Installation Administrator
for Transamerica Retirement Services Corporation in CA

Sr. Retirement Plan Administrator
for Growth Oriented TPA Firm in NY

Sr. Retirement Plan Administrator
for Growth Oriented TPA Firm in FL

Corporate Counsel for Investment Advisory Services
for Financial Engines in MA

Account Manager
for ING Financial Advisers, LLC in FL

Manager of Pension Administration
for Port Authority of Allegheny County in PA

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Employee Benefits Litigation
in Pennsylvania on December 8, 2011 presented by ALI-ABA (American Law Institute-American Bar Association)

Executive Compensation: Strategy, Design, and Implementation
in New York on June 14, 2012 presented by ALI-ABA (American Law Institute-American Bar Association)

Participant Fee Disclosure Regulations Webcast
Nationwide on August 11, 2011 presented by National Institute of Pension Administrators

Pension, Profit-Sharing, Welfare, and Other Compensation Plans
in District of Columbia on October 12, 2011 presented by ALI-ABA (American Law Institute-American Bar Association)

Pension, Profit-Sharing, Welfare, and Other Compensation Plans
in Illinois on April 25, 2012 presented by ALI-ABA (American Law Institute-American Bar Association)

Disaster Relief Announcement 11-17 Relating to PBGC Deadlines in Response to Severe Storms and Flooding in Montana
"Pension Benefit Guaranty Corporation ('PBGC') is waiving certain penalties and extending certain deadlines in response to the severe storms and flooding that occurred beginning on April 3, 2011, in Montana." (Pension Benefit Guaranty Corporation)

The ERISA Outline Book, 2011 Edition Available Now!   [Advert.]

Industry bestseller! Valued by every practitioner. The ERISA Outline Book by Sal L. Tripodi, J.D., LL.M. provides everything you need to know affecting retirement plans. Subscribe online and get automatic updates!

GASB's Exposure Draft on Proposed Changes to Pension Accounting Standards for Public Sector Employers
"This Bulletin summarizes the key proposals in the Exposure Draft, addresses two common misconceptions about the proposed changes and comments on the implications." (The Segal Group, Inc.)

Attorneys for Cash Balance Plaintiff Get Additional Award
"Moreover, because the amount of pension benefits recovered by each participant or beneficiary here is relatively limited, the court found that equity weighs in favor of denying a common fund fee and having United Way pay the fee under the statute." (PLANSPONSOR.COM)

GASB Proposes Shorter Recognition Periods and Reporting on Financial Statements
"The Pensions Exposure Draft proposes that governments be required to report in their statement of financial position a net pension liability, which is the difference between the total pension liability and net assets (primarily investments reported at fair value) set aside in a qualified trust to pay benefits to current employees, retirees, and their beneficiaries." (Wolters Kluwer Law & Business / CCH)

The Boundary of Fiduciary Responsibility
"Apparently, the court was convinced that since ERISA's recipe for qualifying a DRO as a QDRO had no subjective component, Continental had no recourse under ERISA with respect to a DRO that otherwise satisfied the objective requirements of a QDRO." (Trucker Huss, APC)

Amending Your 401(k) or Pension Plan
"A recent decision provided a wake up call for plan sponsors and plan committees: the court set aside a plan amendment in an ongoing challenge to the elimination of Nabisco stock as an investment choice in the RJR Tobacco plan. We have previously written about the importance of following plan procedures when implementing changes, but this new decision starkly lays out the risks of ignoring the ERISA requirements and suggests some best practices to follow when making plan amendments." (Osler, Hoskin & Harcourt LLP)

Obama Receives Letters on Advisors' DOL Fiduciary Rule Complaints
"Advisors are taking their objections to [DOL's] controversial rule amending the definition of fiduciary straight to the White House. More than 3,000 letters have poured into President Barack Obama in the last three weeks at the urging of the Financial Services Institute . . . ." (AdvisorOne)

Automatic Adjustments to Maintain Social Security's Long-Range Actuarial Balance (Update of 2002 Issue Brief) (PDF)
"Under an automatic adjustment approach, changes needed to keep the system in long-range actuarial balance would be made on an annual or periodic basis. These changes would apply to the payroll tax that finances Social Security benefits, specified Social Security benefits, the normal retirement age, or some combination of the three." (American Academy of Actuaries)

2011 Trends & Experience in Defined Contribution Plans Survey (PDF)
"The survey was fielded in the first quarter of 2011, to understand employer trends relating to retirement plan offerings, design, and investments." (Aon Hewitt)

Are Americans Financially Prepared for Life After Work?
"Withdrawal rates have long been a source of discussion—and at times, controversy—within the financial advisory industry. One of the thought leaders in this area, Jonathan Guyton, principal at Cornerstone Wealth Advisors Inc. in Edina, Minn., posits that a withdrawal rate in the 5.5% area—give or take a half percentage point—can be appropriate, particularly if small midcourse adjustments are made in response to market conditions." (Charter Financial Publishing Network Inc.)

SEC Delay of Planned Adoption Date for Several Executive Compensation Provisions Under Dodd-Frank Act
"Clearly, issuance of the SEC guidance is a prerequisite for taking informed action on these issues; accordingly, companies will need to focus on relevant portions of the guidance as issued, and be prepared to take immediate action, if necessary." (Morgan, Lewis & Bockius LLP)

Segal Announces Expansion of National Pharmacy Benefits Practice
(The Segal Company)

Vanguard Dominates DC Asset Manager Among Mega Plan Sponsors
(Vanguard)

Employers Expect to Add Voluntary Benefits to Their Plans
(Colonial Life)

Sterling Health Services Administration Launches Sterling Self Insurance Administration to Deliver Wellness-Based Healthcare Benefit Solutions
(Sterling Health Services Administration)