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June 21, 2011 Get Health & Welfare News  |  Advertise  |  Unsubscribe  |  Past Issues  |  Search

[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)


DATAIR Retirement Plan Document Software   [Advert.]

Sponsored by DATAIR Employee Benefit Systems, Inc.

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.


[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)

The Future of Retirement and the Pension System: How the Public's Expectations Vary
"We investigate how these expectations have changed over time and how they vary with socio-economic characteristics." (Social Science Research Network)

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)

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)


The biggest event of the year!   [Advert.]

Sponsored by ASPPA

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.


Large Plan Sponsors Shifting to Liability-Matching Investments to Reduce Volatility, Aon Hewitt Survey Reveals
"The survey of 227 large U.S. employers, representing $389 bil.lion in total assets, revealed that in 2010, 38% of plan sponsors reduced their exposure to domestic equities and the same percentage expects to do so in 2011." (Wolters Kluwer Law & Business)

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)

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)

Mobile Apps Try to Turn Spenders Into Savers
"Boston-based Putnam Investments recently launched an Apple iPhone app for its 401(k) plan participants which shows how a purchase can affect retirement income." (USA TODAY)

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)

[Opinion]
401k Plan Sponsors and What Others Think About the Fiduciary Standard
"Although the J.D. Power survey measured only retail investors, its results might just jar 401k plan sponsors who think merely hiring a fiduciary represents the extent of what they have to do." (Fiduciary News)

[Opinion]
All Public Employees Should Be Part of the Social Security System
"There are good reasons to join Social Security. It offers portability of benefits, no gaps in coverage between jobs, automatic inflation protection and better survivor and dependent coverage." (San Jose Mercury News)

Benefits in General; Executive Compensation

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)

Press Releases

Solis v. Open Webs Corp. 401(k) Profit Sharing Plan
(U.S. Department of Labor, Employee Benefits Security Administration (EBSA))

Economy Drives Health Insurance Coverage, for Good and Bad
(Employee Benefit Research Institute (EBRI))

Mutual Health Services Utilizing Benefit Informatics’ Data Integration, Analysis and Reporting Technology
(Benefit Informatics)


Employee Benefits Jobs

Installation Administrator
for Transamerica Retirement Services Corporation in CA

Account Mgr I - SRS
for The Standard in OH

Senior Compliance Analyst
for T. Rowe Price in MD

Sr. Compliance Analyst
for Financial Engines in MA

Inside Sales Associate with Defined Contribution Industry Experience
for Financial Engines in MA

Testing and Reporting Specialist
for Fidelity Investments in KY, TX

Post Your Job on EmployeeBenefitsJobs.com

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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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Jeanette Hull, News Editor
David Rhett Baker, J.D., Editor and Publisher
Holly Horton, Business Manager
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