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The BenefitsLink Newsletter -
Retirement Plans Edition
December 8, 2000
Today's sponsor is 2e Corporation (click on banner for more information) 
( Would your company like to sponsor an issue?
)
Transferring Out of 401(k) Plans
October 2000 issue. Excerpt: "[A] recent announcement by Bank of America (BOA) to permit its employees to transfer funds from their 401(k) plan to the company?s defined benefit plan should shed some light on how employees feel about managing their retirement portfolio into retirement." (Strategic Finance magazine)
If salary deferrals are returned due to 415 limits what should happen to the matching contributions?
Interesting discussion on our message boards. Join in! (BenefitsBoards.net)
"Bad Boy" clause authority-- where is it?
Interesting discussion on our message boards. Join in! (BenefitsBoards.net)
DOL Kansas City Office Lists Expenses That Should Be Paid Partly or Fully by Employer, Not by Plan
(Reish & Luftman)
Daley: Keep Widows' Pensions
Excerpt: "Mayor Daley vowed Thursday to rush through a change in state pension law to prevent the benefits of widows of Chicago firefighters who died in the line of duty from being cut nearly in half when a 63-year mandatory retirement age kicks in for firefighters and police." (Chicago Sun-Times)
(Following also appears in Welfare Plans Edition)
Stock Option Fundamentals: Vesting and Expiration (Second In a Series)
Excerpt: "When the options do vest, as explained in my first article and demonstrated by the Alternative Investment Comparison Modeling Tool on myStockOptions.com, it's usually wise to refrain from immediately exercising the stock options and selling the shares, because of their tax deferred earning potential over time." (MyStockOptions.com; free registration required)
Ten Ideas For Year-End Stock Option Financial Planning
Excerpt: "You are doing some year-end tax planning with your stock options and company stock. While investment objectives, not tax considerations, should generally drive your decisions, here are ten ideas to review before year-end to make sure you aren't paying more taxes than necessary." (MyStockOptions.com; free registration required)
Job Openings Newly Posted or Reposted on EmployeeBenefitsJobs.com
Subscribe to the Welfare Plans Edition, too (click)
Copyright 2000 BenefitsLink.com, Inc.
Feel free to forward this email to friends, colleagues or clients, if no fee is paid to you and the email is forwarded in its entirety. Thanks!
BenefitsLink is a trademark of BenefitsLink.com, Inc., published by Dave Baker with much help from Mary Hall and lots of friends.
To subscribe (free): visit https://benefitslink.com/newsletter - or the person desiring to subscribe can send an email to BLretirement@add.mb00.net
We have an online archive of prior issues at
https://benefitslink.com/newsletters/
Retirement Plans Edition
December 8, 2000
Today's sponsor is 2e Corporation (click on banner for more information)
Transferring Out of 401(k) Plans
October 2000 issue. Excerpt: "[A] recent announcement by Bank of America (BOA) to permit its employees to transfer funds from their 401(k) plan to the company?s defined benefit plan should shed some light on how employees feel about managing their retirement portfolio into retirement." (Strategic Finance magazine)
If salary deferrals are returned due to 415 limits what should happen to the matching contributions?
Interesting discussion on our message boards. Join in! (BenefitsBoards.net)
"Bad Boy" clause authority-- where is it?
Interesting discussion on our message boards. Join in! (BenefitsBoards.net)
DOL Kansas City Office Lists Expenses That Should Be Paid Partly or Fully by Employer, Not by Plan
(Reish & Luftman)
Daley: Keep Widows' Pensions
Excerpt: "Mayor Daley vowed Thursday to rush through a change in state pension law to prevent the benefits of widows of Chicago firefighters who died in the line of duty from being cut nearly in half when a 63-year mandatory retirement age kicks in for firefighters and police." (Chicago Sun-Times)
(Following also appears in Welfare Plans Edition)
Stock Option Fundamentals: Vesting and Expiration (Second In a Series)
Excerpt: "When the options do vest, as explained in my first article and demonstrated by the Alternative Investment Comparison Modeling Tool on myStockOptions.com, it's usually wise to refrain from immediately exercising the stock options and selling the shares, because of their tax deferred earning potential over time." (MyStockOptions.com; free registration required)
Ten Ideas For Year-End Stock Option Financial Planning
Excerpt: "You are doing some year-end tax planning with your stock options and company stock. While investment objectives, not tax considerations, should generally drive your decisions, here are ten ideas to review before year-end to make sure you aren't paying more taxes than necessary." (MyStockOptions.com; free registration required)
for Buck Consultants
in NJ
in NJ
for Salomon Smith Barney
in NY
in NY
for RSM McGladrey, Inc.
in IA, MN
in IA, MN
for PenSys, Inc.
in CA
in CA
for Universal Pensions, Inc.
in MN
in MN
Subscribe to the Welfare Plans Edition, too (click)
Copyright 2000 BenefitsLink.com, Inc.
Feel free to forward this email to friends, colleagues or clients, if no fee is paid to you and the email is forwarded in its entirety. Thanks!
BenefitsLink is a trademark of BenefitsLink.com, Inc., published by Dave Baker with much help from Mary Hall and lots of friends.
To subscribe (free): visit https://benefitslink.com/newsletter - or the person desiring to subscribe can send an email to BLretirement@add.mb00.net
We have an online archive of prior issues at
https://benefitslink.com/newsletters/
DEPARTMENTS
BENEFITS SPEAKERS
Looking for a speaker for your benefits group? Want to throw your hat into the ring? Free.
BENEFITS CANDIDATES
Need personnel? It's like fishing in a barrel here.
BENEFITS JOBS
Need a benefits job? Sort the openings by their distance away from you.
BENEFITSBOARDS.NET
Exchange questions and tips with colleagues. Co-sponsored by us and several employee benefits organizations.
PROGRESSIONS
Promotions and new personnel in the employee benefits community.
Q&A COLUMNS
Experts field questions online, submitted by readers via email.
CONFERENCES
View by location, by sponsoring organization, or by date.
SOFTWARE
Largest listing of benefits software on the net: descriptions, downloads.
ADVERTISE
Ads are our sole source of support. No subscription fees!
davebaker@benefitslink.com ">CONTACT US
Questions?
Comments?
Suggestions?
Copyright 2000 BenefitsLink.com, Inc. All rights reserved. BenefitsLink is a trademark of BenefitsLink.com, Inc.
Looking for a speaker for your benefits group? Want to throw your hat into the ring? Free.
BENEFITS CANDIDATES
Need personnel? It's like fishing in a barrel here.
BENEFITS JOBS
Need a benefits job? Sort the openings by their distance away from you.
BENEFITSBOARDS.NET
Exchange questions and tips with colleagues. Co-sponsored by us and several employee benefits organizations.
PROGRESSIONS
Promotions and new personnel in the employee benefits community.
Q&A COLUMNS
Experts field questions online, submitted by readers via email.
CONFERENCES
View by location, by sponsoring organization, or by date.
SOFTWARE
Largest listing of benefits software on the net: descriptions, downloads.
ADVERTISE
Ads are our sole source of support. No subscription fees!
davebaker@benefitslink.com ">CONTACT US
Questions?
Comments?
Suggestions?
Copyright 2000 BenefitsLink.com, Inc. All rights reserved. BenefitsLink is a trademark of BenefitsLink.com, Inc.