| The BenefitsLink Newsletter - Retirement Plans Edition |  |
April 13, 2001
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Public Pension Funds Weather Stock Market Storm
Excerpt: "The turbulence in U.S. stock markets this year has given many investors reason to wince when monthly statements arrive in the mail, but officers of state pension funds are confident that they can weather the storm.... The funds invest for the long haul, and actuaries, who determine contribution rates and the assumed rate of return for the funds, consider fluctuations in the market ..." (Reuters via Excite News)
Statement of Dallas L. Salisbury for the Working Group on Preparing for Retirement
(April 9, 2001) Statement to the ERISA Advisory Council's Working Group on Preparing for Retirement. Excerpt: "Today I have been asked to focus my comments on what information individuals should possess prior to making the decision to retire." (Employee Benefit Research Institute)
Testimony: Increasing Pension Coverage (PDF)
Presented to the ERISA Advisory Council's Working Group Studying Increasing Pension Coverage, on April 9, 2001. (Dallas Salisbury of the Employee Benefit Research Institute)
EBIA Announces Availability of Its Treatises in Innovative 'E-Book' Form
Excerpt: "Electronic (eBook) versions of the country's best employee benefit reference manuals are now available! The eBooks are downloadable PDF documents. The pages that appear on your computer screen look exactly the same as the pages in our three-ring binder print version. The best thing about the eBook is its fantastic search and navigation tools." (Employee Benefits Institute of America)
Reporting and Disclosure Requirements for Governmental and Nonelecting Church Plans (PDF)
8 pages. 4/2001. Prepared for CIGNA customers, but this well-done summary is useful for all governmental and non-ERISA church plans. Excerpt: "This special edition of CIGNA's Pension Analyst identifies ... reporting and disclosure requirements that apply to governmental and nonelecting church plans. In addition,it indicates what you need to provide or file and when. Finally, the summary indicates how CIGNA works with you to complete each reporting and disclosure task." (CIGNA's Pension Analyst)
Many Stock Option Holders Facing High Taxes
Excerpt: "Thousands of taxpayers are in ... binds after losing at the roulette many employee stockholders play with capital gains rules. But many tax specialists also blame the growing problem on the decades-old alternative minimum tax.... Today, the notoriously complicated AMT is increasingly snaring middle-income taxpayers and stock-options holders, forcing them to pay higher taxes. Also required is an additional, 62-line tax form [which] takes more than five hours to complete." (Associated Press, via Excite News)
Newly Posted or Renewed Job Openings (Post Yours!)
| 401(k) and DC Plan Administrator | for Capax - Pension Services in Modesto, CA in CA |
| Sr. 401(k) Administrator | for A Non-Outsourcing Environment! in NC |
| PENSION ADMINISTRATORS | for Dynamic, GROWING Third Party Pension Administration / Investment Firm in KY |
Newly Posted Press Releases
| LifeMap Communications Names Jett Winter CEO (LifeMap Communications, Inc.) |
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