Nevin Adams

Nevin Adams

By Nevin Adams 8/29/2017 • 0 Comments

The Office of Management and Budget has made a quick response to the Labor Department’s request for a delay in the full BIC applicability date. READ MORE

By Nevin Adams 8/23/2017 • 0 Comments

The American Retirement Association has filed a comment letter raising concerns about the application of a new fiduciary regulation in the state of Nevada. READ MORE

By Nevin Adams 8/18/2017 • 0 Comments

A new academic study offers some insights on taxpayer preferences for pre-tax versus Roth savings — at least in certain conditions. READ MORE

By Nevin Adams 8/11/2017 • 0 Comments

A plaintiff seeking class action status in a proprietary fund suit against his former employer may have hit a snag. READ MORE

By Nevin Adams 8/4/2017 • 0 Comments

In an excessive fee suit, a money manager must turn over reports about the performance, expense and profitability of the mutual funds in the company’s 401(k) plan. READ MORE

Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams8/31/2017 • 0 Comments

The Labor Department says it won’t enforce a provision of the fiduciary rule’s arbitration ban. READ MORE

By Nevin Adams8/30/2017 • 0 Comments

The Labor Department has made its proposed delay in the full application of the Best Interest Contract Exemption till July 1, 2019 official. READ MORE

By Nevin Adams8/28/2017 • 0 Comments

A new excessive fee suit claims that plan fiduciaries “abdicated” their responsibilities, allowing the plans’ trustee “…to load the Plans with high-cost mutual funds.” READ MORE

By Nevin Adams8/25/2017 • 0 Comments

In a written response to a judge in litigation involving the fiduciary rule’s anti-arbitration provision, the Labor Department says the provision will “likely be mooted in the near future.” READ MORE

By Nevin Adams8/25/2017 • 0 Comments

The class of 2021 has the advantage of time, a full career to save and build, to save at higher rates, and to invest more efficiently and effectively. READ MORE

By Nevin Adams8/23/2017 • 0 Comments

A new report finds that recordkeeping, trust and custody fees didn’t drop for the first time since 2010. Then again, they didn’t increase, either. READ MORE

By Nevin Adams8/9/2017 • 0 Comments

The Labor Department has submitted a proposal to the Office of Management and Budget (OMB) to extend the transition period and full BIC applicability date of the fiduciary regulation. READ MORE

By Nevin Adams8/7/2017 • 0 Comments

The fiduciary regulation got another day in court last week — and, for a change, this time the regulation’s challengers appeared to draw blood. READ MORE

By Nevin Adams8/5/2017 • 0 Comments

Ascensus, already tapped to administer the OregonSaves state-run IRA program, has landed another client. READ MORE

Ted Godbout

Ted Godbout

By Ted Godbout8/21/2017 • 0 Comments

The Pew Charitable Trusts in a recent report found strong support among small and mid-size businesses for automatic IRA programs, multiple employer plans (MEPs) and online marketplaces. READ MORE

By Ted Godbout8/18/2017 • 0 Comments

Financial stress and everyday money matters are hindering Americans’ retirement savings efforts and affecting the job performance of many employees, a new nationwide survey reveals. READ MORE

By Ted Godbout8/15/2017 • 0 Comments

Compliance with the DOL's fiduciary rule has reduced access to brokerage advice services and choice, cost billions, and disrupted retirement savers, says a new study. READ MORE

By Ted Godbout8/11/2017 • 0 Comments

Prior to departing for their summer breaks, House and Senate GOP leaders indicated that they plan to pivot from repealing and replacing Obamacare to making enactment of broad-based tax reform their number one priority.
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By Ted Godbout8/8/2017 • 0 Comments

The number of new cash balance plans adopted by employers increased by 17% — rising to 17,812 active plans — in 2015, according to new research by Kravitz, Inc. READ MORE

By Ted Godbout8/6/2017 • 0 Comments

Adoption of simplified features in Bank of America Merrill Lynch’s proprietary DC plans, along with making education and other resources more accessible, has fueled steady growth in employee engagement and plan enrollment, the firm reported recently. READ MORE

By Ted Godbout8/5/2017 • 0 Comments

Americans reportedly are enjoying their highest levels of personal satisfaction since the fourth quarter of 2006, according to the American Institute of CPAs’ “Personal Financial Satisfaction Index." READ MORE

Craig Hoffman

Craig Hoffman

Craig Hoffman

By Craig Hoffman8/4/2017 • 0 Comments

The DOL has issued new FAQs on the fiduciary regulation that embrace the recommendations made by the ARA/NAPA Government Affairs Committee (GAC) in a recent comment letter. READ MORE

John Iekel

John Iekel

John Iekel

By John Iekel8/31/2017 • 0 Comments

The Oregon Treasury has unveiled a proposal to modify the Oregon State Retirement Program. READ MORE

By John Iekel8/30/2017 • 0 Comments

Less than 24 hours after the American Retirement Association requested it, the IRS has granted relief to taxpayers affected by Hurricane Harvey. READ MORE

By John Iekel8/28/2017 • 0 Comments

There’s more to RMDs than simply making payments; a recent white paper reminds that the responsibility of making them includes being on time. READ MORE

By John Iekel8/25/2017 • 0 Comments

It's wise to pay close attention to defined contribution plan fees, argues a series of blog entries. READ MORE

By John Iekel8/16/2017 • 0 Comments

Recent studies discuss use of pension risk transfers to relieve the pressures associated with offering DB plans and highlight group annuities as a safety valve. READ MORE

By John Iekel8/11/2017 • 0 Comments

A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions. READ MORE

By John Iekel8/10/2017 • 0 Comments

The notion that people need to save more for retirement is not new. Recent research suggests that in sentiment many employers agree, but may not put that in practice as fully as they could. READ MORE

By John Iekel8/4/2017 • 0 Comments

In new projections, the PBGC says the deficit of its single-employer program likely will end soon; however, the results for the multiemployer program are likely to be different. READ MORE

ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff8/31/2017 • 0 Comments

ASPPA Connect will not appear on Labor Day; to note the event, following are some facts concerning its establishment. ASPPA Connect will resume publication on Wednesday, Sept. 6. READ MORE

By ASPPA Net Staff8/29/2017 • 0 Comments

Published reports say that President Trump’s top aides and congressional leaders have made “significant strides” in shaping a tax overhaul — and yes, Rothification remains on the table. READ MORE

By ASPPA Net Staff8/29/2017 • 0 Comments

There’s just a little time left to tell us what you think about whether we should add shorter 50-minute, one-CE credit, half-price webcasts to our offerings. READ MORE

By ASPPA Net Staff8/29/2017 • 0 Comments

On Aug. 29, the American Retirement Association requested relief for taxpayers, plan sponsors and service providers adversely affected by Hurricane Harvey. READ MORE

By ASPPA Net Staff8/28/2017 • 0 Comments

The Connecticut Retirement Security Authority the body created by a state law enacted in May 2016 to implement the law establishing the state-sponsored retirement plan, has begun meeting. READ MORE

By ASPPA Net Staff8/28/2017 • 0 Comments

A court has ruled that a couple who used funds from an early IRA distribution to pay state and federal taxes cannot claim that qualifies as an exception to the penalty for taking an early distribution. READ MORE

By ASPPA Net Staff8/24/2017 • 0 Comments

The DOL has announced that it is withdrawing a rule requiring that employers provide a guide or similar material along with fee disclosures. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

The ASPPA College of Pension Actuaries (ACOPA) has honored Michael B. Preston, FSPA, EA, MAAA with the 2017 Edward E. Burrows Distinguished Achievement Award. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has extended until the end of this month the deadline to submit nominations to serve on the ERISA Advisory Council. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

We would like your opinion on whether we should add shorter 50-minute, one-CE credit, half-price webcasts to our offerings. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

Many argue that re-enrolling 401(k) participants into target date funds (TDFs) benefits them and their beneficiaries. But a recent blog entry argues that it’s also good for a plan itself. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

In the next 20 years, more than a million plan participants covered by 114 multiemployer plans could lose pension benefits, according to a recent study. READ MORE

By ASPPA Net Staff8/21/2017 • 0 Comments

While most small businesses do not offer retirement benefits, most that do found it beneficial, says a recent survey. READ MORE

By ASPPA Net Staff8/18/2017 • 0 Comments

In a recent blog post on the fiduciary rule, noted ERISA attorney Fred Reish discusses what the DOL FAQs do not address. READ MORE

By ASPPA Net Staff8/18/2017 • 0 Comments

Recent studies stress the interest of younger generations in retirement saving and sustainable investing. READ MORE

By ASPPA Net Staff8/17/2017 • 0 Comments

The funded status of U.S. corporate pension plans improved in July, according to assessments by three financial services firms.

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By ASPPA Net Staff8/17/2017 • 0 Comments

Everyone’s favorite event, the ASPPA Annual Conference, is quickly approaching. READ MORE

By ASPPA Net Staff8/16/2017 • 0 Comments

The DOL's Aug. 9 proposal that the transition period and full Best Interest Contract applicability date of the fiduciary rule be delayed 18 months was good news to some, but such a reaction is not universal. READ MORE

By ASPPA Net Staff8/16/2017 • 0 Comments

The IRS on Aug. 15 announced that it seeks ideas on a video presentation it is preparing on the pre-approved plans opinion letter program. READ MORE

By ASPPA Net Staff8/11/2017 • 0 Comments

Is it a fiduciary act to recommend contributions, or a higher rate of contributions? READ MORE

By ASPPA Net Staff8/10/2017 • 0 Comments

A survey of larger plan sponsors finds most concerned about the potential participant response to a mandated shift to Roth tax treatment in 401(k) plans. READ MORE

By ASPPA Net Staff8/10/2017 • 0 Comments

State-run plans slowly are gaining traction, but in a recent survey, 30% of employers say they are very likely to drop their DC plan and turn to a state plan. READ MORE

By ASPPA Net Staff8/8/2017 • 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

By ASPPA Net Staff8/8/2017 • 0 Comments

The 6th Circuit has said participants in a university’s plan do not have to exhaust administrative remedies before pursuing ERISA claims. A recent blog entry discusses what this means for plan fiduciaries. READ MORE

By ASPPA Net Staff8/7/2017 • 0 Comments

A recent paper offers some insights on how communications with plan participants can be improved based on current circumstances. READ MORE

By ASPPA Net Staff8/7/2017 • 0 Comments

Digital capability is central to increasing the size of retirement assets, a recent article argues, at least in part due to the increasing presence of Millennials in the workforce. READ MORE

By ASPPA Net Staff8/4/2017 • 0 Comments

The U.S. Treasury’s winding down of the myRA program will cause at least one state-run retirement program to delay its opening. READ MORE

Rebekah Whitaker

Rebekah Whitaker

By Rebekah Whitaker8/11/2017 • 0 Comments

Registration is now open! Don’t miss out on the 2017 Cincinnati ASPPA Regional Conference, Monday, Nov.13 and Tuesday, Nov.14, 2017. READ MORE