Financial and Life Planning Resource Directory

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Money: Social Security, pensions, annuities
Consumers/clients
Advisers
	IRA Quick Reference Guides (Appleby Retirement Consulting Inc), Updated annually
		http://www.applebyconsultinginc.com, $99.97 for the entire set or $19.97 each Concise guides on IRA beneficiary options, Roth IRA distributions, portability of retirement accounts, IRA deductibility, and comparing Roth IRAs and traditional IRAs.
Industry / vendors / associations
	Employee Benefits Research Institute
		Active in: USA 1100 13th St. NW, Suite 878, Washington, DC 20005 Telephone:659-0670 Fax:202-775-6312 info@ebri.org http://www.ebri.org/ EBRI's mission is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and public policy through objective research and education.
	Pensions at a Glance 2011: Retirement-Income Systems in OECD and G20 Countries
		OECD, 2011, Free http://www.oecd.org/document/20/0,3746,en_2825_497118_42992113_1_1_1_1,00.html This 325-page book includes special chapters on pension ages, retirement behavior, pension incentives to retire, the demand for older workers and linking pensions to life expectancy.
	"‘Frozen’ Defined Benefit Plans", Program Perspectives, April 2010 (Vol. 2, No. 3)
		http://www.bls.gov/opub/perspectives/program_perspectives_vol2_issue3.pdf, Free This article offers data on the prevalence of frozen defined benefit plans by occupation, bargaining status, wage percentile, establishment size, and geo-graphic area.
	"Dramatic Drops in Interest Rates Fore-cast Much Lower DB Plan Funding Status on Accounting Basis for 2008", Watson Wyatt Insider, January 2009
		http://www.watsonwyatt.com/us/pubs/insider/showarticle.asp?ArticleID=20471, Free This article reports on the alarmingly low levels of funding currently in place for Defined Benefit pension plans sponsored by large companies.
Other / general / not specified
	Munnell, Alicia H., et al, Update on Locally-Administered Pension Plans, An
		Boston College Center for Retirement Research, July 2011, Free http://crr.bc.edu/images/stories/Briefs/SLP18.pdf The authors address the status of county and municipal plans. These are about as well (or poorly) funded as state-level plans, they report, which is better than many people assume, but not good enough for real comfort.
	RothRetirement.com (Convergent Retirement Plan Solutions and Archimedes Systems)
		http://www.rothretirement.com/, Free Learn about Roth retirement accounts, calculate the benefits, and keep up with the latest news and resources.
	Social Security (U.S. Social Security Administration)
		http://www.ssa.gov/, Free The official website, covering benefits for retirement, widow and children survivors, and the disabled.