SEC Proposes Easing of ETF Regulations

March 5, 2008 (PLANSPONSOR.COM) - The Securities and Exchange Commission (SEC) has proposed two new rules under the Investment Company Act to allow exchange-traded funds (ETFs) to operate without first getting SEC exemptive orders.

(b)lines Series: 403(b) Final Regulations – Transfers and Exchanges

March 4, 2008 ((b)lines) - The new 403(b) regulations concerning plan transfers and contract exchanges both expand permissible transactions for participants and place controls on conditions of the transactions to ensure compliance with limitations and distribution restrictions. Participants are no longer on their own to decide if they can make a transfer or exchange. These provisions of the new regulations were generally effective September 24, 2007.

NJ Senate OKs Family Leave Measure

March 4, 2008 (PLANSPONSOR.COM) - The New Jersey state Senate on Monday approved and sent on to the General Assembly a measure giving workers in the Garden State the right to paid leave to care for a family member.

LTD Plan's Demand of Objective Proof of Migraines is not Wrong

March 3, 2008 ( - The U.S. District Court for the Middle District of Florida has determined a long-term disability plan administrator was not wrong in requiring objective proof a participant suffered debilitating migraines that made her eligible for plan benefits.

EEOC Issues Guides on Injured Vets' Workplace Issues

March 3, 2008 ( - The U.S. Equal Employment Opportunity Commission (EEOC) on Friday issued two question-and-answer (Q&A) guides providing technical assistance for employers and veterans on workplace issues affecting veterans with service-connected disabilities.

How Much Tax Do "the Wealthy" Pay?

March 3, 2008 ( - As the political season pumps up the rhetoric around what's going to be done for "the middle class" and (generally) to "the wealthiest Americans", the Internal Revenue Service has published some interesting income tax data.

Insurance Providers Charged in 412(i) Scheme

February 28, 2008 ( - A new lawsuit has accused a group of insurance companies, consultants, and lawyers of conspiring to sell illegal tax shelters to employers for 412(i) plans by misrepresenting the potential risks of the pension funding arrangements.

Honesty the Best Policy on Taxes

February 28, 2008 ( - Most Americans claim to be honest when it comes to paying their taxes - and fear of being caught isn't the primary reason.