ASPPA

ASPPA

By ASPPA 5/31/2017 • 0 Comments

The PBGC had a busy year in 2016; it paid nearly $6 billion to almost 840,000 retirees in more than 4,700 failed single-employer plans and more.
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Nevin Adams

Nevin Adams

By Nevin Adams 5/23/2017 • 0 Comments

Secretary of Labor Alexander Acosta is now on record saying he won’t delay implementation of the fiduciary regulation. READ MORE

By Nevin Adams 5/19/2017 • 0 Comments

There are lots of reasons why people get behind in their retirement savings — and one very helpful way that older workers can make up for lost time and catch up. READ MORE

By Nevin Adams 5/18/2017 • 0 Comments

President Trump has signed legislation that overturns the Obama administration’s ERISA safe harbor rule for state-run auto-IRA programs for private sector workers. READ MORE

By Nevin Adams 5/18/2017 • 0 Comments

No sooner had the Senate voted to unwind the safe harbor exempting state-run auto-IRA programs from ERISA, than a pair of Senate Democrats introduced legislation to restore it. READ MORE

By Nevin Adams 5/15/2017 • 0 Comments

There’s been a lot of rumbling on and around Capitol Hill about a potential shift to Roth contributions for 401(k) plans as part of tax reform; how might that affect retirement savings? READ MORE

By Nevin Adams 5/5/2017 • 0 Comments

Here are five things you (or your client) may not know about ERISA fidelity bonding — and that, as a result, they may be getting wrong. READ MORE

By Nevin Adams 5/4/2017 • 0 Comments

Having moved to unwind the Obama administration’s safe harbor exempting municipalities’ auto-IRA programs from ERISA, it now looks as though the state-run program version will meet the same fate. READ MORE

By Nevin Adams 5/3/2017 • 0 Comments

The Senate votes May 3 on a measure that would undo the DOL's rules that crafted a safe harbor that exempted states’ auto-IRA programs from ERISA.

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Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams5/30/2017 • 0 Comments

A beneficiary whose “claim had no merit” has been ordered to pick up some of the legal fees incurred defending against the suit — a case that provides an interesting perspective on the costs of defending ERISA litigation. READ MORE

By Nevin Adams5/23/2017 • 0 Comments

The Department of Labor (DOL) has published a new set of FAQs about the fiduciary regulation, these focused on the so-called “transition period” from June 9, 2017 to Jan. 1, 2018. READ MORE

By Nevin Adams5/12/2017 • 0 Comments

One of the more novel legal arguments opposing the fiduciary regulation has resurfaced in an amicus (friend of the court) filing. READ MORE

By Nevin Adams5/4/2017 • 0 Comments

The DOL is planning to undertake a long-term research study to collect data and answer important research questions on how retirement planning strategies and decisions evolve. READ MORE

Shannon Edwards

Shannon Edwards

By Shannon Edwards5/9/2017 • 0 Comments

Early registration for the 2017 ASPPA Women Business Leaders Forum has been extended to this Friday, May 12. READ MORE

Ray Harmon

Ray Harmon

Ray Harmon

By Ray Harmon5/19/2017 • 0 Comments

A congressional hearing on “Regulatory Barriers Facing Workers and Families Saving for Retirement” ran the gamut from the fiduciary regulation to multiple employer plans to state-run programs. READ MORE

Richard Hochman

Richard Hochman

By Richard Hochman5/3/2017 • 0 Comments

The IRS’ recent release of guidance on participant loans was not a surprise; however, what the guidance actually addressed was. READ MORE

John Iekel

John Iekel

John Iekel

By John Iekel5/19/2017 • 0 Comments

Choosing between a lump sum and regular, smaller payments over a long period is only the beginning — there are other moving parts to the process, and many considerations. READ MORE

By John Iekel5/19/2017 • 0 Comments

The number of workers participating in the Social Security system has risen, as has the number of people receiving benefits; however, individual retirement accounts figure very prominently as well. READ MORE

By John Iekel5/17/2017 • 0 Comments

PBGC premiums are an important — and growing — concern for DB plans, their administrators and their sponsors, but there are questions about what they pay for. READ MORE

By John Iekel5/15/2017 • 0 Comments

Why would an individual opt to receive a lump sum payment? Some experts offer their insights. READ MORE

By John Iekel5/15/2017 • 0 Comments

Why would one want to work with a TPA or a bundled provider? Practitioners discuss the plusses and minuses. READ MORE

By John Iekel5/11/2017 • 0 Comments

The PBGC has had solvency problems, but its condition improved somewhat in 2016, according to new data. READ MORE

By John Iekel5/5/2017 • 0 Comments

Oregon Treasurer Tobias Read has expressed determination to continue pursuing OregonSaves regardless of the U.S. Senate’s passage of H.J. Res. 66. READ MORE

By John Iekel5/5/2017 • 0 Comments

The DOL's fiduciary rule has been bouncing around official Washington for years, but it may not matter that its fate is still unclear — the spirit of the rule already may be taking hold. READ MORE

By John Iekel5/3/2017 • 0 Comments

A Social Security Administration issue paper examines the similarities and differences between Social Security benefits and annuities, and the factors determining lifetime retirement income. READ MORE

By John Iekel5/1/2017 • 0 Comments

Reporting and disclosure are functions all pension systems must perform, and public systems are no exception. So how are they doing? A recent study takes a look. READ MORE

ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff5/31/2017 • 0 Comments

As many as one-third of the U.S. workforce is said to be currently engaged in temporary, contract or on-demand work — and new legislation would set aside funding to study alternatives. READ MORE

By ASPPA Net Staff5/31/2017 • 0 Comments

The PBGC would have billions more to work with under the federal FY 2018 budget proposal unveiled May 23. READ MORE

By ASPPA Net Staff5/30/2017 • 0 Comments

Federal employees’ COLAs would be eliminated under the fiscal year 2018 budget proposal released by the White House on May 23. READ MORE

By ASPPA Net Staff5/26/2017 • 0 Comments

Single premium pension buy-out sales totaled $1.4 billion in the first quarter of 2017, says the LIMRA Secure Retirement Institute. READ MORE

By ASPPA Net Staff5/26/2017 • 0 Comments

We won’t be bringing you an ASPPA Connect newsletter on Monday due to the observance of Memorial Day, but we would like to share some little-known facts and background about the holiday. READ MORE

By ASPPA Net Staff5/26/2017 • 0 Comments

A new study of U.S. open-end mutual funds and exchange-traded funds finds that on average, investors paid lower fund expenses in 2016… than ever before. READ MORE

By ASPPA Net Staff5/25/2017 • 0 Comments

For some, a statute of limitations no doubt comes in handy. But that does not include employers that are required to file the Form 5500. A recent article argues that compliance costs less than delinquency may. READ MORE

By ASPPA Net Staff5/23/2017 • 0 Comments

Nominations are now being accepted for ASPPA’s 2018 Leadership Council. READ MORE

By ASPPA Net Staff5/23/2017 • 0 Comments

Workers who have both a 401(k) and health savings account (HSA) save at a higher rate than those who save in a 401(k) alone, according to a new survey. READ MORE

By ASPPA Net Staff5/23/2017 • 0 Comments

We hear periodically about individual pension plans the PBGC acts to cover. But the PBGC maintains data that shows the state-by-state distribution of the benefits it provides, offering a look at geographic distribution. The PBGC has announced that the 2016 data are available. READ MORE

By ASPPA Net Staff5/22/2017 • 0 Comments

Citing an ARA report, three Senate Democrats have pressed Secretary of Labor Alexander Acosta regarding comments that he wanted to find a way to freeze the fiduciary rule and make it “stick.” READ MORE

By ASPPA Net Staff5/19/2017 • 0 Comments

Nominations are now being accepted for American Retirement Association’s 2018 Board of Directors. READ MORE

By ASPPA Net Staff5/17/2017 • 0 Comments

ASPPA Net features an updated set of FAQs that answer a wide variety of questions about membership, continuing education and more. READ MORE

By ASPPA Net Staff5/15/2017 • 0 Comments

Having dealt with the requirements of ERISA’s prudent man rule and of the best-interest standard of care for IRAs and plans, noted ERISA attorney Fred Reish now examines the requirements of the two prohibited transaction exemptions. READ MORE

By ASPPA Net Staff5/11/2017 • 0 Comments

Public pensions’ funded ratios improved in the first quarter of 2017 — and some markedly so, according to a report on the 100 largest U.S. public pension plans. READ MORE

By ASPPA Net Staff5/11/2017 • 0 Comments

Labor Secretary Alexander Acosta says the DOL's fiduciary rule is his number one priority, and that he is actively seeking a way to freeze the rule that will “stick.” READ MORE

By ASPPA Net Staff5/11/2017 • 0 Comments

Concerned about reports that the DOL’s delay of the fiduciary rule was crafted to undermine President Trump’s directive to reexamine the rule’s impact, House Republicans want answers and face time. READ MORE

By ASPPA Net Staff5/9/2017 • 0 Comments

Its efforts having fallen short in the courts, a trade group has launched a grassroots campaign to derail the Labor Department’s fiduciary regulation. READ MORE

By ASPPA Net Staff5/9/2017 • 0 Comments

Multiemployer pension plans’ funding levels improved in the second half of 2016, a recent study says. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

Choosing an auditor to review a retirement plan is a fiduciary duty. A recent blog post offers some ideas on how to make sure the audit is one that will pass muster with the DOL. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

For the rest of this year — the “transition period” — most firms will use either the Best Interest Contract Exemption or (more likely) the “transition” version. What will that mean for you? READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

A new survey finds that debt, exercise and work reorganizations can have a huge influence on worker well-being. And you might be surprised at which generational cohort is taking it harder than anyone else. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

The House Financial Services Committee approved legislation May 4 that would rein in the Consumer Financial Protection Bureau and provisions of Dodd-Frank, and repeal the DOL's fiduciary rule. READ MORE

By ASPPA Net Staff5/2/2017 • 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