Lorman Education Services

Education Consultant
for AXA Equitable in CA, TX

Retirement Communications Specialist
for CBIZ Benefits & Insurance Services, Inc. in MD

Director of Benefits Administration
for NRECA (National Rural Electric Association) in NE

Attorney - Pension Regulation
for Investment Company Institute in DC

Program Analysis Officer (NAF Retirement Programs Administrator)
for Commander Navy Installations Command (CNIC) in TN

Plan Account Manager
for Benefit Consultants Group in NJ

Regional Director
for Denver Compensation & Benefits, LLC in ANY STATE

VP, Partner Optimization & Development (Eastern Region)
for Prudential in CT

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"Multiple Employer Plans: Perils and Possibilities" Web Seminar, An Encore Presentation
Nationwide on August 4, 2011 presented by SunGard Relius

"Participant Fee Disclosure: After the Modification" Web Seminar
Nationwide on July 19, 2011 presented by SunGard Relius

"The Service Provider Fee Regs: Who, What, Why, When" Web Seminar
Nationwide on July 21, 2011 presented by SunGard Relius

Accept The Challenge! Why and How Employers Can Transform Health Care
Nationwide on July 26, 2011 presented by University Conference Services

Best Practice Perspectives to Guide Your Wellness Program
Nationwide on July 21, 2011 presented by University Conference Services

Amendment to Affordable Care Act's Claims and Appeals Rules (PDF)
"Simultaneous with publication of the amendment, the Agencies also published the following items relating to the ACA's claims and appeals rules: Model Notice of Adverse Benefit Determination, and an 'Appeal Filing Form;' Model Notice of Final Internal Adverse Benefit Determination, and 'External Review Filing Form;' Model Notice of Final External Review Decision; and Updated List of State 'Consumer Assistance Programs'" (Groom Law Group, Chartered)

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IRS Reaches Agreement Regarding Millennium Multiple Employer Welfare Benefit Plan
"The Millennium Plan is presently the subject of a bankrup.tcy proceeding . . . . Under the agreement reached with the IRS and the terms of the Order Confirming Modified Plan dated June 16, 2011, the Millennium Plan will terminate its operations, liquidate its assets and distribute approximately $80 mil.lion in assets to individual participants." (U.S. Internal Revenue Service via BenefitsLink.com)

Employment-Based Health Benefits and Taxation: Implications of Efforts to Reduce the Deficit and National Debt (PDF)
"The tax preference associated with employment-based health coverage is the largest tax expenditure in the U.S. budget, accounting for $1.1 tril.lion in foregone tax revenue during 2012–2016." (Employee Benefit Research Institute)

Utah Health Exchange Is Geared to Small Business Employees
"Most of [Utah's] small business population was challenged in offering healthcare insurance to their employees, so we felt that was our number one priority. We built a market around that, and we refer to it as the 'defined contribution' market." (Henry J. Kaiser Family Foundation)

ML Strategies Health Care Reform Update (PDF)
Read this week's update on health care reform legislation, regulations, and initiatives. (Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.)

Health Insurance for Active and Retired State Employees: California, North Carolina, and Ohio (PDF)
"This issue brief provides a detailed analysis of the health plans in three large states, California, North Carolina, and Ohio. In addition to documenting the rising costs, this brief reviews recent changes in plans and policy options to help contain expenditures on health insurance." (Center for State and Local Government Excellence)

Ex-Spouses, Other Ineligibles, on the Company Health Care Plan
"Employers looking to cut health-care costs just might find a way to do it without having to embrace such pesky measures as raising prescription drug co-payments or narrowing the field of in-network doctors. 'We're seeing that 2 percent to 5 percent of heath-care expenditures go toward insuring employee 'dependents' who really aren't eligible dependents,'" (Bloomberg L.P.)

Economy Hurts Employee Benefits in Three-Quarters of Firms
"Seventy-seven percent of surveyed human resource professionals said in 2011 that the economy negatively affected benefits to some or to a large extent, an increase from 72% in 2010, SHRM's 2011 Employee Benefits Research Report showed." (Wolters Kluwer Law & Business)

The Perk Bubble Is Growing as Tech Booms Again
"Some Web start-ups are partying like it's 1999. . . . Companies say the fierce competition for talent among start-ups has necessitated extraordinary perks meant to attract and retain employees." (The Wall Street Journal)

Great-West Retirement Services Expands National Sales Efforts; Hires Regional Sales Director For Great Lakes Market
(Great-West Retirement Services)

Pension Financial Services, Inc. Is Certified To Industry Best Practices
(Centre for Fiduciary Excellence (CEFEX))

National Federation of Independent Business and EMPLOYERS Expand Workers’ Compensation Program to Eight Additional States
(Employers Holdings, Inc.)

SilverSaver Introduces Precious Metals Savings as Voluntary Benefit, Expands into Canada
(Mass Metal LLC)

Castle Rock Innovations, LLC Partners With Millennium Investment And Retirement Advisors LLC
(Fiduciary Analytics Consulting Services)

DC Plan Providers Failing to Position Their Brands to Maximize Market Share
(Cogent Research)