Here you’ll find posts and commentary about mergers and acquisitions in the retirement industry, including news about recent transactions and best-practice guidance for professionals anticipating a transaction.
Sign up now for the 2018 ASPPA Eastern Regional Conference to take advantage of the extended Early Bird registration rate, which is now available until April 3.
The American Retirement Association on June 20 filed a comment letter on items to be included in the 2017-2018 IRS guidance plan. The letter was in response to IRS Notice 2017-28.
Ascensus has announced the acquisition of independently owned Kravitz, Inc., a retirement administration firm and cash balance specialist.
Cybersecurity is a special concern for the financial industry, but its importance goes well beyond the integrity of clients’ and plan participants’ sensitive information — it pervades inter-corporate business functions as well.
One of the nation’s largest recordkeepers has a new parent.
Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization.
In dealing with a takeover, the actuary of the acquirer must first collect sufficient information from the plan administrator, the actuary that served the acquired and/or the third party administrator, says Lauren Okum in “DB Plan Takeovers,” an article that appeared in the Fall 2015 issue of Plan Consultant.
The 19 ABC chapters feature networking and educational opportunities, right in your own neighborhood! CLICK HERE for more information.
Join our elite network of retirement-plan professionals.
Join as a Credentialed Member
Join as an Affiliate Member
The American Society of Pension Professionals & Actuaries is a non-profit professional society.
The materials contained herein are intended for instruction only and are not a substitute for professional advice.
Copyright 2018 by ASPPA
American Retirement Association
4245 N. Fairfax Drive, Suite 750 | Arlington, VA 22203
P. 703.516.9300 | F. 703.516.9308