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BenefitsLink
Retirement Plans
Newsletter
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September 19, 2003 - 13,400 subscribers
Today's sponsor: ASPA

(Click on company name or banner to learn more.)

ASPA Annual Conference, October 26-29, Washington, DC
With over 50 interactive workshops, ASPA’s 2003 Annual Conference
is designed with all retirement plan professionals in mind! Plan
to be one of the over 1,500 professionals who will take advantage
of the opportunity to exchange information on the newest trends
and developments in the pension industry, while earning valuable
continuing education credit. This is also a great opportunity to
learn more about ASPA’s QKA training program -- the industry's
only certification program devoted exclusively to 401(k) plans.
Visit http://www.asppa.org for more information.

(Please visit our sponsors. We try to make sure their products and services will be of interest to you. Thanks! --Editor)
Final Catch-Up Regulations Might Require 401(k) Plan Amendment
Excerpt: "One of the more troubling issues relates to deferral limits. The final catch-up regulations provide rules and recommendations that may require employers to modify their plan provisions relating to catch-up contributions." (SunGard Corbel)

Federal Thrift Savings Plan Reconsiders Participant Loan Program
Excerpt: "One proposal under study would require a waiting period, possibly 60 days, before a TSP participant could take out a new loan. Another proposal would charge participants a 'user fee,' perhaps $50 or $100, when they sought a loan." (Washington Post)

Boehner Press Release Provides Details on House-Introduced Pension Interest Rate Bill
Excerpt: "House Education & the Workforce Committee Chairman John Boehner (R-OH) [on September 17, 2003] formally unveiled the Pension Funding Equity Act ... The bill would provide a two-year fix to ensure certainty and security for workers and employers while committing Congress to immediately proceed with efforts to identify a permanent long-term solution." (U.S. House of Representatives, Committee on Education and the Workforce)

House Passes Charitable Giving Bill
Excerpt: "Taxpayers could also make tax-free donations from their individual retirement accounts (IRAs) once they reached 70 1/2 years of age." (CCH Tax News)

UAW-Chrysler Deal Raises Basic Pensions
Excerpt: "The United Auto Workers' tentative contract with Chrysler would raise a key pension benefit by about 9 percent over the next four years, less than some Wall Street analysts had expected, according to a summary of the deal obtained by Reuters." (Reuters via Washington Post)


Links to Items on Executive Comp, Benefits in General

Senate Committee Proposal Taxes Certain COLI Policies
Excerpt: "Tacked onto the recent passage of a US Senate retirement reform bill was a requirement for companies to pay taxes on death benefits for corporate-owned life insurance (COLI) policies for employees who have been separated from employment with the company for at least one year." (PLANSPONSOR.com; one-time registration required)


Newly Posted or Renewed Job Openings
Post a Help Wanted Ad

Pension Administrators
for Associated Pension Consultants
in CA

Compensation & Benefits Plan Administration Merger Analyst
for BB&T (Branch Banking and Trust)
in NC

Compensation & Benefits Audit & Government Filing Merger Analyst
for BB&T (Branch Banking and Trust)
in NC

Trust Operations Manager
for CNA Trust
in CA

Senior Payroll Analyst
for Fidelity Employer Services Company
in NH

Client Service Manager - Defined Benefit
for Fidelity Employer Service Company
in MA
Newly Posted Webcasts
(Post Yours!)

“Employer-Provided Benefits: Challenges and Opportunities for the Future”
on September 18, 2003
presented by KaiserNetwork.org

Prescription Drugs and Canada
on September 5, 2003
presented by KaiserNetwork.org
Newly Posted Conferences
(Post Yours!)

Managed Change™ Workshop
in IL
October 27, 2003
LaMarsh / HRTrainingCenter.com

Managed Change™ Workshop
in IL
February 16, 2004
LaMarsh / HRTrainingCenter.com

Retirement Plan Insights (Two Days)
in CA
October 20, 2003
McKay Hochman / HRTrainingCenter.com

Retirement Plan Insights (Two Days)
in MD
November 24, 2003
McKay Hochman / HRTrainingCenter.com

COBRA
in AL
November 4, 2003
Infinisource / HRTrainingCenter.com

COBRA
in TX
November 4, 2003
Infinisource / HRTrainingCenter.com

COBRA
in TX
November 5, 2003
Infinisource / HRTrainingCenter.com

COBRA
in KS
November 11, 2003
Infinisource / HRTrainingCenter.com

COBRA
in OK
November 12, 2003
Infinisource / HRTrainingCenter.com

Health Care Coverage for Your Employees: Can You Afford It?
in NC
September 30, 2003
Southwestern Commission

Basics Of Wage & Salary Administration
in IL
November 5, 2003
EAConnect / HRTrainingCenter.com

The How-To's Of Workers' Comp & OSHA (for California)
in CA
September 25, 2003
California Assoc. of Employers / HRTrainingCenter.com

Disability Management Implementation
in CA
November 4, 2003
Insurance Educational Association / HRTrainingCenter.com

Health Care Cost Containment: Fraud Red Flags
in ALL STATES
September 23, 2003
IFEBP / HRTrainingCenter.com

The Four Roles of Effective Leadership
in ALL STATES
October 23, 2003
WorkWorlds / HRTrainingCenter.com

Time Management
in ALL STATES
October 24, 2003
WorkWorlds / HRTrainingCenter.com

Time Management
in ALL STATES
January 30, 2004
WorkWorlds / HRTrainingCenter.com

Collaborative Conflict Resolution
in ALL STATES
January 18, 2004
WorkWorlds / HRTrainingCenter.com

Leadership Savvy - Seeing Others With 20/20 Vision
in
October 14, 2003
WorkWorlds / HRTrainingCenter.com

Leadership Savvy - Seeing Others With 20/20 Vision
in ALL STATES
November 10, 2003
WorkWorlds / HRTrainingCenter.com

Leadership Savvy - Seeing Others With 20/20 Vision
in ALL STATES
December 12, 2003
WorkWorlds / HRTrainingCenter.com

Pension Issues for Multi-National Employers
in NY
November 13, 2003
The Society of Actuaries Retirement Systems Practice Area and Pension Section

Depression Disability Insurance Claims
in CA
December 8, 2003
American Conference Institute




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