John Ortman

John Ortman

By John Ortman 8/1/2015 • 0 Comments

Last month we asked ASPPA members to weigh in on what topics they would most like to see covered in Plan Consultant magazine, using a unique voting tool. It's time to reveal the results. READ MORE

Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams8/27/2015 • 0 Comments

ASPPA’s Retirement Plan Academy is working on an update of the Retirement Plan Fundamentals (RFP) certificate, and would like to enlist YOUR help in identifying the biggest pitfalls or complicating factors in a conversion. READ MORE

By Nevin Adams8/10/2015 • 0 Comments

The public comment period may have closed, but a group of U.S. Senators has weighed in on the proposed fiduciary regs — and lent their support to a recommendation of the American Retirement Association. READ MORE

Mike Bushnell

Mike Bushnell

Mike Bushnell

By Mike Bushnell8/19/2015 • 0 Comments

With many American workers saying they could have saved more, and sooner, a large majority of employees support access to plans with automatic enrollment, according to new studies. READ MORE

Brian Graff

Brian Graff

By Brian Graff8/26/2015 • 0 Comments

There were four days of hearings on the Department of Labor’s proposed fiduciary rule and I kept waiting… and watching… and waiting. But it never came up. And that surprised me. READ MORE

Craig Hoffman

Craig Hoffman

Craig Hoffman

By Craig Hoffman8/5/2015 • 0 Comments

Looking to gain insights, tips and tricks on issues commonly faced by the owners and senior managers of pension administration and actuarial services firms? Well look no further. READ MORE

Andrew Remo

Andrew Remo

By Andrew Remo8/14/2015 • 0 Comments

At times during Day Four of the Department of Labor’s (DOL) public hearing on its fiduciary rule, it felt as if everything that needs to be said has already been; however, some new topics were discussed in the final day of testimony. READ MORE

By Andrew Remo8/13/2015 • 0 Comments

Marcy Supovitz, President-Elect of the American Retirement Association, testified at the public hearing on the Department of Labor’s reproposed fiduciary rule Aug. 12. READ MORE

By Andrew Remo8/13/2015 • 0 Comments

The second day of public hearings on the Department of Labor’s fiduciary rule reproposal was highlighted by a debate over the economic impact that the rule will have on the financial services industry. READ MORE

By Andrew Remo8/11/2015 • 0 Comments

The first day of the Department of Labor’s public hearing on its re-proposed fiduciary rule Aug. 10 veered from the informative to the absurd as the department’s rule makers heard from a broad array of stakeholders on the complex subject. READ MORE

ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff8/31/2015 • 0 Comments

The IRS has issued temporary regulations providing guidance on administering a vote by multiemployer plan participants regarding suspension of benefits when such a plan is determined to be in critical and declining status. READ MORE

By ASPPA Net Staff8/31/2015 • 0 Comments

The Department of Labor has tentatively rejected requests by three global banks to continue managing U.S. pension funds. READ MORE

By ASPPA Net Staff8/31/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) is intended to establish a larger IRS presence in the pension plan community and increase plans’ compliance, according to EPCU Managers Chomyok and Carla Smith. READ MORE

By ASPPA Net Staff8/31/2015 • 0 Comments

A strong majority of U.S. workers are saving for retirement — but a certain percentage is not, and that segment has grown slightly recently, two studies show. READ MORE

By ASPPA Net Staff8/31/2015 • 0 Comments

The IRS in Notice 2015-58, which it issued on Aug. 28, has provided guidance on the minimum funding requirements for defined benefit plans maintained by groups of cooperatives and related entities, and by groups of charities. READ MORE

By ASPPA Net Staff8/28/2015 • 0 Comments

Group pension buy-outs have never been higher in the second quarter than they were this year, reports the LIMRA Secure Retirement Institute. READ MORE

By ASPPA Net Staff8/27/2015 • 0 Comments

The IRS on Aug. 25 released a draft version of the Form 5500-EZ to be used in benefit plan reporting concerning 2015. The draft is for informational purposes only, however; it is not to be used for reporting. READ MORE

By ASPPA Net Staff8/26/2015 • 0 Comments

As part of ASPPA’s 50th anniversary celebration in 2016, we’re publishing a very special book telling the organization’s rich history, and we’ve just created two special opportunities to be a part of this important, permanent tribute. READ MORE

By ASPPA Net Staff8/25/2015 • 0 Comments

A new report notes that the number of new cash balance plans surged 32% in 2013, dwarfing new plan adoption. READ MORE

By ASPPA Net Staff8/25/2015 • 0 Comments

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

By ASPPA Net Staff8/25/2015 • 0 Comments

The Department of Labor (DOL) stands ready to assist state governments when they work to establish public retirement plans for private-sector workers, regardless of whether those plans are covered by ERISA, according to EBSA chief Phyllis Borzi. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

Even if a pension plan you serve is frozen, the ice sheet doesn’t cover the Pension Benefit Guaranty Corporation (PBGC) reportable plan rules. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

A new study of DB and DC plans goes a little farther than just comparing them — suggesting that the best approach may be to move past the debate over which one is better. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

A recent survey of hybrid plans by the ASPPA College of Pension Actuaries (ACOPA) suggests a big surge in cash balance plans. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

Overall, TPAs are content with their retirement service providers, although their satisfaction/dissatisfaction metrics continue to converge, according to new research from Chatham Partners. READ MORE

By ASPPA Net Staff8/19/2015 • 0 Comments

ASPPA’s 2015 Annual Conference provides a unique opportunity to unite with your colleagues, discuss key issues that are affecting our industry, and gain insights from a wide range of retirement plan experts and luminaries you won’t be able to find anywhere else. READ MORE

By ASPPA Net Staff8/19/2015 • 0 Comments

Only 22% of individuals who owned a traditional or Roth IRA took a withdrawal in 2013, a percentage largely driven by activity among individuals ages 70½ or older. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Fidelity National Information Services has agreed to buy financial software maker SunGard for $9.1 billion in stock and cash. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Treasurers from states in every region of the United States, as well as two of its largest cities, sent a letter to Securities and Exchange Commission Chair Mary Jo White arguing that general partners should be required to do a better job of disclosing private equity fees. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

The IRS is seeking applicants to serve on the advisory committee that provides advice and public input on the IRS Tax Exempt and Government Entities (TE/GE) Division’s tax administration activities. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

Fixed-income allocations by corporate pension plans are growing, a shift that is coming at the expense of equity allocations, say recent reports. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. READ MORE

By ASPPA Net Staff8/13/2015 • 0 Comments

Responding to a bipartisan (though primarily Republican) letter from more than a dozen members of the U.S. House of Representatives, Labor Secretary Thomas Perez says his agency will “move forward towards issuing a Final Rule” on the agency’s “conflict of interest” proposal. READ MORE

By ASPPA Net Staff8/13/2015 • 0 Comments

Friday Aug. 14 marks the debut of a brand new benefit for ACOPA members: The ACOPA Monthly e-newsletter! READ MORE

By ASPPA Net Staff8/10/2015 • 0 Comments

The ASPPA College of Pension Actuaries (ACOPA) honored Lawrence Deutsch, FSPA, EA, MAAA with the 2015 Edward E. Burrows Distinguished Achievement Award on August 8 at the ACOPA Actuarial Symposium in Chicago, Illinois. READ MORE

By ASPPA Net Staff8/10/2015 • 0 Comments

The ASPPA Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md. READ MORE

By ASPPA Net Staff8/4/2015 • 0 Comments

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

Lynn Young

Lynn Young

By Lynn Young8/31/2015 • 0 Comments

In a recent meeting, the ACOPA leadership and the PBGC discussed the changes to the PBGC termination forms and instructions for post-distribution certifications filed on or after March 1, 2015, and the ability to do default rollovers for participants with small account balances when the plan terminates. READ MORE