Articles examine pension fund status, taxation, and historical events affecting specific union and state pension funds.

When Does NJ State Pension Funds Update?

New Jersey state pension funds update on a quarterly basis, with member accounts typically posting by the end of February, May, August, and November for the prior quarter. This means...

What Percent Of Pension Funds Have Failed?

There is no single pension fund failure rate. The most direct answer is that no universal percentage exists, because “failure” can mean insolvency, underfunding, or missing return targets, and each...

Pension Funds Own What Share Of The S&P 500?

Pension funds own a smaller slice of the S&P 500 than most investors assume: the most reliable documented figure, from a study of companies with 13F filings, puts their average...

When Do I Pay A Penalty On My Pension Funds?

You will pay pension fund penalties in two main situations: taking a taxable withdrawal before age 59½ or missing a required minimum distribution (RMD) after age 73. These are the...

What Actually Happened To KY Pension Funds?

Kentucky’s pension funds have not collapsed: the systems are still paying benefits, and the state’s actuary projects they will be fully funded by 2049. The widely reported “crisis” is a...

How Do Police Pension Funds Work?

Police pension funds are statutory, defined benefit retirement plans designed to provide financial security for police officers upon retirement. In the UK, these are separate statutory schemes including the Police...

When Does Central States Deposit Pension Funds?

When Are Central States Pension Deposit Dates? Central States Pension Fund deposits pension payments electronically on the first day of each month, unless that day falls on a weekend or...

How Is Income From Pension Funds Taxed?

Pension fund income is taxed according to a three-stage framework that spans contributions, investment growth, and withdrawals, with the exact treatment varying by country and plan type. In most registered...