CFDD (The Center for Due Diligence)

Sr. Consultant, Business Development
for Milliman in TX

Vice President & Actuary - Retirement Plan Strategy
for Prudential in CT, IL

Mgr Customer Service
for The Standard in OR

Supv Disability Mgmt Resources
for The Standard in NY

Document Design Specialist
for Kidder Benefits Consultants, Inc in IA

Vice President of Learning and Development
for Charles Schwab in CA

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Abandoned Plan Program Workshop
in California on July 28, 2011 presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)

Best Practices and Practical Guidance on Prevailing Wage Plans
Nationwide on August 3, 2011 presented by AccuDraft, Inc.

Dispelling the Confusion of Government Plans
Nationwide on July 21, 2011 presented by AccuDraft, Inc.

Ethics for the Retirement Plan Professional with Bill Grossman
Nationwide on October 5, 2011 presented by McKay Hochman Co., Inc.

Implementing a Health Risk Assessment for Your Health Plan: What Works, What Doesn't, What's Legal
Nationwide on August 10, 2011 presented by Lorman Education Services

Recent Trends in Multiple Employer Plans and What They Mean for Your Firm
Nationwide on August 10, 2011 presented by AccuDraft, Inc.

Safe Harbor Plans – Revisiting the Rules
Nationwide on August 17, 2011 presented by AccuDraft, Inc.

Unpacking Investment and Administration Fees Webinar
Nationwide on August 17, 2011 presented by Roland|Criss Fiduciary Services

Updates in the World of Automatic Enrollment for 401(k) Plans
Nationwide on August 3, 2011 presented by Lorman Education Services

Voluntary Fiduciary Correction Program Workshop
in California on July 28, 2011 presented by U.S. Department of Labor, Employee Benefits Security Administration (EBSA)

Resource Guide on Final Regulation on Participant-Level Fee Disclosures (PDF)
"In the guide, ERISA plan fiduciaries can find information regarding: Fee Disclosure Requirements; Timing and Frequency of Communications; Fiduciary Breaches; and, Tips for Getting Ready." (MetLife, Inc.)

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.

A Young Person's Guide to Social Security (PDF)
"Social Security retirement benefits are based on an individual's highest 35 years of earnings, whether they are consecutive or not." (Economic Policy Institute)

Prevalence of Retirement Plan Types in the Fortune 100 in 2011
"In 2011, the number of these large companies offering new salaried employees only a defined contribution (DC) plan, such as a 401(k) plan, grew significantly. Today, less than a third of these companies offer any defined benefit (DB) pension to newly hired salaried employees, and only 13 sponsor a traditional DB plan open to newly hired workers." (Towers Watson)

IRS Handout: Ethics for Employee Plans Practitioners Presentation on July 29, 2011 (PDF)
"Karen Hawkins, the Director of the Office of Professional Responsibility (OPR) and Gabriel Minc, a Senior Tax Law Specialist in Employee Plans, will discuss ethical standards of practice before the IRS applicable to employee benefits practitioners. The discussion will focus primarily on Circular 230, which defines such standards, as well as related tax and administrative issues and commentary." (U.S. Internal Revenue Service)

401(k) Expense Ratios Average 71 Basis Points; Most Invested In No-Load Funds
"More than half (59%) of the $3.1 tril.lion total 401(k) assets were invested in mutual funds in 2010, the ICI reported. Of that amount, 82% was invested in stock funds, 13% in bond funds, and 5% in money market funds." (Wolters Kluwer Law & Business)

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.

IRS Works to Expedite Determination Letter Process for ESOPs
"EP Determinations has developed a revised, streamlined worksheet to review ESOPs in their initial review stage. The worksheet lists 18 requirements that ESOPs must satisfy. Plan sponsors and practitioners may use the worksheet as a tool to design ESOP plan documents." (Wolters Kluwer Law & Business)

Many Plan Sponsors Don't Understand Retirement Plan Fees
"The 2011 Middle Market Plan Segment Sponsor study evaluated 600 plan sponsors that had assets of $10 mil.lion to $200 mil.lion under management." (Charter Financial Publishing Network Inc.)

IRS Launches Free Retirement Plans News Widget
"The widget displays the latest headlines and brief summaries of IRS retirement plans articles pulled directly from www.irs.gov/retirement." (401khelpcenter.com)

Final Fiduciary Rule Might Not Be Issued Until 2012
"Speaking to the ERISA Advisory Council in Washington, [Phyllis Borzi, assistant secretary of labor for the EBSA] said she is 'about to push the 'close all tabs' button' on the comment period so that the Employee Benefits Security Administration can issue the final proposed rule." (Pensions & Investments; free registration required)

SPARK Institute DRAFT of Data Layouts for Investment Related Retirement Plan Participant Disclosures, July 21, 2011 (PDF)
"The SPARK Institute today released for public comment a draft of data standards for investment product providers and record keepers to electronically share investment related information that retirement plan sponsors must disclose to participants under the Department of Labor participant disclosure regulations." (The SPARK Institute)

Unions Sue Arizona over Pension Changes
"According to the Associated Press, the lawsuit filed backed by the American Federation of State, County and Municipal Employees and two unions representing school employees—the Arizona Education Association and the American Federation of Teachers—says the changes to the Arizona State Retirement System violate state constitutional protections for contracts. The filing seeks to retain commitments that it contends were made to individual state and local government employees when they joined the retirement system." (PLANSPONSOR.COM)

GASB Proposes to Significantly Improve Pension Reporting
"It should be noted that the proposals relate only to accounting and financial reporting and do not extend to how governments approach pension plan funding. There is a close connection in existing standards between how governments fund pensions and how they account for and report information about them in audited financial statements. As proposed, Governments Would Recognize a Pension Liability on the face of their financial statements." (Governmental Accounting Standards Board)

3.5 Bil.lion Reasons Why Your 401(k) Plan Is a Loser
"A recent Barron's article discussed the estimated $3.5 bil.lion paid by mutual funds to brokers, insurance companies and other advisers to 401(k) plans. These payments are euphemistically called 'revenue-sharing.' In reality, they are legal bribes paid to plan advisers, who extract them as the cost of letting these funds gain admission to the investment options in the 401(k) plan." (TheHuffingtonPost.com, Inc.)

Pension Rights Center Supports Proposed DOL Regulation on Definition of Fiduciary
"The Pension Rights Center sent a letter to members of Congress supporting a proposed Department of Labor regulation that would protect participants in 401(k) plans and IRAs by changing the definition of a plan 'fiduciary' to include firms and brokers that provide investment advice for a fee." (Pension Rights Center)

IRS Clarifies Rules under §162(m) of Internal Revenue Code on Deductibility of Certain Compensation
"[A]ny company attempting to avail itself of the special transition rules in the Section 162(m) Treasury Regulations should be aware that unless restricted stock units and phantom stock arrangements are paid out prior to the end of the Transition Period, such payments will be subject to the $1,000,000 deduction limit under Section 162(m)." (jackson lewis llp)

Risks of Equity Compensation Programs Rising
"Evolving rules around fair value, complex Sarbanes-Oxley requirements and employment laws, increasing pay-for-performance programs and the dynamism of fluctuating stock values can turn a poorly organized equity compensation program into a significant business risk." (Employee Benefit News; free registration required)

Senators' Bill Would End Tax Break on Stock Options
"[The bill] would end the ability for corporations to deduct expenses for stock options from their taxes at greater amounts than the expenses in their financial statements. The measure would reduce the federal budget deficit by $24.6 bil.lion over 10 years, according to the Joint Committee on Taxation." (Employee Benefit News; free registration required)

Best Practices in Financial Education for Generation X
"Generation X employees are skeptical: Provide them with conflict- free communication and hands on tools." (Liz Davidson, founder and CEO of Financial Finesse, via 401khelpcenter.com)

The Segal Company Announces Executive Promotions
(The Segal Company)

Benefit Software Inc.'s Three-Year Study of Printed Benefit Statements Validates Importance of Streamlined Production and Delivery Processes
(Benefit Software Inc.)

Great-West Retirement Services Adds Staff To Further Grow Its Third-Party Administration Business
(Great-West Retirement Services)

Pension Rights Center Supports Proposed DOL Regulation on Definition of Fiduciary
(Pension Rights Center)

The SPARK Institute Creates Data Standards For Retirement Plan Participant Disclosures, Seeks Public Comment
(SPARK Institute)

Segal Advisors, Inc. Announces New Senior Vice President
(Segal Advisors)

Segal Advisors Ranked Among Top Investment Consultants: Pensions & Investments
(Segal Advisors)

Trustnode Increases Large California Employee Union's Participation Rates in Voluntary Benefits Offering 5X Versus Traditional Enrollment Methods
(Trustnode)

VALIC Selected By Three North Carolina Healthcare Providers
(VALIC)