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

By Ted Godbout4/29/2018 • 0 Comments

A new study examines how the largest generation in the current U.S. workforce envisions progress over the next 50 years. READ MORE

By John Iekel 4/27/2018 • 0 Comments

The U.S. Court of Appeals for the 8th Circuit has upheld a ruling by the U.S. Tax Court that a DB plan sponsor owed excise taxes and additions to tax related to its operation of the plan. READ MORE

By ASPPA Net Staff4/27/2018 • 0 Comments

The Wall Street Journal reports that the Labor Department is examining whether Wells Fargo has been pushing participants to move money from their 401(k)s into more expensive IRAs at the bank. READ MORE

By Ted Godbout4/27/2018 • 0 Comments

Fearing that the current administration will not defend the fiduciary rule, AARP on April 26 filed a motion to intervene, seeking an en banc review of a divided panel ruling by the U.S. Court of Appeals for the 5th Circuit. READ MORE

By Nevin Adams 4/27/2018 • 0 Comments

Three states have now entered the fiduciary rule litigation arena, claiming that they “can no longer rely on DOL to adequately represent their interests.” READ MORE

By ASPPA Net Staff4/27/2018 • 0 Comments

The Internal Revenue Service has announced relief for taxpayers (and arguably for plan sponsors) regarding a reduction in the 2018 maximum contribution limits for health savings accounts (HSAs). READ MORE

By ASPPA Net Staff4/27/2018 • 0 Comments

Mary Proctor Trane will be a keynote speaker at the 2018 Women in Retirement Conference (WiRC). READ MORE

By Brian Graff4/26/2018 • 0 Comments

The 21st Century is nearly two decades old — so why are we still relying on 17th Century technology for critical participant communications? READ MORE

By John Iekel 4/26/2018 • 0 Comments

The Maryland Small Business Retirement Savings Program and Trust, which provides retirement plan coverage for employees in the Old Line State whose employers do not offer retirement plans, now has an executive director and CEO. READ MORE

By ASPPA Net Staff4/26/2018 • 0 Comments

A long-time proponent of the Labor Depatment’s fiduciary rule is planning to challenge the recent 5th Circuit decision to vacate the rule. READ MORE

By Ted Godbout4/25/2018 • 0 Comments

Speculation continues to swirl on whether the Department of Labor will appeal the ruling by the 5th U.S. Circuit Court of Appeals vacating the fiduciary rule, but time is running short. READ MORE

By Nevin Adams4/25/2018 • 0 Comments

While reiterating some long-standing positions on socially responsive investing, the DOL has some new cautions about an ESG emphasis in plan design and proxy voting. READ MORE

By John Iekel 4/24/2018 • 0 Comments

The Illinois Secure Choice Savings Program is now being tested by employers that volunteered to participate in a pilot program, Illinois State Treasurer Michael W. Frerichs (D) has announced. READ MORE

By Ted Godbout4/23/2018 • 0 Comments

New survey results show that a significant majority of 401(k) consultants support additional services in DC plans. READ MORE

By John Iekel 4/23/2018 • 0 Comments

A recent analysis offers a fresh take on how to motivate individuals to save for retirement: wed technology and behavioral economics. READ MORE

By ASPPA Net Staff4/19/2018 • 0 Comments

At an April 9 session at this year’s Enrolled Actuaries meeting in Washington, DC, longtime ASPPA members Richard Block and Kevin Donovan addressed the complexities of testing defined benefit and defined contribution plans on a combined basis. Many thanks to Richard and Kevin for correcting our original report. The corrected version follows. READ MORE

By Nevin Adams 4/19/2018 • 0 Comments

Despite the 4-1 vote by the SEC to release for public comment its fiduciary proposals, the commissioners apparently (still) have issues with the current version. READ MORE

By Andrew Remo4/19/2018 • 0 Comments

The SEC commissioners voted 4-1 to release for public comment a set of proposals to “enhance the quality and transparency of investors’ relationships with investment advisers and broker-dealers while preserving access to a variety of types of advice relationships and investment products.” READ MORE

By ASPPA Net Staff4/19/2018 • 0 Comments

Another study concludes that a widely used government report of retirement plan participation understates reality. READ MORE

By John Iekel 4/18/2018 • 0 Comments

A majority of U.S. investors have not calculated how much income they will need while they are retired and how much their retirement accounts will generate for them, says a recent study. READ MORE

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