Angie Jacobs

Government Accountability Office (GAO)

441 G St., NW

Washington, DC 20548

United States

  • Government Accountability Office (GAO)

SCHOLARLY PAPERS

4

DOWNLOADS

38

SSRN CITATIONS

0

CROSSREF CITATIONS

2

Scholarly Papers (4)

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1.

401(K) Plans: Effects of Eligibility and Vesting Policies on Workers' Retirement Savings

Number of pages: 93 Posted: 26 Nov 2016 Last Revised: 11 Dec 2016
Charles A. Jeszeck, Tamara Cross, Angie Jacobs, Sherwin Chapman, Katherine Morris, Rhiannon Patterson and Stacy Spence
Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO), U.S. Government Accountability Office (GAO) and Government Accountability Office (GAO)
Downloads 23 (670,325)
Citation 2

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Eligibility, Vesting, Retirement, Participation, 401(K), Minimum Age, Minimum Service

2.

Retirement Accounts: Federal Action Needed to Clarify Tax Treatment of Unclaimed 401(k) Plan Savings Transferred to States

GAO, Retirement Accounts: Federal Action Needed to Clarify Tax Treatment of Unclaimed 401(k) Plan Savings Transferred to States, GAO-19-88 (Washington, D.C.): Jan. 4, 2019).
Number of pages: 59 Posted: 25 Mar 2020
Charles A. Jeszeck, Tamara Cross, Sherwin Chapman and Angie Jacobs
Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO) and Government Accountability Office (GAO)
Downloads 7 (806,496)

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escheat, escheated, unclaimed savings, unclaimed accounts, distribution, 401(k), ERISA, IRS, retirement savings, retirement

3.

401(K) Plans: Greater Protections Needed for Forced Transfers and Inactive Accounts

GAO-15-73 Forced Transfers and Inactive Accounts, 2014
Number of pages: 95 Posted: 06 Mar 2020
Charles A. Jeszeck, Tamara Cross, Melinda Bowman, Angie Jacobs, Ted Leslie, Najeema Washington and Seyda Wentworth
Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO), affiliation not provided to SSRN and Government Accountability Office (GAO)
Downloads 7 (806,496)

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retirement, inactive account, abandoned account, forced transfer, IRA, 401(k), default

4.

401(K) Plans: Labor and IRS Could Improve the Rollover Process for Participants

US Government Accountability Office, March 2013
Number of pages: 76 Posted: 25 Mar 2020
Charles A. Jeszeck, Tamara Cross, Melinda Bowman, Katie Berman and Angie Jacobs
Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO), Government Accountability Office (GAO) and Government Accountability Office (GAO)
Downloads 1 (873,533)

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