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BenefitsLink Retirement Plans Newsletter
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[Guidance Overview]
IRS Employee Plans Compliance Unit Identifies New Employee Plans Compliance Projects
"[The IRS] identified three new compliance projects that are now within the focus of the Employee Plans Compliance Unit: plans that reported employer contributions on their Form 5500 series returns but show no participants, plans that reported being terminated on the Form 5500 series but show plan assets remaining, and plans that ceased filing the Form 5500 series but did not file the last form as 'final.'"
(Deloitte via BenefitsLink.com)
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Wolters Kluwer Law & Business brings you ftwPortal Express! [Advert.]
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[Guidance Overview]
PBGC Announces September 2011 Interest Rates and Factors
"The rate to be used by the PBGC in valuing lump-sum benefits under single-employer or multiemployer plans for valuation dates on or after September 1, 2011 will be 2.25%, which is the same as the August 2011 rate."
(Wolters Kluwer Law & Business / CCH)
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The Prudence Standard: Affiliated Products and Services (PDF)
"This White Paper analyzes why offering one or more affiliated funds is not a prohibited conflict of interest or transaction and discusses the way in which the fiduciary rules under ERISA and similar state laws apply to the fiduciary decision to offer such funds. This White Paper also identifies the issues and factors that fiduciaries should consider when evaluating affiliated products and services."
(Drinker Biddle & Reath LLP)
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PBGC, DOL and IRS Publish Plans to Reduce Administrative/Regulatory Burdens
"Regulators will review various retirement plan rules as part of a broader effort to reduce administrative burdens. . . . DOL will expand streamlined procedures for terminating abandoned 401(k)-type plans to cover businesses in liquidation. The IRS will focus on facilitating lifetime-income options in qualified plans and letting financially distressed employers suspend 401(k) safe-harbor contributions."
(Mercer LLC)
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Benefit Plan Filings Among Those Affected by IRS Proof-of-Delivery Rules
"Tax filings made using US registered or certified mail or an approved private delivery service (PDS) will be presumed delivered, according to final IRS rules. Only use of these methods will establish a 'presumption of delivery' for tax filings, including benefit-related filings such as Form 8955-SSA, 5300, 990-T or 8928."
(Mercer LLC)
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Early Retirement Plan with Age-55 Window Violates ADEA, Appeals Court Says
"A bargained pension plan requiring employees to retire on their 55th birthday to receive retiree health incentives was 'facially discriminatory' under [ADEA] . . . . By using age as the sole basis for denying eligibility, the plan failed to satisfy a safe harbor for voluntary retirement incentive plans consistent with the ADEA's purposes."
(Mercer LLC)
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[Opinion]
Risk and the 401k Investor: How Plan Sponsors Can Avoid Misleading Employees
"Here are three easy practices an ERISA plan fiduciary can implement to avoid Myopic Loss Aversion, one of the common investing mistakes identified by researchers in the field of behavioral finance: Avoid daily, monthly or quarterly reviews of your portfolio's performance. Review investments at most annually. In this annual review, don't focus on yearly performance numbers, and, if possible, look at performance over the last three years or, preferably, the last five years."
(Fiduciary News)
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