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

By Robert Richter, Robert Kaplan10/16/2014 • 0 Comments

While it is true that safe harbor 401(k) plans are free from the testing of deferrals and, in most cases, matching contributions, it is also true that there are potential pitfalls that may jeopardize the plan’s qualification status. Our session on Monday, Oct. 27 at the ASPPA Annual Conference will highlight common errors and suggested corrections of which practitioners need to be aware.
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By John Iekel ��� 10/16/2014 • 0 Comments

In an Oct. 15 letter to Department of Labor Assistant Secretary of Labor for the Employee Benefits Security Administration Phyllis Borzi, ASPPA has urged the DOL to issue regulations that provide a longer period for all disclosures. READ MORE

By ASPPA Net Staff10/15/2014 • 0 Comments

A new survey finds that most employers are concerned that the rising cost of health care will lead workers to cut back on retirement savings — and see a holistic approach to both as a potential solution.
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By ASPPA Net Staff10/14/2014 • 0 Comments

Almost six in 10 small business owners believe employees have what they need to protect their health and income but only 35% believe their employees are saving enough for a comfortable retirement. That concern doubtless underlies the findings of a recent study which included the perspectives of 600 business owners of U.S. firms with 10-500 employees.
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By ASPPA Net Staff10/13/2014 • 0 Comments

The ASPPA Board has proposed amending the documents approved by the membership in July to substitute the American Retirement Association for the American Retirement Council. On Tuesday, Oct. 14, Credentialed Members will receive information via email on how they may vote on this important matter.

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By ASPPA Net Staff10/11/2014 • 0 Comments

How many American workers are covered by a retirement plan? It depends on how you look at it. READ MORE

By Craig Hoffman10/10/2014 • 0 Comments

The IRS announced this week, to the surprise of many, that the IRS electronic filing system known as FIRE (Filing Information Returns Electronically) will be shut down from approximately 3:00 p.m. ET on Saturday, Oct. 11, 2014, until approximately 6:00 a.m. ET on Tuesday, Oct. 14, 2014. READ MORE

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.
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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.
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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.
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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.”

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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

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