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

By ASPPA Net Staff10/31/2014 • 0 Comments

More than two and a half years after the city of Stockton, Calif. declared insolvency, Chief United States Bankruptcy Judge Christopher Klein on Oct. 30 confirmed the city’s proposal for exiting Chapter 9 bankruptcy. READ MORE

By ASPPA Net Staff10/31/2014 • 0 Comments

ASPPA honored Richard A. Groszkiewicz, MSPA, with the 2014 Educator’s Award on Oct. 29, during the 48th ASPPA Annual Conference at the Gaylord National Resort and Convention Center in National Harbor, Md. READ MORE

By Nevin Adams10/31/2014 • 0 Comments

The Government Accountability Office (GAO) recently reissued its preliminary report on individual retirement account (IRA) accumulations. READ MORE

By John Iekel10/30/2014 • 0 Comments

ASPPA’s College of Pension Actuaries (ACOPA) at an Oct. 28 luncheon during ASPPA’s Annual conference, held at National Harbor, Md., awarded its designation of Fellow, Society of Pension Actuaries (FSPA) to 14 outstanding actuaries. READ MORE

By John Iekel10/29/2014 • 0 Comments

ASPPA General Counsel and Director of Regulatory Affairs Craig P. Hoffman and Joe Canary, director of the Office of Regulations and Interpretations for the Employee Benefit Security Administration, discussed some of the recurring and unresolved matters regarding participant disclosures at an Oct. 28 session of the ASPPA Annual Conference at National Harbor, Md. READ MORE

By John Iekel10/29/2014 • 0 Comments

It’s not often that retirement plan professionals have the chance to ask a distinguished panel for their take on sometimes thorny, sometimes complicated, sometimes nagging issues. But attendees at an "ask the experts" session on the last day of ASPPA’s Annual Conference, held in National Harbor, Md., had that opportunity. READ MORE

By Mike Bushnell10/29/2014 • 0 Comments

Today, third-party administrators are partnering with plan advisors like never before, providing more robust packages to clients than either could support by themselves. But just like any other team, the partnership can easily fall apart if everyone isn’t working together. READ MORE

By Mike Bushnell10/29/2014 • 0 Comments

Using easy-to-remember best practices, consultant Sarah Simoneaux, CPC, told attendees at the 2014 ASPPA Annual Conference Oct. 28 how they can make a first impression the best impression, and continue a strong relationship with a new client well past the introductory meeting. READ MORE

By John Iekel10/29/2014 • 0 Comments

Remember the kids' game, Hot Potato? Seems like there's a grown-up version too, for plan administrators who perform a fiduciary role. That was what Nicholas J. White, Special Counsel at Trucker Huss, addressed in an Oct. 28 session at ASPPA's 2014 Annual Conference at National Harbor, Md. READ MORE

By John Ortman10/28/2014 • 0 Comments

Advisors seeking to capture IRA rollovers face a "four-part harmonization" of regulatory and other government entities -- that is, SEC, DOL, FINRA and GAO -- in the words of ERISA attorney Fred Reish. Speaking at a workshop session at the 2014 ASPPA Annual Conference Oct. 28, the Drinker Biddle attorney was joined by fellow panelists Pete Swisher of Pentegra and Yannis Koumantaros of GROUPIRA. READ MORE

By John Iekel10/28/2014 • 0 Comments

Turning 40 is one of those storied moments — and not just for individuals. ERISA turned 40 this year, affording an opportunity to take stock of its impact and whether it is functioning as intended. An Oct. 28 panel discussion at the 2014 ASPPA Annual Conference, held at National Harbor, Md. discussed exactly that. READ MORE

By Mike Bushnell10/28/2014 • 0 Comments

The world has never been smaller, but the opportunities to say or write something that could undermine an entire career have never been greater. Conference keynoter Lauren Bloom, an attorney in Washington, D.C., told attendees at the 2014 ASPPA Annual Conference Oct. 27 how ASPPA’s Code of Conduct pertains to this “brave new world” of highly digitized business. READ MORE

By John Iekel10/28/2014 • 0 Comments

Never a dull moment for plan administrators and actuaries. And that’s even more true when you throw federal regulations into the mix. A panel discussion at ASPPA’s 2014 Annual Conference on Monday, Oct. 27 provided an update on regulatory changes affecting DB plans . READ MORE

By John Iekel10/28/2014 • 0 Comments

The finer points of administering a cash balance plan and working with equivalent benefit accrual rates were the topics of discussion at an Oct. 27 session of the 2014 ASPPA Annual Conference. Lawrence Deutsch, president of Larry Deutsch Enterprises, and Michael B. Preston of Preston Actuarial Services offered their insights. READ MORE

By John Ortman10/27/2014 • 0 Comments

Despite lacking any regulatory authority to do so, the Department of Labor has made an issue of fiduciary training over the last few years. The reason, according to Bryan Cave's Sheldon H. Smith: The DOL views fiduciary training as a critical element of good governance, and looks for evidence of a fiduciary training program upon audit.
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By Mike Bushnell10/27/2014 • 0 Comments

A year after DOL's Phyllis Borzi, addressing the 2013 ASPPA Annual Conference, provided details about how the department planned to proceed with its regulatory initiative reshaping the definition of a plan fiduciary, the 2014 Washington Update panel said the real question now was much broader: Will these regulations ever actually see the light of day? READ MORE

By John Iekel10/26/2014 • 0 Comments

If you are a 3(16) plan administrator, one of the keys to success — if not survival — is to know what your responsibilities are, and that is spelled out in the plan document, says Ilene Ferenczy of the Ferenczy Benefits Law Center. She made her remarks at an Oct. 26 session of the ASPPA Annual Conference at National Harbor near our nation’s capital. READ MORE

By John Ortman10/26/2014 • 0 Comments

The American Society of Pension Professionals & Actuaries inaugurated Kyla Keck, CPC, QPA, QKA, ERPA, as the new President of the organization during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, MD. READ MORE

By John Ortman10/26/2014 • 0 Comments

The American Society of Pension Professionals & Actuaries announced three annual industry awards during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, Md. READ MORE

By John Iekel10/24/2014 • 0 Comments

Any employer, plan administrator, third party administrator, plan sponsor etc. knows how many moving parts there are to meeting reporting deadlines and complying with IRS rules and regulations. Apparently the IRS does as well, and it has updated “Retirement Plan Reporting and Disclosure Requirements,” a detailed guide that provides information concerning reporting requirements and deadlines. READ MORE

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