[Guidance Overview]
The Impact of 408(b)(2) on Service Providers (PDF)
"As a practical matter, any covered service provider that has not implemented the 408(b)(2) disclosures by July 16th will be precluded from providing services to its ERISA-governed covered plans."
(Reish & Reicher)
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DATAIR Defined Benefit Software (advert.)
PC-based software for proposals, compliance testing and valuations with PBGC reporting, employee statements and termination calcs. Supports wide range of plan designs including Cash Balance and 412(e)(3). Cost-effective systems with expert support.
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Mercer's 'Top 10' Resolutions for DC Plan Sponsors
"The items on Mercer's '10 for 2011' list include the following: (1) Participant Fee Disclosure --New rules are coming in 2012, Mercer says. 'Determine what's required, who's responsible and how to integrate the new requirements with other plan communications.'"
(Wolters Kluwer)
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Retirement Income: A Congressional Briefing
"Panelists provided a wide range of views about how to help retiring defined contribution plan participants make good financial decisions. [A video of the briefing can be found at http://www.aspeninstitute.org/video/making-it-last-workable-solutions-lifelong-retirement-policy."
(Profit Sharing / 401k Council of America)
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Virginia Lawmakers Divided on Move to DC Plan for State Employees
"[It is reported] that the Senate Finance Committee defeated two proposals, one by Governor Bob McDonnell, which would create such a plan, while the House Appropriations Committee approved a revised proposal that would give government employees the option to participate in a DC plan after January 1, 2012."
(PLANSPONSOR.COM)
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A Tactical Approach to Retirement
"There's a widespread myth that you can somehow reach a secure retirement by tinkering with your portfolio. Portfolio management is important, of course, but it's priority number 2 or 3. Above all, the key to financial security in retirement is adequate savings."
(The Vanguard Group)
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[Opinion]
Clearing the Air on Target Date Fund Performance
"[The target page contains] a summary of unvarnished data from Morningstar, showing the 3-year cumulative performance of all share classes of target date funds for which Morningstar has published 3-year returns and current assets."
(The Vanguard Group)
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Benefits in General; Executive Compensation
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[Guidance Overview]
Final Say on Pay Rules from SEC (PDF)
"[T]he early returns from the first spate of 2011 shareholder meetings suggest that shareholders are not merely rubber-stamping their approval, and that they want annual Say on Pay votes regardless of management proxy statement recommendations."
(Paul, Hastings, Janofsky & Walker LLP)
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[Opinion]
OPRB Is the Real Monster, Not Pensions
"With a few exceptions, state and local governments and their pension funds will slowly pull out of the current financial crisis. It may take a decade, but they will disprove the doomsday pronouncements of those whose primary objective is to roll back what they see as lavish benefits for public employees."
(Governing)
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Press Releases
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