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Actuary
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Sr. Consultant, Business Development
for Milliman in TX

Pension Specialist
for Multi-Employer Trust Fund in NY

Internal Wholesaler/Senior Internal Wholesaler - Retirement Plans
for Mutual of Omaha Insurance Company in ANY STATE, NE

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Controlled Groups Nationwide on October 13, 2011 presented by McKay Hochman Co., Inc.

How Providers & Payors are Collaborating to Design a Value-Based System Nationwide on October 26, 2011 presented by MCOL

Multi-Employer Plans in Mergers & Acquisitions Nationwide on November 10, 2011 presented by ABA Joint Committee on Employee Benefits

People Focus + Solid Strategy = Business Results [Advert.]

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CLASS Act's Future is in Doubt
"The health law's long-term care program, which has faced concerns about its fiscal sustainability, appears at risk following reports that the HHS office overseeing it faces a key staff reduction." (Kaiser Health News)

CLASS is Adjourned; Long-Term Care Federal Program on Hold
Administration officials have decided to postpone implementation of the CLASS voluntary long-term care program ('Community Living Assistance Services and Supports') created under the recent federal healthcare reform legislation. Concerns have been raised about its cost. (Associated Press via Forbes)

IRS Seeks Comments on When an Employee's Premium for Health Expense Coverage is 'Unaffordable'
"[A proposed] safe harbor would allow employers to measure affordability by using wages that the employer paid to an employee, instead of the employee's household income. To avoid trouble under this scenario, the employee portion of the self-only premium for the employer's lowest cost coverage (that offers minimum required benefits under government's rules) would have to not exceed 9.5 percent of the employee's W-2 wages." (SmartHR)

Study Shows Potential Savings from Enrolling Dual Eligible Beneficiaries in Managed Care Plans
"A new study . . . examines the health care quality and savings potential of health plans and other care coordination models for Medicare/Medicaid dual eligibles. The study documents the potential savings of specific strategies used by health plans and other coordinated care models." (America's Health Insurance Plans)

Health Insurance Coverage: Early Release of Estimates from National Health Interview Survey, January–March 2011 (PDF)
"From January through March 2011, 46.5 mil.lion persons of all ages (15.3%) were uninsured at the time of interview, 60.5 mil.lion (19.8%) had been uninsured for at least part of the year prior to interview, and 34.2 mil.lion (11.2%) had been uninsured for more than a year at the time of interview." (Centers for Disease Control and Prevention, National Center for Health Statistics)

Benefit Changes in Michigan
"After much debate, the Michigan Senate and House have agreed on a compromise bill (Senate Bill 7) that limits the amount that public employers may contribute towards health benefits of its employees. The compromise takes the two prevailing approaches of a hard dollar cap and an 80/20 contribution split and provides public employers with the option." (Kushner & Company)

Attorney Fee Awards under ERISA
"An ERISA litigant now must only achieve 'some degree of success on the merits of a case' to be eligible for fees. The Court did not, however, elaborate on the scope of the new standard, and left open questions regarding just how much success in an ERISA matter is enough to sustain a fee claim: (1) Is a court order remanding a case to a plan administrator for further review enough success? (2) How does the standard apply if the claimant loses on remand? (3) What if a case settles prior to a decision?" (GableGotwals Insurance Law Practice)

Best Hiring Practices at Employee-Owned Companies
Hiring practices are an important aspect of developing and maintaining an ownership culture at a company with an ESOP or another employee ownership plan. To optimize the effectiveness of the hiring process, it is important for employee-owned companies to understand how to recruit and retain candidates who have not only the core skills required but also the core values. This issue brief shows how successful employee-owned companies accomplish this. (National Center for Employee Ownership)

Pension Rights Center Applauds IRS for Opening "Church Plan" Rulings Process to Comments by Employees and Retirees (Pension Rights Center)

Cash Balance 2012 Cycle A Plan Documents from DATAIR (DATAIR Employee Benefit Systems, Inc.)

Connelly, Carlisle, Fields & Nichols merges with Triton HR (Connelly, Carlisle, Fields & Nichols)