Employer Stock in Retirement Plans: Investment Risk and Retirement Security

Thumbnail image of item number 1 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.
Thumbnail image of item number 2 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.
Thumbnail image of item number 3 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.
Thumbnail image of item number 4 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.
Showing 1-4 of 36 pages in this report.

PDF Version Also Available for Download.

Description

This CRS Report begins by describing the shift from traditional defined benefit pensions to defined contribution plans – like the 401(k) – that has occurred over the last 20 to 25 years. It then summarizes recent research findings on the extent to which employees’ retirement savings are invested in employer stock. The third section of the report outlines the provisions of federal law that define an employer’s duty to manage its retirement plan in the best interest of the plan’s participants. The report concludes with a summary of pension reform legislation passed by the House of Representatives in April 2002 … continued below

Physical Description

36 pages.

Creation Information

Purcell, Patrick J. January 28, 2003.

Context

This report is part of the collection entitled: Congressional Research Service Reports and was provided by the UNT Libraries Government Documents Department to the UNT Digital Library, a digital repository hosted by the UNT Libraries. It has been viewed 342 times. More information about this report can be viewed below.

Who

People and organizations associated with either the creation of this report or its content.

Author

Publisher

Provided By

UNT Libraries Government Documents Department

Serving as both a federal and a state depository library, the UNT Libraries Government Documents Department maintains millions of items in a variety of formats. The department is a member of the FDLP Content Partnerships Program and an Affiliated Archive of the National Archives.

About | Browse this Partner

Contact Us

Corrections Questions

What

Descriptive information to help identify this report. Follow the links below to find similar items on the Digital Library.

Description

This CRS Report begins by describing the shift from traditional defined benefit pensions to defined contribution plans – like the 401(k) – that has occurred over the last 20 to 25 years. It then summarizes recent research findings on the extent to which employees’ retirement savings are invested in employer stock. The third section of the report outlines the provisions of federal law that define an employer’s duty to manage its retirement plan in the best interest of the plan’s participants. The report concludes with a summary of pension reform legislation passed by the House of Representatives in April 2002 and a description of several pension reform bills that have been introduced in the Senate in 2002.

Physical Description

36 pages.

Subjects

Legislative Indexing Vocabulary

Language

Item Type

Identifier

Unique identifying numbers for this report in the Digital Library or other systems.

Collections

This report is part of the following collection of related materials.

Congressional Research Service Reports

The Congressional Research Service (CRS) is the public policy research arm of Congress. This legislative branch agency works exclusively for Members of Congress, their committees and their staff. This collection includes CRS reports from the mid-1960's through 2018—covering a variety of topics from agriculture to foreign policy to welfare.

About | Browse this Collection

What responsibilities do I have when using this report?

Digital Files

When

Dates and time periods associated with this report.

Creation Date

  • January 28, 2003

Added to The UNT Digital Library

  • June 11, 2005, 11:23 a.m.

Description Last Updated

  • Feb. 15, 2017, 7:27 p.m.

Usage Statistics

When was this report last used?

Yesterday: 0
Past 30 days: 0
Total Uses: 342
More Statistics

Interact With This Report

Here are some suggestions for what to do next.

Start Reading

Thumbnail image of item number 1 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.
Thumbnail image of item number 2 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.
Thumbnail image of item number 3 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.
Thumbnail image of item number 4 in: 'Employer Stock in Retirement Plans: Investment Risk and Retirement Security'.

PDF Version Also Available for Download.

Citations, Rights, Re-Use

International Image Interoperability Framework

IIF Logo

We support the IIIF Presentation API

Links for Robots

Helpful links in machine-readable formats.

Archival Resource Key (ARK)

International Image Interoperability Framework (IIIF)

Metadata Formats

Images

URLs

Stats

Purcell, Patrick J. Employer Stock in Retirement Plans: Investment Risk and Retirement Security, report, January 28, 2003; Washington D.C.. (https://digital.library.unt.edu/ark:/67531/metacrs4654/: accessed May 7, 2024), University of North Texas Libraries, UNT Digital Library, https://digital.library.unt.edu; crediting UNT Libraries Government Documents Department.

Back to Top of Screen