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DATAIR Government Forms Software [Advert.]
EFAST2-approved 5500s with all schedules and PBGC forms, 1099Rs, 5300 series, FAS 158 (license only the modules you need). Built-in verification and expert live support assures accuracy. PC-based software for economy and maximum security.
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[Guidance Overview]
3rd-Party Insurers Now Open to ERISA Liability
"The 9th Circuit overruled at least four its previous decisions related to employee disability and retirement claims on [June 22, 2011], finding that federal law allows beneficiaries to sue third-party insurers."
(Courthouse News Service)
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Bond Lawyers Discuss Stronger Pension Disclosures
"To their great credit, the National Association of Bond Lawyers . . . has issued a discussion draft of a disclosure guideline that would provide forward-looking projections of vital actuarial information for defined benefit pension plans."
(Governing)
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Western Benefits Conference 2011 [Advert.]
Featuring groundbreaking sessions for plan sponsors, attorneys, consultants, health & welfare professionals, actuaries, investment advisors and TPAs, the WP&BC and ASPPA present the Western Benefits Conference July 24-27 at the Bellagio in Las Vegas.
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GASB to Propose New State Pension Accounting Rules
"The accounting board for governments is set to propose changes next month that would force most U.S. states and towns to increase the amount of unfunded pension liabilities they report on their balance sheets for investors."
(MarketWatch, Inc.)
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IRS Publishes Regs on Automatic Extension for Pension Excise Tax Filing
"These final regulations adopt without modification the proposed amendments . . . which allow filers of Form 8928, 'Return of Certain Excise Taxes Under Chapter 43 of the Internal Revenue Code,' to obtain an automatic six-month extension of time to file the return after the date prescribed for filing the return."
(PLANSPONSOR.COM)
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Post Office Seeks a Federal Review of Pension Fund
"The money-losing U.S. Postal Service is hoping the Justice Department will resolve a dispute with the Office of Personnel Management . . . over the fate of billions of dollars in overpaid retirement payments for postal workers."
(The Washington Times)
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Twenty-Five Years After Federal Pension Reform (PDF)
"[This Issue Brief] takes a look at how the federal government handled pension reform and the political and legislative forces involved when Congress enacted the Federal Employees Retirement System Act of 1986."
(Employee Benefit Research Institute)
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[Opinion]
IRS Swamped by EPCRS Applications
"Historically our streamlined applications for loan corrections have been processed very quickly, sometimes in a matter of weeks. But those days may be over."
(Verrill Dana, LLP)
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[Opinion]
Can Investment Assumptions Worsen the State Pension Fund Crisis?
"Well, no. Investment assumptions themselves don't worsen the crisis, but . . . decisions about pension fund investment assumptions can mean higher taxes, lower pensions and bitter politics. Why? Because the lower the assumed rate of return, the greater the official underfunding of the retirement plan, the more that taxpayers or workers must contribute to make up the shortfall that would arise from a more sober assumption."
(MacNeil/Lehrer Productions)
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Benefits in General; Executive Compensation
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New Jersey Lawmakers Approve Benefits Rollback for Work Force
"The legislation will sharply increase what state and local workers must contribute for their health insurance and pensions, suspend cost-of-living increases to retirees' pension checks, raise retirement ages and curb the unions' contract bargaining rights."
(The New York Times; free registration required)
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Perks: What Companies Offer and What Employees Want
"As companies simultaneously try to shake off the recession, keep costs low, retain valued employees and recruit talented new ones, they need to understand what perks are and what perks are meant to do — from their own perspective as well as that of their employees."
(Wharton School of the University of Pennsylvania)
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Press Releases
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