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

By John Iekel10/22/2015 • 0 Comments

t’s all about service. That was the core message of an Oct. 20 session at the 2015 ASPPA Annual Conference in which Norman Levinrad, President and Chief Actuary of Summit Benefit and Actuarial Services, offered practical tips and insights for managing client relationships and expectations. READ MORE

By ASPPA Net Staff10/21/2015 • 0 Comments

As expected, most of the compensation limits for 2016 are unchanged, because the increase in the cost-of-living index did not meet the statutory thresholds that trigger their adjustment — but there were some increases in the rates the IRS released on Oct. 21. READ MORE

By John Iekel10/20/2015 • 0 Comments

The Department of Labor is seeking to make it easier for states to fit within the framework of ERISA in their efforts to establish state-run retirement plans, says Phyllis C. Borzi, head of the Employee Benefits Security Administration. READ MORE

By John Iekel10/20/2015 • 0 Comments

The IRS will not backtrack on its recent decision to stop answering questions by email and no longer forward questions sent to IRS Customer Account Services, Commissioner of the IRS Tax Exempt and Government Entities Division Sunita Lough said at an Oct. 20 update on federal agency activity at the 2015 ASPPA Annual Conference. READ MORE

By John Ortman 10/20/2015 • 0 Comments

The biggest impact of the DOL's proposed fiduciary rule, a.k.a. the "conflict of interest rule," isn't on plans or plan advisors, it's on the IRA market, ERISA attorney Fred Reish told a workshop session at the ASPPA Annual Conference Oct. 20. Reish was joined by co-presenter Marcy Supovitz, incoming president of the American Retirement Association for 2016. READ MORE

By Nevin Adams10/20/2015 • 0 Comments

Choice architecture – a behavioral science application that includes things like automatic enrollment – works, but it is not the entire solution to worker savings behavior. READ MORE

By John Iekel10/19/2015 • 0 Comments

Current regulatory issues facing the retirement industry, its professionals and participants were highlighted in a lively Oct. 19 general session at the 2015 ASPPA Annual Conference. READ MORE

By ASPPA Net Staff10/19/2015 • 0 Comments

Karen Smith, MSPA, will serve as President of the ASPPA College of Pension Actuaries for the 2015-2016 year. Smith was inaugurated as president Oct. 19, at ACOPA’s annual luncheon at ASPPA’s Annual Conference in National Harbor, Md. READ MORE

By John Ortman 10/19/2015 • 0 Comments

For a TPA, the real red flag issues in a DC plan takeover aren't characteristics of the client, says Ilene H. Ferenczy -- they're things the TPA itself does during the takeover process and afterwards. READ MORE

By John Iekel10/19/2015 • 0 Comments

“Ethics is in our daily life,” says Michael P. Coyne, President of Waldheger Coyne, at “Professionalism and Ethics Case Studies: Going Beyond Circular 230,” a workshop session he presented at the 2015 ASPPA Annual Conference Oct. 19. READ MORE

By John Ortman 10/18/2015 • 0 Comments

Impending DOL regulations intended to pave the way for state-run retirement programs for private sector workers may create an unfair playing field and widespread confusion over ERISA preemption, as well other potentially damaging changes, says ASPPA Executive Director Brian Graff. READ MORE

By John Iekel10/18/2015 • 0 Comments

Robert M. Kaplan, Vice President, National Training Consultant at Voya Financial, offered insights and pointers on hardship distributions at an Oct. 18 workshop at the 2015 ASPPA Annual Conference held in National Harbor, Md. just outside our Nation’s Capital.   READ MORE

By ASPPA Net Staff10/18/2015 • 0 Comments

The American Society of Pension Professionals & Actuaries welcomed Joseph A. Nichols, MSPA, ASA, EA, MAAA, as the new president of the organization during the Oct. 18 Business Meeting that kicked off the 2015 ASPPA Annual Conference in National Harbor, Md. READ MORE

By ASPPA Net Staff10/18/2015 • 0 Comments

The American Society of Pension Professionals & Actuaries announced five annual industry awards during the Oct. 18 opening session of the 2015 ASPPA Annual Conference in National Harbor, Md. READ MORE

By ASPPA Net Staff10/16/2015 • 0 Comments

A strong majority of Millennials number understanding retirement planning options among their biggest challenges, according to a recently released study.
READ MORE

By ASPPA Net Staff10/16/2015 • 0 Comments

The 2015 ASPPA Annual Conference kicks off Sunday at the Gaylord National Resort at the National Harbor, located in Oxon Hill, Md., just outside our nation’s capital. READ MORE

By ASPPA Net Staff10/15/2015 • 0 Comments

There will be no cost-of-living adjustment (COLA) for Social Security this year — a precursor of what can be expected for retirement plan contribution and benefit limits. READ MORE

By ASPPA Net Staff10/13/2015 • 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 Staff10/13/2015 • 0 Comments

W. Thomas Reeder, Jr., is the new Pension Benefit Guaranty Corporation (PBGC) Director; President Obama had sent his nomination of Reeder to the Senate on May 21, and the Senate in a voice vote confirmed him Oct. 8. READ MORE

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