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By ASPPA Net Staff10/28/2016 • 0 Comments

The IRS has issued a draft of the Form 5500-EZ to be used by one-participant retirement plans for 2016 information reporting. READ MORE

By Nevin Adams10/28/2016 • 0 Comments

The 24-page document covers a lot of ground in the form of 34 questions, and while much of it seems to confirm what had been understood (or assumed), the first wave of FAQs certainly provides some comfort – and in some cases clarifies key issues. READ MORE

By ASPPA Net Staff10/27/2016 • 0 Comments

The IRS on Oct. 27 in Notice 2016-62 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. READ MORE

By John Ortman 10/27/2016 • 0 Comments

“If you can remember the Sixties, you probably weren’t there.” That quote, variously attributed to a range of people from comedian Robin Williams to Jefferson Airplane guitarist Paul Kantner, might apply to someone you know. READ MORE

By ASPPA Net Staff10/27/2016 • 0 Comments

As implementation of the Department of Labor’s (DOL) fiduciary rule nears, two broker-dealers have decided to continue to charge commissions for their retirement account services. READ MORE

By ASPPA Net Staff10/26/2016 • 0 Comments

The IRS and Pension Benefit Guaranty Corporation (PBGC) have announced that they are granting relief to victims of Hurricane Matthew in hard-hit parts of South Carolina, Georgia and Florida. READ MORE