Monthly Archives: July 2011

Additional 403(b) Reporting and Audit Problems Outlined (Reblogged from Plansponsor)

July 26, 2011 ( – Even though Department of Labor FAB 2009-02 permits assets from a “deselected vendor” of a 403(b) plan to be ignored for Form 5500 financial statement purposes, the relief is insufficient in that it fails to … Continue reading

Posted in Non Qualified Retirement Plans, Qualified Retirement Plans, Retirement | Leave a comment

Health Reform That Passes the Buck Is Short-Sighted (Reblogged from US News)

Great editorial piece from Kenneth Thorpe on US News talking about the short-sightedness of current reform. The challenge with reform (either in the debt limit or health care) is Congress always knows a future Congress can undo it’s programs. Thinking … Continue reading

Posted in Health, Health & Welfare, Health Reform, News & Updates | Leave a comment

How Truly Flexible Is a Nonqualified Deferred Compensation Plan?

by Eric Kaufman Excerpt: Ninety-one percent of Fortune 1000 companies offer a Nonqualified Deferred Compensation Plan. Why so many? Most employers recognize that the limits under standard qualified retirement plans create critical issues related to the recruitment, retention and rewarding … Continue reading

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Best Hospital Ratings Released

From US News Health U.S. News Releases Annual Best Hospitals Rankings Today, U.S. News released its 22nd annual Best Hospitals rankings, singling out 720 hospitals out of about 5,000 nationwide. Just 17 earned spots on the Honor Roll—which signifies the … Continue reading

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News Brief: NQDCs, TDFs, and more

Check out this news brief from the team at Lockton. Plenty of great information for Plan Advisors, HR professionals and more: View Online or Download here: The Key – Health Newsletter  

Posted in Executive Benefits, Health & Welfare, News & Updates, Retirement | Leave a comment

Webinar Invitation: The Pulse of Healthcare Reform

Attached is the invitation for our “Taking the Pulse of Healthcare Reform:  Where Are We Now?” WebEx presentation.  Lockton is on the forefront of healthcare reform consulting.  Our panel of experts has prepared a webex covering: An update on judicial challenges to the law, … Continue reading

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UnitedHealth’s 2Q profit climbs 13 percent

When are we going to see lower trend numbers in renewals and projections.  This will not be uncommon for the major carriers. Ammunition for renewal negotiations: UnitedHealth Group Inc., with operations in Hartford, said Tuesday its second-quarter earnings rose 13 … Continue reading

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Health Plan CO-OPs

From Janae Schaeffer of Lockton Companies, great discussion on the viability of health plan co-ops. Health Plan CO-OPs: A New Choice for Consumers, But Will They Be Viable? The Department of Health and Human Services has issued proposed regulations on … Continue reading

Posted in Health, Health & Welfare, Health Reform, Voluntary Benefits | Leave a comment

Many Budget Proposals, but Still No Agreement

Because you just can’t get enough of this story … more on the federal budget proposals. Between the NFL lockout and the lockout in the federal government, I’m starting to wonder if we’ve lost our ability to negotiate as a … Continue reading

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Podcast: QDIAs

Five simple tips for making the right choices with a Qualified Default Investment Alternative (QDIA). Educate yourself with this Plansponor podcast. Podcast QDIAs

Posted in Estate Planning, Executive Benefits, Qualified Retirement Plans, Retirement, Retirement Plans | Leave a comment