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

By John Iekel12/5/2014 • 0 Comments

On Jan. 2, 2015, the IRS Tax Exempt and Government Entities (TE/GE) Division will transfer those duties to the IRS Office of Associate Chief Counsel (TE/GE), which then will take on technical responsibilities concerning qualified retirement plans and IRAs. READ MORE

By ASPPA Net Staff12/5/2014 • 0 Comments

Even the affluent are “terrified” of the impact of health care costs on retirement — but most haven’t discussed that topic with an advisor, according to an online survey conducted by Harris Poll for the Nationwide Retirement Institute. READ MORE

By Craig Hoffman12/4/2014 • 0 Comments

ASPPA members who own TPA firms (or who are senior executives) have a new membership option and a new conference in 2015: the ASPPA Business Managers and Owners Council (BMOC) — and the Business Executives and Managers (BEAM) Conference, which will be held Jan. 25-27, 2015. READ MORE

By Ray Harmon12/4/2014 • 0 Comments

With time running out on its deadline for providing recommendations, a task force examining alternatives for a possible state-run IRA program in the Old Line State continued to debate the issues. READ MORE

By Andrew Remo12/3/2014 • 0 Comments

More than a dozen states are at various stages of considering some kind of "automatic IRA" proposal, but the Land of Lincoln may have just leapt to the front of the line. READ MORE

By ASPPA Net Staff12/2/2014 • 0 Comments

The Fortune 1000 has reported an estimated $285 billion in retiree medical obligations for 2013 — but that’s better than a year ago, according to a recent report. READ MORE

By ASPPA Net Staff12/2/2014 • 0 Comments

Rollovers can be an important way to preserve retirement savings, and postpone paying taxes on distributions. The IRS has an updated rollover chart, as well as additional information about rollovers, rollover eligibility and other considerations, on its site. READ MORE

By Craig Hoffman12/1/2014 • 0 Comments

While it is not unusual for federal agencies to update their planned agenda for new regulations and other guidance periodically, some recent updates the Department of Labor announced to its Fall 2014 Regulatory Agenda have drawn heightened interest. READ MORE

By Nevin Adams12/1/2014 • 0 Comments

The IRS has amended the safe harbor explanations provided with eligible rollover distributions to accommodate recent guidance on in-plan Roth rollovers and the allocation of taxable amounts. READ MORE

By John Iekel11/26/2014 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Nov. 24 issued a final rule that provides guidance on treatment of benefits resulting from a rollover distribution from a DC plan to a DB plan, when the DB plan is terminated and trusteed by the PBGC. READ MORE

By ASPPA Net Staff11/25/2014 • 0 Comments

A recent hearing the Bipartisan Policy Commission held focused on longevity, leakage and long-term care costs amid the broader topic of threats to retirement security. READ MORE

By John Iekel11/25/2014 • 0 Comments

Fortune 1000 companies’ pension plans fared well in 2014, a continuation of trends that began in 2013. And that, says Towers Watson, means that the risks a pension plan poses an employer have shrunk. READ MORE

By ASPPA Net Staff11/24/2014 • 0 Comments

While Americans have been living longer, a new report suggests that that trend could slow in the future — and that could have an impact on pension calculations and retirement projections. READ MORE

By ASPPA Net Staff11/24/2014 • 0 Comments

California’s state-sponsored retirement plan has taken another step forward with the issuance of an RFP for a consultant to conduct a market analysis, feasibility study and to design the program. READ MORE

By Ray Harmon11/24/2014 • 0 Comments

When President Obama named Loretta Lynch as his nominee to replace U.S. Attorney General Eric Holder, speculation about Secretary of Labor Tom Perez being tapped for the role was put to rest, while speculation about the impact on the DOL’s agenda was reinvigorated. READ MORE

By ASPPA Net Staff11/24/2014 • 0 Comments

As Thanksgiving is this Thursday, we won’t be publishing an ASPPA Connect that day. We wish you a happy Thanksgiving, and are grateful for your readership and support. READ MORE

By Nevin Adams11/21/2014 • 0 Comments

Those who don't have a retirement plan had better figure out a plan B for retirement, because a new study suggests that they're more likely to misjudge their expected retirement date. READ MORE

By Ray Harmon11/21/2014 • 0 Comments

In the wake of the surprise election of Republican Larry Hogan to the Maryland governor’s mansion earlier this month, the task force outgoing Gov. Martin O’Malley (D) established to study retirement plan access and potentially recommend a state-run automatic enrollment IRA program had its first post-election meeting Nov. 19.
READ MORE

By Nevin Adams11/20/2014 • 0 Comments

The Government Accountability Office published its final report on Individual Retirement Accounts (IRAs), offering some recommendations for Congress and the IRS on so-called “mega” IRAs. READ MORE

By Nevin Adams11/19/2014 • 0 Comments

There has been much discussion about savings trends and the unique challenges of Millennials, specifically the impact of graduating with so much college debt. But adjusted for inflation, the debt totals are very much in line with those of earlier generations. READ MORE

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