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

By Robert Kaplan3/27/2015 • 0 Comments

The Pros and Cons of 401(k) Plan Designs will be one of the sessions at the ASPPA Regional Conference in Philadelphia April 30-May 1.
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By ASPPA Net Staff3/27/2015 • 0 Comments

The Employee Benefit Research Institute has published an analysis on the right savings rate for a successful retirement that goes well beyond the simplistic “replacement rate” assumptions touted by many. READ MORE

By ASPPA 3/26/2015 • 0 Comments

The IRS announced March 25 that it has expanded automatic approval opportunities for single-employer defined benefit plans. READ MORE

By ASPPA Net Staff3/26/2015 • 0 Comments

Expanded annual actuarial certifications for multiemployer plans are due March 31 for calendar year plans. READ MORE

By Robert Richter3/26/2015 • 0 Comments

ASPPA’s IRS Q&A subcommittee is gathering questions for the Defined Contribution IRS/Treasury Question & Answer general session at this October’s Annual Conference. READ MORE

By Andrew Remo3/26/2015 • 0 Comments

The Securities and Exchange Commission and Department of Labor are both working on fiduciary issues — but their different approaches appear to be on different schedules. READ MORE

By ASPPA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 announced that it has extended temporary relief from nondiscrimination rules for certain closed defined benefit plans under Internal Revenue Code Section 401(a)(4) for another year. READ MORE

By ASPPA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 in IR-2015-55 issued a reminder that April 1 is the deadline for RMDs from traditional IRAs and 401(k), 403(b) and 457 plans to taxpayers who reached age 70½ in 2014. READ MORE

By Andrew Remo3/19/2015 • 0 Comments

Secretary of Labor Thomas Perez used his first appearances before the 114th Congress to deliver a full-throated defense of the DOL’s controversial effort to expand the fiduciary standard of care to financial service providers under the jurisdiction of the department.

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By ASPPA GAC3/19/2015 • 0 Comments

On March 19, the Government Affairs Committee of the American Society of Pension Professionals & Actuaries filed a comment letter with the IRS regarding suggested changes to the Employee Plans Compliance Resolution System. READ MORE

By Ray Harmon, John Iekel3/19/2015 • 0 Comments

Securities and Exchange Commission Chair Mary Jo White confirmed March 17 that the commission will “implement a uniform fiduciary duty for broker-dealers and investment advisors where the standard is to act in the best interest of the investor.”
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By ASPPA Net Staff3/18/2015 • 0 Comments

ASPPA is always providing information and insights valuable to its members; following is a summary of upcoming webcasts and events for ASPPA members.

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By Nevin Adams3/18/2015 • 0 Comments

Your plan sponsor clients just got a little more breathing room on annual 401(k) plan investment notices, courtesy of the DOL.
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By John Iekel3/17/2015 • 0 Comments

The Treasury Department and IRS have invited recommendations on what the priority guidance plan for 2015-2016 should contain.
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By ASPPA Net Staff3/17/2015 • 0 Comments

Record highs on Wall Street did little to motivate participant movement in February — and while transfers favored fixed income during the month, international funds also had some allure.
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By Mike Bushnell3/17/2015 • 0 Comments

Baby Boomers who have yet to cut the financial cord with their adult children are increasingly finding that tether to be more like an anchor keeping them from reaching retirement, says a recent study.
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By ASPPA Net Staff3/17/2015 • 0 Comments

The IRS on March 16 in IR-2015-50 issued a reminder that there still is time to contribute to an IRA for 2014 and, in many cases, qualify for a tax credit or deduction.

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By Alisa Wolking3/16/2015 • 0 Comments

As the White House promotes the Department of Labor’s reproposal of the fiduciary rule, Sen. Elizabeth Warren (D-Mass.) took the opportunity March 12 to criticize “brokers on Wall Street” and reinforce the administration’s messaging on the controversial proposed regulation.

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By ASPPA Net Staff3/16/2015 • 0 Comments

Americans strongly believe in and support saving for retirement, but that doesn’t necessarily mean that they’re saving as much as they are projected to need in order to be financially ready for retirement, two recent studies indicate.
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By ASPPA Net Staff3/13/2015 • 0 Comments

Join fellow pension actuaries and other defined benefit plan professionals at the Sheraton Chicago Hotel and Towers Aug. 7-8 for the 2015 ACOPA Actuarial Symposium!
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