Plan Administrator for Retirement Plan & ERISA Specialists
for Dana Consulting Group, Ltd. in IL

TL Plan Services
for The Standard in OR

Administrator - DC Plans
for American Pension Advisors, Ltd. in IN

Benefits Specialist
for Roundy's Supermarkets, Inc. in WI

Employment and Litigation Paralegal
for Ice Miller LLP in IN

401(k) Compliance Consultant
for The Savitz Organization in PA

Recordkeeping Specialist
for AKT Retirement Plan Services in OR

Defined Benefits Plan Conversion Specialist
for Lynchval Systems Worldwide, Inc. in TX

Team Manager, Client Services
for Charles Schwab in OH

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401(k) Rekon Advisor Symposium - Schaumburg
in Illinois on August 25, 2011 presented by 401(k) Rekon

Plan Document Requirements for Health & Welfare Benefit Plans
Nationwide on August 30, 2011 presented by TRI-AD

Safe Harbor Plans - A Fresh Look Webcast
Nationwide on September 16, 2011 presented by ASPPA (American Society of Pension Professionals & Actuaries)

Medicare Part D Enrollment Period Shifts, Requiring Employers to Issue Notice a Month Earlier
"The Affordable Care Act shifted the annual enrollment period for Medicare Part D a month to October 15th through December 7th. Prior to the change, annual enrollment began on November 15th." (Constangy, Brooks & Smith, LLP)

Take the hassle out of enrollment.   [Advert.]

BeneCom creates effective enrollment communications. And with our 18 years of experience behind you, communications is one less job you have to worry about so you can get back to what matters most – your employees!

New York Employer Reporting Requirements Took Effect July 15th
"New York has modified its new hire reporting requirements to require that any employer with employees working in New York report certain dependent health coverage information to the state of New York on a quarterly basis, as well as when an employee is hired or rehired." (McKenna Long & Aldridge LLP)

CMS Proposes Standards for Health Reform-Establshed CO-OPs
"CO-OPs are designed to give consumers and small businesses control over their own health insurance and must use any profits to benefit the CO-OPs' members, including to lower premiums, improve health benefits, improve the quality of members' health care, expand enrollment, and otherwise contribute to the stability of coverage for members, the CMS said." (Wolters Kluwer Law & Business - CCH)

Benefits of Self-Funded Health Plans
"One major advantage of self-funding is the control and flexibility of plan design. Under a self-funded health plan, the employer has the option of either duplicating its current fully insured plan design or redesigning and tailoring the benefits to meet the specific needs of the employer." (Employee Benefit News; free registration required)

Bill Would Allow Consumers to Withdraw FSA Funds at End of Year
"Sens. Ben Cardin (D-Md.) and Mike Enzi (R-Wyo.) introduced the Medical Flexible Spending Account Improvement Act, S. 1404, that would allow consumers to pay taxes on and withdraw their remaining funds from their FSAs." (Employee Benefit Adviser; free registration required)

Minnesota Tax Law Conforms to Federal Health Care Reform
"Tax legislation signed last week by Minnesota Gov. Mark Dayton will enable employers to offer coverage to employees' adult children up to age 26, as they are required to do under federal law, without employees being taxed on the coverage." (Business Insurance)

Establishing Health Insurance Exchanges: An Update on State Efforts
"The brief reviews states' progress, examines the choices and challenges they face, and summarizes the early trends that have emerged in terms of the governance, structure and financing of the new exchanges. The law requires states to demonstrate sufficient progress towards establishing a 'fully operational' exchange by January 2013." (Henry J. Kaiser Family Foundation)

Health Care Reform: Mid-2011 Legislative Review and Outlook
"Although legislative discussions about the PPACA may not regain the dominance they held during the early months of 2011, we can expect the law to remain under discussion. A deficit reduction package or other upcoming legislation could provide vehicles for additional changes to the PPACA. And the law is expected to be a key issue as the 2012 election campaigns gain momentum." (Towers Watson)

GAO Report: Key Information for Policymakers to Assess Efforts to Improve Health Care Quality While Reducing Costs
"This report (1) examines the availability of evidence on the effect of selected interventions on quality of care and costs; (2) identifies key dimensions for assessing the strength of such evidence; and (3) examines factors that can facilitate the implementation and replication of health care interventions." (U.S. Government Accountability Office)

Most Employers to Use Passive Benefits Enrollment
"71% of respondents conduct 'passive' versus 'active' enrollment practices, foregoing the opportunity to require employee annual plan selection." (PLANSPONSOR.COM)

BLS Fact Sheet: Employee Benefits in the United States, March 2011: Unmarried Domestic Partners Benefits (PDF)
"This is the first time that data on unmarried domestic partners are available from the National Compensation Survey. Table 7 provides data on access to defined benefit retirement survivor benefits for unmarried domestic partners and table 8 provides data on access to health care benefits for unmarried domestic partners." (U.S. Bureau of Labor Statistics)

Remodeling the Benefits and Retirement Income Space: An Excerpt from the 9th Annual Study of Employee Benefits Trends (PDF)
"Employers must focus their benefits strategies on creating safety nets for employees rather than providing security blankets. In turn, the new benefits blueprint requires employees to become more engaged in efforts to improve their health and to take actions towards building financial security for today and tomorrow. The following extract from the Study shows how 'remodeling' the retirement benefits space by taking a new approach can be advantageous for both employees and employers." (MetLife, Inc.)

Porter Wright Launches Employee Benefits Law Blog
"[The new blog, at http://www.employeebenefitslawreport.com, has been] created as a resource to help guide employers of all sizes through the complex administrative and legal challenges facing their employee benefit plans." (Porter Wright Morris & Arthur LLP)

New Publication: Selling a Company Directly to Employees
For many business owners, an ESOP is the best solution for business transition. But for others, whether due to size, economics, or personal preference, selling directly to one or more employees is a better option. This issue brief shows how this can be done, exploring alternative structures, financing arrangements, how to use insurance in buyout agreements, legal issues, tax concerns, and valuation. Finally, the brief compares an ESOP sale to a sale directly to employees. (National Center for Employee Ownership)

Associated Benefit Planners Is Certified To Industry Best Practices
(Centre for Fiduciary Excellence (CEFEX))

3rd Edition of the "401k Sales Champion" Released
(KnowHow 401k)