Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams2/26/2015 • 0 Comments

The Government Accountability Office recommends that DOL require plan sponsors to notify the agency when they implement lump sum windows, and coordinate with Treasury to clarify guidance on the information sponsors provide participants.

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By Nevin Adams2/25/2015 • 0 Comments

A 401(k) revenue-sharing lawsuit finally got its day before the U.S. Supreme Court.
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By Nevin Adams2/23/2015 • 0 Comments

Today President Obama, as expected, will throw his support behind the Department of Labor’s controversial fiduciary rule reproposal — but the details of the proposal remain elusive. READ MORE

By Nevin Adams2/23/2015 • 0 Comments

The Department of Labor’s much-anticipated fiduciary reproposal has drawn intense criticism from SEC Commissioner Daniel M. Gallagher.
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By Nevin Adams2/23/2015 • 0 Comments

Exceptions should not be the rule, at least not when it comes to the Department of Labor’s fiduciary regulation reproposal, according to a new white paper from the U.S. Chamber of Commerce.
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By Nevin Adams2/10/2015 • 0 Comments

In a Feb. 5 letter from Senate Committee on Homeland Security and Government Affairs Chairman Ron Johnson (R-Wisc.) to Secretary of Labor Thomas Perez, the committee requests that the DOL better explain its fiduciary regulation reproposal. READ MORE

By Nevin Adams2/3/2015 • 0 Comments

There is something of a feeling of déjà vu in President Obama’s budget proposal, certainly regarding workplace retirement plans. READ MORE

Mike Bushnell

Mike Bushnell

Mike Bushnell

By Mike Bushnell2/25/2015 • 0 Comments

Even as the economy has bounced back from the dark days in the late 2000s, an overwhelming number of working-age Americans still have concerns about their finances.
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By Mike Bushnell2/17/2015 • 0 Comments

Buoyed by a rising stock market, most defined contribution plan participants stayed the course, according to a new survey published by the Investment Company Institute. READ MORE

By Mike Bushnell2/4/2015 • 0 Comments

Americans’ satisfaction with the DC retirement system is on the rise, and they’re averse to the government making any changes to it, a new report by the Investment Company Institute indicates. READ MORE

Craig Hoffman

Craig Hoffman

Craig Hoffman

By Craig Hoffman2/25/2015 • 0 Comments

ASPPA’s Government Affairs Committee recently filed comments with the IRS regarding proposed changes to IRS Form 5500. READ MORE

John Iekel

John Iekel

John Iekel

By John Iekel2/25/2015 • 0 Comments

ASPPA CEO and Executive Director Brian Graff has warned that the fiduciary rule reproposal could have serious and negative consequences.
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By John Iekel2/11/2015 • 0 Comments

Floridians who take loans against their retirement plans have to pay a state tax on those distributions. But the Florida House of Representatives is considering a bill that would change that.
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Judy Miller

Judy Miller

Judy Miller

By Judy Miller2/3/2015 • 0 Comments

President Obama’s 2016 budget has been issued, and while parts could expand retirement plan coverage, others are likely to undermine those good intentions.

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Andrew Remo

Andrew Remo

By Andrew Remo2/12/2015 • 0 Comments

Legislation just introduced in the Oregon State Senate brings the Beaver State a step closer to establishing a state-run retirement savings program.
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By Andrew Remo2/4/2015 • 0 Comments

President Obama’s budget blueprint for fiscal year 2016 contains proposals that would change the tax treatment of IRAs and qualified retirement plans.

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ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff2/26/2015 • 0 Comments

The recent White House budget proposal sets aside $6.5 million in funding for the Department of Labor, along with waiver authority, to support state efforts to implement state-based 401(k)-type programs or automatic enrollment IRAs.

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By ASPPA Net Staff2/23/2015 • 0 Comments

What kind of retirement plan is available to private and public employees and how many assets are available in each kind continues to vary, according to a recent report. READ MORE

By ASPPA Net Staff2/20/2015 • 0 Comments

Two-thirds of American adults have experienced an event or situation that has had a negative effect on their financial plans for the long-term/retirement, according to a new report.
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By ASPPA Net Staff2/20/2015 • 0 Comments

Proposed legislation in Connecticut and Rhode Island would give their respective residents breaks from state taxes imposed on their pensions.
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By ASPPA Net Staff2/20/2015 • 0 Comments

The Pension Benefit Guaranty Corporation is seeking input on the implementation of the Multiemployer Pension Reform Act provisions concerning partition of multiemployer plans andrules for mergers of multiemployer plans. READ MORE

By ASPPA Net Staff2/18/2015 • 0 Comments

A growing number of employers plan to act this year to curb the cost of future Pension Benefit Guaranty Corporation premiums, according to Aon Hewitt. READ MORE

By ASPPA Net Staff2/17/2015 • 0 Comments

The ERISA public disclosure website — which houses filings by health and pension plans of private employers — is headed for the cloud. READ MORE

By ASPPA Net Staff2/12/2015 • 0 Comments

Individual retirement accounts — and the rollovers that fuel them to such an extent — are increasingly important to U.S. retirement saving. READ MORE

By ASPPA Net Staff2/11/2015 • 0 Comments

ASPPA Connect will not appear on Monday, Feb. 16, in observance of Presidents Day. Following are some little-known facts about some of our presidents.
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By ASPPA Net Staff2/10/2015 • 0 Comments

The world’s pension assets grew 6% last year, and now amount to around 84% of global Gross Domestic Product, substantially higher than the 54% recorded in 2008.
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By ASPPA Net Staff2/6/2015 • 0 Comments

The Department of Labor’s Employee Benefits Security Administration on Feb. 4 updated five frequently asked questions concerning electronically filing the Form 5500 via the EFAST2 system.
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By ASPPA Net Staff2/5/2015 • 0 Comments

U.S. company-provided pension plans got mixed news from BNY Mellon Investment Strategy and Solutions Group concerning how they fared in January 2015. READ MORE

By ASPPA Net Staff2/5/2015 • 0 Comments

The IRS cautions that entering incorrect information — or in some cases, leaving a field blank — on the Form 5500 increases the likelihood of being targeted for a compliance check.
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By ASPPA Net Staff2/5/2015 • 0 Comments

A new survey finds that 76% of Baby Boomers who retired within the past five years felt “in control” of their decision to retire.

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By ASPPA Net Staff2/4/2015 • 0 Comments

The Department of Labor has placed 150 multi-employer pension funds in critical status, and another 85 on the list of plans it calls endangered.

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By ASPPA Net Staff2/2/2015 • 0 Comments

Deferral and savings rates in 401(k) plans improved at a stronger rate than expected in 2014, recent studies reveal.
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Gerald Wernette

Gerald Wernette

By Gerald Wernette2/26/2015 • 0 Comments

If you are not a Business Managers and Owners Council member you really need to consider becoming one. READ MORE