Already approved for 2010. Clients love the ease and convenience of the ASC 5500 system: "We completed the forms & schedules with ease. The fact that there's no software to install is an added bonus." RJ Kelly, PBC, Inc
* Quickly produce DOL/IRS 5500 forms/schedules
* Invite your clients to e-sign via our web-portal with your logo
* Workflow tracking and DOL 5500 filing status
* "No i-file required" For more information click here
DOL's Proposed New ERISA 'Fiduciary' Definition (PDF)
3 pages. Excerpt: "The DOL indicated that, by giving a broader and clearer understanding of the circumstances that will cause persons providing such advice to be subject to ERISA's fiduciary standards, the proposed regulation would better protect plan participants from conflicts of interest and self-dealing."
EBSA's Final Fee Disclosure Regs for Participant-Directed Account Plans
Excerpt: "The final regulations provide plan administrators protection from liability for the completeness and accuracy of information provided to participants if the plan administrator reasonably and in good faith relies upon information provided by a service provider."
IRS's Final and Proposed Hybrid Plan Regulations (PDF)
7 pages. Excerpt: "These regulations provide guidance on certain hybrid plan provisions included in the Pension Protection Act of 2006 . . ., as amended by the Worker, Retiree, and Employer Recovery Act of 2008 . . . ."
Whether you're working towards an ASPPA credential or just looking to expand your knowledge in specific topical areas, ASPPA's exams are great ways to expand your knowledge while earning valuable CPE credits (valid for ASPPA, JBEA and ERPA requirements)! The proctored exam window is open from November 1 to December 16 but it's important to register early and have time to prepare.
Registration ends October 29. For more information, visit ASPPA's exam site
Benefits in General; Executive Compensation
Text of Proposed Rule on Reporting of Proxy Votes on Executive Compensation and Other Matters (PDF)
22 pages. Excerpt: "[SEC] is proposing rule and form amendments . . . that, if adopted, would require an institutional investment manager that is subject to Section 13(f) of the Securities Exchange Act to report annually how it voted proxies relating to executive compensation matters as required by Section 14A of the Securities Exchange Act . . . ."
(U.S. Securities and Exchange Commission)
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