Education and Career Development

Education and Career Development

Education and Career Development

By Mike Bushnell10/28/2014 • 0 Comments

The world has never been smaller, but the opportunities to say or write something that could undermine an entire career have never been greater. Conference keynoter Lauren Bloom, an attorney in Washington, D.C., told attendees at the 2014 ASPPA Annual Conference Oct. 27 how ASPPA’s Code of Conduct pertains to this “brave new world” of highly digitized business. READ MORE

By John Iekel10/26/2014 • 0 Comments

If you are a 3(16) plan administrator, one of the keys to success — if not survival — is to know what your responsibilities are, and that is spelled out in the plan document, says Ilene Ferenczy of the Ferenczy Benefits Law Center. She made her remarks at an Oct. 26 session of the ASPPA Annual Conference at National Harbor near our nation’s capital. READ MORE

By John Ortman10/26/2014 • 0 Comments

The American Society of Pension Professionals & Actuaries inaugurated Kyla Keck, CPC, QPA, QKA, ERPA, as the new President of the organization during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, MD. READ MORE

By John Ortman10/26/2014 • 0 Comments

The American Society of Pension Professionals & Actuaries announced three annual industry awards during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, Md. READ MORE

By Nevin Adams10/24/2014 • 0 Comments

There were some mixed messages in the fifth annual Wells Fargo Middle-Class Retirement study about retirement savings. The headlines were (as usual) all about retirement non-saving: the 34% reportedly not currently contributing anything to a 401(k), an IRA or other retirement savings vehicle; on the other hand, 70% of those same respondents say they have a 401(k) or equivalent plan available to them through their employer, and 93% are contributing to their plans. READ MORE

By Nevin Adams10/24/2014 • 0 Comments

A new analysis claims that there are some jobs you can only seem to find in certain places. Guess where the actuarial profession stands out? READ MORE

By ASPPA Net Staff10/24/2014 • 0 Comments

A new survey suggests that Millennials are “getting it” when it comes to retirement savings — or maybe as newer hires, they’re just “automatic” beneficiaries.   READ MORE

By Nevin Adams10/23/2014 • 0 Comments

With more and more defined benefit plan sponsors exploring — and undertaking — pension de-risking, a pair of leading U.S. Senators have asked regulators to establish some guidelines to ensure that those covered by those programs are protected. READ MORE

By Donna Brewster10/23/2014 • 0 Comments

Growing and managing a business presents a multitude of challenges. To aid in meeting them, ASPPA’s new Business Managers and Owners Council will provide a number of opportunities for you to enhance your business management skills. Membership in this group is exclusively available to qualified ASPPA members as an “add on” to your regular ASPPA dues. READ MORE

By John Iekel10/23/2014 • 0 Comments

The IRS and Social Security Administration have issued their cost-of-living adjustments relevant to retirement benefits for 2015. READ MORE

By John Iekel10/23/2014 • 0 Comments

The 2014 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. We'll be there from the start until the conference ends on Wednesday, reporting on the Annual's general sessions, workshops and more. READ MORE

By Nevin Adams10/22/2014 • 0 Comments

A new study finds that more retirees are receiving retirement income from private-sector retirement plans than in 1975, the year after ERISA came into being.

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By Ray Harmon10/16/2014 • 0 Comments

The President's Advisory Council on Financial Capability for Young Americans recently held its annual meeting — but retirement planning was barely mentioned. READ MORE

By John Iekel10/16/2014 • 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 Staff10/14/2014 • 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 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 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

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