Saving for retirement: Social Security Administration Fact Sheet, 2005.
Saving household disposable income comparison: Organization for Economic Co-operation and Development Economic Outlook No. 77 database, Table 23.
Disability insurance: Social Security Administration Social Security Administration Fact Sheet, 2005.
Disability insurance beneficiaries: Social Security Administration ‘The 2005 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds, Table IV.B2’.
Pension coverage of workforce: ‘ Department of Labor statistics, 2004’.
Decline in pension plan participant coverage: Pension Benefit Guaranty Corporation, Pension Insurance Data Book 2004, Tables S-30 and S-32.
Pension plan underfunding: Pension Benefit Guaranty Corporation Pension Insurance Data Book 2004, Tables S-46 and M-13
Amount of pension underfunding: Pension Benefit Guaranty Corporation, Press release, June 7, 2005
Underfunding at “financially weak” companies: Testimony of Pension Benefit Guaranty Corporation, Executive Director Bradley D. Belt before the U.S. Senate, June 15, 2005
PBGC exposure: Pension Benefit Guaranty Corporation, 2004 Annual Report
Financial position of PBGC: Pension Benefit Guaranty Corporation, Pension Insurance Data Book 2004, Table S-1
Number of PBGC-insured plans: Pension Benefit Guaranty Corporation
Pan Am, Eastern, and TWA plan transference to the PBGC: Pension Benefit Guaranty Corporation, 2001 Data Book, Table S-12
Going out of business (TWA): ‘ U.S. Centennial of Flight Commission’.
Going out of business (Pan Am): ‘U.S. Centennial of Flight Commission’.
Going out of business (Eastern): ‘Eastern Airlines website’.
Blackberry/3 weeks: United Airlines
United defaults on pension: Pension Benefit Guaranty Corporation
PBGC insurance limits: Pension Benefit Guaranty Corporation
United reductions: Pension Benefit Guaranty Corporation, Press Release, April 22, 2005.
Off-balance-sheet liabilities: ‘The Magic of Pension Accounting, Part III,’ by David Zion and Bill Carache, Credit Suisse First Boston, February 7, 2005.
GM pension status: ‘The Magic of Pension Accounting, Part III,’ by David Zion and Bill Carache, Credit Suisse First Boston, February 7, 2005.
GM health care spending: General Motors ‘2004 Annual Report’.
GM steel spending: Tom Hill, Communications Department, General Motors.
Costco casket: Costco retail ‘Costco.com’.
Immigrant contributions to Social Security: Steve Camarota, Director of Research, Center for Immigration Studies.
Social Security income for elderly: ‘ Social Security Administration Fact Sheet, 2005’.
Social Security Contributors versus Beneficiaries: Social Security Administration ‘ 2005 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds, Table IV.B2’.
Elderly Americans: Social Security Administration 2005 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds, Table V.A2′.
Conflicts of interest in pension management: The Office of Compliance Inspections and Examinations, SEC ‘ Staff Report Concerning Examinations of Select Pension Consultants, May 16, 2005’.
Pension losses due to conflicts of interest: Edward Siedle, President, Benchmark Financial Services, Inc.
Campaign contributions influence pension investments: Securities and Exchange Commission ‘Proposed Rule: Political Contributions by Certain Investment Advisers, SEC, 7/19/99’.
Reform efforts postponed: Securities and Exchange Commission ‘letters in opposition to proposed rule S7/19/99’.
San Diego’s nickname: Broder, John M. ‘Sunny San Diego Finds Itself Being Viewed as a Kind of Enron-by-the-Sea,’ New York Times, Sept. 7, 2004
San Diego’s pension woes: Stephen Robinson, Prosecuting Attorney, San Diego District Attorney’s Office; Declaration in Support of Arrest Warrant filed in San Diego Superior Court; Ron Villa, Financial Management Director for the City Manager’s Office.
Nursing home annual cost: Metlife ‘2004 Market Survey of Nursing Home and Home Care Costs’
Kaiser Commission on Medicaid and the Uninsured, Medicaid and Long-Term Care, March 2005 ‘ Nursing home expenses paid out-of-pocket’.
Caring for the elderly: HSBC, Age Wave, and Harris Interactive. 2004. ‘ The future of retirement in a world of rising life expectancies: Attitudes toward ageing and retirement: a study across 10 countries and territories.’.
Concern about being a burden: HSBC, Age Wave, and Harris Interactive. 2004. ‘ The future of retirement in a world of rising life expectancies: Attitudes toward ageing and retirement ñ a study across 10 countries and territories.’.
Senior citizens and Indian casinos: Bill Thompson, Professor of Public Administration, University of Nevada, Las Vegas.
Pension underfunding: Jeffrey Speicher, Pension Benefit Guaranty Corporation, Public Affairs Office.
Workforce participation: ‘ Department of Labor statistics, 2004’.
Contributions to personal accounts: HSBC, Age Wave, and Harris Interactive. 2004. ‘ The future of retirement in a world of rising life expectancies: Attitudes toward ageing and retirement ñ a study across 10 countries and territories.’.
Historical data for life expectancy: Department of Health and Human Services ‘ Health, United States, 2004.Table 27’.
Social Security’s life expectancy projections: Social Security Administration ‘ The 2005 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds, Table V.A3’.
Census Bureau’s life expectancy projections: US Census Bureau. ‘ Projected Life Expectancy at birth by Race and Hispanic Origin, 1999 to 2100. January 13, 2000’.
