Nevin Adams

Nevin Adams

By Nevin Adams 6/20/2018 • 0 Comments

The DOL has unveiled the final version of a rule that allows more small businesses and self-employed workers to band together to buy health insurance — and may have dropped a small hint about retirement MEPs. READ MORE

By Nevin Adams 6/18/2018 • 0 Comments

A recent group conversation on retirement and the future of prosperity that included academics, think tanks, advocacy groups and the Hill touched on a wide range of topics. READ MORE

By Nevin Adams 6/10/2018 • 0 Comments

A recent article cites data presented at the recent EBRI Policy Forum and claims that “employees who are automatically enrolled in their workplace savings plans save less than those who sign up on their own initiative.” READ MORE

By Nevin Adams 6/8/2018 • 0 Comments

The ARA has filed formal comments concerning a regional office of EBSA that has been threatening enforcement actions against plan sponsors who correct the late deposit of participant contributions or loan repayments without making a formal VFCP submission. READ MORE

By Nevin Adams 6/6/2018 • 0 Comments

Following a House subcommittee hearing, the Chairman and Ranking Member want some answers from the IRS on changes that dramatically increased the cost to small plans of correcting plan mistakes. READ MORE

John Iekel

John Iekel

By John Iekel 6/18/2018 • 0 Comments

Experts at the recent 2018 SPARK Institute National Conference held in National Harbor, MD addressed online threats to financial assets — virtual, but also very real. READ MORE

By John Iekel 6/18/2018 • 0 Comments

A recent column examines the centrality of employers’ role in providing retirement benefits — and the areas where there are shortcomings. READ MORE

By John Iekel 6/15/2018 • 0 Comments

The Oregon Retirement Savings Board has provided an update on recent activities, implementation and future steps concerning the OregonSaves state-sponsored savings program for private sector employees. READ MORE

By John Iekel 6/13/2018 • 0 Comments

A recently released white paper suggests that while embracing innovation in the features and options added to a plan, it is important to be mindful of fiduciary duties. READ MORE

By John Iekel 6/13/2018 • 0 Comments

There were mixed results for DB and DC plans in the first quarter of 2018, the Federal Reserve reports. In short: assets grew, but so did liabilities. READ MORE

By John Iekel 6/11/2018 • 0 Comments

The IRS determination letter program and what to do about missing participants were among the topics the Employee Plans Subgroup of the IRS Advisory Committee on Tax Exempt and Government Entities addressed in the general report it issued on June 7. READ MORE

By John Iekel 6/8/2018 • 0 Comments

The official hurricane season has just begun — and it can be helpful to a service provider and plan administrator to prepare… just in case. READ MORE

By John Iekel 6/6/2018 • 0 Comments

The Oregon State Treasury is delaying the implementation of a new state law that allows members of the Oregon Public Employees Retirement System to exercise some choice in how their plan funds are invested. READ MORE

By John Iekel 6/6/2018 • 0 Comments

In a June 4, 2018 comment letter to the IRS, the ARA recommended that the IRS expand its determination letter program to cover specific situations. READ MORE

By John Iekel 6/1/2018 • 0 Comments

Financial readiness for retirement improved in 2017, but there still is room for improvement, say recently released studies.
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By John Iekel 6/1/2018 • 0 Comments

The PBGC says in its FY 2017 PBGC Projections Report that it expects that its single-employer and multiemployer insurance programs will have sharply different results in coming years. READ MORE

Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams6/11/2018 • 0 Comments

Another provider has been sued by an employee-participant in its own 401(k) plan, not just for its inclusion of proprietary funds, but the type and number of options on its menu — and its target-date strategy. READ MORE

By Nevin Adams6/7/2018 • 0 Comments

The victorious plaintiffs in litigation vacating the DOL's fiduciary rule would like the U.S. Court of Appeals for the 5th Circuit to put the rule — and the financial services industry at large — out of its collective "misery." READ MORE

By Nevin Adams6/1/2018 • 0 Comments

You have to wonder what the Wall Street Journal has against automatic enrollment. READ MORE

Ted Godbout

Ted Godbout

By Ted Godbout6/20/2018 • 0 Comments

Times have been good lately for investors, with proof not only in strong market returns but also solid investor returns, according to Morningstar’s 2018 “Mind the Gap” study. READ MORE

By Ted Godbout6/15/2018 • 0 Comments

While June 13 was widely cited as the last day the DOL could appeal to the U.S. Supreme Court the 5th Circuit’s ruling vacating the fiduciary rule, that day has now come – and gone. READ MORE

By Ted Godbout6/15/2018 • 0 Comments

A recent survey reveals concern about plan participants’ longevity risk and their ability to achieve higher retirement account balances over the long term. READ MORE

By Ted Godbout6/11/2018 • 0 Comments

A new report forecasts how the innovations brought on by the Pension Protection Act will continue to evolve, foreseeing a DC industry that takes on some of the traditional features of the DB industry. READ MORE

By Ted Godbout6/10/2018 • 0 Comments

President Trump has nominated Senate Banking Committee aide Elad Roisman to serve as a Republican member of the SEC. READ MORE

By Ted Godbout6/6/2018 • 0 Comments

The SEC has approved a proposal that it says will improve the method for delivering fund shareholder reports to investors in mutual funds, ETFs and other investment funds. READ MORE

By Ted Godbout6/1/2018 • 0 Comments

The evidence seems clear that having a written financial plan helps people stay on track and reach their financial goals, yet only one in four Americans has a plan, according to new research. READ MORE

John Iekel

John Iekel

John Iekel

By John Iekel6/15/2018 • 0 Comments

The American Retirement Association has submitted a comment letter to the IRS concerning the IRS’ 2018-2019 Priority Guidance Plan. READ MORE

ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff6/20/2018 • 0 Comments

Ascensus announced June 19 the acquisition of Swerdlin & Company and SES Advisors. Both firms will become part of the firm’s TPA Solutions division. READ MORE

By ASPPA Net Staff6/19/2018 • 0 Comments

Summer can be a great time to catch up on continuing education credits — and ASPPA has plenty of easy-to-access alternatives and great information on compelling topics. READ MORE

By ASPPA Net Staff6/19/2018 • 0 Comments

Nominations are now being accepted for the American Retirement Association’s 2019 Board of Directors. READ MORE

By ASPPA Net Staff6/18/2018 • 0 Comments

How does the best interest standard of care in the SEC’s Regulation Best Interest compare to the standard of care in the DOL’s Best Interest Contract Exemption (BICE)? READ MORE

By ASPPA Net Staff6/10/2018 • 0 Comments

The SEC’s proposed Regulation Best Interest is remarkable in its similarities to the DOL’s vacated Best Interest Contract Exemption – or so Fred Reish thinks. READ MORE

By ASPPA Net Staff6/6/2018 • 0 Comments

In spite of continued volatility, April’s “showers” produced some May flowers for average 401(k) balances. READ MORE