Search for: "The Retirement Benefits Investment Committee" Results 41 - 60 of 781
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25 Apr 2023, 5:00 pm by Kimberly S. Couch
For decades, it was common for employers to maintain employer-funded defined benefit pension plans (“DB Plans” or “Plans”) to provide retirement benefits to their employees. [read post]
3 Dec 2014, 10:41 am by Cynthia Marcotte Stamer
  The so‐called “conflict of interest ‐‐ fiduciary investment advice rule” would broaden the definition of investment advice fiduciary for ERISA plans and individual retirement accounts to try to reduce the opportunities for financial conflicts of interest to compromise the impartiality of investment advice in the retirement savings marketplace. [read post]
29 Apr 2012, 5:37 am by Glenn Reynolds
MORE ON THOSE UNDERFUNDED / OVER-GENEROUS PUBLIC PENSION PLANS: How Retirement Benefits May Sink the States. [read post]
25 Oct 2010, 10:00 am by Dave Wingate, Senior Life Care Planning
The Joint Economic Committee has released a report that shows that Republican proposals to make changes to Social Security would result in benefit cuts for millions and put the program's solvency in jeopardy,  states The Hill The report shows that two aspects of GOP plans — privatizing and progressive price indexing — would cuts the benefits of millions of middle-income workers and put nearly 50 percent of seniors at risk of living in poverty without… [read post]
12 Mar 2013, 7:15 pm by James Hamilton
The Committee will also review proposals that would harmonize the frequency of examinations of broker-dealers and investment advisers. [read post]
6 Feb 2019, 11:58 am by Renee Lieux
Update your investment policy if you invest in socially responsible investments to capture recent DOL guidance so that the company’s effort to be socially responsible does not result in a breach of fiduciary duty. [read post]
4 Nov 2011, 3:33 am by Cynthia Marcotte Stamer
  Filed under: Defined Benefit Plans, Defined Contribution Plans, Employee Benefits, Employers, ERISA, Retirement Plans, Tax, Tax Qualification Tagged: 401(k), accountant, Circular 230, CPA, Determination Letters, Employee Benefits, Fringe Benefits, investment advice, IRA, meal expense, plan qualification, Preparer Tax Identification Number, prohibited transactions, ptin, retirement plan, Retirement Plans, tax preparer,… [read post]
12 May 2013, 3:02 pm by Cynthia Marcotte Stamer
A Fellow in the American College of Employee Benefit Council, immediate past Chair of the American Bar Association (ABA) RPTE Employee Benefits & Other Compensation Group and current Co-Chair of its Welfare Benefit Committee, Vice-Chair of the ABA TIPS Employee Benefits Committee, a council member of the ABA Joint Committee on Employee Benefits, and past Chair of the ABA Health Law Section Managed Care & Insurance… [read post]
14 Apr 2010, 6:01 am by Bill Raftery
House and Senate conference committee unable to come to agreement 5/27/09. [read post]
4 Mar 2024, 10:00 pm by Sherica Celine
Investment Committee Issues for Defined Contribution Plans Apply similar monitoring functions to a health plan as your investment committee now does for your retirement plans. [read post]
8 Sep 2021, 8:15 am by CharlesB
“Later this week, the Ways and Means Committee will put an end to the idea that only some workers are worthy of ‘perks’ like paid leave, child care, and assistance in saving for retirement, and finally commit to investments that make these supports fixtures of the American workplace. [read post]
19 May 2010, 9:21 am by Cynthia Marcotte Stamer
  The Chair of the American Bar Association (ABA) RPTE Employee Benefits & Other Compensation Committee, a Council Representative on the ABA Joint Committee on Employee Benefits, Government Affairs Committee Legislative Chair for the Dallas Human Resources Management Association, past Chair of the ABA Health Law Section Managed Care & Insurance Interest Group, and the editor and publisher of Solutions Law Press HR & Benefits… [read post]
12 Apr 2016, 10:18 am by Jay Salamon
We like the explanation of The Committee for the Fiduciary Standard, a group of investment professionals and fiduciary experts who volunteer their time to advocate that all investment and financial advice be rendered as fiduciary advice. [read post]
12 Apr 2016, 10:18 am by Jay Salamon
We like the explanation of The Committee for the Fiduciary Standard, a group of investment professionals and fiduciary experts who volunteer their time to advocate that all investment and financial advice be rendered as fiduciary advice. [read post]
18 Nov 2010, 10:10 am by Cynthia Marcotte Stamer
Plan sponsors and administrators of defined benefit plans must carefully monitor and comply with the funding, notification, insurance and other associated requirements of the minimum funding rules imposed under the Employee Retirement Income Security Act and the Internal Revenue Code. [read post]
1 Sep 2011, 5:53 am by Patti Spencer
If your employer refuses, perhaps a committee of employees would have more clout. [read post]
11 Aug 2014, 2:51 pm by Deb Boiarsky
RJR Pension Investment Committee, et al., represents a potential elevation of the standard “prudent fiduciary” rule as it had been widely understood it to govern ERISA retirement plans. [read post]
20 Feb 2024, 6:24 am by Unknown
The bill would have made it a felony to invest public retirement or taxpayer funds “knowingly in a manner violating fiduciary duty concerning environmental, social, and governance (ESG) criteria. [read post]
14 Sep 2009, 2:49 am
CASTLE introduced the following bill; which was referred to the Committee on Education and Labor A BILL To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds. [read post]
26 Oct 2011, 6:04 am by Cynthia Marcotte Stamer
Recently selected for induction as a Fellow in the American College of Employee Benefit Council and for extensive work and accomplishments in the employee benefits area, immediate past Chair of the American Bar Association (ABA) RPTE Employee Benefits & Other Compensation Group and current Co-Chair of its Welfare Benefit Committee, Vice-Chair of the ABA TIPS Employee Benefits Committee, a council member of the ABA Joint… [read post]