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Lawmaker reacts to media report on SERP transfers

Prompted by a recent media report, a US congressman is seeking answers from the IRS about the practice of moving benefits from supplemental executive retirement plans to tax-qualified pension plans. He intends to prepare a legislative response. (Select News, 20 Aug 2008) More   

On-site clinics require ounce of legal prevention

Workplace health clinics can curb benefit costs and improve employee wellness, but employers must navigate complex legal issues to realize these gains. This Update answers common legal questions to consider before offering on-site health clinics. (Update, 20 Aug 2008, 4 pages) More | Article

Revised Form 990 instructions available

The IRS has posted new instructions for Form 990, Return of Organization Exempt from Income Tax, revising the April draft. Though the new version still is marked "draft," the IRS doesn't expect final instructions to change significantly. (GRIST, 19 Aug 2008, 1 page) More  | Article 

2009 projected Internal Revenue Code limits

Mercer has projected 2009 IRS limits for qualified retirement plans, the saver's credit, Archer MSAs and qualified transportation fringe benefits. This article also summarizes 2009 HSA/HDHP amounts announced by the IRS in May. (GRIST, 18 Aug 2008, 3 pages) More  | Article 

Tax gross-ups face scrutiny

SEC disclosure rules have highlighted the prevalence of tax gross-ups, making them a new target for shareholder proposals. (GRIST, 18 Aug 2008, 9 pages) More  | Article 

From Mercer

HRadio -- August 19: News and Features

Following the news, this week's HRadio looks at the shortfall in pension plan funding, IT solutions for talent management and ways to motivate and retain knowledge workers. (Podcast, 19 Aug 2008) More | Article

Using outsourcing to transform HR

Few changes have greater impact on HR and an organization than outsourcing. As this Point of View paper discusses, HR outsourcing can be a transformational event, offering a chance to reshape internal HR's strategic role and contributions. (Mercer, 18 Aug 2008) More | Article

IRS updates retirement plan correction program

An updated IRS correction program for retirement plans includes an array of new rules and enhancements. The revised Employee Plans Compliance Resolution System generally takes effect Jan. 1, 2009, but plan sponsors may apply it as of Sept. 2, 2008. (GRIST, 15 Aug 2008, 1 page) More  | Article 

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Library

Building the capability to be innovative

This article presents best practices for knowledge management, based on knowledge management practices at 18 public and private organizations, that encourage innovation. (Knowledge Management Review, 20 Aug 2008, 6 pages) More  | Article 

Are your boomers poised to leave?

Citing retention practices at Greenville Hospital System University Medical Center, Roche Pharmaceuticals, Wyndham Worldwide and CVS Caremark, this article explores strategies to deter older workers from retiring. (Incentive, 20 Aug 2008, 4 pages) More  | Article 

European institutional asset management survey

The use of investment consultants in Europe grew dramatically from 36 percent of respondents in 2006 to 55 percent in 2007, according to this annual survey. It also reports greater use of funds-of-funds to access hedge funds. (IPE.com, 21 Aug 2008, 41 pages) More  | Article 

Fiduciary obligations and 401(k) plan sponsors

Despite recent Department of Labor regulatory initiatives, significant concerns relating to 401(k) plan fiduciary obligations remain, a new GAO study reveals. (Government Accountability Office, 20 Aug 2008, 45 pages) More  | Article 

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