BenefitsLink Retirement Plans Newsletter
Employee Benefits Jobs
Conversions Specialist
for The Newport Group in NC
Implementation Specialist - Retirement Plans
for ExpertPlan, Inc. in NJ
Actuary - Small Business Defined Benefit Plans
for Charles Schwab in OH
Employee Benefits Service Manager II
for The Standard in TX
Post Your Job on EmployeeBenefitsJobs.com
Webcasts and Conferences
"401(k) Plans: Beyond the Basics" - Atlanta in Georgia on August 24, 2011 presented by SunGard Relius
"401(k) Plans: Beyond the Basics" - Charlotte in North Carolina on August 17, 2011 presented by SunGard Relius
"401(k) Plans: Beyond the Basics" - Dallas in Texas on August 24, 2011 presented by SunGard Relius
"Advanced Plan Design Workshop" - Atlanta in Georgia on August 26, 2011 presented by SunGard Relius
"Advanced Plan Design Workshop" - Charlotte in North Carolina on August 19, 2011 presented by SunGard Relius
"Advanced Plan Design Workshop" - Dallas in Texas on August 26, 2011 presented by SunGard Relius
"Advanced Plan Design Workshop" - Denver in Colorado on August 19, 2011 presented by SunGard Relius
"Multiple Employer Plans: Perils and Possibilities" Web Seminar - An Encore Presentation Nationwide on August 4, 2011 presented by SunGard Relius
"Prototype Plans: Perils and Possibilities" Web Seminar - An Encore Presentation Nationwide on August 9, 2011 presented by SunGard Relius
"Rehired Employees Web Seminar" - New Date Nationwide on August 11, 2011 presented by SunGard Relius
401(k) Plans: Beyond the Basics - A 2-day Seminar, August - October 2011 Nationwide on August 17, 2011 presented by SunGard Relius
Advanced Plan Design Workshop, 1-day Program, August - October 2011 Nationwide on August 19, 2011 presented by SunGard Relius
Current IRS & DOL Audit Initiatives: A Chat with Monika Templeman and Jeffrey Monhart Nationwide on August 18, 2011 presented by ABA Joint Committee on Employee Benefits
Dealing with the Break-in-Service Rules and Other Concerns for Rehired Employees Webcast Nationwide on July 28, 2011 presented by ASPPA (American Society of Pension Professionals & Actuaries)
Rekon Roadshow - Wauwatosa in Wisconsin on August 24, 2011 presented by 401(k) Advisors
The Nuts and Bolts of Eligibility Nationwide on August 18, 2011 presented by SunGard Relius
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"In the process of considering the standard of prejudice, the Supreme Court commented on the legal effect of summary plan descriptions ('SPDs') and once more considered the relief available under ERISA's catch-all civil enforcement provision—the latter point albeit in 'dicta'." (Miller & Chevalier Chartered)
DATAIR Defined Benefit Software [Advert.]
PC-based software for proposal?s, compliance testing and valuations with PBGC reporting, employee statements and termination calcs. Supports wide range of plan designs including Cash Balance and 412(e)(3). Cost-effective systems with expert support.
"This article focuses on the GASB's proposed changes. However, to present the changes in context, the article begins by providing background on state and local government pensions and summarizing the GASB's current pension standards." (Gabriel Roeder Smith & Company)
"In the view of EBSA, PTE 86–128 provides relief for covered transactions engaged in by any person who meets the definition of fiduciary as that term is defined in ERISA §3(21)(A), including a person who is a fiduciary solely by reason of rendering investment advice." (Wolters Kluwer Law & Business - CCH)
"These regulations will impose significant disclosure obligations on service providers, plan sponsors and plan administrators. Provisions of the new regulations require compliance beginning at various times in 2012. This bulletin provides an outline of the requirements of the new regulations and steps recommended to assure compliance." (Thompson Hine LLP)
"Based on their staff research and on public response to two previous due process documents, GASB is proposing 'significant improvements' for accounting and reporting on the pensions that governments provide to their employees through a qualified trust." (Milliman, Inc.)
Mark-to-Market Pension Accounting
"[B]ecause U.S. companies won't be subject to mark-to-market accounting called for under the new IASB rules for several years, there are other strong motivations for companies that decided to adopt it now, and for others considering it." (The Vanguard Group, Inc.)
Retirement Plan Adviser Use Expected to Increase
"According to Diversified's just released Prescience 2015: Expert Opinions on the Future of Retirement Plans, the need for ongoing holistic service from a third party is leading many plan sponsors to opt for a professional retirement plan adviser that services plans on a fee or retainer basis." (PLANSPONSOR.COM)
DOL Begins Crackdown on 401(k) Providers for Fee Bundling Abuses
"[B]usiness owners who sponsor 401(k) plans now have until next June to itemize every cent their employees pay third-party service providers and prove that it was the best deal they could get. Otherwise, they're looking at audits and potentially crippling fines. . . . [T]he regulators are busy hiring as many as 17,000 auditors to check every plan?s disclosure." (The Trust Advisor Blog)
Why do Individuals Retire When They Do and What Does It Mean for Their Retirement Security? (PDF)
"Individuals decide when to retire based on a set of factors that go well beyond just their age. Moreover, individuals have a tendency to retire at potentially risky times, such as after periods of strong equity market performance or following the retirement of a spouse." (Prudential Retirement)
Fidelity Finds Link between HSA Participation and Higher 401(k) Balance
"At the end of 2010, Fidelity's average 401(k) balance was $71,500; but for those participants also contributing to an HSA, the average balance was $170,500, a full 138% greater." (PLANSPONSOR.COM)
Benefits in General; Executive Compensation
21 Workplace Benefits That Are Rapidly Disappearing
"'The two biggest areas where cuts have come have been in health care and retirement because that's where costs have increased the most,' . . . ." (U.S. News & World Report)
Press Releases
Employment-Based Health Coverage: Union vs. Nonunion (Employee Benefit Research Institute (EBRI))
Great-West Retirement Services Veteran Moves To The 401(k) Market (Great-West Retirement Services)
ERIC Cautions Regulators to Avoid Burdensome Claims and Appeals Requirements (ERIC (ERISA Industry Committee))
HighRoads Industry Survey Shows 71% of Employers Plan on Passive Open Enrollment Despite Health Care Reform Changes (HighRoads, Inc.)
Obamacare? Have no fear! iProcess Online Announces a Unified, Enterprise-Class Human Capital Management Solution for the Small to Mid-Market (iProcess Online)
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