Part Time On Call Participant Counselor
for Diversified in DC, FL, IN, MI, OH, TX

Senior Actuarial Analyst
for Diversified in MA

Pension Reconciliation Assistant
for SEIU Benefit Funds in DC

Defined Benefits Requirements Analyst
for Milliman in TX

ERISA Attorney/Editor
for Buck Consultants in ANY STATE

Executive Director
for Taft-Hartley Funds in CA

Account Manager
for Ascensus in MN, PA

Consulting Actuary
for The Benefit Practice in CT

Part Time Onsite Participant Counselor - Retirement Services
for Diversified in MO

Retirement Fund Account Manager
for AAAA Benefits, Inc. in NC

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How to Select an Investment Advisor: The Essential Guide Webcast
Nationwide on January 25, 2012 presented by Portfolio Evaluation, Inc.

WEB Atlanta Employee Benefits Boot Camp 2012
in Georgia on April 18, 2012 presented by WEB (Worldwide Employee Benefit Network) Atlanta Chapter

EBSA Letter Regarding Commodity Futures Trading Commission's Final Business Conduct Standards Rules (PDF)
"[DOL] has reviewed these final business conduct standards and concluded that they do not require swap dealers or major swap participants to engage in activities that would make them fiduciaries . . . ." (U.S. Employee Benefits Security Administration)

DATAIR! More Choices – Better Guidance – Less Cost   [Advert.]

Documents, SPDs, Amendments, Administrative Forms
401(k)/Profit Sharing, 403(b), DB and Cash Balance Plans
(888) 328-2474    Sales@DATAIR.com    www.DATAIR.com

The IRS Updated Filing Process for Qualified Plans (PDF)
"The new year begins with a new round of IRS filing deadlines along with new procedures and guidance that must be followed in order for the IRS to make a determination that qualified plan documents comply, as to form, with the requirements of the Code. This article reviews a number of pieces of recent IRS guidance affecting the filing process for qualified plans." (Groom Law Group)

Avoiding the Benefit Restriction Quagmire (PDF)
"The requirements for benefit restrictions are complex, and have specific impacts on plan sponsors, administrators and participants depending on the plan's Adjusted Funding Target Attainment Percentage . . . ." (Milliman, Inc.)

Scriveners' Errors, Drafting Errors, Operational Failures, Retroactive Amendments, Reformations, ERISA, and the Tax Qualification of Pension Plan Trusts — Part II
"Part II focuses on how the courts do and should resolve assertions that benefit entitlements are not determined by the 'unambiguous' terms of an ERISA plan's governing documents other than equitable estoppel claims, which make benefit-like claims based on misbehavior of plan representatives." (Social Science Research Network; written by Albert Feuer, Esq.)

Post Retirement Needs and Risks: Managing Retirement Decisions
"The Committee on Post Retirement Needs and Risks recently completed a landmark effort examining the major decisions encountered in retirement. Drawing upon the expertise of prominent retirement professionals, the result is a thought-provoking series of 11 issue briefs written in everyday language. The briefs tackle a variety of retirement decisions with practical considerations and advice." (Society of Actuaries)

Retirement Planning in a Post-Crisis Economy
"As the economic recovery proceeds — albeit in fits and starts — economic satisfaction levels and optimism about retirement are slowly rising as well. Nevertheless, fallout from the crisis lingers in the psyche of American workers, as many remain apprehensive about their economic future generally and about retirement in particular." (Towers Watson)

What's the Tax Advantage of 401(k)s?
"Although the conventional and Roth 401(k)s may sound quite different, in fact they offer virtually identical tax benefits." (Dow Jones & Company, Inc.)

A Closer Look at How 'Interest Follows Principal' in Pension Funds
"For the employees who invest in their own deferred compensation accounts, they can invest in retail stock and bond mutual funds, closer to what a pension fund can purchase, but typically at higher fees and with no access to private equity markets, institutional investments and such. So, there is indeed a certain amount of pension investment income that can rightfully be claimed by the pension funds as unique to their enterprise." (Governing)

Fiduciary Proposal Puts CFOs' Liability in Question
"Specifically, if consultants providing outside investment advice were required to be treated as fiduciaries, held to a higher fiduciary standard, and required to disclose to the CFO any potential conflicts of interest the consultant had in selecting funds, this could have made the CFO's job easier." (CFO Publishing LLC)

Congress's Six-Figure Benefits Add to $674 Bil.lion Pension Gap
"The federal retirement system has emerged as a cost-cutting target as the government faces a budget deficit exceeding $1 tril.lion. A 2010 Congressional Research Service study reported that U.S. government pension programs had a shortfall of $674.2 bil.lion, mostly due to insufficient funding for workers hired before 1984." (Bloomberg L.P.)

American Express Company: Creating a Separate Index Tier for a DC Plan
"This case study explores how the company created a separate, index-only core tier for its defined contribution plan and communicated the new options in a clear, streamlined fashion." (The Vanguard Group, Inc.)

New Jersey Governor Vetoes Pension Bill
"New Jersey Governor Chris Christie vetoed a bill to take certain non-public sector workers out of the state pension system." (PLANSPONSOR.COM)

Nevada Pension Fund Challenging Pensioner Disclosure Ruling
"The board governing the Public Employees Retirement System of Nevada is challenging a ruling that the names and benefit amounts of retired public employees are a matter of public record." (PLANSPONSOR.COM)

Five Lesser-Known Retirement Plans That Resemble 401(k)s, but the Differences Can Provide Employers More Flexibility
Some of the less-common retirement plans that some employers use in lieu of the mainstream plans are 401a plans, 419e plans, VEBAs, SERPs — 457f plans, and 414h plans. (Microsoft; written by Mark P. Cussen of Investopedia)

Oregon Retirement Security: Meeting Retirement Needs Now and in the Future
"By examining the income sources of retirees, we highlight Oregon retirees' heavy reliance on Social Security income and uncover important, and sometimes dramatic, differences in the reliance on Social Security and retirement funds by income, race, and gender." (Economic Policy Institute)

Mitt Romney's Unorthodox IRA
"Like many Americans, Mitt Romney has an individual retirement account. Unlike most Americans, Mr. Romney has between $20.7 mil.lion and $101.6 mil.lion in it, a big chunk of his fortune." (The Wall Street Journal)

A Retirement Policy Reform Proposal
"[Jane White has] created a retirement reform proposal with the input of leading pension actuaries that makes 401(k) plans walk, talk and quack like pensions by making them more generous, immediate and portable." (Retirement Solutions, LLC)

Updated IRS Procedures for Issuing Letter Rulings, Determination Letters, and Other Employee Plan Guidance
"These revenue procedures are an important resource for anyone seeking plan-specific guidance from the IRS. Those new to employee benefits will welcome the practical tools offered in the procedures, including sample formats and checklists for letter ruling requests, definitions of basic terms, user fee schedules, and descriptions of how the 2012 procedures differ from their 2011 counterparts." (Thomson Reuters/EBIA)

DOL Allows Complaints and Questions to Be Submitted Online
"The [DOL's EBSA] has established a Consumer Assistance webpage that allows users to submit questions and complaints to the EBSA electronically." (Deloitte via BenefitsLink.com)

Statement from PBGC on Bankruptcy Filing of Kodak Corporation
(Pension Benefit Guaranty Corporation (PBGC))

Pension Risk Transfer Index Begins 2012 with Lower Level
(Dietrich & Associates, Inc.)

Center for Health Value Innovation Names 2011 Fellows
(Center for Health Value Innovation)

EPIC Advisors Announce Staff Enhancements
(EPIC Advisors, Inc.)

U.S. Workers’ Financial Situation and Confidence in Retirement Security Improve, Towers Watson Survey Finds
(Towers Watson)

Castle Rock Investment Company Welcomes Molly Vogt Noyes
(Castle Rock Investment Company)

McKenna Long & Aldridge LLP to Combine With Luce, Forward, Hamilton & Scripps LLP
(McKenna Long & Aldridge LLP)

Kantor & Kantor, LLP Announces District Court Victory: Blue Shield Must Provide Residential Care Benefits for Substance Abuse
(Kantor & Kantor LLP)