Industry Trends and Research

“Industry Trends and Research” covers significant research and trends impacting ASPPA members' practices.


 

 

Industry Trends and Research

Industry Trends and Research

By John Iekel10/17/2014 • 0 Comments

The number of single-employer defined benefit plans has dropped sharply over a nearly 40-year period, while multiemployer DB plans' decline has been far less dramatic. But Bureau of Labor Statistics Office of Compensation and Working Conditions economist William Wiatrowski shows in a study that it's too simplistic to explain this by noting that DB plans have long been declining as DC plans have grown. READ MORE

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 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 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

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 Andrew Remo9/29/2014 • 0 Comments

Lobbying groups representing minority investment fund managers, backed by key Democratic members of Congress, recently met with key administration officials to press the case for doing business with minority and women-owned firms.
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By Nevin Adams9/23/2014 • 0 Comments

If you (or your plan sponsor clients) are looking for an easy-to-use guide to employee benefit plan reporting, the IRS has just the thing: a handy guide of reporting and disclosure requirements under ERISA.
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By Ray Harmon9/23/2014 • 0 Comments

Republican Sen. Orrin Hatch (R-Utah) introduced the Secure Annuities for Employee (SAFE) Retirement Act (S. 1270) last year to reform the public and private pension systems and, amid recent retirement reform hearings, his bill is now getting support from an otherwise unlikely place: the left-leaning Urban Institute.
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By Andrew Remo9/22/2014 • 0 Comments

Three key players in the formulation and design of the auto-IRA concept came together at a Sept. 17 policy forum in Washington, D.C. to offer perspective and an assessment of the road ahead.

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By ASPPA Net Staff9/18/2014 • 0 Comments

There’s still time to submit a paper for consideration for the Ed Burrows Award — the deadline for submissions has been extended to Oct. 8. The award, bestowed in honor of Ed Burrows’ contribution to the advancement of the general understanding of pension knowledge, is an annual honorary payment of $2,000 for the best paper submitted on a topic selected by the Ed Burrows Award Committee. READ MORE

By Nevin Adams9/18/2014 • 0 Comments

Much is said and written about the demise of DB plans, but a recent House subcommittee hearing was focused on ways to help sustain the programs still in place. The hearing — held Sept. 17 by the Select Revenue Measures Subcommittee of the House Committee on Ways & Means — was largely devoted to talking about nondiscrimination testing issues impacting plans that had been “soft” frozen (i.e., closed to new hires) and the funding and structural challenges confronting multiemployer plans.
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By Nevin Adams9/17/2014 • 0 Comments

Apparently the ghost of Mitt Romney’s IRA continues to haunt Capitol Hill — and, if the chairman of the Senate Finance Committee has his way, retirement savings will be on the tax reform agenda. On Sept. 16, Senate Finance Committee Chairman Ron Wyden (D-Ore.) kicked off the “Retirement 2.0: Updating Savings Policy for the Modern Economy” hearing on Capitol Hill by focusing on the issue of so-called “mega” IRAs.
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By ASPPA Net Staff9/17/2014 • 0 Comments

The ASPPA Annual Business Meeting will be held during the 2014 ASPPA Annual Conference at the Gaylord National in National Harbor, Md., on Sunday, Oct. 26, at 3:00 p.m.

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By John Iekel9/16/2014 • 0 Comments

Washington has been training its eye on fees and transparency for years now. But so is the industry; the North American Securities Administrators Association is the latest organization to convene a group trying to make sure broker-dealers are giving investors fee disclosures they can understand. READ MORE

By Craig Hoffman9/15/2014 • 0 Comments

ASPPA has recommended in a comment letter to the IRS that it make the administrative relief Revenue Procedure 2014-32 provides for filers of delinquent Forms 5500-EZ permanent and that it more closely reflect the relief available through the Department of Labor’s delinquent filer voluntary compliance program. READ MORE

By John Iekel9/15/2014 • 0 Comments

Notice 2014-53, the recent guidance from the IRS on pension funding stabilization under the Highway and Transportation Funding Act of 2014, contains a provision that is in accordance with a request by the ASPPA College of Pension Actuaries.
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