Cash Operations Team Lead
for Charles Schwab in TX

Benefits Analyst
for Sentinel Benefits and Financial Group in MA

VP, Operations
for Prudential in CT

Associate Actuary - Retirement Actuarial Modeling
for Prudential in CT

Pension Administrator
for Coble Pension Group, LLC in AZ

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Severance and Other Termination Arrangements: Planning and Executing Defensible Goodbyes
Nationwide on January 17, 2012 presented by ABA Joint Committee on Employee Benefits

The World Congress 7th Annual Employer Health & Human Capital Congress
in District of Columbia on February 7, 2012 presented by World Congress

The World Congress Executive Forum on Self-Funding and Alternative Models for Health Benefit Financing
in District of Columbia on February 7, 2012 presented by World Congress

Technical Release No. 2011-03R: Revised EBSA Interim Policy on Electronic Disclosure Under 29 CFR 2550.404a-5
"In issuing TR 2011-03, it was not EBSA's intent to preclude the use of continuous access Web sites. Nor was it EBSA's intent to preclude furnishing comparative chart information as part of, or along with, pension benefit statement information, either through electronic media under the conditions in section C of the release or in paper form." (U.S. Employee Benefits Security Administration)

ASPPA Membership Opens Doors!   [Advert.]

Customize your ASPPA membership. Join NAPA if you’re a 401(k) advisor; NTSAA if your specialty is 403(b) or 457(b); and ACOPA if you’re an enrolled actuary. Over 8,500 retirement plan professionals have joined the ASPPA family. Come on in!

Text of PBGC Technical Update 11-1: Reportable Events; Funding-Related Determinations; Missed Quarterly Contributions; Guidance for 2012 Plan Years
"This Technical Update updates the guidance provided in the instructions to PBGC Form 10 and in the instructions to PBGC Form 10-Advance. This Technical Update has no effect on subpart D of the reportable events regulation, Notice of Failure to Make Required Contributions. This Technical Update has no effect on the determination of premiums or on any other requirements under other PBGC regulations other than the reportable events regulation." (Pension Benefit Guaranty Corporation)

DOL's Final Participant Advice Regulations
"The final regulation, effective December 27, 2011, makes it clear that the DOL recognizes the benefits of participant advice programs, and is good news for both participants and plan sponsors." (The Vanguard Group, Inc.)

The Constitutionality of the Defense of Marriage Act is Questioned in an ERISA Case
"This is not the only case where the constitutionality of DOMA is under consideration. Given the developing patchwork quilt of state and local domestic partner laws, this uncertainty about the constitutionality of DOMA leaves employers struggling not only to comply with the law, but to figure out what the law is in the first place." (Porter Wright Morris & Arthur LLP)

What to Expect When Your Retirement Plan is Audited
"During a live webcast, members of the team at Cilfon Gunderson LLP explained what to expect and prepare for when receiving a plan audit notice. Following these easy tips, you can work to avoid an audit, but if you do have to go through the auditing process, it doesn't need to be a stressful experience, especially if you are well prepared." (PLANSPONSOR.COM)

MassMutual’s Award-Winning ERISA Advisory Services   [Advert.]

MassMutual’s ERISA Advisory Services can help plan fiduciaries and other professionals by providing up-to-date information and easy-to-use tools that help simplify the process of maintaining the compliance health of your retirement plan.

New Research Report Using GASB-Proposed Metrics Reveals Risks of Retirement Plan 'Depletion'
"Running out of money — completely — is a pretty big deal where I come from. That's the pension equivalent of the collapse of a Ponzi scheme. This is far worse than Social Security which can at least pay 75 cents on the dollar to the next generation under its current design." (Governing)

PBGC's Reported Deficit Doesn't Justify Premium Increase, Says American Benefits Council
"In its annual report for fiscal year 2011, the PBGC reported a record $26 bil.lion deficit, a $3 bil.lion increase from the $23 bil.lion reported last year. However, according to [James A. Klein, president of the American Benefits Council], 'flaws in the way PBGC's financial condition is reported makes the situation appear far worse than reality.'" (Wolters Kluwer Law & Business / CCH)

Commission to Recommend DC Plan for Kansas State Workers
"The Kansas Public Employees Retirement System (KPERS) Study Commission, set up by legislation passed in May . . . approved a plan to close the state's traditional pension plan to teachers and other state and local government workers hired after July 1, 2013, and instead enroll them in a 401(k)-style plan to which they would contribute 6% of their salary." (PLANSPONSOR.COM)

Actively-Contacted Participants More Likely to Stay with Providers
"According to the study, retirees and pre-retirees that are in contact with their plan provider are twice as likely to keep their retirement plan assets with that provider when changing employers or reaching retirement. The study found that 'active' contact methods (e.g., phone, in-person contact) that allow for personal two-way communication are more effective than 'passive' methods such as postal mail or e-mail." (PLANSPONSOR.COM)

Allowing New Retirees to Decide What Social Security Benefit Structure Works Best for Them
"There is much talk about the need to bring Social Security into actuarial balance, to ensure that the trust fund stays positive beyond 2035, and the system remains sound for future generations. Why not right that balance and at the same time give Social Security beneficiaries more choices about how and when their benefits are distributed?" (Bloomberg L.P.)

Measuring the Cost and Dilutive Impact of Aggregate Share-Based Compensation (PDF)
"This report expands on prior Fair Value Transfer ('FVT') reports in two meaningful ways. First, in addition to FVT, we examine market rates for share usage and overhang. Second, this report provides a broader perspective on FVT rates for the six year period from 2005 to 2010." (Frederic W. Cook & Co., Inc.)

Employee Perks Program Lets Small Businesses Offer Big Benefits
"The [BetterWorks Perks Platform] enables SMBs to provide 'large company-style' perks to their employees by offering them a cafeteria-style menu of discounted rates on food and beverages, entertainment, education, auto services, health and wellness, travel, pet care, recreation, cleaning services and more. Discounts average 15 to 30 percent, the company says." (TechMediaNetwork.com)

Another Unexpected Twist in the Shareholder Say on Pay Lawsuits
"The new twist is good news. On Monday, the judge ordered the plaintiffs' attorneys to show cause for why the court should not vacate the ruling in the Cincinnati Bell case due to sanctionable conduct by the plaintiffs' attorneys. The conduct alleged is somewhat technical, involving a fib as to the state of residence and, therefore, subject matter jurisdiction, but we will take it any." (Michael S. Melbinger via Winston & Strawn LLP)

Newkirk Helps Prepare Sponsors And Participants For Fee Disclosure
(Newkirk Products, Inc.)

AlwaysCare Launches Revamped Benefit Management Site
(AlwaysCare Benefits, Inc.)

Evolution1 Selected by TriZetto as Preferred Partner
(Evolution1)