Retirement Plan Relationship Manager
for Employee Benefits Consulting Firm in DC, VA

Pension Specialist
for Confidential in NY

D.C. Plan Consultant
for TPA Firm in CT

Retirement Specialist
for Aon Corporation in GA

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"The Final Final Service Provider Fee Regulations – Finally!" Web Seminar
Nationwide on February 22, 2012 presented by SunGard Relius

Controlled Groups, ASG's, Independent Contractors, And Multiple Employer Plans
in New York on January 25, 2012 presented by ASPPA Benefits Council of New York

NIPA Webcast: Fee Disclosure
Nationwide on February 21, 2012 presented by National Institute of Pension Administrators

CFDD

Plan Sponsors and Committees Can Now Help Plan Participants Allocate Their Retirement Funds
"Under the new rules, investment advice from a 'fiduciary adviser' is no longer prohibited if the advice is provided by computer modeling or a level-fee arrangement and meets several other requirements, such as sufficient auditing and disclosure. . . . The final regulations apply to transactions occurring on or after December 27, 2011." (CFO Publishing LLC)

The ASPPA 401(k) SUMMIT is Bigger and Better in New Orleans!   [Advert.]

Come to the Big Easy for the unparalleled 401(k) SUMMIT. Join over 1,500 attendees including Broker Dealer Registered Reps, Registered Investment Advisors, Plan Administrators (TPAs) and Product and Service Professionals. Register now and save!

2010 Comparative Study of Major Public Employee Retirement Systems (PDF)
"This report compares significant features of major state and local public employee retirement systems in the United States. The report compares retirement benefits provided to general employees and teachers, rather than benefits applicable only to narrower categories of employees such as police, firefighters, or elected officials." (Wisconsin Legislative Council)

Tools for Plan Sponsors to Meet the Retirement Income Challenge
"Around age 50 — the time they become eligible for catch-up contributions — participants should be introduced to core income products and strategies. They'll need to prepare for critical decisions, including when to take Social Security, how much they can prudently spend from their savings, and how much they value lifetime income guarantees. The sooner participants know where to find the right resources, the better." (The Vanguard Group, Inc.)

The 12th Annual Transamerica Retirement Survey: Women (PDF)
"This report focuses on full-time and part-time women workers combined." (Transamerica Center for Retirement Studies)

A 401(k) Menu for Today's Investing Reality
"Globalizing your portfolio is about increasing your portfolio's exposure to non-domestic companies and alternative asset classes in order to take advantage of structural shifts, both economically and politically, taking place on a global scale, resulting in faster economic growth occurring outside the United States." (401khelpcenter.com, LLC)

Pension Risk Transfer Offers Another Alternative for DB Sponsors
"A pension plan can be banished completely by terminating the plan — engaging an insurance company to create annuities for each participant, but at a cost of 120% to 130% of liabilities — far too expensive at today's low funding rates. More feasible and economical is the transfer of portions of a plan's liabilities. Those with the shortest duration — say, five to eight years, versus 15 or 20 for active employees — and therefore the most stable and least expensive, are those already in retirement." (PLANSPONSOR.COM)

TopRetirements.com Releases List of 10 Worst States for Retirement
"Three new states made our list this year: Vermont, Minnesota, and Maine. That means that 3 states were lucky enough to leave the list: Ohio (low property and income taxes), Nevada (in terrible financial shape but no income tax and low property taxes), California (bad financial shape and high property taxes, but almost no income tax on our prototypical couple, plus a great climate)." (TopRetirements.com)

The Rising Price of a Cheap Retirement Plan
"For about 20 years, employers could erode the quality of their retirement benefits without paying much of a price. Those days are over. And wise employers are seeing greater retirement security for workers as a goal that helps both employees and the organization." (Workforce Management)

Financial Industry Groups Glad to Help DOL with New Fiduciary Rule
"In the joint letter, representatives from the Financial Services Institute, the Financial Services Roundtable, the Securities Industry and Financial Markets Association and the American Council of Life Insurers thanked the Labor Department for asking the groups for help in developing a regulatory impact analysis of a proposed change to the way the department has long defined the term fiduciary." (Employee Benefit Advisor)

The Case Against Basis Point Fees for All Services
"How does a plan fiduciary respond to participants who question the fees; particularly if it is a long-term employee that has likely taken a beating on returns over the past couple of years? Now they find out later that they are paying four times the amount that the plan deems reasonable for the services being provided. It could get ugly." (Smart401k)

2012 Reporting & Disclosure Calendar for Multiemployer Plans (PDF)
"The [calendar] summarizes compliance requirements for multiemployer plans." (The Segal Group, Inc.)

Employers Who Rein in Compensation Too Much Could Pay a Price Later
"Extensive research shows that employees are more willing to accept negative outcomes when they feel that decision-making processes are fair and just, Grant points out. 'When bosses can't promise eternal employment, the best substitute is to offer neutrality, transparency and employee involvement in decision-making.'" (Wharton School of the University of Pennsylvania)

IRS Compliance Initiative Finds Most Plan Sponsors Correctly Applying Leased Employee Rules
"Fully one-fourth of the plan sponsors were found to have correctly applied the rules. Somewhat surprisingly, 65 percent of the plan sponsors were found to have incorrectly indicated that they used leased employees (i.e., by checking Box 3F on Form 5500)." (Deloitte via BenefitsLink.com)

BeneTrac Announces New Vice President of Sales
(BeneTrac)

Benefits Revolution 2012: New Help for Employees Choosing Voluntary Benefits
(Rhodes-Joseph & Tobiason Advisors, LLC)

Krieg DeVault LLP Announces Partnership of Employee Benefits and Employee Stock Ownership Plan (ESOP) Attorney Jude Anne Carluccio
(Krieg DeVault LLP)

Nationwide Coalition Lauds Rep. Hall's Opposition To Mega-PBM Merger
(Preserve Community Pharmacy Access NOW! (PCPAN))