Reference Library | Retirement & Benefit Administration
GFOA Recommended Practices
Best Practices Examples
- Retirement Matters: Financial and Retirement Plan Education Seminars / Houston Fire Fighters Relief and Retirement Fund, Houston, TX (2001 Award for Excellence Entry)
- Pension Calculator and Purchase of Time / Tacoma Employees' Retirement System (2002 Awards for Excellence Winner)
- City of Laguna Hills / Compensation Report (2006 Awards for Excellence Winner)
Sample Illustrations & Policies
Have a sample you would like to share, contact Barrie Tabin Berger or John Ruggini.
GFOA Publications & Products
Leading Organizations & Web sites
The following websites are sponsored by government agencies and not-for-profit organizations. Many more commercial for-profit web sites have useful retirement planning information or tools as well, but are not listed below. For your own state or local government benefits site, ask for the address at your benefits office or use a search engine (e.g., Yahoo.com or Google.com) and type in your employer's name and other key words, such as "retirement" or "pension".
- AARP is a nonprofit, nonpartisan membership organization for people 50 and over. Provides information and resources; advocate on legislative, consumer, and legal issues; assist members to serve their communities; and offer a wide range of unique benefits, special products, and services for members.
- BenefitsCheckUp.org , A service of the National Council on Aging
- BenefitsCheckUp is a free service that identifies federal and state assistance programs for older Americans.
- Choose to Save Education Program
- The public sector initiative associated with the American Savings Education Council, the site has many calculators and information on savings.
- Financial Planning Association
- Website for the Financial Planning Association. Locate a financial planner with the Certified Financial Planner designation in your locale.
- ICMA Retirement Corporation
- The ICMA Retirement Corporation is a private, not-for-profit provider of retirement plans for the public sector. Website has asset allocation modeling under "Portfolio Builder" and current information on retirement programs.
- Alliance for Investor Education
- The Alliance for Investor Education operates a web-based clearinghouse specifically oriented toward investment education. The alliance is made up of several non-profit associations.
- Internal Revenue Service
- Source for information on federal income taxes and publications of interest, such as Publication 590 on Individual Retirement Arrangements and 575 on Pension Plans.
- Social Security Online
- A wealth of information on Social Security includes calculators for determining benefit estimates, list of "top ten" questions, information about government offset and windfall elimination.
- U.S. Securities and Exchange Commission
- Aside from regulating financial institutions, the Securities and Exchange Commission (SEC) offers considerable educational information, including interactive tools and free on-line publications.
- Women's Institute for a Secure Retirement (WISER)
- WISER works to expand retirement planning education to enable women to make informed decisions about their finances and to take advantage of plans offered by their employers to maximize their retirement benefits.
- The Pension Research Council
- Provides policy research and publication on local, state, federal and international pension plans.