What's New - May 2015

Index to All Months

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[5/6/15] U.S. Department of Labor Employee Benefits Security Administration: 176th Meeting of the Advisory Council on Employee Welfare and Pension Benefit Plans; Notice of Meeting [as published in the Federal Register on May 6, 2015 - The three-day meeting will take place on May 27-29, 2015. The Advisory Council will study the following issues: (1) Model Notices and Plan Sponsor Education on Lifetime Plan Participation, on May 27 and (2) Model Notices and Disclosures for Pension Risk Transfers, on May 28. The Advisory Council will hear testimony on May 29 on privacy and security matters affecting the two issues above. Organizations or members of the public wishing to submit a written statement may do so by submitting 30 copies on or before May 20, 2015.]

[5/6/15] Brightscope: “Latest Trends in Target Date Funds

[5/6/15] Benefits Quarterly: “Strategies to Help Defined Contribution Plan Participants Improve Financial Wellness and Achieve a Secure Retirement” by Thomas V. Burke and Theodore A. Goldman, Buck Consultants at Xerox

[5/6/15] Transamerica Center for Retirement Studies: Retirement Throughout the Ages: Expectations and Preparations of American Workers -- 16th Annual Transamerica Retirement Survey of Workers [Note: Downloadable materials are available at the website.]

[5/6/15] Towers Watson: Company Stock in Defined Contribution Plans: What Has Changed Since the Fifth Third Decision?

[5/6/15] Investment Company Institute: 2015 Investment Company Fact Book: A Review of Trends and Activities in the U.S. Investment Company Industry

[5/6/15] Prudential Retirement: Multiple Employer Plans: Expanding Retirement Savings Opportunities

[5/6/15] Boston Herald: “Gov. Baker signs state employee early retirement plan

[5/6/15] Buck Consultants’ FYI®: “Church Plan Litigation Update

[5/6/15] LifeHealthPro: “To offer or not to offer employee wellness programs? A brokerage firm answers the question

[5/6/15] NPR: “The Doctor Will Video Chat With You Now: Insurer Covers Virtual Visits

[5/5/15] America’s Health Insurance Plans: “Health Plans Focus on Affordability

[5/5/15] USA Today: “Contrary to goals, ER visits rise under Obamacare

[5/5/15] The Wall Street Journal: “America’s Health Priorities Diverge From Washington’s Focus on Obamacare

[5/5/15] OUPblog [Opinion]: “Keep the Cadillac tax” by Edward Zelinsky

[5/5/15] Internal Revenue Service: Rev. Proc. 2015-30 [“This revenue procedure provides the 2016 inflation adjusted amounts for Health Savings Accounts (HSAs) as determined under § 223 of the Internal Revenue Code.”]

[5/5/15] Social Security Bulletin: “Retirement Plan Coverage by Firm Size: An Update

[5/5/15] Human Resource Executive Online: “Employee Overconfidence About Retirement Plans

[5/5/15] NAPA Net: “Bill to Boost S Corp ESOPs Introduced

[5/5/15] Philly.com: “Christie set to argue his pension law is unconstitutional

[5/4/15] NAPA Net: “April Showers Good for 401(k) Balances?

[5/4/15] LifeHealthPro “Record number bump up 401(k) contributions

[5/4/15] BenefitsPro: “Plan participants stuck with retirement savings last year

[5/4/15] Four Seasons Financial Education: 2015 Survey: Employee Financial Wellness

[5/4/15] Society for Human Resource Management: “Putting a White Label on 401(k) Investments

[5/4/15] The Spokesman-Review: “Pension ruling means tough choices for Oregon lawmakers

[5/4/15] Wolters Kluwer Law & Business: “Underlying Cost Trend for Large Employers Remains Modest Despite ACA Concerns

[5/4/15] BendBulletin.com: “Educators forced to travel for surgeries to avoid huge bills

[5/4/15] Buck Consultants’ FYI®: “CMS Releases 2016 Medicare Part D Benefit Parameters

[5/1/15] U.S. Bureau of Labor Statistics: Employment Cost Index - March 2015 [News Release]

[5/1/15] Society for Human Resource Management: “’Big Data’ Can Improve Value of Health and Savings Plans

[5/1/15] Employee Benefit Adviser: “Broker expertise makes big data manageable

[5/1/15] Fidelity Investments: “Fidelity’s Quarterly Retirement Snapshot: More than 1 Million People Increase Savings Rate; Account Balances Reach Record High

[5/1/15] The Wall Street Journal [Blog]: “Fewer New 401(k) Plans Are Launched

[5/1/15] PlanAdviser: “Helping Participants Plan Their Distributions

[5/1/15] MainStreet: “Employees Winning 401(k) Lawsuits Over High Fees and Other Shortcomings

[5/1/15] Bank of America: Small Business Owner Report [Spring 2015]

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What's new at EBRI this month:

EBRI 2014 Fall Policy Forum: “Measured Matters” [“gavel-to-gavel” webcast - Prerecorded broadcast available through the International Foundation of Employee Benefit Plans]

EBRI 2013 Fall Policy Forum: “Employee Benefits: Today, Tomorrow, and Yesterday” [“gavel-to-gavel” webcast - Prerecorded broadcast available through the International Foundation of Employee Benefit Plans]

EBRI's Recent Media Coverage

“EBRI Now on Twitter” [EBRI Press Release, 2/6/09]

401(k) Balances and Changes Due to Market Volatility

Publications:

April 2015 EBRI Issue Brief - "The 2015 Retirement Confidence Survey: Having a Retirement Savings Plan a Key Factor in Americans' Retirement Confidence"

April 2015 EBRI Notes - "A Look at the End-of-Life Financial Situation in America" and "Measured Matters: The Use of 'Big Data' in Employee Benefits"

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What's new in employee benefits:


The following items have been added to the Government Accountability Office's Web site in Portable Document (PDF) format:

Reports
Private Health Insurance: Early Evidence Finds Premium Tax Credit Likely Contributed to Expanded Coverage, but Some Lack Access to Affordable Plans. GAO-15-312, March 23. Highlights.

Private Pensions: Participants Need Better Information When Offered Lump Sums That Replace Their Lifetime Benefits. GAO-15-74, January 27. Highlights.

 

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Updated 5/6/15