ASPPA

ASPPA

By ASPPA 4/1/2015 • 0 Comments

The IRS has updated a reminder that plan sponsors ultimately are responsible for tracking plan loans and hardship distributions. READ MORE

Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams4/22/2015 • 0 Comments

The 2015 Retirement Confidence Survey by the nonpartisan Employee Benefit Research Institute and Greenwald & Associates finds that the nation’s retirement confidence continues to rebound from recent record lows — but not for everyone. READ MORE

By Nevin Adams4/8/2015 • 0 Comments

Industry pundits (and many advisors) continue to tout retirement plan lifetime income options but current trends don’t appear favorable, according to John Haley, Chief Executive Officer at Towers Watson. READ MORE

By Nevin Adams4/6/2015 • 0 Comments

Plans that have, or have been contemplating, automatic enrollment features just got some good news from the Internal Revenue Service. READ MORE

Mike Bushnell

Mike Bushnell

Mike Bushnell

By Mike Bushnell4/23/2015 • 0 Comments

For an increasing number of Americans, work is where they expect to learn about saving for retirement — and a growing number of employers are trying to help.
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By Mike Bushnell4/8/2015 • 0 Comments

As businesses continue to recover from the Great Recession, the number of employers that offer retirement plans has nearly returned to pre-crisis levels, but many pension plans that disappeared during the downturn have not returned., according to a new Transamerica survey. However, READ MORE

Craig Hoffman

Craig Hoffman

Craig Hoffman

By Craig Hoffman4/1/2015 • 0 Comments

It now appears there is substance to reports that the IRS will be curtailing the determination letter program for individually designed plans. READ MORE

John Iekel

John Iekel

John Iekel

By John Iekel4/24/2015 • 0 Comments

The IRS in a recently released private letter ruling (PLR) said that transfers of surplus pension assets can be used to cover health benefits funded under a Code Section 401(h) account. READ MORE

By John Iekel4/14/2015 • 0 Comments

It’s been a long time coming, but after a nearly five-year odyssey the Department of Labor on April 14 unveiled a proposed regulation that redefines who a plan fiduciary is — and makes it clear that the Obama administration intends the rule to be a way to increase consumer protections for plan sponsors, fiduciaries, participants, beneficiaries and IRA owners. READ MORE

By John Iekel4/10/2015 • 0 Comments

Small defined benefit plans that have received audit waivers need more frequent review, says the Department of Labor’s Inspector General in a report concerning EBSA’s oversight of small plans claiming the audit waiver. READ MORE

Gail Lowney Alofsin

Gail Lowney Alofsin

By Gail Lowney Alofsin4/24/2015 • 0 Comments

Gail Lowney Alofsin, who will be among the featured speakers at the upcoming ASPPA Women Business Leaders Forum June 8-11, provides some pointers on negotiating successful outcomes.

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JJ McKinney

JJ McKinney

By JJ McKinney4/16/2015 • 0 Comments

What do business owners discuss when only business owners are listening? J.J. McKinney discusses the impact the BMOC Google Groups discussion forum has on his membership experience. READ MORE

ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff4/30/2015 • 0 Comments

The Department of Labor has filed a lawsuit alleging that a profit-sharing plan lost more than $4 million when fiduciaries engaged in self-dealing and conflicted transactions involving plan assets when they caused the plan to pay excessive fees. READ MORE

By ASPPA Net Staff4/30/2015 • 0 Comments

The Financial Accounting Standards Board (FASB) in Accounting Standards Update 2015-04, “Compensation — Retirement Benefits” (Topic 715) has updated its treatment of the measurement date of an employer’s defined benefit obligation and plan assets. READ MORE

By ASPPA Net Staff4/30/2015 • 0 Comments

On May 5, an ASPPA webcast will bring you up to speed on the historical and political context of the Department of Labor’s new fiduciary proposal, the 2010 proposal and why it failed, and the details and implications of the 2015 proposal.
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By ASPPA Net Staff4/29/2015 • 0 Comments

Target-date funds continued to receive the majority of new contributions into individuals’ accounts in March, according to the AonHewitt 401(k) Index. READ MORE

By ASPPA Net Staff4/28/2015 • 0 Comments

A new legislative proposal wouldn’t just require employers to offer a retirement plan — it would mandate employer contributions too. READ MORE

By ASPPA Net Staff4/27/2015 • 0 Comments

At this year’s ASPPA Chicago Regional Conference, Commissioner of the IRS Tax Exempt and Governmental Entities Division Sunita Lough will be addressing whether the IRS will limit the ability of plan sponsors to obtain a determination letter for individually designed plans.
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By ASPPA Net Staff4/24/2015 • 0 Comments

The Department of Labor will not extend the 75-day comment period for its conflict-of-interest rule, Labor Secretary Thomas Perez said April 23. READ MORE

By ASPPA Net Staff4/24/2015 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members; here is a summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff4/22/2015 • 0 Comments

The Pension Benefit Guaranty Corporation has proposed a new requirement that multiemployer plans file certain forms electronically.
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By ASPPA Net Staff4/22/2015 • 0 Comments

The ASPPA Membership Directory will be expanded to once again include member email addresses, effective May 1. READ MORE

By ASPPA Net Staff4/17/2015 • 0 Comments

The IRS found in its 401(k) Nonqualified Plans Project that plan sponsors sometimes enter information on the form that indicate that their plan is not qualified. READ MORE

By ASPPA Net Staff4/17/2015 • 0 Comments

The funded status of certain private sector defined benefit plans lost ground in 2014, according to a recently released study. READ MORE

By ASPPA Net Staff4/16/2015 • 0 Comments

The Department of Labor’s long-awaited fiduciary reproposal claims to protect consumers from “conflicts of interest” in retirement advice — but at what cost? READ MORE

By ASPPA Net Staff4/15/2015 • 0 Comments

Industry insider and fiduciary geek Pete Swisher has penned a timely and insightful piece on the history and potential future impact of the Department of Labor’s new “conflict of interest” proposal.
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By ASPPA Net Staff4/15/2015 • 0 Comments

The Investment Company Institute says the Obama administration relied on "fatally flawed" research in supporting its push for an expansion of the “conflicted advice” rule released April 14. READ MORE

By ASPPA Net Staff4/10/2015 • 0 Comments

The Treasury Inspector General for Tax Administration recently issued a report on how well the IRS identifies and addresses excess contributions to IRAs and made recommendations regarding how the IRS can do a better job. READ MORE

By ASPPA Net Staff4/8/2015 • 0 Comments

Corporate pension funding levels in the first quarter of 2015 lost some ground, according to analysts from two industry sources. READ MORE

By ASPPA Net Staff4/8/2015 • 0 Comments

ASPPA provides valuable information and insights to its members: here is an updated summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff4/2/2015 • 0 Comments

A panel of top experts from the IRS will participate in this year’s ASPPA Philadelphia Regional Conference, which will take place April 30 – May 1 at the DoubleTree Center City in Philadelphia. READ MORE

By ASPPA Net Staff4/2/2015 • 0 Comments

After a string of positive months for average 401(k) balances, the markets finally took their toll in March. READ MORE

By ASPPA Net Staff4/2/2015 • 0 Comments

On May 14, ASPPA brings you up-to-date information on the most recent and relevant topics straight to your desktop with our first-ever “virtual conference.” READ MORE

By ASPPA Net Staff4/1/2015 • 0 Comments

The Internal Revenue Service is moving to make it easier — and in some cases cheaper — to remedy plan problems with participant loans. READ MORE

By ASPPA Net Staff4/1/2015 • 0 Comments

A strengthening economy does not appear to have translated into fewer loans from solo 401(k)s. READ MORE

Alisa Wolking

Alisa Wolking

By Alisa Wolking4/20/2015 • 0 Comments

On April 15, the American Retirement Association joined with other industry stakeholders in releasing a statement to the Senate Finance Committee working group on Savings and Investment. READ MORE