BenefitsLink Retirement Plans Newsletter
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[Guidance Overview]
The Ultimate FBAR Due Date Chart (PDF)
"Given the number of extensions that have been provided to potential FBAR filers, [Morgan Lewis has] created the Ultimate FBAR Due Date Chart."
(Morgan, Lewis & Bockius LLP)
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DATAIR Retirement Plan Document Software [Advert.]
Cost-effective PC software gives you everything needed to produce and maintain accurate plan documents, SPDs, amendments and employee communications. Many choices of DC, DB, 403(b) and Cash Balance plan types, plus expert support from DATAIR's team.
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[Guidance Overview]
U.S. Supreme Court Addresses ERISA Remedies for Inaccurate and Misleading Plan Communications
"The CIGNA case is beneficial to employers because the Supreme Court found that plan participants cannot bring suit under ERISA Section 502(a)(1)(B) for misleading or inaccurate ERISA plan communications and the language in summary plan communications cannot be treated as the terms of the official written plan document."
(Smith, Gambrell & Russell, LLP)
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How Changes in Longevity Annuity Prices and Longevity Risk Affect Retirement Income Adequacy (PDF)
"As the price of a longevity annuity increases, and as longevity risk grows, more initial retirement wealth is needed and the degree of annuitization needs to be increased -- especially to achieve a 90 percent chance of adequacy (the inverse is true as well). The optimal degree of annuitization with a longevity annuity, however, depends on how much an individual's retirement portfolio is invested in equities."
(Employee Benefit Research Institute)
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EBSA to Host Free Spanish-Language Retirement Savings Webcast June 22
"[EBSA] will host its first Spanish-language 'Guide to Retirement Saving' webcast on June 22. The free event will be co-sponsored by the Certified Financial Planner Board of Standards Inc. in coordination with the National Council of La Raza. . . . The webcast will be . . . Wednesday, June 22, from 2:30 to 4 p.m. EDT. Participants can register at http://s.dol.gov/G5."
(U.S. Employee Benefits Security Administration)
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The biggest event of the year! [Advert.]
70+ interactive sessions on hot topics shaping the industry, meet with your Member of Congress, earn up to 25 ASPPA CPE credits/23 ERPA and JBEA CPE credits, 80+ displays in the exhibit hall and much more! Early birds save up to $500 on registration.
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How Much Are We Really Saving in Our 401(k)s?
"The best source of nationally representative data is the Federal Reserve's Survey of Consumer Finances (SCF). Although the most recent SCF information is from 2007, the data probably give a pretty good indication of today's balances."
(SmartMoney)
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Retirement Ranks High Among Financial Goals Says Survey
"Three out of four Americans (74%) said the pace of today's society is making it harder for them to focus and remain on track toward achieving long-term goals. However, the research — called the Stick With It study — also reveals how some people are successfully remaining focused over time."
(PLANSPONSOR.COM)
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Make Improvements to your Company 401(k) Plan
"If you run the finance operation of a small company, you have hundreds of tasks to take care of. Fixing a middling 401(k) plan is something you end up doing on your own time, if you can even make the time . . . ."
(The New York Times; free registration required)
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Benefits in General; Executive Compensation
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Buyers Study 2011: Benefits Strategies for a New Era
"[The study] offers information on benefits trends ranging from the shift in how employers and employees share the cost of benefits to the latest buying patterns by industry, age, gender and company size . . . ."
(Unum Group)
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Press Releases
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Employee Benefits Jobs
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Webcasts and Conferences
"The New Form 8955-SSA: Who, What, When, and How" Web Seminar - An Encore Presentation
Nationwide
on June 30, 2011
presented by SunGard Relius
401(k)Rekon Advisor Symposium - Woodland Hills
in California
on August 9, 2011
presented by 401(k) Rekon
401(k)Rekon Advisor Symposium- San Francisco
in California
on July 19, 2011
presented by 401(k) Rekon
Attention Please - Employee Communications and Engagement
in Georgia
on July 21, 2011
presented by WEB (Worldwide Employee Benefit Network) Atlanta Chapter
COBRA Compliance Workshop
in California
on June 23, 2011
presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)
Health and Welfare Plan Management for Mid-Sized Employers Conference
in Nevada
on September 13, 2011
presented by University Conference Services
Mid-Sized Retirement & Pension Plan Management Conference
in Illinois
on October 11, 2011
presented by University Conference Services
Rekon Roadshow - Woodland Hills
in California
on August 10, 2011
presented by 401(k) Rekon
Troubleshooting Participant Loans
Nationwide
on July 12, 2011
presented by SunGard Relius
Voluntary Fiduciary Correction Program Workshop
in California
on June 23, 2011
presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)
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BenefitsLink.com, Inc.
1298 Minnesota Avenue, Suite H
Winter Park, Florida 32789
Phone (407) 644-4146
Fax (407) 644-2151
Jeanette Hull, News Editor
David Rhett Baker, J.D., Editor and Publisher
Holly Horton, Business Manager
Copyright 2011 BenefitsLink.com, Inc., but feel free to forward this newsletter in its entirety.
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