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Previous Month ~ December 1995 ~ Following Month
-
12/20: Articles about Employee Stock Ownership Plans, from the
Foundation for Enterprise Development
- ESOPs and Capitalism
Honorable Russell Long, Retired U.S. Senator, Louisiana and Senior Partner, Finley, Wagner, et al, October 1987
- Using ESOPs for Corporate Restructuring
Rick Braun, Principal, American Capital Strategies, November 1992
- Six Early Stage Pitfalls In Employee Stock Ownership
Harry Casari, Partner, Ernst & Young
- ESOPs & Ownership Culture
Owen Gaffney, Former Senior Vice President of Human Resources, Polaroid Corporation, October 1994
- 12/20: Department of Labor issues proposed regulations
on deadline for making 401(k) contributions by employers
(after the funds have been withheld from participating employees'
paychecks).
12/19: Missing Link Fixed: the full text of
Friday's temporary IRS regulations addressing
the notice that must be provided to employees before a plan
sponsor can amend its pension plan to reduce the rate of
benefit accrual appear on BenefitsLink at
https://benefitslink.com/taxregs/411d6t.html
The address that appeared in the newsletter of 12/18/95
(https://benefitslink.com/taxregs/204h.html) was incorrect.
I apologize! -- Dave Baker
- 12/18: Visit the home page of The Center for Pension and Retirement Research
(at Miami University, Oxford OH)
- 12/17: BenefitsLink is proud to provide easy access to the
full text of ERISA,
as published by the U.S. government
- 12/15: Temporary IRS regulations under ERISA section 204(h),
on required written notice to employees before a reduction in the rate of benefit accrual under a pension plan
(full text; from the Federal Register of 12/15/95, with
hyperlinks to all of the ERISA statutory provisions addressed!)
- 12/14: Link to the new free Federal
Register database, from the U. S. Government Printing Office. See also these other
databases now provided by the GPO!
- 12/13: Visit the home page of the Association of Private Pension and Welfare Plans
- 12/13: Labor Secretary Robert Reich Announces New Rules on Holding of 401(k) Moneys by Employers
(Dec. 12, 1995)
- 12/13: Labor Secretary Robert Reich Announces 401(k) Warning Signs as Part of Pension
Fraud Enforcement Program
(Nov. 28, 1995)
- 12/12: New home page for the Pension Research Council, of
the Wharton School of the University of Pennyslvania
- 12/12: Press Releases from the U.S. Department of Labor's Pension and Welfare Benefits Administration
- 12/12: "Exposure draft" (published December 8) of
proposed Interpretive Bulletin by
Department of Labor "concerning the circumstances under which the provision of
investment-related information to participants and beneficiaries in participant-directed
individual account pension plans will not constitute the rendering of "investment advice"
under the Employee Retirement Income Security Act of 1974"
- 12/8: View the Web site for the
National Institute of Plan Administrators
- 12/7: Beware of
4th Quarter Magic! A look at I.R.C. § 419(f)(6)
trusts, qualified plans, and non-qualified plans in year-end planning, from
Strategic Financial Group, Inc.
- 12/4: Most Medical Provider Network Entities that Contract Directly with Employers are Currently Illegal,
by the president of the Society of Professional Benefit Administrators
- 12/4: Cautions & Questions about [IRA-type] Medical Savings Accounts [Under Tax Reform] as They Evolve,
by the president of the Society of Professional Benefit Administrators
- 12/4: Welcome to new sponsor GanTek Multimedia,
makers of the 401(k) Presentation System(tm)
multimedia software application for generating customized 401(k)
enrollment presentations
- 12/1: Top 10 Ways to Beat the Clock and Prepare for Retirement, by the
U. S. Department of Labor
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