Retirement Plans Edition
December 8, 2000
Today's sponsor is 2e Corporation (click on banner for more information)
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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)
| Benefit Assistant | for Buck Consultants in NJ |
| Associate Product Manager | for Salomon Smith Barney in NY |
| ESOP Plan Administration Recordkeeper | for RSM McGladrey, Inc. in IA, MN |
| Administrative Consultant | for PenSys, Inc. in CA |
| Director of Client Services | for Universal Pensions, Inc. in MN |
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