Benefits Biz Blog
Benefits Biz Blog is authored by lawyers in Baker & Daniels benefits and executive compensation group.
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Featured Articles
DOL Advises on Advice
DOL Advises on Advice By Nick Curabba Readers of this blog have no doubt noticed the Department of Labor's latest pieces of regulatory guidance on investment advice (proposed regulations and a proposed class exemption). The guidance was issued...DOL Advises on Advice By...
Recent Articles
Sen. Baucus Marks Out Turf on Health Care Reform
Sen. Baucus Marks Out Turf on Health Care Reform Written by: Nick Curabba Wasting little time to begin the debate over health care reform, Sen. Max Baucus (D-MT), chair of the Senate Finance Committee wrote to President-Elect... Sen. Baucus Marks Out Turf on Health Care...
403(b) Talk on YouTube
403(b) Talk on YouTube Written by: Nick Curabba Kudos to the National Association of Government Defined Contribution Administrators (NAGDCA) for bringing Bob Architect to the YouTube generation. Following the link here will bring you to a... 403(b) Talk on...
Change Election Produces Little So Far on the Hill
Change Election Produces Little So Far on the Hill Written By: Nick Curabba Despite the undeniable impact the "change" element had in the Presidential election, as BNA reported this morning, the leadership of the key Congressional committees... Change Election Produces Little So Far...
Congress May Address 'Fundamental' Retirement Plan Reform
Congress May Address 'Fundamental' Retirement Plan Reform Written by Nick Curabba For the second time in as many weeks, Rep. George Miller (D-CA) has hinted that broad and sweeping legislation addressing the U.S. retirement system may be in the... Congress May Address...
RMDs Make the Big Time
RMDs Make the Big Time Written by: Nick Curabba While the world's finance chiefs convened over the week to staunch the global market collapse, U.S. Presidential candidates John McCain and Barrack Obama were proposing one "fix" in... RMDs Make the Big Time Written...
LaRue and the Participant Disclosure Regulations
LaRue and the Participant Disclosure Regulations Written by: Bob Toth We have commented in the past on how the REAL impact of the DOL’s “three pronged” disclosure effort lies not in each discrete set of rules, but... LaRue and the Participant Disclosure Regul...
Retirement Plans and the Troubled Asset Relief Program
Retirement Plans and the Troubled Asset Relief Program Written by Both Toth and Nick Curabba Set against the dramatic House vote and ensuing market plunge yesterday, it might be easy to overlook the possible direct implications the... Retirement Plans and the Troubled...
DC Plans, Distributed Annuities, Spousal Consent and QJSAs
DC Plans, Distributed Annuities, Spousal Consent and QJSAs Writte by Bob Toth One of the most nagging issues related to distributing annuities from defined contribution plans is how and when to apply the spousal consent and... DC Plans, Distributed Annuities, Spousal...
403(b) Rollovers vs. 403(b) Exchanges
403(b) Rollovers vs. 403(b) Exchanges Written by: Bob Toth A law school classmate and partner at a major Michigan law firm dropped me a note the other day. She had one of those tricky 403(b) questions that... 403(b) Rollovers vs. 403(b) Exchanges Written by: Bob...