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Ingham Retirement Group Telecommute / Miami FL

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Aimpoint Pension Telecommute / Pompano Beach FL

401(k) Implementation Manager

Human Interest Telecommute

Employee Benefits Associate

Shipman & Goodwin LLP Hartford CT / New Haven CT / Stamford CT

Senior Plan Administrator

Fiduciary Consulting Group Telecommute / Murfreesboro TN

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[Guidance Overview]

"The Required Amendments List does not include: [1] Statutory changes in requirements for which the Treasury Department and the IRS expect to issue guidance. [2] Changes in requirements that permit (but do not require) optional plan provisions. [3] Changes in the tax laws affecting qualified plans or 403(b) plans that do not change the requirements under Code Section 401(a) or Code Section 403(b)." 

Thomson Reuters Practical Law

[Guidance Overview]

"Alabama and Rhode Island are the most recent states to issue regulations setting forth a best interest standard for annuity producers in recommending an annuity to their customers.... Like the NAIC model regulation, the Alabama and Rhode Island regulations do not create a fiduciary obligation or relationship with the consumer and producers are not subject to civil liability for breaching any fiduciary standard of conduct." 

Faegre Drinker

[Guidance Overview]

"A [pooled plan provider (PPP)] is at the heart of these new [pooled employer plans (PEPs)].... [T]he plan must designate the PPP and provide that the PPP is a plan administrator and 'named fiduciary' under ERISA.... [A] PPP will be subject to ERISA's fiduciary duties and other requirements. Each participating employer remains responsible for selecting and monitoring the PPP.... [T]here is an initial registration filing of basic identifying information about the PPP." 

Stradley Ronon

"[1] Year-end deadlines ... [2] IRS guidance on birth/adoption withdrawals ... [3] Part-time employee eligibility changes for 401(k) plans ... [4] Pooled Employer Plans ... [5] Coronavirus-related withdrawals ... [6] Coronavirus-related loans from qualified plans ... [7] Waiver of required minimum distributions for 2020 ... [8] Partial plan terminations ... [9] Restatement window for pre-approved defined contribution plans ... [10] Electronic disclosures ... [11] Electronic signatures ... [12] Remote witness of spousal consents." 

Society for Human Resource Management [SHRM]; membership may be required to view article

"By completing a retirement plan administration checklist (whether using the IRS' checklist or its own customized checklist) on an annual basis, a plan sponsor can ensure its retirement plans are being administered in compliance with the Code and ERISA. The sponsor should retain the completed checklist in the plan's records, as evidence it is fulfilling its fiduciary duty to monitor the plan's compliance and administration." 

Foley & Lardner LLP

48 pages. "Firms with low profitability, poor pension funding status, high pension asset beta, or high earnings/stock volatility are more likely to de-risk DB pension plans.... De-risking increases long-term shareholder value and reduces net pension beta (the difference between pension asset beta and pension liability beta)." 

Society of Actuaries

18 pages. "This issue brief describes the assumptions that must be made in any actuarial projection of the Social Security program's finances and explains how different assumptions affect the projections. The issue brief cites the specific assumptions used in the 2019 Trustees Report , and in CBO's 2019 Long-Term Social Security Projections .... As of this writing, the effects of the COVID-19 pandemic have not been factored into the trustees' assumptions." 

American Academy of Actuaries

"This study explores how the number of managers affects fees and after-fee returns, controlling for plan size, asset allocation, and extent of external management. The results suggest that a significant reduction in the number of managers could reduce fees somewhat, but, in terms of after-fee returns, it matters who gets cut." 

Center for Retirement Research at Boston College

Press Releases

Christine Coburn Joins OneAmerica® as Employee Benefits VP of Underwriting OneAmerica

The Boston Globe Names Sentinel Benefits & Financial Group a Top Place to Work for 2020 Sentinel Benefits

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Most Popular Items in the Previous Issue

Principal Provisions in the Proposed SECURE Act 2.0 Gallagher

A Look at the Current State of ERISA Class Action Litigation Dechert LLP

Form 5500 Penalties Increased by How Much? Belfint Lyons Shuman