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Links
The following links are to general retirement planning information and educational materials developed by government and regulatory agencies.
Department of Labor
Savings Fitness - A Guide to Your Money and Your Financial Future
Another Retirement Savings Option: Roth 401(k) Plan
Internal Revenue Service
403(b) Plan Basics
Common Participant Mistakes
Common Plan Sponsor Mistakes
FAQs regarding Roth 401(k) Contributions
Information About Rollovers
IRA-Based Plans
IRC 403(b)/457 Plans
Taxation of Employee Annuities
Timing is Everything
IRS Announces Pension Plan Limitations for 2007
U.S. Department of the Treasury
Treasury and IRS Finalize Rules Regarding Roth 401(k) Contributions
U.S. Securities and Exchange Commission
Evaluating Your Retirement Options
Invest Wisely, an Introduction to Mutual Funds
The SEC Mutual Fund Cost Calculator - A Tool for Comparing Mutual Funds
If You Have Problems or Want to File a Complaint
Variable Annuities - What You Should Know
Just for Teachers
How to Read a Prospectus - A Guide for Beginning Investors
Investment Company Institute
Questions You Should Ask Before you Invest in a Mutual Fund
California Department of Insurance
What Are Annuities
Quick Tips for Insurance Consumers
License Status Inquiry - Checking the Status of Companies Licensed to do Business in California
National Association of Insurance Commissioners
Buyers Guide to Fixed Deferred Annuities
National Association of Securities Dealers (NASD)
Check the Background of Your Investment Professional
Equity-Indexed Annuities – A Complex Choice
Understanding Mutual Fund Classes
Variable Annuities: Beyond the Hard Sell
Government Resources
Internal Revenue Service
Federal Trade Commission
SEC: Tips for Checking Out Brokers and Investment Advisers
Securities and Exchange Commission Office of Investor Education and Assistance
Social Security Administration
Investor Resources
American Association of Individual Investors
Alliance for Investor Education
American Savings Education Council
Financial Planning Association
Mutual Fund Education Alliance
NASD Regulation, Inc.
National Association of Investors Corporation
National Association of Personal Financial Advisors
National Endowment for Financial Education
National Urban League/ICI Education
Foundation Partnership - Investing for Success Program
Securities Investor Protection Corporation