Retirement Plans Newsletter |
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| September 8, 2009 \ Compliance \ Costs \ Administration \ Design \ Policy | ||
ASC and the ASC Institute (Advert.)
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[Official Guidance]
Statement of Treasury Secretary Tim Geithner on the Administration's New Retirement Security Initiatives
Target document includes link to 3-page summary. (U.S. Department of the Treasury)
[Official Guidance]
Text of IRS Notice 2009-68: Safe Harbor Participant Notices for Eligible Rollover Distributions (PDF)
25 pages. Excerpt: "This notice contains two safe harbor explanations that may be provided to recipients of eligible rollover distributions from an employer plan in order to satisfy section 402(f) . . . . The first safe harbor explanation applies to a distribution not from a designated Roth account . . . . The second safe harbor explanation applies to a distribution from a designated Roth account. These safe harbor explanations update the safe harbor explanations that were published in Notice 2002-3, 2002- 1 C.B. 289, to reflect changes in the law. These safe harbor explanations also reorganize and simplify the presentation of the information." (Internal Revenue Service)
[Official Guidance]
Final IRS Regs: Reasonable Good Faith Interpretation of Required Minimum Distribution Rules by Governmental Plans (PDF)
2 pages. Excerpt: "On July 10, 2008, the IRS and Treasury Department published [proposed regulations] . . . that would [amend] the regulations under sections 401(a)(9) and 403(b) of the Code. The IRS and Treasury Department received no comments on the proposed regulations and no public hearing was requested or held. Accordingly, the provisions of these final regulations are identical to the proposed regulations." (Internal Revenue Service)
Obama Outlines Retirement Savings Initiatives
Excerpt: "The administrative actions, which do not require new legislation from Congress, are intended to make it easier and more automatic for people to put money into tax-advantaged retirement accounts. . . . Mr. Obama outlined four new initiatives, all of which are based on new behavioral research on ways to encourage people to save in a systematic way." (The New York Times; free registration required)
University Conference Services (Advert.)
Are You On Top of Your Game as a Plan Sponsor? Managing your organization’s retirement plans has never been more challenging than in today’s economic and political environment. How do you create a win-win situation for yourself as a fiduciary and for your plan participants? The Chicago Mid-Sized Retirement & Pension Plan Management Conference, October 4–7, will help you get well conditioned and on top of the plan management game. |
Links to Items on Executive Comp, Benefits in General
[Guidance Overview]What Does Same-S.ex Marriage Mean for Hospitality Employers?
Excerpt: "So far, six states have legalized same-s.ex marriages: Massachusetts; Connecticut; Iowa; Vermont; Maine; and New Hampshire. The Massachusetts, Connecticut and Iowa laws are already in effect. The other states have enacted laws that will take effect within the next six months: the Vermont law will take effect on September 1, 2009; the Maine law will take effect 90 days after the close of the legislative session, or approximately September 12, 2009; and the New Hampshire law will take effect on January 1, 2010. These state laws raise a number of complex legal questions as well as a multitude of practical considerations for employers. Here's a quick overview of the legal landscape [and advice for proceeding on understanding your liabilities.]" (Fisher & Phillips LLP)
Webcasts and Conferences
Compensation ConsternationNationwide on September 23, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
Dealing with Determination Letters - Are You Ready?
Nationwide on October 20, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
Fees Reportable on 2009 Schedule C - Fee Basics for Preparers
Nationwide on November 19, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
Forget about EFAST2! What's New on the Forms?
Nationwide on December 10, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
How Will EFAST 2 Affect Your Business? Get Ready for Electronic Filing of Form 5500
Nationwide on September 17, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
Meet EFAST2: I-REG, I-FILE and I-FAS
Nationwide on October 22, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
New FTC Red Flag Rules: Impact on Employee Benefits With Craig J. Davidson, CEBS
Nationwide on September 22, 2009
presented by FutureOffice Network
Preparing the 2009 Schedule C
Nationwide on December 3, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
Tax-Exempt & Governmental Plan Consultant (TGPC): The Premier Credential for 403(b) and 457 Plan Professionals
Nationwide on October 27, 2009
presented by ASPPA (American Society of Pension Professionals & Actuaries)
No-Cost Webinar: How to Prepare Total Rewards Statements In-house on Your Own PC
Nationwide on September 9, 2009
presented by Benefit Software Inc.
You’re Invited! 401k Advisors' Plan Sponsor Education Series - Fee Legislation Update: Preparing Your Plan for Proposed Changes - Free Webinar
Nationwide on September 16, 2009
presented by 401k Advisors
You’re Invited! 401k Advisors' Plan Sponsor Education Series - Fee Legislation Update: Preparing Your Plan for Proposed Changes - Free Webinar
in California on September 17, 2009
presented by 401k Advisors
(Click to post your webcast or conference)
Press Releases
PBGC Introduces Tools to Help New Visitors to Agency's Web SitePension Benefit Guaranty Corporation (PBGC)
Railroad Retirement Spouse Benefits
Railroad Retirement Board
Towers Perrin and Watson Wyatt File Form S-4 as Part of Next Step in Creation of Towers Watson & Co.
Towers Perrin and Watson Wyatt
(Click to post your press release)
Employee Benefits Jobs
401(k) Administratorfor Penobscot Pension Services, Inc.
in ME
Compliance Testing Consultant
for Xcitek Consulting Services
in CT, MI, NJ, NY, OH, PA
Benefits Outsourcing Major Account Rep
for Ceridian
in ANY STATE
Qualified Plan Administrator
for DST Systems
in MO
Retirement Plan Associate Consultant
for Pinnacle Financial Group
in MA
DB DC Plan Administrator
for The Pension Studio
in ANY STATE
(Click to post your job opening | View all jobs |
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EmployeeBenefitsJobs.com (Sponsor)
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| Where the best employers find the best candidates! |
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