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Internal Administrative Assistant to ERISA Fiduciary Services Group
for Gordon Asset Management, LLC in NC

Business Development Manager
for Charles Schwab in NC

Business Management Consultant
for Charles Schwab in IL

Business Management Consultant
for Charles Schwab in NY

Business Management Consultant
for Charles Schwab in CO

Business Management Consultant
for Charles Schwab in AZ

Plan Administration Supervisor
for MidAmerica Administrative & Retirement Solutions, Inc. in FL

Director, Marketing Management
for Prudential in NJ

Regional Director
for The Newport Group in CA, CO, OR, WA

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403(b) Plan Audits Webcast
Nationwide on July 14, 2011 presented by ASPPA (American Society of Pension Professionals & Actuaries)

Roth Conversions Webcast
Nationwide on August 2, 2011 presented by ASPPA (American Society of Pension Professionals & Actuaries)

DOL and the Scope of PTE 86–128 (PDF)
"DOL properly confirmed that PTE 86–128 is available to any fiduciary within the meaning of ERISA § 3(21)(A), including those who only provide investment advice (subject to the special provisions in the exemption for plan sponsors, administrators and certain other fiduciaries)." (Sutherland Asbill & Brennan LLP)

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.

Amending a Form 5500 (or Filing a Late Form 5500)
"There has been much confusion as to which forms a preparer should use in amending a Form 5500 filing or in filing a late Form 5500. Much of the uncertainty stems from conflicting statements made in the wake of the transition to electronic filing." (SunGard Relius)

Pensions and Retirement Plan Enactments in 2011 by State Legislatures as of June 30, 2011
"Even more state legislatures enacted significant retirement system changes in 2011 than did so in 2010—25 in 2011 compared to 21 in 2010." (National Conference of State Legislatures)

Big Pension Reform Changes Under Way in Some Locales, But Some Unions Are Holding Out
"Until this year, very little of real substance was done to whittle down [pension fund] liabilities. Although a dozen state legislatures took action to 'reform' their pension plans, many of the early actions were more symbolic than substantive." (Governing)

DC Target Date Investing Trends and Opportunities (PDF)
"Target date funds are poised to dominate the defined contribution market as plan sponsors consider adding more open architecture and customized approaches." (JPMorgan Chase & Co.)

Wolters Kluwer Law & Business brings you ftwPortal Express!   [Advert.]

ftwPortal Express, a new member of the ftwilliam.com suite of products, will streamline the document/form collection/dissemination process and provide a secure means to communicate confidential information with clients. Ask us about a demo.

A Proposal for Presenting a Clearer Picture of Public Pension Finances
"Among the recommendations to be proposed by the Government Accounting Standards Board is a new way to calculate today's value of pensions that will be paid in the future, in response to complaints that the current method drastically understates what governments owe." (The New York Times; free registration required)

Why Pensions are Underfunded
"Because people don't understand what these obligations cost . . . ." (The Atlantic Monthly Group)

What Do You Call a Glass That is 60–85% Full?
"The Wall Street Journal did not report the positive impact of auto-enrollment 401(k) plans on many workers who began to participate due to AE. As with any change, some people will not have the desired results; but if the focus of auto-enrollment is to increase participation among lower-income participants (and, as a result, their retirement financial preparedness), objective analysis suggests auto-enrollment does obtain that goal." (Employee Benefit Research Institute)

Court Ruling Points to New Reality in Public Pension Plans
"[The article says that little notice was paid last week to a Ramsey County, Minnesota,] District Court ruling upholding the constitutionality of changes the Legislature made to the state's three major public employee pension systems last year as part of a comprehensive 'pension sustainability' reform package." (MinnPost.com)

Response to WSJ 401(k) Article: Numbers Show the Success of Automatic Enrollment
"The article falls into a mathematical trap. Seizing on the fact that 401(k) plans with voluntary enrollment have higher average participant savings rates than plans with automatic enrollment, the story makes the case that 'average savings rates have fallen in recent years.' The problem is that the comparison underlying the assertion looks only at contribution rates among plan participants, as opposed to all employees." (Investment Company Institute)

Surprise: Pension Cuts Are Legal
"In Denver, District Judge Robert Hyatt decreed that saving the state's pension system from spiraling out of control 'is a legitimate governmental interest' which neither side in the case disputed in their briefs." (Forbes.com LLC)

Steps Employers Should Take to Ensure Employee Benefit Plans Comply with New York's Law on Same-S.ex Marriages
"The effective date of the Legislation is July 24, 2011. Employers with employees in New York State have only been given 30 days to comply with the Legislation . . . ." (Bond, Schoeneck & King, PLLC)

A Surprising Lawsuit Over Section 162(m) Disclosure
"Earlier this month, the U.S. District Court for the District of Delaware allowed a shareholder derivative . . . lawsuit to continue against the officers and directors of Qualcomm, alleging that they issued a false or misleading proxy statement regarding the 162(m) tax-deductible status of executives' compensation . . . ." (Michael S. Melbinger via Winston & Strawn LLP)

Little Information Available on Qualified Supplemental Executive Retirement Plans, GAO Report Concludes
"Using flexibilities in nondiscrimination testing, some plan sponsors have increased the benefits using the qualified plan, with an offsetting reduction in the benefits under the nonqualified plan, to make use of plan surplus funds and realize additional tax benefits." (Wolters Kluwer Law & Business)

Company Offers Employers Prepaid CPA Services as Employee Benefit
"The CapellaTax Network is aimed at individuals who might not otherwise engage a professional tax or financial consultant. The mission is to help employees establish a year-round, long-term relationship with a trusted advisor. In addition to taxes, these professionals promote the employers' other tax-saving programs, such as retirement plans, flexible spending accounts and health savings accounts." (Employee Benefits News; free registration required)

Milliman's Monthly Benefit News and Developments, July 2011 (PDF)
The newsletter provides a summary of the previous month's legislative, regulatory, and judicial information on employee benefits and upcoming key dates. (Milliman Inc.)

US Department of Labor Agencies to Host Live Web Chats on Agencies’ Regulatory Agendas Between July 11 and 15
(U.S. Department of Labor, Employee Benefits Security Administration (EBSA))

US Department of Labor and Indiana Department of Insurance to Offer Free Health Law Seminar July 20 and 21
(U.S. Department of Labor, Employee Benefits Security Administration (EBSA))

Elimination of Tax Benefits for Employment-Based Health Coverage May Drive Workers to Insurance Exchanges
(Employee Benefit Research Institute (EBRI))

EBRI Comments on Wall Street Journal Article on 401(k) Auto-Enrollment
(Employee Benefit Research Institute (EBRI))

Rare Insight into TPA Services in New 403(b) Survey
(Principal Financial Group)

Thad Hamilton Promoted to President of TRI-AD
(TRI-AD)