Nevin Adams

Nevin Adams

By Nevin Adams 2/15/2018 • 0 Comments

The Massachusetts Securities Division has filed charges against a firm for knowingly violating its internal policies regarding implementation of the DOL fiduciary rule — and taken a shot at the Department of Labor. READ MORE

By Nevin Adams 2/6/2018 • 0 Comments

Here are, in my estimation, the three biggest mistakes fiduciaries make. READ MORE

By Nevin Adams 2/2/2018 • 0 Comments

It has been heartening to see a number of employers announce plans to expand and increase benefit programs, offer bonuses, and increase the employer match — and more could lie ahead. READ MORE

John Iekel

John Iekel

By John Iekel 2/16/2018 • 0 Comments

Growing U.S. bond yields and changes to corporate taxes could pay dividends for private-sector DB plans, some analysts argue. READ MORE

By John Iekel 2/15/2018 • 0 Comments

In observance of Presidents Day on Feb. 19, the ASPPA offices will be closed and ASPPA Connect will not be published on Feb. 19; it will reappear on Feb. 21. Here are some interesting facts about people who were one heartbeat away from the Oval Office. READ MORE

By John Iekel 2/15/2018 • 0 Comments

The PBGC has proposed that some of its records systems be modified, some rescinded and new ones introduced. READ MORE

By John Iekel 2/14/2018 • 0 Comments

A bill that would revamp the multiemployer pension system is now before the U.S. House. READ MORE

By John Iekel 2/14/2018 • 0 Comments

The New Jersey Treasury is reviewing responses to its RFI from private-sector firms to provide investment products for New Jersey’s Small Business Retirement Marketplace. READ MORE

By John Iekel 2/13/2018 • 0 Comments

The IRS and Treasury have proposed a plan to streamline tax regulations, including some that are related to and affect retirement plans. READ MORE

By John Iekel 2/13/2018 • 0 Comments

Sen. Orrin Hatch (R-UT) on Feb. 13 cited the cut in corporate tax rates under the recently enacted Tax Cuts and Jobs Act (TCJA) as a way to boost retirement plans and retirement savings. READ MORE

By John Iekel 2/12/2018 • 0 Comments

Many plan documents are requirements. So too, are fiduciary duties. Do the two intersect? READ MORE

By John Iekel 2/12/2018 • 0 Comments

Debt is accumulating, and that load may not melt away quickly — it may linger, extending its chill seasons ahead to retirement. A recent blog post looks at its longer-term effects. READ MORE

By John Iekel 2/9/2018 • 0 Comments

The IRS and Treasury Department have issued an update to their joint 2017-18 Priority Guidance Plan. READ MORE

By John Iekel 2/9/2018 • 0 Comments

The Feb. 8 ASPPA Washington Update for the first quarter of 2018 offered a look at a variety of current issues. READ MORE

By John Iekel 2/8/2018 • 0 Comments

The SEC Office of Compliance Inspections and Examinations has retirement savers in mind this year in its 2018 examination priorities. READ MORE

By John Iekel 2/7/2018 • 0 Comments

The largest retirement plans in the United States collectively amassed more than $10 trillion by the end of the third quarter of 2017, a recent report estimates. READ MORE

By John Iekel 2/7/2018 • 0 Comments

A bipartisan committee with members from both houses of Congress will examine ways to address the solvency of multiemployer pension plans, Sen. Sherrod Brown (D-OH) said Feb. 7. READ MORE

By John Iekel 2/7/2018 • 0 Comments

The recently enacted Tax Cuts and Jobs Act of 2017 (TCJA) will not affect 2018 pension plan limitations, the IRS said on Feb. 6 in IR-2018-19. READ MORE

By John Iekel 2/6/2018 • 0 Comments

The Oregon Retirement Savings Board has issued a status report on OregonSaves, the state-sponsored retirement plan for private-sector workers. READ MORE

By John Iekel 2/5/2018 • 0 Comments

Panelists at a session of ASPPA’s Feb. 2 Tax Virtual Conference offered their take on what the Tax Cuts and Jobs Act means to retirement plan professionals. READ MORE

By John Iekel 2/2/2018 • 0 Comments

A recent paper touches on where retirement readiness fits into the financial wellness equation, and it’s not just in the obvious ways. READ MORE

By John Iekel 2/2/2018 • 0 Comments

January opened with the ball dropping, but that may be about all that fell last month — at least as far as pension plan funding was concerned. READ MORE

By John Iekel 2/1/2018 • 0 Comments

Two more House members, one from each major party, on Jan. 30 joined 132 of their peers as cosponsors of the Rehabilitation for Multiemployer Pensions Act. READ MORE

Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams2/13/2018 • 0 Comments

While the most common default deferral remains 3% of pay, more than half of those with automatic enrollment now have a default deferral rate higher than 3%, says the PSCA’s 60th Annual Survey of Profit Sharing and 401(k) Plans. READ MORE

Ted Godbout

Ted Godbout

By Ted Godbout2/15/2018 • 0 Comments

Savers across all generations expect to increase their 401(k) contributions in the coming months, according to the results of a new survey that examines 401(k) savers’ attitudes and behaviors. READ MORE

By Ted Godbout2/9/2018 • 0 Comments

The two-year budget agreement that Congress passed in the early morning hours of Friday, Feb. 9 includes several tax policy changes affecting retirement plans. READ MORE

By Ted Godbout2/8/2018 • 0 Comments

Witnesses at a Feb. 6 Senate committee hearing debated current challenges and offered proposals to help so-called “gig economy” workers save for retirement. READ MORE

By Ted Godbout2/6/2018 • 0 Comments

New survey results from TD Ameritrade suggest that three-quarters of Americans are in the dark when it comes to 401(k) fees. READ MORE

By Ted Godbout2/5/2018 • 0 Comments

When considering the tax advantages, an argument can be made that HSAs are a better investment vehicle, particularly when used only for qualified medical expenses, a new report claims. READ MORE

Kenneth Marblestone

Kenneth Marblestone

ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff2/16/2018 • 0 Comments

Please note: On Saturday morning we will be performing some minor system upgrades. While we don’t anticipate any disruption in service, you might experience slower response times during this period. READ MORE

By ASPPA Net Staff2/15/2018 • 0 Comments

Encouraged by the new tax reform law, more well-known employers have announced plans to boost retirement plan contributions for their workers. READ MORE

By ASPPA Net Staff2/12/2018 • 0 Comments

In its FY 2019 budget request, the Securities and Exchange Commission is seeking a slight increase in funding for inspections and examinations. READ MORE

By ASPPA Net Staff2/2/2018 • 0 Comments

President Trump keeps talking up 401(k) balances — and the January results for the average 401(k) account balance certainly support that. READ MORE