RETIREMENT PLAN ORGANIZATIONS


Organizations that provide assistance to employers in the area of retirement plans are listed below.


I. Governmental Organizations

Internal Revenue Service, Employee Plans & Exempt Organizations

Department of Labor, Pension and Welfare Benefits Administration

Pension Benefit Guaranty Corporation

Social Security Administration


II. Private Organizations That Deal Exclusively with Retirement/Benefit Plans

Association of Private Pension & Welfare Plans

Council on Employee Benefits

Employee Benefits Research Institute

ERISA Industry Committee

ESOP Association

International Foundation of Employee Benefit Plans

The National Center for Employee Ownership

National Employees Benefit Institute

Profit Sharing Council of America


III. Private Organizations That Do Not Deal Exclusively with Retirement/Benefit Plans

American Management Association

The Conference Board


Internal Revenue Service, Employee Plans & Exempt Organizations

Address: 1111 Constitution Ave., N.W.

Washington, DC 20224

Phone Number: Asstistant Commissioner, Employee Plans & Exempt Organizations, James J. McGovern, (202) 622-6720

E-mail Address: Webmaster@irs.ustreas.gov

Internet Address: http://www.irs.ustreas.gov

Purpose of Organization: The Employee Plans unit regulates company-sponsored pension plans.


Department of Labor, Pension and Welfare Benefits Administration

Address: 200 Constitution Avenue, N.W.

Washington, DC 20210

Phone Number: Assistant Secretary, PWBA, Olena Berg, (202) 219-8233

E-mail Address: Webmaster@dol.gov

Internet Address: http://www.dol.gov

Purpose of Organization: The Pension and Welfare Benefits Administration administers the reporting, disclosure and fiduciary requirements under ERISA.


Pension Benefit Guaranty Corporation

Address: 1200 K Street, N.W.

Washington, DC 20005-4026

Phone Number: (202) 326-4000

Executive Director: Martin Slate, (202) 326-4010

General Inquiries: (202) 326-4020

E-mail Address: Webmaster@pbgc.gov

Internet Address: http://www.pbgc.gov

Purpose of Organization: To insure benefits of participants of defined benefit pension plans in the private sector.


Name of Organization: Social Security Administration

Address:6401 Security Blvd.

Baltimore, MD 21235

Phone Number: (800) 772-1213

Commissioner: Shirley S. Chater, (410) 965-3120

Principal Deputy Commissioner: Lawrence H. Thompson, (410) 964-9000

E-mail Address: Webmaster@ssa.gov

Internet Address: http://www.ssa.gov

Purpose of Organization: To administer the Social Security programs.


Association of Private Pension & Welfare Plans

Address: 1212 New York Avenue, N.W., Suite 1250

Washington, DC 20005

Phone Number: (202) 289-6700

Fax Number: (202) 289-4582

E-mail Address: APPWP@aol.com

Internet Address: http://www.podi.com/appwp

Person to Contact: James Klein, Executive Director

Purpose of Organization: Represents the interests of its members to federal policymakers.

Assistance to Employers: Holds annual meeting.

Number of Members: 500 (app.)

Annual Dues: N/A


Council on Employee Benefits

Address: c/o Goodyear Relief Association

1144 E. Market Street

Akron, Ohio 44316

Phone Number: (330) 796-4008

Fax Number: (330) 733-3419

E-mail Address: N/A

Internet Address: N/A

Person to Contact: Carl S. Lazaroff, Secretary-Treasurer

Purpose of Organization: Medium for exchange of ideas among employers; statistics on employee benefits.

Assistance to Employers: Research, statistics, meetings.

Number of Members: 162

Annual Dues: $750


Employee Benefits Research Institute

Address: 2121 K Street, N.W.

Suite 600

Washington, DC 20037

Phone Number: (202) 659-0670

Fax Number: (202) 775-6312

E-mail Address: info@ebri.org

Internet Address: http://www.jobweb.org/cohrma/ebri/ebri.htm

Person to Contact: Dallas Salisbury, President

Purpose of Organization: Research, education on employee benefits.

Assistance to Employers: Research, educational programs, publications, direct communications.

Number of Members: 100 (app.)

Annual Dues: $4,000-$28,500


ERISA Industry Committee

Address: 1400 L Street, N.W.

Suite 350 Washington, DC 20005

Phone Number: (202) 789-1400

Fax Number: (202) 789-1120

E-mail Address: eric@eric.org

Internet Address: http://www.eric.org

Person to Contact: Joseph Grimes, Director Of Programs and Services

Purpose of Organization: Represents the interests of large corporations before the government.

Assistance to Employers: Speaker's bureau, publications.

Number of Members: 130

Annual Dues: $12,000


ESOP Association

Address:1726 M Street, N.W.

Suite 501

Washington, DC 20036

Phone Number: (202) 293-2971

Fax Number: (202) 293-7568

E-mail Address: esop@the-esop-emplowner.org

Internet Address: http://www.the-esop-emplowner.org

Person to Contact: Michael Keeling, President

Purpose of Organization: Medium for exchange of ideas and experiences among members on ESOPS. Represents interests of members to federal policymakers.

Assistance to Employers: Newsletter, books, educational programs.

Number of Members: 2,000 (app.)

Annual Dues: Varies by size. Approximately $500-$5000.


International Foundation of Employee Benefit Plans

Address: 18700 W. Bluemound Road

PO Box 69

Brookfield, WI 53008

Phone Number: (414) 786-6700

Fax Number: (414) 786-8670

E-mail Address: pr@ifebp.org

Internet Address: http://www.ifebp.org

Purpose of Organization: To provide information of all kinds on employee benefits.

Assistance to Employers: Meetings, publications, database of pension periodicals, library, seminars, etc.

Number of Members: 34,000

Annual Dues: $225 individuals, $450 organizations


The National Center for Employee Ownership

Address: 1201 Martin Luther King Jr. Way, 2nd Floor

Oakland, CA 94612

Phone Number: (510) 272-9461

Fax Number: (510) 272-9510

E-mail Address: nceo@nceo.org

Internet Address: http://www.nceo.org

Person to Contact: Corey Rosen, Director

Purpose of Organization: To provide information on employee ownership plans.

Assistance to Employers: Conference, workshops, publications, newsletters.

Number of Members: 2,000 (app.)

Annual Dues: $70-$350


National Employees Benefit Institute

Address: 601 Pennsylvania Avenue, NW

Suite 750 North

Washington, DC 20004

Phone Number: (800) 558-7528

Fax Number: (202) 393-0796

E-mail Address: None

Internet Address: None

Person to Contact: Daniel Glucksman, Managing Director

Purpose of Organization: Represents the interests of Fortune 1000 corporations on retirement plans before the government.

Assistance to Employers: Educational programs.

Number of Members: 50

Annual Dues: $3600


Profit Sharing Council of America

Address: 10 South Riverside Plaza, Suite 1610

Chicago, Illinois 60606

Phone Number: (312) 441-8550

Fax Number: (312) 441-8559

E-mail Address: None

Internet Address: None

Person to Contact: David Wray, President

Purpose of Organization: To help the employer operate his profit sharing or 401(K) plan more effectively and to represent the interests of members to federal policymakers.

Assistance to Employers: See above.

Number of Members: 1,200

Annual Dues: Varies by number of participants in sponsoring company's plan.


American Management Association

Address: 1601 Broadway

New York, NY 10019

Phone Number: (212) 586-8100

Fax Number: (212)-903-8168

E-mail Address: N/A

Internet Address: N/A

Person to Contact: David Fagiano, President

Purpose of Organization: Educational.

Assistance to Employers: Publications, courses on employee benefits.

Number of Members: 76,000

Annual Dues: $165-$935.


Conference Board

Address:845 Third Avenue

New York, NY 10022

Phone Number: (212) 759-0900

Fax Number: (212) 980-7014

E-mail Address: info@conference-board.org

Internet Address: None

Person to Contact: David Smith, Director of U.S. Development.

Purpose of Organization: Research organization for business.

Assistance to Employers: Produces retirement surveys on an irregular basis.

Number of Members: N/A

Annual Dues: Varies by size of business.


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