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

By Robert Richter, Richard Hochman10/9/2014 • 0 Comments

Our session at the ASPPA Annual Conference, “Plan Provisions that Should Come with a Surgeon General’s Warning,” will focus on plan designs and plan provisions that should be reviewed, and in some cases, avoided. READ MORE

By Nevin Adams10/8/2014 • 0 Comments

A recent article claimed that there was an imaginary retirement income crisis that was being pushed by some who want to boost Social Security benefits and reduce tax incentives for saving. Within a day, New School economics professor Teresa Ghilarducci responded. READ MORE

By Nevin Adams10/7/2014 • 0 Comments

Differences in workforce composition — not costs — appear to be a primary cause for the lower rate at which small employers sponsor retirement plans, according to a new report.

By John Iekel10/7/2014 • 0 Comments

According to a recent study, by and large, third party administrators want the same thing from their retirement service providers that their own clients often want from them: good service, ease of doing business and a functional website.

By ASPPA Net Staff10/6/2014 • 0 Comments

The number of private sector defined contribution plans and participants continues to expand, while defined benefit plans distributed more than they took in, according to just-published statistics from the Department of Labor.

By Craig Hoffman10/3/2014 • 0 Comments

The U.S. Supreme Court has agreed to review the Tibble v. Edison Int’l case, it was announced Oct. 2. One of the many “excessive fee” cases being pursued through the federal court system, Tibble arose in California and was the subject of a 9th Circuit Court of Appeals decision last year. READ MORE

By John Iekel10/3/2014 • 0 Comments

The way to move forward in promoting retirement saving is not to dismantle the 401(k) and employer-based system — far from it. Rather, we should continue to refine the system and expand coverage and participation. That was the message conveyed by Mark Iwry, Senior Advisor to the Secretary of the Treasury and Deputy Treasury Assistant Secretary (Tax Policy) for Retirement and Health Policy, at the NAPA DC Fly-In Forum on Sept. 30. READ MORE

By John Iekel10/2/2014 • 0 Comments

The digital world offers revolutionary means to communicate, store and share data. But using it in a responsible and ethical manner is as important as it is challenging, as Lauren Bloom, an expert on professional ethics and risk management, pointed out in the recent ASPPA webcast, “Ethics and Professionalism in the Digital Age.”


By Nevin Adams10/2/2014 • 0 Comments

In Santomenno v. John Hancock Life Insurance Company, No. 13–3467, 2014 WL 4783665 (3d Cir. Sept. 26, 2014), the plaintiffs had argued that, as a service provider to their 401(k) plan, John Hancock was a fiduciary, and that it had breached its fiduciary duties by charging excessive fees. However, the court rejected the claims. READ MORE

By Nevin Adams10/1/2014 • 0 Comments

The nation’s private pension insurer wants a heads-up from employers about offers to participants to convert their monthly pensions to lump sum benefits. In a recent Federal Register filing, the Pension Benefit Guaranty Corporation (PBGC) said it plans to revise the 2015 PBGC premium filing procedures to require reporting of such offers. READ MORE

By Nevin Adams10/1/2014 • 0 Comments

The annual cost of living adjustments for most limits are measured using the CPI-U announced by the Bureau of Labor Statistics for July, August and September. The September rate will be released on Oct. 22 — at which point we’ll know with certainty. READ MORE

By ASPPA Net Staff9/29/2014 • 0 Comments

As an ASPPA member, you know that the ASPPA Annual Conference provides a unique combination of opportunities to learn, to network, and to enhance your professional skillsets. It’s also a great way to pick up vital continuing education credits. READ MORE

By John Iekel9/29/2014 • 0 Comments

They’ve been a while in coming, but they are here: the IRS on Sept. 26 issued final regulations on electronic filing of Form 8955-SSA and Form 5500-EZ in certain circumstances. The IRS had issued the regs in proposed form in August 2013 READ MORE

By Andrew Remo9/29/2014 • 0 Comments

Lobbying groups representing minority investment fund managers, backed by key Democratic members of Congress, recently met with key administration officials to press the case for doing business with minority and women-owned firms.

By Nevin Adams9/26/2014 • 0 Comments

A plan sponsor’s decision to eliminate an option to transfer defined contribution account balances to a defined benefit floor-offset plan didn't violate ERISA’s anti-cutback rules, according to a federal appeals court. READ MORE

By ASPPA Net Staff9/26/2014 • 0 Comments

Total U.S. retirement assets were $24.0 trillion as of June 30, 2014, up 2.8 percent from $23.4 trillion on March 31, 2014, according to the Investment Company Institute. READ MORE

By John Iekel9/25/2014 • 1 Comments

The Pension Benefit Guaranty Corporation on Sept. 24 issued Technical Update 14-1, guidance on how the Highway and Transportation Funding Act of 2014 (HATFA) affects PBGC premiums. READ MORE

By John Iekel9/23/2014 • 0 Comments

Oregon State Treasurer Ted Wheeler has presented the legislature with recommendations for increasing Oregonians’ retirement savings, access to a retirement plan and ability to enroll in one. The recommendations are the work of the state’s Retirement Security Task Force.

By Nevin Adams9/23/2014 • 0 Comments

If you (or your plan sponsor clients) are looking for an easy-to-use guide to employee benefit plan reporting, the IRS has just the thing: a handy guide of reporting and disclosure requirements under ERISA.

By Ray Harmon9/23/2014 • 0 Comments

Republican Sen. Orrin Hatch (R-Utah) introduced the Secure Annuities for Employee (SAFE) Retirement Act (S. 1270) last year to reform the public and private pension systems and, amid recent retirement reform hearings, his bill is now getting support from an otherwise unlikely place: the left-leaning Urban Institute.

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