Retirement Security Commons™
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Recent Articles in Retirement Security
The Public Pension Crisis , Jack M. Beermann 
Washington & Lee University School of Law
The Public Pension Crisis , Jack M. Beermann
Washington and Lee Law Review
Unfunded employee pension obligations will present a serious fiscal problem to state and local governments in the not-toodistant future. This Article takes a look at the causes and potential cures for the public pension mess, mainly through the lens of legal doctrines that limit public employers’ ability to avoid obligations. As far as the causes are concerned, this Article examines the political environment within which public pension promises are made and funded, as an attempt to understand how this occurred. The Article then turns to ask if states could implement meaningful reforms without violating either state or federal law. In ...
Judges “On The Take:” A Formula For Financial Security , Harry A. Halkowich 
Pepperdine University
Judges “On The Take:” A Formula For Financial Security , Harry A. Halkowich
Pepperdine Law Review
No abstract provided.
In Re Marriage Of Olhausen: The Characterization Of State Disability Retirement Benefits After Dissolution, John K. Hoover Pepperdine University
In Re Marriage Of Olhausen: The Characterization Of State Disability Retirement Benefits After Dissolution, John K. Hoover
Pepperdine Law Review
No abstract provided.
Recommendations For A New Independent Adjudication Agency To Make The Final Administrative Adjudications Of Social Security Act Benefits Claims , Robin J. Arzt Pepperdine University
Recommendations For A New Independent Adjudication Agency To Make The Final Administrative Adjudications Of Social Security Act Benefits Claims , Robin J. Arzt
Journal of the National Association of Administrative Law Judiciary
No abstract provided.
Beck Vs. Pace International Union: A Mask Of Unanimity To Conceal Disagreement And Confusion, Sharon Hritz Pepperdine University
Beck Vs. Pace International Union: A Mask Of Unanimity To Conceal Disagreement And Confusion, Sharon Hritz
Journal of the National Association of Administrative Law Judiciary
No abstract provided.
The Cost Of “Choice” In A Voluntary Pension System, Jonathan B. Forman 
University of Oklahoma College of Law
The Cost Of “Choice” In A Voluntary Pension System, Jonathan B. Forman
Jonathan B. Forman
Unlike our mandatory universal Social Security system, America’s private pension system is replete with choice: choices about the type of pension plan, choices about the amount and timing of contributions, choices about investments, and choices about the timing and nature of distributions. It takes time to make all these choices, and sometimes employers and workers just throw up their hands and don’t make any choices at all. This “choice overload” or “analysis paralysis” imposes significant costs on employers, workers, and government; and this article recommends a variety of ways to reduce those costs.
How To Accomplish A Successful Tax-Free Pension Plan Rollover, Steven T. Graham Pepperdine University
How To Accomplish A Successful Tax-Free Pension Plan Rollover, Steven T. Graham
Pepperdine Law Review
Advising a client how to accomplish a tax-free rollover from one pension plan to another has been an area of confusion for the general practitioner. In order to end this confusion the author examines recent statutory amendments, Internal Revenue Service rulings and the Employee Retirement Income Security Act. The author then outlines, in conjunction with the recent changes in the law, potential pension plan rollover scenarios that can aid the client. After a thorough discussion of the available rollovers and the benefits and drawbacks of each, the author concludes with a chart designed to provide quick identification of the most ...
Employee Stock Ownership Plans And Corporate Takeovers: Restraints On The Use Of Esops By Corporate Officers And Directors To Avert Hostile Takeovers, Margaret E. McLean Pepperdine University
Employee Stock Ownership Plans And Corporate Takeovers: Restraints On The Use Of Esops By Corporate Officers And Directors To Avert Hostile Takeovers, Margaret E. Mclean
Pepperdine Law Review
In 1974, Congress enacted the Employee Retirement and Income Security Act (ERISA), which was designed to promote employee benefit plans and provide safeguards for the assets of the plans. An employee stock ownership plan is a device used by corporations which holds corporate stock as the primary asset of the employee benefit plan. Recently, corporate executives have seized the opportunity to use ESOPs as a defensive tactic for averting takeovers considered to be adverse to the corporation. However, provisions of ERISA, particularly relating to fiduciary duty, exclusive benefit, and prudence, seriously impede the use of an ESOP by incumbent management ...
Applying Equitable Estoppel To Erisa Pension Benefit Claims, Adam S. McGonigle 
College of William & Mary Law School
Applying Equitable Estoppel To Erisa Pension Benefit Claims, Adam S. Mcgonigle
William and Mary Law Review
No abstract provided.
Popular Institutions
Popular Authors
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NELLCO
John Lee
College of William & Mary Law School
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College of William & Mary Law School
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University of Kentucky
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University of Massachusetts Boston
Christian Weller
University of Massachusetts Boston
Mia Midenjak
University of Massachusetts Boston
Nancy Staudt
Northwestern University School of Law
Fred Goldberg
NELLCO
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Popular Articles
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Unemployment Compensation Upon Mandatory Retirement
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Applying Equitable Estoppel To Erisa Pension Benefit Claims
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