Resource Center

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BenefitsLink® is here to help its readers administer, design, give compliance advice about, or make policy for an employee benefit plan sponsored by a private or governmental employer.

Center for Retirement Research at Boston College
Recognized by the New York Times as “…the nation’s leading center on retirement studies,” our research covers any issue affecting individuals’ income in retirement. The Center’s work goes beyond economics. We study the behavioral factors that drive individuals’ decisions so we can craft solutions that work in practice, not just in theory.

Council of Institutional Investors (CII)
CII was founded in 1985, a time of corporate takeovers, imperial CEOs and insulated boards of directors. Shareowners had little say in most corporate decisions and did not appreciate the potential power of their proxy votes. The founders were a group of 21 visionaries, most public pension fund officials, who believed that the companies in which they were investing their members’ retirement assets needed more oversight by shareholders. They also felt that by pooling their resources, institutional investors could use their burgeoning proxy power to hold companies accountable.

Employee Benefits Research Institute
The mission of the Employee Benefit Research Institute (EBRI) is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education.

Financial Accounting Standards Board (FASB)
Established in 1973, the Financial Accounting Standards Board (FASB) is the independent, private-sector, not-for-profit organization based in Norwalk, Connecticut, that establishes financial accounting and reporting standards for public and private companies and not-for-profit organizations that follow Generally Accepted Accounting Principles (GAAP).

Gabriel, Roeder, Smith and Co. Publications
GRS puts out several excellent publications related to pension plans.

Governmental Accounting Standards Board (GASB)
Established in 1984, the GASB is the independent, private-sector organization based in Norwalk, Connecticut, that establishes accounting and financial reporting standards for U.S. state and local governments that follow Generally Accepted Accounting Principles (GAAP).

Groom Law Group's SECURE Act Resource Library
The Groom Law Group has created an excellent resource library covering the SECURE Act, which was signed into law December 20, 2019.

IRS Draft Forms
Draft forms the IRS is working on are located here.

IRS Latest Forms
The most recent final forms are found at this site.

IRS Tax Information for Retirement Plans
Resources for individuals and retirement plan administration.

Milliman Insight
Expert thinking from Milliman.

MissionSquare Research Institute
Formerly the Center for State and Local Government Excellence at ICMA-RC, the MissionSquare Research Institute has published numerous research reports on issues related to retirement, healthcare, and workforce issues.

National Public Pension Coalition
The NPPC's mission is to effectively protect defined benefit pension plans for public employees and to ensure that these plans continue to provide the foundation of a secure retirement.

Pension Research Council of the Wharton School
The Pension Research Council of the Wharton School of the University of Pennsylvania is committed to generating debate on key policy issues affecting pensions and other employee benefits.

PLANSPONSOR, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decision makers.

Public Sector Healthcare Roundtable
The Public Sector HealthCare Roundtable is a non-partisan, member-directed coalition that exists to give public sector health care purchasers and State and local health plan administrators a voice in the design, development, and implementation of national health care policy. The Roundtable does this by providing in-depth policy analysis and a forum to collectively engage with key decision-makers in Washington, D.C. Benefits provided by Roundtable members have a far-reaching positive impact on the State economies and help to fuel a robust provider network and health care delivery system that benefits all citizens.

Segal Consulting - Public Sector
We help public sector plan sponsors design and refine benefits programs that meet goals, control costs and improve the health and retirement readiness of your people. Segal Consulting provides comprehensive consulting and actuarial services to public employee benefit programs. As an independent, employee-owned firm, our advice is objective and unbiased.

Social Security Administration (SSA) State and Local Government Employers
SSA's web site for State and local government employers. Currently, there are about 98,000 public employers and 23 million public employees.

Society of Actuaries
With roots dating back to 1889, the Society of Actuaries (SOA) is the world’s largest actuarial professional organization with more than 30,000 actuaries as members.

State and Local Public-Employee Retirement System Survey
To provide current data on state and local government public-employee retirement systems. The United States Code, Title 13, authorizes this survey and provides for voluntary responses.

U.S. Government Accountability Office (GAO)
The U.S. Government Accountability Office (GAO) is an independent, nonpartisan agency that works for Congress. Often called the "congressional watchdog," GAO investigates how the federal government spends taxpayer dollars.


The Public Pension Financial Forum is organized for education, pension advocacy and networking purposes. To support the ongoing education of our membership, we prepare quarterly newsletters, hold member facilitated conference calls and webinars, and host an annual conference.  We also have a Member Forum that allows members to ask questions and receive answers from each other.  To participate in P2F2, follow the member enrollment link above.