Here you’ll find all news stories and all posts on ASPPA Net, with the newest items at the top.

By ASPPA Net Staff9/17/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) has updated the information concerning its project on terminated plans with outstanding participant loans. READ MORE

By Norman Levinrad9/17/2015 • 0 Comments

I am writing this on September 15, so you all know my mental state. But the craziness is over, at least for five seconds until I shift my attention to the September 30 AFTAP certification deadline. Here's a peek at what's in this month's issue. READ MORE

By John Frederick9/17/2015 • 0 Comments

On July 9, 2015, the IRS issued Notice 2015-49, which states that the Treasury Department and the IRS intend to amend the required minimum distribution rules under IRC §401(a)(9) to address the use of lump sum payments to replace annuity payments being paid by a qualified defined benefit pension plan. READ MORE

By Roman Androsov9/17/2015 • 0 Comments

The 2015 ACOPA Actuarial Symposium was held on August 7-8 at the Sheraton Chicago Hotel and Towers in the heart of the Windy City. The two-day event was jam-packed with workshops and discussions that were as lively and vibrant as the fireworks at the Navy Pier.  READ MORE

By Mike Preston9/17/2015 • 0 Comments

A spirited discussion recently took place on the ACOPA listserve revolving around how the “Firm name,” “Telephone number” and “Address of the firm” lines at the bottom of page 1 of the Schedule SB (collectively the “contact information”) can or should be completed.  READ MORE

By Judy Miller9/17/2015 • 0 Comments

We’ve had more than the usual amount of guidance coming out in August and September — 2016 mortality tables, final IRC §430 regulations originally proposed in 2008, and final PBGC reportable events regulations. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Sept. 16 issued an updated list of reminders intended to help plans keep their premium filings timely and accurate. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

In a public comment letter, ASPPA has asked the IRS to permit filers to complete the 2015 Form 5500-SUP (and/or the equivalent items appearing on the 2015 Form 5500 series, including the paid preparer disclosure) on a voluntary basis. READ MORE

By ASPPA Net Staff9/17/2015 • 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 ACOPA Leadership Council9/17/2015 • 0 Comments

Earlier this year, the ACOPA Leadership Council started the process of reviewing and updating the ACOPA strategic plan. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

Much has been made of student loan debt repayment and also of the need to save for retirement — so what’s a millennial — or Gen Y member — to do? READ MORE

By Nevin Adams9/16/2015 • 0 Comments

Doing all that the law requires of a plan sponsor and doing everything that could be done are often different things. Here are five things plan sponsors don’t always do — but should. READ MORE

By John Ortman 9/15/2015 • 0 Comments

ASPPA’s Plan Consultant magazine has a new online home on ASPPA Net: PC Online, which provides selected articles from PC magazine dating back to 2012. READ MORE

By ASPPA Net Staff9/15/2015 • 0 Comments

The IRS issued procedures Sept. 14 for a waiver from the requirement that Forms 8955 and 5500-EZ be filed electronically. READ MORE

By ASPPA Net Staff9/14/2015 • 0 Comments

The Pension Benefit Guaranty Corporation has issued a final rule that amends its regulation on reportable events and other notification requirements. READ MORE

By ASPPA Net Staff9/14/2015 • 0 Comments

The Department of Labor has published a “Q&A on Small Savers,” a new initiative in the communication “war” about its conflict of interest proposal. READ MORE

By ASPPA Net Staff9/14/2015 • 0 Comments

Today’s ASPPA Connect is the first of the new Monday newsletters specially designed to provide thought leadership, as well as content offering analysis and insight. READ MORE

By ASPPA Net Staff9/11/2015 • 0 Comments

In the Sept. 16 webcast “The Revolving Door: Rehired Employees,” Robert Richter, Vice President of SunGard Relius, discusses what an employer can do about enrolling a rehired employee in its retirement plan. READ MORE

By Peter Preovolos9/11/2015 • 0 Comments

What exactly is entailed in being a 3(16) plan administrator, and how would it benefit third party administrator firms? In the first of a three-part series on the subject, Peter Preovolos offers his perspective on the ways to define what a plan fiduciary is.
READ MORE

By ASPPA Net Staff9/11/2015 • 0 Comments

In “QLACs, Practically Speaking,” the cover story of the Summer 2015 issue of Plan Consultant, Paul Kociuruba and John Ashford of Goldleaf Partners provide a discussion of the rules and operation of QLACs, and offer an assessment of their viability in the market. READ MORE

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