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

By ASPPA Net Staff11/2/2015 • 0 Comments

The Social Security Administration and the IRS have issued the Fall 2015 edition of their joint online newsletter, the SSA/IRS Reporter, This edition includes information on issues related to retirement plans and compliance. READ MORE

By Judy Miller10/30/2015 • 0 Comments

The details of a new budget deal have been released, and Congress has once again gone to the defined benefit pension well to pay for a budget deal. READ MORE

By ASPPA Net Staff10/30/2015 • 0 Comments

Christopher Carosa provides a look at what a panel of four retirees told attendees at a recent TD Ameritrade Advocacy Summit about what they wish they had known about being ready for retirement when they were as old as the Millennials are now. READ MORE

By ASPPA Net Staff10/30/2015 • 0 Comments

In “Forfeiture Stories for a Late Night Campfire,,” a webcast that will be held from 2:00-3:40 p.m. on Thursday, Nov. 12, Adam C. Pozek and William C. Presson will discuss real-life forfeiture case studies, plan document provisions versus administrative decisions, forfeiture corrections and restoring non-vested amounts for buybacks. READ MORE

By Andrew Remo10/30/2015 • 0 Comments

The sweeping two-year budget package that is swiftly moving through Congress this week collects over $8.1 billion in revenue from America’s defined benefit plans, largely from increases in premium payments to the Pension Benefit Guaranty Corporation (PBGC). READ MORE

By ASPPA Net Staff10/29/2015 • 0 Comments

The IRS issued a reminder in IR-2015-122 on Oct. 29 that those born before July 1, 1945 generally must receive payments from their IRAs by Dec. 31. READ MORE

By ASPPA Net Staff10/29/2015 • 0 Comments

The Department of Labor’s proposed fiduciary rule would make many changes; one of which is the definition of what constitutes a recommendation. READ MORE

By Andrew Remo10/29/2015 • 0 Comments

Discussing alternatives to encourage small businesses to offer retirement plans, a Senate subcommittee found consensus around a specific solution. READ MORE

By ASPPA Net Staff10/28/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) said Oct. 28 that the 2016 annual maximum guaranteed benefit for a retiree at age 65, as well as that for multiemployer plans, will remain at the same levels as those set for 2015. READ MORE

By Ray Harmon10/28/2015 • 0 Comments

A recent panel discussion the Indexed Annuity Leadership Council (IALC) held in Washington, D.C. titled, “The State of American Retirement: Navigating the Gender Imbalance,” made a strong case for more attention being paid to better enabling women to engage in financial planning. READ MORE

By ASPPA Net Staff10/28/2015 • 0 Comments

The U.S. House of Representatives passed legislation Oct. 27 that would block the Department of Labor from finalizing its fiduciary proposal until the Securities and Exchange Commission weighs in. READ MORE

By ASPPA Net Staff10/27/2015 • 0 Comments

An Oct. 23 hearing by a subcommittee of the House Financial Services Committee became the latest stage on which House members expressed frustration over proposals related to fiduciary regulation. READ MORE

By ASPPA Net Staff10/27/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) has raised the per-participant flat premium rates and the variable-rate premium for single-employer plans for plan years beginning in 2016. READ MORE

By ASPPA Net Staff10/27/2015 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff10/27/2015 • 0 Comments

MetLife in its most recent Pension Risk Transfer Poll sheds some light on pension risk transfers (PRTs), what may be motivating them and what employers are thinking. READ MORE

By ASPPA Net Staff10/26/2015 • 0 Comments

In “Fiduciary Breach: Avoidance and Mitigation,” a webcast by Bruce Ashton that will be held from 2:00-3:40 p.m. ET on Oct. 28, Bruce Ashton will address the breaches a fiduciary may encounter and how fiduciaries can mitigate their liability. READ MORE

By ASPPA Net Staff10/23/2015 • 0 Comments

Concerned that prior guidance has discouraged the embrace of “economically targeted investments,” the Department of Labor has issued a new interpretive bulletin. READ MORE

By Karen Smith10/23/2015 • 0 Comments

Karen Smith offers her perspective on purchasing 3(16) services in an article that is a follow-up to “Is There a Market for 3(16) Plan Administrator Services?” the third in a three-part series of columns that recently appeared in ASPPA Connect. READ MORE

By John Iekel10/23/2015 • 0 Comments

In an Oct. 21 session at the ASPPA Annual Conference, James E. Holland discussed the trees in the thick forest of rules concerning defined benefit lump sum issues. READ MORE

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