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August 11, 2011 Get Health & Welfare News  |  Advertise  |  Unsubscribe  |  Past Issues  |  Search

Employee Benefits Jobs

Daily Trader
for Mercer Advisors in AZ

Group Health Insurance Specialist
for Long Island Employee Benefits Group Ltd. in NY

Retirement Plan Specialist
for SVA Plumb Retirement Plan Services, LLC in WI

Mid-Level Health & Welfare Associate
for Mid-Size Washington DC Boutique Law Firm for Employee Benefits in DC

Plan Administrator
for The Newport Group in FL, TX, VA

Defined Contribution Retirement Manager
for Koch Business Solutions, LP in GA

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Webcasts and Conferences

2011 FORUM West Conference
in Colorado on September 15, 2011 presented by CDHC Solutions

Retirement Plan Insights
in Ohio on September 13, 2011 presented by McKay Hochman Co.

State of the Union - Tax-Advantaged Benefit Accounts Webinar
Nationwide on August 23, 2011 presented by FIS Healthcare Payment Solutions


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Securities Industry Lobbying Group Warns Brokerages Will Drop Millions of IRA Account Owners If Proposed Fiduciary Standard Rules Finalized
"Under the new rules, a fiduciary is anyone who provides individualized advice or recommendations to a plan with a mutual understanding with plan administrators that advice is being given." (AdvisorOne)


Learn How Mergers & Acquisitions Affect Qualified Plans   [Advert.]

Sponsored by ASC

Earn Continuing Education credit while learning how M&As plus other changes in ownership impact retirement plans. Intermediate to advanced level. August 17th at 2pm EST. Click here for webcast info and registration.


Regulatory Brief Includes Important Details to Help Retirement Plan Sponsors Remain in Compliance with Revised Puerto Rico Tax Code (PDF)
"To leverage the U.S. retirement experience, the New Puerto Rico Code is modeled after, but not the same as, the U.S. Internal Revenue Code (U.S. Code) in regard to certain retirement plan provisions. Previously issued regulations can still be relied upon if they have not been changed by the New Puerto Rico Code until new regulations are issued by the Puerto Rico Department of the Treasury (Hacienda)." (The Vanguard Group, Inc.)

Interim Valuations in a Falling Market: It's Deja Vu All Over Again
"Recent stock market activity is prompting increased attention to the possibility of interim valuations. A previous technical update is just as relevant today as when we posted it in 2008, and we reproduce it [here]." (SunGard Relius)

Social Security: The House that Roosevelt Built
"This brief sets the record straight on Social Security on the following points [and others]: Social Security is neither a 'Ponzi scheme' nor an income transfer program from the young to the old. Social Security is a pension plan in the form of a defined benefit plan. Like most other defined benefit plans, contributors earn a right to a benefit paid at retirement based on their earnings." (Social Science Research Network)

Secrets of a Professional Fiduciary (PDF)
"A professional fiduciary . . . is quick to identify and understand the roles of all of the players within her fiduciary community, in order to construct the best fiduciary plan for her stakeholders." (Thomson Reuters via Roland/Criss)


Clear Answers and Complete Coverage of IRA Issues!   [Advert.]

Sponsored by Aspen Publishers

2011 Quick Reference to IRAs provides attorneys, accountants, financial planners, and consultants - along with their clients - with the essential facts and advice regarding the planning, implementation, and administration of IRAs.


N.J. Still Paying Lobbyist Pensions
"New Jersey taxpayers are still funding pension benefits for some well-paid lobbyists and dozens of other non-state employees even after a much-publicized overhaul of the public employee benefits system this summer." (North Jersey Media Group)

[Opinion]
DOL Independent Fiduciaries Help Corporations Fleece Pensions
"The use of independent fiduciaries has unfortunately become increasingly commonplace over the years. Indeed, the DOL has developed such an extensive body of regulatory law and practice regarding independent fiduciaries that it seems virtually any transaction or course of dealing that would be prohibited under the ERISA statute, a corporation can engage in under the watchful eye of an independent fiduciary. It seems these guys will bless anything for a price." (Forbes.com LLC)

Press Releases



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