CFDD (The Center for Due Diligence)

Healthcare Analyst III
for 1199SEIU Family of Funds in NY

Daily Valuation Administrator
for Warren, Averett, Kimbrough & Marino, LLC in AL

401(k) Administrator
for The Pension Service in CT

Retirement Specialist
for Nationwide Retirement Solutions in WA

Retirement Plan Administrator
for Vanguard in PA

Retirement Document Specialist
for ABG Carolinas, Inc. (a subsidiary of Pentegra Services Inc.) in NC

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Using 410(b) Disaggregation – Tips and Pitfalls Webcast
Nationwide on November 1, 2011 presented by ASPPA (American Society of Pension Professionals & Actuaries)

Becoming an S Corporation ESOP
Nationwide on September 27, 2011 presented by National Center for Employee Ownership

Communicating Your ESOP
Nationwide on November 22, 2011 presented by National Center for Employee Ownership

Don't Do That With Your ESOP
Nationwide on September 13, 2011 presented by National Center for Employee Ownership

Effective Wellness Plans in Employee Owned Companies
Nationwide on November 17, 2011 presented by National Center for Employee Ownership

ESOP Company Case Studies: Employee Involvement
Nationwide on December 15, 2011 presented by National Center for Employee Ownership

ESOP Distribution Policies
Nationwide on October 20, 2011 presented by National Center for Employee Ownership

ESOP Feasibility
Nationwide on December 6, 2011 presented by National Center for Employee Ownership

Fiduciary Implications of Stock Drop Lawsuits in 401(k)s and ESOPs
Nationwide on September 15, 2011 presented by National Center for Employee Ownership

Handling the Repurchase Obligation - Legal
Nationwide on November 29, 2011 presented by National Center for Employee Ownership

Handling the Repurchase Obligation - Planning
Nationwide on November 30, 2011 presented by National Center for Employee Ownership

Handling the Repurchase Obligation - Valuation
Nationwide on December 1, 2011 presented by National Center for Employee Ownership

Incentive Plans that Support Employee Ownership
Nationwide on October 27, 2011 presented by National Center for Employee Ownership

Integrating Succession Planning & Leadership Development to Ensure Long-Term Success
Nationwide on September 22, 2011 presented by National Center for Employee Ownership

Ownership Culture 2.0: Creating Value through Process Improvement
Nationwide on November 15, 2011 presented by National Center for Employee Ownership

Running An Effective Board
Nationwide on October 25, 2011 presented by National Center for Employee Ownership

S Corporation ESOPs - Administrative Issues for S Corporation ESOP
Nationwide on October 5, 2011 presented by National Center for Employee Ownership

S Corporation ESOPs - Legal Issues
Nationwide on October 4, 2011 presented by National Center for Employee Ownership

S Corporation ESOPs - Valuation Issues
Nationwide on October 6, 2011 presented by National Center for Employee Ownership

Using ESOPs as an Acquisition Strategy
in California on September 29, 2011 presented by National Center for Employee Ownership

What You Need to Know as an Internal ESOP Fiduciary
Nationwide on December 13, 2011 presented by National Center for Employee Ownership

FASB Finalizes Changes to Disclosures by Employers Contributing to Multiemployer Plans
"The effective date for public entities will be for annual periods ending after Dec. 15, 2011. The effective date for nonpublic entities will be deferred for one year, to annual periods ending after Dec. 15, 2012." (Wolters Kluwer Law & Business / CCH)

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.

Trouble Ahead for Multiple Employer Retirement Plans? DOL Questions the Outsourcing of ERISA Fiduciary Responsibilities
"In a surprise development, Department of Labor representatives recently noted to a group of retirement plan practitioners that a multiple-employer plan (MEP) may not satisfy the requirements of ERISA if there is not a sufficient 'connection' between the plan sponsor and the participating employers." (CFO Acquisitions LLC)

California Teachers' Pension System Will Go Broke Within 30 Years, Audit Finds
"The pension system was nearly fully funded in 2001, but after getting buffeted by the economic crisis, its funding has dropped to 71 percent and is expected to decline further. A stable pension program should be funded at 80 percent." (California Watch)

Stable Value—the Dowdy Member of a 401(k) Investment Lineup?
"'Stable value funds are the most popular investment option offered by plan sponsors,' reports the MetLife Qualified Retirement Plan Barometer, published earlier this year. 'Eighty-seven percent [of sponsors] say that all employees across their corporation are offered stable value funds.' Only 9% said none of their participants has access to a stable value fund." (PLANSPONSOR.COM)

Many Sponsors Evaluating the Key Aspects of Their QDIAs
"At its most basic level, a QDIA evaluation should jibe with everything in a plan's investment policy statement, says Hal Bjornson, Executive Director and Head of Investment Services at J.P. Morgan Retirement Plan Services. 'Yet, there are elements to a QDIA, because you are defaulting people into it, that are different,' he says. Here are five key aspects of a QDIA analysis . . . ." (PLANSPONSOR.COM)

Middle-Income Boomers Commit to Retirement Savings
"One-fifth (18%) of those surveyed say they are saving more money now than before the economic turbulence of the last few years, and more than half (55%) are spending less on discretionary items than before the recession." (PLANSPONSOR.COM)

TPAs Have 30% Influence of Total 401(k) Assets
"The 30% of assets that TPAs have 'influence' over represents nearly $850 bil.lion in 401(k) assets, compared to the broader 401(k) market at $2.9 tril.lion as of year-end 2010. When 403(b) assets are included, TPAs influence $968 bil.lion in total assets." (PLANSPONSOR.COM)

American Benefits Council/Chamber of Commerce Amicus Brief in Griffin & Gardner v. Flagstar, et al, ERISA Stock Drop Claim (PDF)
"It is critical that the courts clearly articulate a standard that appropriately weeds out these claims, which tend to be filed automatically whenever a company's stock goes down, and this Court has previously done so through a presumption of prudence. This case presents an opportunity for the Court to reaffirm that presumption and is therefore of great interest to the members of the Council and the Chamber." (American Benefits Council)

A Buyer's Guide to Insurance for Fiduciaries of ESOPs and Other Benefit Plans
Many lawsuits have been brought against ESOP and other benefit plan fiduciaries. Traditionally, the company sponsoring the plan agreed to pay the fiduciaries' defense costs and indemnify them, but such agreements have come under attack. An alternative is to use insurance. (National Center for Employee Ownership)

Great-West Retirement Services Adds Sales Director For Plains States
(Great-West Retirement Services)

Survey Reveals Open Workspace Environments Gain Favor as Companies See Improved Employee Engagement and Reductions in Ethics Violations
(Jones Lang LaSalle and Ethisphere Institute)