SunGard

ERISA Paralegal
for Platinum Staffing, Inc. in GA

Manager, Relationship Management (Key Accounts Team or Target Team)
for Prudential in IA

Retirement Plans Regional Sales Manager
for Mutual of Omaha in FL

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Qualified Plan Essentials Plus Series
Nationwide on March 27, 2012 presented by McKay Hochman Co., Inc.

Section 409A Update-Sophisticated Issues for the Advanced Practitioner
in New York on April 19, 2012 presented by WEB (Worldwide Employee Benefits Network ), New York Chapter

Overview of Types Plans (Qualified Plan Essentials Plus Series - Module 1)
Nationwide on March 27, 2012 presented by McKay Hochman Co., Inc.

Types of Document, Restatement Cycles and 401(a) (Qualified Plan Essentials Plus Series - Module 2)
Nationwide on March 29, 2012 presented by McKay Hochman Co., Inc.

Eligibility, Participation and Coverage (Qualified Plan Essentials Plus Series - Module 3)
Nationwide on April 3, 2012 presented by McKay Hochman Co., Inc.

Vesting, Break-in-service, Forfeitures (Qualified Plan Essentials Plus Series - Module 4)
Nationwide on April 5, 2012 presented by McKay Hochman Co., Inc.

Contributions, Section 415 and Post-Severance (Qualified Plan Essentials Plus - Module 5)
Nationwide on April 9, 2012 presented by McKay Hochman Co., Inc.

DC/DB Deductions, SEPs, Timing of Contributions and Anti-alienation (Qualified Plan Essentials Plus Series - Module 6)
Nationwide on April 12, 2012 presented by McKay Hochman Co., Inc.

Keys, Attribution and HCEs (Qualified Plan Essentials Plus Series - Module 7)
Nationwide on April 17, 2012 presented by McKay Hochman Co., Inc.

Top-Heavy Contributions (Qualified Plan Essentials Plus Series - Module 8)
Nationwide on April 19, 2012 presented by McKay Hochman Co., Inc.

Distributions (Qualified Plan Essentials Plus Series - Module 9)
Nationwide on April 24, 2012 presented by McKay Hochman Co., Inc.

Required Minimum Distributions and Death Distributions (Qualified Plan Essentials Plus Series - Module 10)
Nationwide on April 26, 2012 presented by McKay Hochman Co., Inc.

Notices and Disclosure (Other than ERISA 404(a)(5)) (Qualified Plan Essentials Plus Series - Module 11)
Nationwide on May 4, 2012 presented by McKay Hochman Co., Inc.

Defined Benefit Basic Concepts (Qualified Plan Essentials Plus Series - Module 12)
Nationwide on May 11, 2012 presented by McKay Hochman Co., Inc.

What Employers Need to Know About Health Reform Rules for Health Benefit Summaries Webcast
Nationwide on April 10, 2012 presented by Bloomberg BNA

The 10th Annual Employee Benefits Symposium
in Illinois on April 16, 2012 presented by John Marshall Law School, The

CFDD

IRS Employee Plans News, March 20, 2012 (PDF)
Articles include: New guidance to encourage retirement plans to offer participants lifetime income options; Submission of recommendations for next year's guidance plan; Adoption of pre-approved defined benefit plans and filing determination letter applications; Checking the status of your determination letter application; New (Cycle A) Alert Guidelines to help review plans; EP Determination Letter Program Update phone forum scheduled for March 30. (Internal Revenue Service)

Advisors finally get a unified voice in Washington. Join now!   [Advert.]

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Ninth Circuit Clarifies Scope and Application of 'Surcharge' and 'Reformation' Remedies under ERISA
"[The Skinner case] is a welcome decision for plan fiduciaries. It is, however, only the first appellate opinion on the subject post- Amara.... [E]mployer/plan administrators should continue to subject their plan documents and benefits communications to a careful review to ensure their accuracy and clarity." (Littler)

Washington State GOP Lawmakers Won't Budge on Pension-Overhaul Plan
"Senate Republicans want to skip a $133 mil.lion payment toward funding older, closed pension plans for teachers and state workers as a way to help balance the state budget.... But the GOP tied that move to provisions ending early-retirement options for new employees[.]" (The Seattle Times)

Should You Contribute to Your 401(k) If Your Employer Doesn't Match Contributions?
"In essence, [the question is], 'What should I do with my investment money?'" (Business Insider)

401(k) Fee Disclosure Rules 'Good for Participants,' DOL Official Says
"Rule 404(a)(5) provides plan participants an apples-to-apples comparison across product types.... In the past, different products have been regulated by different entities." (AdvisorOne)

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For 401(k) Advisers, Time to Shelve Old Benchmarks
"For financial advisers who specialize in 401(k) plans, a successful participant outcome is the end goal. Defining exactly what 'success' is needs some rethinking, however." (Investment News)

Washington State Latest Jurisdiction to License Same-Gender Marriages
"Washington joins seven other U.S. jurisdictions that currently license same-gender marriages. However, because under the federal Defense of Marriage Act (DOMA) federal tax benefits for spouses are limited to spouses of the opposite se.x, legal recognition of same-gender marriage by the states can raise complicated issues for both defined benefit (DB) and defined contribution (DC) plans that are controlled primarily by federal law." (Segal)

Kansas House OKs Cash Balance Plan for State Workers
"The Kansas House passed a bill Tuesday that would close the $13 bil.lion Kansas Public Employees Retirement System to new state employees.... Under the bill, employees hired on or after Jan. 1, 2014, would receive a one-time choice of being enrolled in a new cash balance plan or a new defined contribution plan." (Pensions & Investments)

Senate Highway Bill Includes Provisions to Stabilize Pension Funding
"The [bill] includes provisions that would stabilize the interest rates for determining the funding obligation for single-employer pension plans. The bill is now headed to the House where, despite its bi-partisan support in the Senate, passage is uncertain." (Deloitte)

What Might Replace the 401(k)?
Just 15 years ago 401(k) plans were widely embraced. Workers enjoyed managing their own money, believing that 10% annual returns for life would be a layup. Employers were happy to match contributions, giving them cover to shift away from costly traditional pension plans. Policymakers thought they had found an answer to the fraying social safety net. Today it all looks like a big mistake. (TIME)

ASPPA's Comments at Hearing on Massachusetts' New 'Universal Voluntary Retirement Accounts'
"The reason given for the proposal (as stated in the first sentence of Section 1 of H.1194) is that 'The legislature finds that small and medium sized businesses find it difficult to offer retirement plans because of the complexity and costs.' This assertion simply is not true, and the proposed 'solution' of Commonwealth-run employer-based retirement savings arrangements would not only fail to address a real problem, but would do so at a substantial cost and potential liability to the Commonwealth." (American Society of Pension Professionals & Actuaries)

ASPPA's Statement at Hearing on 'Opportunities for Savings: Removing Obstacles for Small Business'
"There are two myths about small business and retirement savings plans that [ASPPA addresses] up front: Myth #1: Service providers are not interested in helping small business set up or operate a retirement plan.... Myth #2: It is cost prohibitive for a small business to sponsor a retirement plan." (American Society of Pension Professionals & Actuaries)

Upcoming IRS Guidance Regarding the Nonqualified Deferred Compensation Plans of Tax-Exempt Organizations (PDF)
"Apart from one brief regulation issued several years ago, the [IRS] has never issued comprehensive guidance for 457(f) plan sponsors. Comprehensive guidance has been discussed and was expected to be issued in 2011, but did not occur.... However, new guidance is anticipated within the next few months in the form of proposed regulations." (Drinker Biddle)

Title VII Protection of Severance Benefits Extends to Former Employees
"Former and current employees can seek redress under Title VII of the Civil Rights Act of 1964, says [the U.S. Court of Appeals for the Fourth Circuit] in a case involving a severance package." (Business Insurance; free registration required)

Great-West Retirement Services Appoints Regional Sales Director
(Great-West Retirement Services)

eTekhnos Integrates Secure, Single Password Sign-On Into its HR and Benefits Portals
(eTekhnos)

High CEO Pay Opportunity and Pay-for-Performance Disconnects Likely to Trigger More Shareholder Opposition in Say-on-Pay Votes, Towers Watson Analysis Finds
(Towers Watson)

OneAmerica Appoints Mike Gastineau Regional Sales Director for Retirement Business in Indiana
(OneAmerica Financial Partners)