Retirement and Pension

Link to the Internal Revenue Service's official Retirement Plans Community website. You now have access to all of their forms, publications, and newsletters as well as breaking news.

"Getting It Right-Know Your Fiduciary Responsibilities"
The Department of Labor has a launched a nationwide campaign to improve workers' health and retirement security by educating employers and service providers about their fiduciary responsibilities under the Employee Retirement Income Security Act (ERISA). Read more...

Preparing the Form 5500 Schedule C Webinar
On January 12th, 2010, the U.S. Chamber of Commerce co-sponsored a webinar in conjunction with the Securities Industry and Financial Markets Association and the Profit Sharing/401k Council of America to help plan sponsors address the practical issues they may face when filing the Form 5500 Schedule C. For additional information on the webinar, a copy of the PowerPoint presented can be found here and an audio file of the webinar can be found here.

 

Employee Benefits 2010: The Next Decade of Benefits Practices and Designs
On July 10th, 2009, the U.S. Chamber of Commerce held a conference highlighting new trends in health and welfare plans, retirement plans and other benefit options. Attendees heard from innovators who have developed new ways of providing, delivering, comparing, and purchasing benefits for employers of all sizes. At the event, the Chamber released the "Employee Benefits Strategic Vision," which provides a proactive agenda for the Chamber that bridges the political and policy issues facing the employee benefits community. A copy of the document can be found here.

Joint-trade Letter to the U.S. Senate regarding the Restoring American Financial Stability Act of 2010 — May 5, 2010

Jointly Submitted Comments on the 2010 Proposed Rule on Investment Advice—Participants and Beneficiaries — May 5, 2010

Comments in Response to a Request for Information Regarding Lifetime Income Options for Participants and Beneficiaries in Retirement Plans — May 3, 2010

Letter to Senators Isakson and Cardin thanking them for their leadership on pension funding relief — March 10, 2010

Multi-Industry Letter to Congress Highlighting the Importance of the Private Employer-provided Retirement System. — February 26, 2010

Multi-Industry Letter to Congress urging them to enact legislation to provide relief for single-employer, multiemployer, and multiple-employer pension funds. — January 19, 2010

Joint-trade Letter to the President and to all the Members of Congress Supporting Legislation to Provide Relief for Single Employer and Multiemployer Pension Funds — December 22, 2009

Letter to the House Committee on Ways and Means opposing H.R. 4126, the "Retirement Fairness Act of 2009." — December 8, 2009

Multi-Industry Letter to the House Committee on Financial Services and the House Committee on Agriculture expressing concerns related to House derivatives legislation and its impact on pension plans. — December 4, 2009

Multi-Industry Letter to Congress urging Congress to enact legislation this year to provide much needed relief for both single employer and multiemployer pension funds — October 1, 2009

Joint-Statement before the House Committee on Ways and Means on Investment Advice and Defined Benefit Plan Funding — October 1, 2009

Statement before the ERISA Advisory Council on Approaches for Retirement Security in the United States — September 29, 2009

Statement before the ERISA Advisory Council on Retirement Security in the Current Economic Environment — September 17, 2009

Joint-Trade letter to Congress on Long-term Pension Plan Funding — July 29, 2009

Joint-Trade letter to the Committee on Education and Labor concerning H.R. 1988, "The Conflicted Investment Advice Prohibition Act of 2009." — June 23, 2009

Joint-Company letter to Secretary Geithner regarding Pension Funding — May 8, 2009

Multi-Company letter to Congress regarding Pension Funding — January 23, 2009

Multi-Industry letter to Congress regarding Pension Funding —January 16, 2009

Phased Retirement Testimony Before EBSA — September 9, 2008

Comments on Proposed Rule on Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans — September 8, 2008