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Cleaning Up 'Dirty Jobs' Talent Management ... forever,' ” Alaimo said, adding that it is important to be transparent with employees about what would be required of them for the next role. Photo-for-bio. Lauren Dixon is a Talent Management associate editor. Comment below or email editor ...
The Week That Was Talent Management (blog) With fall officially here, skip the beach to read these top five stories from Talentmgt.com for the week of Sept. 21. 1. Firms Boost HR Tech Spending: Half of talent managers say their companies' spending on HR technology grew year over year. 2 ...
Do you know what behaviors employees expect from leaders? Perceptions about what makes leaders successful can inform development and talent management strategy. On Another Note ... How to scale a business while keeping the human touch, from Fast Company.
Latest SumTotal Talent Expansion® suite release simplifies talent management experience and supports employees in driving their own development
Posted on Sep 24, 2015 (1119 days ago)
Skillsoft, a global leader in learning and talent management, today announced the general availability of SumTotal’s latest Talent Expansion® suite, designed to optimize individual and organizational performance by helping customers build workplace ...
eSports Is More Mainstream than Ever as 'Counter-Strike' Comes to TBS
Posted on Sep 24, 2015 (1119 days ago)
WME/IMG, a sports events and talent management company, and Turner Broadcasting, today announced they've struck a deal to form a new eSports league that will broadcast 20 live events on TBS in 2016. Counter-Strike: Global Offensive will be the featured ...
Saba Customer, Dimension Data, Lauded for Excellence in Talent Management
Posted on Sep 23, 2015 (1119 days ago)
REDWOOD SHORES, CA--(Marketwired - September 24, 2015) - Saba, a global leader in cloud based intelligent talent management solutions, today congratulated Dimension Data for its innovative use of Saba, winning bronze in the category of Best Advance in ...
"Business War Room Simulations" for Fortune 100s Now Available for Medium Enterprises
Posted on Sep 22, 2015 (1120 days ago)
To achieve this, it is critical we deliver the latest in leadership education to our employees," says VP of Talent Management at WorldPay, Inc. Alfredo Doreste. "To accomplish this we partnered with Simulation Studios to conduct a business simulation to ...
Fiduciary Financial Advisers and the Incoherence of a 'High-Quality Low-Fee' Safe Harbor
Posted on Sep 23, 2015 (1120 days ago)
"Concerned about conflicts of interest among financial advisers who provide advice to retirement savers, the [DOL] has proposed imposing fiduciary status and a 'best interest' standard on such advisers. To ameliorate the resulting compliance costs, the DOL has also raised the possibility of a safe harbor for certain 'high-quality low-fee investments.' However, the notion of a 'high-quality' investment is in irreconcilable tension with the highly individualized assessment of risk and return that is required by modern portfolio theory, the well-accepted concept from financial economics that has been codified in the 'prudent investor rule' as the standard of care for fiduciary investment. This policy incoherence is worrisome because of the potential for the safe harbor to swallow the best interest standard." (Max M. Schanzenbach and Robert H. Sitkoff Via SSRN)
How ERISA 404(c) Can Help Your Plan: A Resource for Plan Sponsors (PDF)
Posted on Sep 14, 2015 (1129 days ago)
18 pages. "Fiduciary risk ... affects companies on many levels -- in your employees' preparation for retirement, in the recruitment and satisfaction of those employees, in the way you manage your plan, and in the help you seek from your advisors.... This brochure will review relevant fiduciary data and suggest actions you can take to help minimize fiduciary risk. This guide includes the following topics:  404(c) protection and considerations for complying;  Key requirements needed for 404(c) compliance;  Six steps toward compliance." (Deutsche Bank AG)
EPCU Summary Report: Reporting of 4979 Excise Tax by 401(k) Plans Using Form 5330
Posted on Sep 9, 2015 (1134 days ago)
"The goal of this project was to verify nondiscrimination compliance was met by requesting and reviewing information to:  Determine the plan provisions properly allowed and adopted a 401(k) as part of a CODA.  Determine compliance with IRC Section 401(k)(11) for SIMPLE 401(k) plans.  Determine compliance with IRC Section 401(k)(12) for Safe Harbor plans.  Verify corrective measures were taken to satisfy ADP or ACP tests and any applicable 1099-Rs were issued.  Verify reporting and the accuracy of calculations used to determine the amount of excise tax asserted under IRC Section 4979, requesting corrections when errors were identified." (Internal Revenue Service [IRS])
Locked Out of Retirement: The Threat to Small Business Retirement Savings (PDF)
Posted on Jun 16, 2015 (1219 days ago)
13 pages. "Small business owners, through SEP and SIMPLE-type IRA plans, provide roughly $472 billion in retirement savings for over 9 million U.S. households.... The DOL is proposing broad new regulations that would impose significant new compliance costs and legal liabilities on advisors to SEP and SIMPLE IRAs, costs that will be passed on to these small business plans and employees. Many small businesses cannot offer 401(k) or similar 'traditional' retirement plans because of administrative complexity, costs, or eligibility requirements, and instead offer simplified, basic retirement plans built around IRAs." (U.S. Chamber of Commerce)
Ninth Circuit Denies Rehearing, Amends Opinion, and Sends Long-Running Stock-Drop Case Back for Trial
Posted on Jun 11, 2015 (1224 days ago)
"The court's opinion and strong dissent represent dramatically different interpretations of Dudenhoeffer and conflicting views about the information that plan fiduciaries must disclose to be in compliance with ERISA and securities law. As other courts weigh in, a split among the circuits seems possible, and -- as predicted by the dissenting judge -- the Supreme Court may well have the last word." [Harris v. Amgen, No. 10-56014 (9th Cir. May 26, 2015)] (Thomson Reuters / EBIA)
Financial services will continue to drive state economy, report says - Boston Globe (subscription)
Posted on Jun 10, 2015 (1225 days ago)
Financial services will continue to drive state economy, report saysBoston Globe (subscription)... Boston's hiring needs are growing, the report found, as financial firms seek workers with backgrounds in big data, compliance, and cybersecurity. Boston is headquarters to three of the top 10 retirement savings managers, including Fidelity Investments.and more »
[Guidance Overview] Documentation Hardship for Hardships (and Participant Loans, Too)
Posted on May 30, 2015 (1236 days ago)
"[It] may be impossible for many recordkeepers to 'transfer' the hardship and loan documentation in electronic format to the plan sponsor. But every plan sponsor should probably request it from the recordkeeper and request that the electronic data be transmitted to the plan sponsor with each future hardship distribution and each participant loan. And, then, of course, there's the fiduciary obligation to review the information and make certain of compliance with the rules since the plan sponsor may not be able to rely on the recordkeeper to do that. And failing or refusing to do this, maybe the IRS's real objective will be met -- the plan will be amended to eliminate participant loans and hardship distributions in order to avoid leakage." (Benefits Bryan Cave)
Execs See Fiduciary Proposal as Complicated, Costly
Posted on Apr 28, 2015 (1268 days ago)
"Early assessments of the Department of Labor's fiduciary proposal find the new rules will be complicated to implement and costly for the industry, according to wealth management executives.... [A]nalysts at investment banking firm Keefe, Bruyette & Woods ... estimated that the DOL's proposal could be a 2% drag on Morgan's earnings, which the authors described as modest. For Raymond James, the analysts estimated 'roughly $2,400-$4,800 in increased compliance and litigation cost per advisor which equates to roughly $15 million to $30 million of incremental expenses.' " (On Wall Street)
Fidelity Asks IRS to Modify or Withdraw Guidance on Hardship Withdrawal Documentation
Posted on Apr 27, 2015 (1268 days ago)
"While Fidelity said the new IRS newsletter article 'may be indicative of the position the IRS is likely to take when reviewing plan procedures,' it said the agency's position 'does not appear to be supported by IRS regulations and is contrary to recent indications from IRS representatives suggesting that such documentation is not required.' " (Thompson's HR Compliance Expert)
[Guidance Overview] Limited Relief Provided by Carve-Outs and Exemptions in DOL's New Conflict of Interest Proposal
Posted on Apr 24, 2015 (1272 days ago)
"The breadth of the general definition makes it vital to come within the terms of a carve-out if one is available. However, the carve-outs are not available to a person who admits to being an ERISA fiduciary.... [E]ven for advisers and financial institutions that undertake the many compliance duties and disclosures necessary to come within the 'best interest contract' exemption, in the end, the exemption only exempts the person from the prohibited transaction rules, including potential excise taxes for IRAs under the Internal Revenue Code.... [T]he exemption does not exempt a person... from the general fiduciary duties under ERISA ... or from potential civil liability to make up any loss to the plan resulting from a breach of those duties." (Dentons)