Conversion Consultant
Verisight, Inc.
in CA

Conversion Manager
Verisight, Inc.
in CA

Marketing Manager, Retirement Plan Services-Customer Strategy
T. Rowe Price
in MD

Relius Pension Support Administrator
Pension Consulting Firm located in Kansas City
in KS

Marketing Manager, Retirement Plan Services-Advisor Market
T. Rowe Price
in CO, MD

Operations Supervisor
ICMA-RC
in DC

Retirement Plan Administrator
Noble-Davis Consulting, Inc.
in OH

Senior Client Employee Benefits Advisor
Morgan, Lewis & Bockius LLP
in PA

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Washington Update: Legislation and Regulation Changes in Retirement Plans
September 18, 2014 in CA
(Western Pension & Benefits Council - Orange County Chapter)

Transitional Reinsurance Program: Supporting Documentation Job Aid Review and Updating Reinsurance Contribution Filings
September 24, 2014 WEBCAST
(Employee Benefits Security Administration [EBSA], U.S. Department of Labor)

Full Scope vs. Limited Scope Audits in Retirement Plans
September 24, 2014 WEBCAST
(Multnomah Group)

Rehires: Brush up on the Rules with ASCi
October 7, 2014 WEBCAST
(ASC Institute)

New Face of Wellness: A Business Case for Optimizing Employee Population Health Strategy
October 8, 2014 in TX
(Worldwide Employee Benefits Network [WEB] - Houston Chapter)

IRA Excess Contributions
October 9, 2014 WEBCAST
(Ascensus)

Conversions and Recharacterizations
October 14, 2014 WEBCAST
(Ascensus)

Symposium in Honor of 40th Anniversary of ERISA
October 21, 2014 WEBCAST
(Employee Benefits Security Administration [EBSA], U.S. Department of Labor)

Bank on It! Evaluating and Implementing Paid Time Off (PTO) Banks
October 23, 2014 WEBCAST
(Clear Law Institute)

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Valuation-Based Tactical Asset Allocation in Retirement and the Impact of Market Valuation on Declining and Rising Equity Glidepaths
"[T]he best approach may not be to implement a rising equity glidepath or a static rebalanced portfolio at all, but instead to adjust equity exposure dynamically based on market valuation from year to year throughout retirement. While such an approach is not necessarily a very effective short-term market timing indicator, the results suggest nonetheless that it can help to minimize risk when necessary, take advantage of favorable market returns when available, and have some of the best of both worlds -- albeit with the caveat that markets can still deviate materially in the short run from what valuation alone may imply regarding long-term returns!" (Michael Kitces in Nerd's Eye View)  

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Retirement Education, Plan Documents, and more.

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Treasury Official Discusses Options for Improving DC Plans
"The U.S. retirement plan landscape has moved from defined benefit to defined contribution, and now to an undefined contribution system, one Treasury official contends.... Mark Iwry, senior advisor to the Secretary of the Treasury, and deputy assistant secretary of Retirement and Health Policy at the U.S. Treasury, explained that, in the age of 401(k)s and 403(b)s, rather than straight profit-sharing plans, the contribution is unknown.... 'We need to restructure the retirement system so that retirement income can be defined,' he said. 'There are things that can be done without the government passing more regulations.' " (PLANSPONSOR)  

Congressional Gridlock and the Future of Pensions
"With a continuing focus on deficit reduction and tax reform, Congress is always looking for revenue raisers. And, over the last several years, Congress has set a clear pattern of using the retirement system to help finance unrelated legislation. What do these ongoing fiscal battles mean for the retirement system?" (Association for Financial Professionals [AFP])  

CalPERS Is Done with Hedge Funds; Paid $135 Million in Fees Last Year for 7.1% Return
"The pension fund paid $135 million in fees in the fiscal year that ended June 30 for hedge fund investments that earned 7.1 percent, contributing 0.4 percent to its total return, according to Calpers figures.... Calpers earned 18.4 percent in the fiscal year as global stock indexes rose to records. The fund's market value reached $300 billion for the first time July 3, making it bigger than all but two companies on the Dow Jones Industrial Average." (Bloomberg)  

A Plan for Disengaged Plan Sponsors (PDF)
"The dramatic growth of [target date funds] is evidence that safe harbors provided by Congress and the [DOL] can help plan sponsors do what they believe is right for those participants who cannot or will not engage in decision making. But how about helping the plan sponsors? While most business owners or managers want to provide employees (and themselves) with good investments and successful outcomes, few have the background, knowledge, and, perhaps most of all, the time to properly engage in that responsibility. What can be done to make it easier for these plan sponsors who are, by necessity if not also by aptitude, disengaged?" (CAPTRUST Financial Advisors)  

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Network, Learn and Sell at the SPARK Forum Retirement Industry Conference

Join top record keepers, asset managers, TPAs, advisors, marketing and sales executives for unequaled education and networking. Gain insights into the latest market trends, business strategies, regulatory and legislative issues, and product developments.

ACLI Statement to Senate Finance Committee: Retirement Savings and Tax Reform (PDF)
"According to a 2013 survey, 84 percent of households said that the tax-deferred treatment of contributions was 'a big incentive to contribute.' More than half (51 percent) said they probably would not have saved for retirement without the plan.... It is often noted that retirement savings provisions are among the largest items in the ranking of federal tax expenditures.... [It] is important to recognize that taxes will be paid on the contributions and investment returns when funds are withdrawn by retirees." (American Council of Life Insurers [ACLI])  

[Opinion]

Why Not a Minimum Pension?
"Not enough American workers are contributing to a retirement account. To address this gap in retirement savings, we propose a minimum pension law -- a requirement that employers contribute a minimum of 50 cents per hour worked, for every worker, into a retirement plan. A minimum pension would provide all workers with the opportunity to create their own personal wealth -- providing for a more secure retirement and a reduction of the current wealth disparity in our country. With improved access to simple investment vehicles and tax breaks that aid small businesses, employers would largely benefit too." (Third Way)  

[Opinion]

States Mulling Public Retirement Plans for Private Sector Employees
"Certainly there is merit for any effort that helps to promote savings and financial independence. That said, there is a plethora of critical questions to be answered before any products are developed, let alone forced on taxpayers and employers. For one thing, who will serve as a fiduciary for each plan and what regulatory regime will prevail?" (Pension Risk Matters)  

[Opinion]

Text of ERIC Statement to Senate Finance Committee for Retirement Savings Hearing on September 16, 2014
"The current employer-based retirement system benefits workers by providing workers with protections, while facilitating retirement savings. The voluntary employer-based retirement plan system allows companies to attract and retain quality workers, while giving companies the flexibility they need. Congress should protect the tax incentives that help workers to save for retirement." (The ERISA Industry Committee [ERIC])  

Taft-Hartley Trustees: Traveling Outside State Lines Requires Staying in Line with the IRS Travel Expense Reimbursement Rules
"Under the actual expense method, there must be records to evidence the actual cost of travel expenses.... As an alternative to the actual expense method, the IRS standard rates can be used for meals and incidentals. The only documentation required under this method is proof of time, place, and business purpose of the travel.... Expense reimbursements for the departure and return days must be prorated under the standard meal allowance method by one of two methods." (Belfint Lyons & Shuman, CPAs)  

The Ambushed Fiduciary: Does Authority Over a Corporate Bank Account Cross the Line?
"[T]his officer had nothing to do with running the plan, and ERISA contemplates that a fiduciary (other than an investment adviser) is someone with discretion or control over plan administration or plan assets. This officer had neither in the common understanding of those terms simply because he was a signer on a corporate account, though the court accepted the [DOL's] argument that the unpaid employee contributions were plan assets. In fact, since it required two signatures to act for the account, this officer was unable to unilaterally even direct the contributions." [Perez v. Geopharma, No. 8:14-cv-66-T-33T (M.D. Fla. July 25, 2014)] (Osler, Hoskin & Harcourt LLP)  

Prudential Commends Senators For Commitment To Enhancing Retirement Security For America’s Workers
Prudential Retirement

CFDD 2014 Augments Pre-Conference Program With HSA Strategies To Fuel DC Plan Growth
Center for Due Diligence

Mutual of Omaha Sees Growth in 3(16) Fiduciary Service
Mutual of Omaha

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