close study, August 27, 2006, Eileen Ambrose, Baltimore Sun
Rising stock prices help push U.S. workers' 401(k)s higher, MATTHEW KEENAN, Seattle Post Intelligencer- Aug 27, 2006
Pensions Likely to Stay Dying Breed, STEVEN D. JONES, Wall Street Journal, August 29, 2006
Must You Work Until You Drop? Forbes August 30, 2006
The best saving course: Steady as she goes, GENE MEYER, The Kansas City Star, Sep. 03, 2006
The Dallas Morning News Pamela Yip column: Workers pump up 401(k)s,? The Dallas Morning News, September 4, 2006
Getting a read on retirement changes: As more firms shift from pensions to 401(k)s, workers should gauge the impact on benefits,? The Dallas Morning News (Texas), September 11, 2006
How one pension freeze may unfold: To cover lost benefits, worker must boost 401(k) contributions, The Dallas Morning News (Texas), September 11, 2006
Your retirement calculations may be way off, U.S. News & World Report, Sep 15, 2006
Visions of the golden years dim as pension promises fade, Boston Globe, Sep 17, 2006
Retirement, Squeezed: As Traditional Plans Decline, Workers Face a Less Certain Future, Washington Post, September 17, 2006
Gauging the gap in retiree benefits. Publication: Dallas Morning News (Dallas, TX) Publication Date: 18-SEP-06
Retirement: You'll need far more than you think, CNNMoney.com, September 21, 2006
Replacement-rate formula ignores retirement risks, Los Angeles Times - Sep 26, 2006
Attention 401(k) Slackers! Forbes - Sep 26, 2006
Ruling may tip pension balance, Chicago Tribune - Sep 24, 2006
Switch Would Require Saving $299,536, The Baltimore Sun, September 24, 2006
401(K)-Pension Swap Doesn't Favor Worker, The Baltimore Sun, September 24, 2006
Plan to live a little longer within your retirement means; Rising life expectancy and health care costs are causing retirees to reassess how much they'll need, The Globe and Mail (Canada), September 30, 2006
Simulation tool the best way to calculate retirement withdrawals, MarketWatch, October 6, 2006
Thumbs down on retirement rule of thumb, Chicago Tribune, Oct 15, 2006
Reality can make mess of tidiest assumptions Chicago Tribune, Oct 29, 2006
Should You Annuitize Your Retirement Savings? U.S. News & World Report, Nov 3, 2006
(need to restore web page archive, currently adding by publication)
Saving early for retirement By John Waggoner, USA TODAY, 2/10/2005
More Companies Terminate Pensions, Washington Post, 6/22/05
Looking to Locate The Comfort Zone By Albert B. Crenshaw,Washington Post, July 24, 2005
Rule would encourage automatic 401(k) enrollment by Kathy Chu, USA TODAY, 8/21/2005
401(k) plan doesn't mean you can ignore savings by Kathy Chu, USA TODAY, 8/21/2005
Companies Pull Out All the Stops To Get Workers to Save in 401(k)s, September 29, 2005, The Wall Street Journal
Special Report: Aging in the Suburbs by Rita Giordano and Lini S. Kadaba, Philadelphia Inquirer, Oct. 04, 2005
Are you saving too much for retirement? Christian Science Monitor - Jul 18, 2005
Automatic enrollment increases 401(k) balances: study - MarketWatch MarketWatch - Jul 14, 2005
Don't Go Overboard Wall Street Journal Online - Dow Jones & Company - Apr 3, 2005
How Secure is My 401(k)? Kiplinger's Personal Finance - Sep 1, 2005
Taxed beyond relief Philadelphia Inquirer - Oct 4, 2005
United's jettisoning of pension plan has ripple effect on pension... Sacramento Bee - May 12, 2005
More big companies ending, freezing pensions Newsweek - Jun 22, 2005
Sacramento Bee, The : Pension outlook turns grayer Sacramento Bee - May 12, 2005
Putnam finds 401(k) savings rate key to growth; Urges a focus on... - Investment News - - Oct 10, 2005
Automatic enrollment draws support at EBRI forum.(401(K) AUTOMATIC... - Pension Benefits - - Nov 1, 2005
To Get Workers to Save in 401(k)s - Wall Street Journal Online - Dow Jones & Company - Sep 29, 2005
Bankrupt Bosses Can't Touch 401(k)s.(Brief Article) Kiplinger's Ask Kim Web Column - - Aug 15, 2005
Investment returns are down: Now what ? By Todd Mason, Philadelphia Inquirer, November 8, 2004
Average 401(k) Account Gets Bigger Hefty Stock-Market Gains, Continued Contributions Result in Larger Balances By TARA SIEGEL BERNARD Wall Street Journal August 10, 2004; Page D7
Report Paints 401(k) Investors as Steadfast Asset allocations in the retirement programs reflect the long-term strategy recommended by advisors. By Kathy M. Kristof Los Angeles Times: August 10, 2004
American workers moving away from company stock Humberto Cruz August 11, 2004 Los Angeles Times: August 10, 2004
401(k)s Rally After Three Down Years BY PAUL KATZEFF INVESTOR'S BUSINESS DAILY, August 10, 2004
Study: U.S. workers' 401(k) balances climb A study released Monday said U.S. workers' 401 (k) balances rose 29.1 percent last year, boosted by stock-market gains. BY DANIELLE KOST Bloomberg News August 10, 2004
Study: 401(k) Savers Survived Bear Market EILEEN ALT POWELL Abcnews.com August 9, 2004
401(k) balances increased in 2003 Report cites strong stock market, contributions By Kathie O'Donnell, CBS MarketWatch Aug. 9, 2004
Bear market doesn't dent 401(k)s Industry says workers young and old continue to pour money into 401(k)s even during downturn. August 9, 2004: Cnnmoney.com
How to Keep Company Stock From Engulfing Your 401(k), by Terri Cullen,Wall Street Journal, July 8, 2004.
Many investors neglect the key to retirement, Clint Willis, Forbes.com, May 24, 2004
Unseen pension pitfalls, Andrea Coombes, CBS.MarketWatch.com, May 24, 2004
Benefits Bust: No Job-Paid Health, No Pension and More Time to Miss Them, Albert B. Crenshaw, Washington Post, May 2, 2004
Looking Ahead; On Their Own, In The Same Boat, Mary Duenwald And Bernard Stamler, New York Times April 13, 2004
All The Nest Eggs In One Company Basket; Corning Shows Risk Of Betting Fortune On Employer, John Leland, New York Times, April 11, 2004
Mr. 401(k) returns to his roots, Todd Mason, Philadelphia Inquirer, March 19, 2004
Retirement needs outpace Americans' savings habits, Jill Elswick, Employee Benefit News, February 2004
Hoping to scare more people straight -- into saving, Harriet Johnson Brackey, Miami Herald, Feb. 01, 2004
Experts: Baby boomers face retirement crisis, By Jeff Ostrowski, Palm Beach Post, January 24, 2004
National coverage
Is Money Missing From Your 401(k)? IAN MCDONALD, WALL STREET JOURNAL, December 18, 2003
Coming up short: Women more likely to lack retirement resources, Robert Powell, CBS MarketWatch.com, December 17, 2003
A Lost Retirement Dream for Boomers?, Albert B. Crenshaw, Washington Post, December 7, 2003
Feeding the 401(k), Even in Bad Times, Albert B. Crenshaw, Washington Post, September 14, 2003
401(k) Investing Habits Changed Little In 2002, Kaja Whitehouse, WSJ Online, September 12, 2003
Saving for retirement: the best options By Mary Deibel, September 11, 2003, Scripps Howard News Service
Many retirees select lump sum, Christine Dugas, USA TODAY, August 8, 2003
NBC Nightly News segment on the pension "crisis," August 5, 2003
Do You Want Your Money All at Once or Bit by Bit Forever? Stephanie Mencimer, New York Times, March 18, 2003
Move Away From 401(k) Matches Could Imperil Retirement Plans, Stacy Forster, The Wall Street Journal Online, March 14, 2003
Participation In 401(k) Plans Drops to Eleven-Year Low, Ruth Simon, Wall Street Journal, March 11, 2003
Bush's Retirement Rx Is Bad Medicine, Aaron Bernstein, BusinessWeek, February 18, 2003
Pension backer has $3.6B shortfall, Christine Dugas, USA TODAY, January 30, 2003
U.S. Pension Agency Goes $11 Billion in Red, PBGC Hurt by Failing Plans Acquired in '02, Albert B. Crenshaw, Washington Post, January 31, 2003
Local coverage
Fighting 401(k) phobia, Todd Mason, Philadelphia Inquirer, Nov. 10, 2003
Firms changing how they match pension funds. Publication: The Philadelphia Inquirer (via Knight-Ridder/Tribune News Service) Publication Date: 15-JUL-03
Easing up on company stock, Todd Mason, Philadelphia Inquirer, Jul. 08, 2003
Despite sinking investment returns, retirees doing better than expected. Publication: The Philadelphia Inquirer (via Knight-Ridder/Tribune News Service) Publication Date: 13-MAY-03
Not too young to start planning, Wendy Tanaka, Philadelphia Inquirer, May 12, 2003
Americans are managing, despite weaker portfolios, Todd Mason, Philadelphia Inquirer, May 12, 2003
Savings plans still have legs, Wendy Tanaka, Philadelphia Inquirer, March 18, 2003
Industry publications
Rollover money to eclipse DB and DC plans' assets, Arleen Jacobius, Pensions & Investments; 3/31/2003
National coverage
The Most Important Thing About 401(k)s Is Having One in the First Place, Albert B. Crenshaw, Washington Post, November 10, 2002
BURNED! (cover story); Quinn, Jane Bryant; Ehrenfeld, Temma; Raymond, Joan; Rosenberg, Debra; Lipper, Tamara; Springen, Karen; Figueroa, Ana., Newsweek, 8/19/2002, Vol. 140 Issue 8, p24, 7p, 2 charts, 2 graphs, 6c
Playing Catch-up When Your Salary Stalls.; Tergesen, Anne., BusinessWeek, 7/29/2002 Issue 3793, p92, 1p, 1 chart, 1c
Retirement crisis looms as many come up short, By Christine Dugas, USA TODAY, 07/19/2002
Salary freezes have long-term consequences ; Didn't get that raise? Pension could suffer; Anne Tergesen; USA TODAY, Jul 19, 2002
The Nest-Egg Blues: Got the jitters about your retirement savings? These experts discuss how to regain your financial balance; By Ellen Graham; Wall Street Journal, Jun 24, 2002
Lovely Parting Gifts; As Executives' Severance Packages Grow, So Does Criticism, The Washington Post, June 05, 2002
Pension Changes Pose Challenges, Albert B. Crenshaw, Washington Post, May 5, 2002
After an Era of Dominant HMOs, Hospitals Are Turning the Tables, BARBARA MARTINEZ, Wall Street Journal April 12, 2002
Pension Change Puts the Burden on the Worker, EDWARD WYATT, New York Times, April 5, 2002
Socking It Away Amid Red Tape; David Cay Johnston; New York Times, Mar 12, 2002
Sweetening Pensions at a Cost to Workers, By DAVID LEONHARDT, New York Times, February 17, 2002
The 'Enron Problem': 401(k) Plans Packed with Company Stock (CNN Money), January 30, 2002
NPR, All Things Considered, Retirement Plans, January 30, 2002
Workers Should Watch 401(k) Plans, New York Times, January 18, 2002
Enron 401(k) Debacle Is An Eye-Opener for Many Americans, January 18, 2002, Tony Pugh, Knight Ridder Washington Bureau
Workers at many companies fill 401(k) accounts with company stock, By ADAM GELLER, AP Business Writer, January 17, 2002
Regional coverage
Employer stock proves a difficult 401(k) issue, 03/10/2002, By PAMELA YIP / The Dallas Morning News
"With Enron Come Lessons In Survival//The Breathtaking Collapse Of The Energy Giant Revealed The Vital Role Of Accountants As The Overseers Of Companies' Financials And The Critical Necessity For Diversity In Employees' 401(K) Plans," February 3, 2002, St. Paul Pioneer Press (MN)
More 401(k) debacles are a real worry, Philadelphia Inquirer, January 18, 2002
Industry publications
Policymakers Advocate Adding Guaranteed Returns To DC Plan Designs, DC Plan Investing, June 25, 2002
Report eyes effects of Enron collapse on the 401(k) industry; Marcella DeSimone; National Underwriter, Erlanger; Apr 1, 2002; Vol. 106, Iss. 13; Life & health/financial services ed.; pg. 26, 2 pgs
Investment News, February 25, 2002, Monday, Pg. 9, 842 words, House panel gets message: Don't handcuff 401(k)s; Company stocks give good yields, diversity, Sara Hansard
National coverage
Workers Rethink Retirement Savings, 12/30/2001, Christopher Noble, Reuters
Shaky 401(k) plans need shoring up ; Workers lament dropping markets, collapsing firms; [FINAL Edition]; Christine Dugas; USA TODAY, Arlington, Va.; Dec 28, 2001; pg. B.01
Raiding Your 401(k), WSJ editorial, December 20, 2001
401(k) Changes Go Unheeded; David Cay Johnston; New York Times, New York, N.Y.; Dec 19, 2001; Late Edition (East Coast); pg. C.18
A Complicated Collapse, Robert J. Samuelson, Newsweek, Dec 19, 2001
Sinking stocks scramble nest eggs USA Today, March 26, 2001
Redefined Retirements, Albert B. Crenshaw, Washington Post, January 28, 2001; Page H02
Regional coverage
Enron retirees tell how savings melted: A Senate panel looks at ways to protect workers and investors holding company stock in 401(k)s. Philadelphia Inquirer, December 19, 2001.
The Oregonian, December 19, 2001, Senators Seek New Controls on 401(k)s, By Jeff Manning
PROTECTING RETIREMENTS//AFTER ENRON, LAWMAKERS CONSIDER WAYS TO SHIELD INVESTORS, EMPLOYEES, December 19, 2001, St. Paul Pioneer Press (MN)
St. Louis Post-Dispatch, December 1, 2001 Saturday Five Star Lift Edition, BUSINESS; David Nicklaus Column; Pg. 1, 378 words, MANY 401(K)S TOOK THE GAS WHEN ENRON STOCK HIT BOTTOM, David Nicklaus
The Houston Chronicle, May 21, 2001, Monday, 2 STAR EDITION, BUSINESS;, Pg. 1, 1273 words, U.S. WORKERS ARE SHORT OF KNOWLEDGE AND ASSETS FOR A SECURE RETIREMENT; Something's missing, CHRISTOPHER NOBLE, Statistics
The Buffalo News, February 13, 2001, Tuesday, FINAL EDITION, YOUR MONEY, Pg. 1B, 886 words, 401(K) INVESTORS TAKING AN AGGRESSIVE STRATEGY, DAVID ROBINSON; News Business Reporters
Industry publications
"Section 401(k) Balances Down 12% in 2000,Static for Regular Participants," BNA Pension and Benefits Daily, November 21, 2001
Investor's Business Daily, March 30, 2001, B; Pg. 10, 860 words, A Future Linked To Stocks 'You get in trouble when you outlive your money', By Claire Mencke, Investor's Daily