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BenefitsLink Retirement Plans Newsletter
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Employee Benefits Jobs
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Webcasts and Conferences
"401(k) Plans: Beyond the Basics" - Atlanta
in Georgia
on August 24, 2011
presented by SunGard Relius
"401(k) Plans: Beyond the Basics" - Charlotte
in North Carolina
on August 17, 2011
presented by SunGard Relius
"401(k) Plans: Beyond the Basics" - Dallas
in Texas
on August 24, 2011
presented by SunGard Relius
"Advanced Plan Design Workshop" - Atlanta
in Georgia
on August 26, 2011
presented by SunGard Relius
"Advanced Plan Design Workshop" - Charlotte
in North Carolina
on August 19, 2011
presented by SunGard Relius
"Advanced Plan Design Workshop" - Dallas
in Texas
on August 26, 2011
presented by SunGard Relius
"Advanced Plan Design Workshop" - Denver
in Colorado
on August 19, 2011
presented by SunGard Relius
"Multiple Employer Plans: Perils and Possibilities" Web Seminar - An Encore Presentation
Nationwide
on August 4, 2011
presented by SunGard Relius
"Prototype Plans: Perils and Possibilities" Web Seminar - An Encore Presentation
Nationwide
on August 9, 2011
presented by SunGard Relius
"Rehired Employees Web Seminar" - New Date
Nationwide
on August 11, 2011
presented by SunGard Relius
401(k) Plans: Beyond the Basics - A 2-day Seminar, August - October 2011
Nationwide
on August 17, 2011
presented by SunGard Relius
Advanced Plan Design Workshop, 1-day Program, August - October 2011
Nationwide
on August 19, 2011
presented by SunGard Relius
Current IRS & DOL Audit Initiatives: A Chat with Monika Templeman and Jeffrey Monhart
Nationwide
on August 18, 2011
presented by ABA Joint Committee on Employee Benefits
Dealing with the Break-in-Service Rules and Other Concerns for Rehired Employees Webcast
Nationwide
on July 28, 2011
presented by ASPPA (American Society of Pension Professionals & Actuaries)
Rekon Roadshow - Wauwatosa
in Wisconsin
on August 24, 2011
presented by 401(k) Advisors
The Nuts and Bolts of Eligibility
Nationwide
on August 18, 2011
presented by SunGard Relius
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DATAIR Defined Benefit Software [Advert.]

PC-based software for proposal’s, compliance testing and valuations with PBGC reporting, employee statements and termination calcs. Supports wide range of plan designs including Cash Balance and 412(e)(3). Cost-effective systems with expert support.
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[Guidance Overview]
PT Class Exemption 86–128 Applies to Investment Advice Fiduciaries, EBSA Says
"In the view of EBSA, PTE 86–128 provides relief for covered transactions engaged in by any person who meets the definition of fiduciary as that term is defined in ERISA §3(21)(A), including a person who is a fiduciary solely by reason of rendering investment advice."
(Wolters Kluwer Law & Business - CCH)
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[Guidance Overview]
New Retirement Plan Disclosures Required (PDF)
"These regulations will impose significant disclosure obligations on service providers, plan sponsors and plan administrators. Provisions of the new regulations require compliance beginning at various times in 2012. This bulletin provides an outline of the requirements of the new regulations and steps recommended to assure compliance."
(Thompson Hine LLP)
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[Guidance Overview]
GASB Issues Two Pension Related Exposure Drafts (PDF)
"Based on their staff research and on public response to two previous due process documents, GASB is proposing 'significant improvements' for accounting and reporting on the pensions that governments provide to their employees through a qualified trust."
(Milliman, Inc.)
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Mark-to-Market Pension Accounting
"[B]ecause U.S. companies won't be subject to mark-to-market accounting called for under the new IASB rules for several years, there are other strong motivations for companies that decided to adopt it now, and for others considering it."
(The Vanguard Group, Inc.)
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Retirement Plan Adviser Use Expected to Increase
"According to Diversified's just released Prescience 2015: Expert Opinions on the Future of Retirement Plans, the need for ongoing holistic service from a third party is leading many plan sponsors to opt for a professional retirement plan adviser that services plans on a fee or retainer basis."
(PLANSPONSOR.COM)
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DOL Begins Crackdown on 401(k) Providers for Fee Bundling Abuses
"[B]usiness owners who sponsor 401(k) plans now have until next June to itemize every cent their employees pay third-party service providers and prove that it was the best deal they could get. Otherwise, they're looking at audits and potentially crippling fines. . . . [T]he regulators are busy hiring as many as 17,000 auditors to check every plan’s disclosure."
(The Trust Advisor Blog)
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Benefits in General; Executive Compensation
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Press Releases
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Holly Horton, Business Manager
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