Defined Benefit Relationship Manager
for Milliman in TX

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Best Practices for S Corporation ESOPs
in Georgia on October 3, 2012 presented by National Center for Employee Ownership

Challenges and Solutions for Mature ESOP Companies
in Colorado on September 12, 2012 presented by National Center for Employee Ownership

COBRA: A Little of Everything is Changing
Nationwide on January 5, 2012 presented by Lorman Education Services

Effective Boards of Directors: Best Practices in Governing an ESOP Company
in Washington on October 17, 2012 presented by National Center for Employee Ownership

ESOP Accounting: Financial Reporting by ESOPs (WEBINAR)
Nationwide on February 7, 2012 presented by National Center for Employee Ownership

ESOP Accounting: Financial Reporting by Plan Sponsors (WEBINAR)
Nationwide on February 14, 2012 presented by National Center for Employee Ownership

ESOP Distribution Policies
in California on February 28, 2012 presented by National Center for Employee Ownership

Executive Compensation in ESOP Companies
in Washington on October 18, 2012 presented by National Center for Employee Ownership

Fiduciary Issues for Internal ESOP Trustees
in Washington on October 16, 2012 presented by National Center for Employee Ownership

Getting a DL for the Pre-Approved DB: Preparing IRS Submissions for Pre-Approved Defined Benefit Plans
Nationwide on February 23, 2012 presented by ABA Joint Committee on Employee Benefits

Handling the ESOP Repurchase Obligation
in Colorado on September 11, 2012 presented by National Center for Employee Ownership

Is an ESOP Right for You?
in Georgia on October 22, 2012 presented by National Center for Employee Ownership

Meeting Your Fiduciary Responsibilities Under ERISA
Nationwide on January 24, 2012 presented by Lorman Education Services

NCEO/Beyster Institute Employee Ownership Conference (with 1 additional 1/2 day of pre-conference sessions)
in Minnesota on April 24, 2012 presented by National Center for Employee Ownership

Smoking Discrimination in the Workplace: On and Off the Clock
Nationwide on January 31, 2012 presented by Lorman Education Services

Strategic Planning for Your ESOP
in Colorado on September 13, 2012 presented by National Center for Employee Ownership

IRS Employee Plans News, December 20, 2011 (PDF)
Articles include Examination Issues; Determination Letter Program; Form 5500; Updated Products and Publications; and Preparer Tax Identification Number News. (U.S. Internal Revenue Service)

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2012 Key Administrative Dates and Deadlines for Calendar Year Single-Employer Defined Benefit Plans (PDF)
The calendar applies to plans subject to ERISA and the Internal Revenue Code. (Milliman, Inc.)

Sample Glossary of Investment Terms May Assist ERISA Plans with Disclosures to Plan Participants
"The glossary was developed in response to recent DOL regulations requiring certain ERISA plans to disclose investment-related information, including a glossary, to retirement plan participants starting in the spring of 2012." (Practical Law Company)

IRS Announcement 2011-82 Outlines Changes to Employee Plans Determination Letter Program
"The changes eliminate elective demonstrations regarding coverage and nondiscrimination requirements and provide that only employers who have made limited changes to their pre-approved volume submitter (VS) plans may file Form 5307." (Practical Law Company)

IRS Extends Deadline for Code Section 436 Amendments and Provides Sample Amendment (PDF)
"In Notice 2011-96, the IRS provides a sample Code Section 436 amendment. The IRS states that because the sample amendment complies with the requirements of Code Section 436, if a plan is amended by adoption of the sample amendment, the plan will satisfy Code Section 436." (Buck Consultants, LLC)

An Effective Strategy for Plan Sponsors in a New Regulatory Age (PDF)
"Under the new regulation, plan sponsors are expected not only to ensure the receipt of their vendors' reports, but also to prove that they reviewed the reports, decided on the adequacy of the reports, and concluded that their vendors' fees are reasonable. [This white paper addresses the action that plan sponsors can and should take to satisfy their revised fiduciary requirements under the new DOL regulation. It will also demonstrate how plan sponsors' approach to the new rule can serve as an effective risk management strategy, while enacting effective stewardship principles.]" (Roland/Criss)

2012 Expanded Reporting & Disclosure Requirements under Ongoing Qualified Calendar-Year Plans Calendar (PDF)
"This summary chart focuses on the most typical reporting and disclosure requirements . . . ." (Towers Watson)

DOL Clarifies and Reissues Interim Policy on Electronic Distribution of Participant-Level Fee Disclosures
"As the revised policy acknowledges, numerous parties have asked the DOL to extend the more lenient rules of FAB 2006-03 to all fee and expense information required under the participant-level fee disclosure rules. For now, though, the DOL is still declining to go that far." (Thomson Reuters/EBIA)

Principal Financial Group Unveils 'ERISA 404(a) Participant Disclosure Regulation Resource Center'
"The new Participant Disclosure Regulation Resource Center provides: [i] An overview of the ERISA 404(a) participant disclosure regulation; [ii] Step-by-step instructions for when and how to take action; [iii] Details on disclosures plan sponsors are required to provide and what The Principal is doing to help; [iv] A tool to help sponsors create a disclosure reference guide describing their plan's compliance dates; [v] Materials to communicate with and educate employees." (Principal Financial Group)

GASB Update: Two Views of Proposed Reforms for Governmental Pension Reporting and Accounting Rules
"[T]wo recent studies provide contrasting views of the likely results of the proposed changes as they now stand. The first, a working paper by Robert Novy-Marx, concludes that under the GASB rules as proposed, a governmental pension plan can improve its funding status 'literally by burning money.' The second, [from the Center for Retirement Research at Boston College] finds that employers and plan administrators should be prepared for funded ratios reported in their financial statements to decline sharply under the new GASB rules, but that '[p]olicymakers should not let new numbers throw them off course.'" (National Council on Teacher Retirement)

The Automatic Stabilizing Effects of Social Security and 401(k) Plans
"The comparative study examines how large pension institutions impact the long-term business cycle. It compared the effects of Social Security against market-based retirement vehicles such as 401(k) plans. The size of both these systems gives them a significant influence on the economy." (Schwartz Center for Economic Policy Analysis, The New School for Social Research)

Outlook for 2012: Final Outcome on Fiduciary Definition
"The regulatory/legislative front will heat up in the New Year for advisors, with four issues taking center stage — the contentious issue of whether to create a self-regulatory organization for advisors; the Securities and Exchange Commission proposing a rule to put brokers under a fiduciary mandate; the Department of Labor reproposing its rule to amend the definition of fiduciary under the Employee Retirement Income Security Act; and the switching of advisors from federal to state registration." (AdvisorOne)

Nebraska State Troopers Sue Over Pension Contributions
"The lawsuit . . . alleges that increases to the contribution rate adopted by the Legislature over the years were unconstitutional. The troopers' contribution rate jumped to 19 percent as of July 1 -- an increase of 46 percent over the past two years and more than doubling the 8 percent contribution rate of the mid-1990s." (JournalStar.com)

Insured Retirement Institute to Federal Insurance Office: Annuities Critical to Retirement
"IRI encouraged the FIO to help Americans better prepare for retirement and insure against the risk of outliving their assets." (Employee Benefit News)

The Big Flaw in 401(k) Reform
"The underlying fallacy in current efforts at 401(k) plan reform is that employees are capable of making intelligent investment choices when presented with a dizzying array of mostly poor investment options." (TheHuffingtonPost.com, Inc.)

ASPPA and CIkR Recommendation Letter to Extend the Applicability Dates of the Fee Disclosure Regulations (PDF)
"[W]e believe that it is of critical importance that sufficient time be provided to make the necessary system changes to implement the final rules. Without knowing what changes will be made in the final 408(b)(2) regulation, it is difficult to predict how much time will be needed." (American Society of Pension Professionals & Actuaries (ASPPA))

Institutional Shareholder Services to Release Updated Governance Risk Indicators Ratings
"[Governance Risk Indicators (GRId)] is a measure of governance-related risk designed to: [i] Provide institutional investors with an understanding of high-level areas of concern across a portfolio, together with analytical tools to help them evaluate governance at individual companies. [ii] Provide companies with a basis for aligning their corporate governance structure and practices with shareholder interests." (Practical Law Company)

Institutional Shareholder Services' White Paper on Pay-for-Performance
"On December 20, 2011, Institutional Shareholder Services (ISS) published a white paper that provides more information on its new pay-for-performance methodology in advance of the 2012 proxy season." (Practical Law Company)

2012 Benefit Basics Chart (PDF)
The chart provides a compact listing of updated statutory limits and related 2012 information for retirement and health and welfare plans in the United States. (Towers Watson)

New Veterans Law Offers Tax Credits to Employers and Recognizes Hostile Work Environment Claims under USERRA
"By amending USERRA to prohibit discrimination with respect to the 'terms, conditions, or privileges of employment,' the VOW to Hire Heroes Act establishes the same standard for hostile work environment claims on account of military status as that governing Title VII and similar employment discrimination laws." (Poyner Spruill LLP)

New Resource Center to Help Plan Sponsors Comply with Participant Disclosure
(Principal Financial Group)

ASPPA & CIkR Request Fee Disclosure Extension
(American Society of Pension Professionals & Actuaries (ASPPA))

Chris DeGrassi Joins ASPPA Executive Team
(American Society of Pension Professionals & Actuaries (ASPPA))

Maine Public Employees Retirement System Goes Live with the V3 System
(Vitech Systems Group, Inc.)

ING U.S. Encourages More Consumers to Make Retirement Planning and Saving a Priority in the New Year
(ING Retirement)