| The BenefitsLink Newsletter - Retirement Plans Edition |  |
March 8, 2001
Today's sponsor: The Retirement Plan Distribution Book (click)
The Retirement Plan Distribution Book: No other resource is as comprehensive, yet accessible by everyone who has to answer distribution questions-- from customer service representatives to legal counsel. Available now, from National Underwriter Company, publishers of other fine compliance books including Tax Facts.
Protecting Retirement Plan Assets In Bankruptcy Proceedings
Excerpt: "This article focuses on employee retirement benefits, particularly pension plans and individual retirement accounts (IRAs), and the extent to which they are insulated from the claims of creditors.... the protection of such assets depends on the particular state or federal law at issue. Although the differences in state law that inevitably arise in a federal system will yield differences in result, the Bankruptcy Code provides a uniform framework for analyzing recent issues ..." (Gideon Rothschild and Christopher Alliots, on the Magner Financial Network)
Website Opens to Advocate Portman-Cardin Pension Bill
Excerpt: "A grassroots effort to expand retirement savings now." (Cosponsored by ASPA, ABC, ERIC, U.S. Chamber of Commerce)
Portfolio Regulation of Life Insurance Companies and Pension Funds (PDF)
Working paper, 55 pages. "This paper examines the rationale, nature and financial consequences of two alternative approaches to portfolio regulations for the long-term institutional investor sectors life insurance and pension funds: ... prudent person rules and quantitative portfolio restrictions. The argument draws on the financial-economics of investment, the differing characteristics of institutions' liabilities, and the overall case for regulation of financial institutions." (E. Philip Davis, Birkbeck College, University of London)
Now Online: Final Report of 1998 National Summit on Retirement Savings (PDF)
Excerpt: "The gathering also represented a unique public-private sector partnership of leading organizations with specialized expertise in retirement savings and a commitment to spreading an educational message about the need to prepare for retirement." (U.S. Department of Labor)
Employee Ownership Update for March 8, 2001
This update discusses new research on stock plans and corporate performance, IRS rulings on ESOP Section 1042 matters, Qualcomm's settlement of its stock option lawsuit, and more (The National Center for Employee Ownership (NCEO))
Newly Posted or Renewed Job Openings (Post Yours!)
| Compensation Manager | for Monsanto in MO |
| ERISA Compliance Specialist | for INVESCO Retirement, Inc. in GA |
| Defined Contribution Plan Administrator | for Texas Benefit Planning, Inc. in TX |
| Benefit Plan Administrator | for Aon Consulting, Inc. in MD |
| Communications Manager | for Employee Benefit Firm in NY |
| Director of Benefits | for Williams Communications in OK |
Newly Posted Conferences (Post Yours!)
| DESIGNING AND IMPLEMENTING A CASH BALANCE PLAN | in NY on March 22, 2001 presented by NEW YORK CHAPTER OF WEB |
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