[Guidance Overview]
Deadlines for Resolving Late Interim Amendments
"[A TPA taking over a plan] may determine that a PPA amendment was not adopted by the end of the 2009 plan year, or the post-EGTRRA amendment (including amendments relating the required minimum distribution final regulations) was not adopted by the last day of the 2003 plan year." (SunGard Relius)

Register for ASPPA’s Spring Exams! (advert.)

ASPPA’s Education and Examination programs provide affordable and convenient ways of earning credentials and Continuing Professional Education (CPE) credits. Register before April 14 at asppa.org/education to save money with the "early bird" discount

The Impact of Proposed Taxation of Highly Compensated Employees' 401(k) Contributions
"[P]roposals have surfaced to reform the 401(k) system based on the assumption that higher-income individuals receive more tax-related benefits from these programs . . . . Some of these proposals have included modifications of the current federal income taxation treatment that excludes some or all of the contributions employees make to tax-qualified defined contribution plans. . . . [T]he 2011 Retirement Confidence Survey (RCS) finds that these proposals may have unintended consequences." (Employee Benefit Research Institute (EBRI))

Judge Dismisses Pension Funds' Lawsuit Against Freddie Mac
"A U.S. federal judge dismissed a lawsuit filed by a group of pension funds against Freddie Mac that claimed the mortgage finance giant had materially misrepresented its exposure to risky mortgage products, leading to investment losses." (Reuters via New York Times; free registration required)

How Will New ADV Part 2 Help (or Hurt) 401k Plan Sponsors?
"[T]he new Form ADV Part 2 might also place a greater fiduciary liability on the shoulders of 401k plan sponsors -- First, by making conflicts of interest explicitly clear (whereas before they might have been unknown), the plan sponsor no longer has plausible deniability. As a result the 401k plan sponsor may be implicated along with the financial service provider should those conflicts of interest create a fiduciary breach . . . ." (Fiduciary News)

Form 5500-EZ -- What Do You Do If You Need to File Now?
"The IRS has not indicated when the final [2010] version of the form will be released. This technical update will address the options that are available for filings before the release of the final version of the form." (SunGard Relius)

CFDD 2011 Advisor Conference (advert.)

CFDD ’11, Participant Advice, Retirement Income & New Growth Strategies, is the premier education and networking event for the retirement plans advisory industry. Unmatched Advisor Attendance, Content & Value. Register Now & Win A Trip To LasVegas!

EBSA Co-Sponsoring Retirement Planning Workshop for Women
"The [April 12] Webcast will help women who are about 10 to 15 years from retirement figure out if their retirement planning is on track and find ways to fill in any savings gap. It will provide tools and information for women of all ages who have questions about retirement planning." (PLANSPONSOR.com)

Does the Federal Government Have a Future in Annuities? A Proposed Solution to Pay for Retirement
"The proposal . . . is a 'mechanism for turning defined-contribution plans into a retirement payout scheme.'" (AdvisorOne)

GAO Correspondence: Key Events Leading to Termination of the Delphi Defined Benefit Plans
"Following bankrup.tcy in 2005, Delphi's six qualified defined benefit . . . plans were terminated and trusteed by [PBGC] in July 2009. These terminations culminated from a complex series of events involving Delphi, GM, various unions, the U.S. Department of the Treasury . . ., as well as PBGC." (U.S. Government Accountability Office)

[Opinion]
Multi-Association Statement for Committee on Finance March 30, 2011 Hearing on Tax Reform
"The undersigned organizations are committed to preserving and enhancing the voluntary employer provided retirement system and the tax incentives that support it." (Profit Sharing / 401k Council of America)

[Opinion]
PSCA Statement at Hearing: How Do Complexity, Uncertainty and Other Factors Impact Responses to Tax Incentives?
"Simply put, any erosion of the current tax treatment of employer provided retirement plans will result in fewer Americans saving for retirement." (Profit Sharing / 401k Council of America)

[Guidance Overview]
SEC Proposes Listing Standards for Compensation Committees
"[T]he proposal requires the 'listing standards' to address the independence of the members on a compensation committee, the committee's authority to retain compensation advisers, and the committee's responsibility for the appointment, payment and work of any compensation adviser." (PLANSPONSOR.com)

[Guidance Overview]
IRS Modification of Correction Guidance for Nonqualified Deferred Compensation Plans (PDF)
"These correction procedures are available to sponsors of and participants in nonqualified defined benefit or defined contribution plans that provide for the deferral of compensation (section 409A plans), including section 457(f) plans." (Prudential Retirement)

[Guidance Overview]
SEC Staff Guidance on 'Pay-to-Play' Rule (PDF)
"The Staff's guidance may assist advisers in fine-tuning their compliance programs, although we note that the guidance does not account for recently proposed amendments to the Rule." (Morgan Lewis)

Department of Labor Releases Affordable Care Act Study on Self-insured Plans
(U.S. Department of Labor, Employee Benefits Security Administration (EBSA))

Modifying the Exclusion of Employee Contributions to Retirement Savings Plans From Taxable Income: Survey Evidence on Likely Impact on Retirement Savings
(Employee Benefit Research Institute (EBRI))

Organizations Can Boost Employee Engagement with the Right Mix of Rewards
(Willis)

National Survey Reveals Great Divide Between Skills Workers Have and Skills Employers Require
(Corporate Voices for Working Families)

Does Your 401(k) Need Long-Term Care Insurance?
(LTC Financial Partners)

The Vitality Group Adds TrainingPeaks to Help Members Reach Their Health and Fitness Goals
(The Vitality Group)

Shape Up The Nation Employee Wellness Platform Reaches Two Million Covered Lives
(Shape Up The Nation)

Guide Assists With Solid Retirement Plan That Lasts Multiple Lifetimes
(Protect Your IRA)

DATAIR Employee Benefit Systems, Inc.

Client Relationship Manager in CA for Burnham Gibson Financial Group

Relationship Manager-Institutional Retirement Plan Services in AZ for Vanguard

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Cincinnati Employee Benefits Conference
in Ohio on June 9, 2011 presented by Cincinnati Bar Association - Employee Benefits Committee

COBRA and HIPAA Compliance Workshop
in Illinois on April 21, 2011 presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)

Retirement Plan Insights Seminar
in Pennsylvania on May 10, 2011 presented by McKay Hochman Co., Inc.

Taking the Mystery Out of Retirement Planning - A Focus on Women & Retirement Webcast
Nationwide on April 12, 2011 presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)

Understanding Your Fiduciary Responsibilities Under ERISA Workshop
in Massachusetts on May 19, 2011 presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)

Understanding Your Responsibilities Under ERISA Workshop
in Illinois on April 21, 2011 presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)