Business Systems

Business Systems

Business Systems

By ASPPA Net Staff4/29/2016 • 0 Comments

The Financial Industry Regulatory Authority (FINRA) in a recent notice provides guidance on the responsibilities of firms regarding supervision of the sale of pension income stream products by their associated persons. READ MORE

By ASPPA Net Staff4/29/2016 • 0 Comments

Among the many implications of changes in the workforce and job longevity is that employers and employees may want to consider new approaches to retirement saving and planning, argues a recent policy study. READ MORE

By ASPPA Net Staff4/28/2016 • 0 Comments

Financial literacy is essential to improving retirement readiness and helping employees to prepare; that was the core message of an April 27 webinar on retirement security and the role states and employers play in bringing it about. READ MORE

By ASPPA Net Staff4/28/2016 • 0 Comments

Average fund costs continued to decline in 2015, but investors aren’t necessarily paying less, according to Morningstar. READ MORE

By ASPPA Net Staff4/27/2016 • 0 Comments

The IRS on April 26 in Revenue Procedure 2016-27 issued revised procedures for applications for a suspension of benefits under a multiemployer defined benefit pension plan that is in critical and declining status. READ MORE

By ASPPA Net Staff4/26/2016 • 0 Comments

A new survey of 117 retirement plan service providers by the SPARK Institute found that nearly 80% are still evaluating risks and requirements of the regulations, and 60% indicated that key parts of the regulation are still not clear. READ MORE

By ASPPA Net Staff4/14/2016 • 0 Comments

A recent study found that the most retirement-savvy generation may be — of all things — the Millennials! READ MORE

By Amanda Iverson4/14/2016 • 0 Comments

At the Women Business Leader’s Forum (WBLF) to be held June 6-June 9 in New Orleans, speaker and author Shari Harley, MA and Certified Speaking Professional (CSP), will present an interactive session on creating a candid culture. READ MORE

By ASPPA Net Staff4/12/2016 • 0 Comments

When life hands you lemons, make lemonade — and recent assessments suggest that the maxim may even apply for those who anticipate that the fiduciary rule the DOL released may create challenges.
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By Shannon Edwards3/28/2016 • 0 Comments

The ASPPA Women Business Leadership Forum (WBLF), which will be held in New Orleans June 6 through June 9, will bring together some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry. READ MORE

By Nevin Adams3/25/2016 • 0 Comments

I can pretty well assure you that the resilience in confidence won’t be the focus of most of the coverage of the Retirement Confidence Survey, even though the results show it. READ MORE

By ASPPA Net Staff3/25/2016 • 0 Comments

A new report asserts that today’s consumers do not want “communication,” they want personal guidance. Here are 10 capabilities the report says are being used by leading providers across the industry to create strong participant experiences. READ MORE

By Nevin Adams3/25/2016 • 0 Comments

A growing number of retirement plan participants — and retirement plan assets — are being invested in the default option selected for the plan. Whatever the origins of your plan’s default option, here are four things you should know: READ MORE

By Alisa Wolking3/25/2016 • 0 Comments

The 2016 election is still months away, but talk of tax reform — and its potential to undermine incentives for retirement savings — is “back” on Capitol Hill. READ MORE

By ASPPA Net Staff3/11/2016 • 0 Comments

A new report asserts that today’s consumers do not want “communication,” they want personal guidance. READ MORE

By Nevin Adams3/11/2016 • 0 Comments

Here are some considerations to keep in mind before you undertake a formal request for proposal (RFP). READ MORE

By ASPPA Net Staff2/26/2016 • 0 Comments

Many factors have mitigated the ability of employees to retire secure in the knowledge that they have sufficient financial resources in store. A recent report offers ideas on how a plan and an employer can help employees better prepare to finance their retirement. READ MORE

By ASPPA Net Staff2/26/2016 • 0 Comments

Many factors influence costs to employers that provide employees with access to a defined benefit plan; in the February 2016 Bureau of Labor Statistics blog, the BLS looks at how those costs fluctuate by industry, occupation, establishment size and region, and reviews trends from 2008 to 2015.
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By ASPPA Net Staff2/26/2016 • 0 Comments

In an era when defined contribution plans are increasingly the employer-provided retirement plan norm, it may seem counterintuitive to offer a defined benefit plan; nonetheless, says recent research, that is exactly what many employers are doing. READ MORE

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