Service Providers


 

 

 

Service Providers

Service Providers

By John Iekel6/10/2016 • 0 Comments

The general elimination of periodic determination letters was “shortsighted,” the Employee Plans Subcommittee of the Advisory Committee on Tax Exempt and Government Entities says in its 2016 Report of Recommendations. READ MORE

By ASPPA Net Staff6/8/2016 • 0 Comments

The American Retirement Association (ARA) on June 7 submitted a comment letter to the IRS on the retirement benefits-related items on its priority guidance plan for 2016-2017. READ MORE

By ASPPA Net Staff6/7/2016 • 0 Comments

A recent survey highlights some stark differences in retirement plan access and participation among U.S. metropolitan areas. READ MORE

By ASPPA Net Staff6/7/2016 • 0 Comments

Concerns about student debt — and its impact on the finances and retirement savings of workers, particularly younger workers — had spurred interest in student loan repayment programs. READ MORE

By ASPPA Net Staff6/6/2016 • 0 Comments

The finances of pension plans have improved, and pension buy-out sales have increased — trends both fueled by stock market performance and interest rates, according to two reports. READ MORE

By ASPPA Net Staff6/6/2016 • 0 Comments

Retirement expectations vary by age and income — but not as much as you might think. READ MORE

By ASPPA Net Staff6/3/2016 • 0 Comments

There are any number of actions (or non-actions) that can cause problems for retirement plan fiduciaries, but a plan compliance review can help head off future problems, according to a new analysis. READ MORE

By Nevin Adams 6/3/2016 • 0 Comments

Many advisors — and advisory firms — have assumed that recommending a recordkeeper under the new fiduciary regulation wouldn’t constitute a fiduciary act. But that assumption may be wrong. READ MORE

By Nevin Adams6/2/2016 • 0 Comments

As anticipated, a number of retirement industry trade groups and the U.S. Chamber of Commerce have taken their case against the Department of Labor’s (DOL) fiduciary regulation to the courts. READ MORE

By ASPPA Net Staff5/31/2016 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff5/31/2016 • 0 Comments

An analysis of financial wellness assessments completed found that employees with higher financial wellness scores also had higher contribution rates to an employer-sponsored retirement plan. READ MORE

By ASPPA Net Staff5/31/2016 • 0 Comments

The IRS has updated the comprehensive page on its website that provides information about, and links to, information about retirement plan documents. READ MORE

By ASPPA Net Staff5/27/2016 • 0 Comments

A recent blog post provides tips and ideas for ensuring that plan and participant information is secure and protected from cyberattack. READ MORE

By ASPPA Net Staff5/25/2016 • 0 Comments

A new analysis claims that nationwide, most retirees are living on about 60% of their pre-retirement income. But there’s a bit of creativity in the math that derived those results. READ MORE

By ASPPA Net Staff5/25/2016 • 0 Comments

The American Retirement Association has submitted a letter to the IRS in response to the request in IRS Notice 2016-16 for comments on additional guidance needed for mid-year changes to safe harbor plans. READ MORE

By ASPPA Net Staff5/24/2016 • 0 Comments

The impact of the Department of Labor’s May 18 rule revising the federal overtime rules may not be confined to HR and payroll — retirement plan administrators and service providers may be affected as well. READ MORE

By ASPPA Net Staff5/24/2016 • 0 Comments

The Department of Labor’s 2016 Advisory Council on Employee Welfare and Pension Benefit Plans has announced that it is embarking on an in-depth study of cybersecurity as it applies to benefit plans. READ MORE

By ASPPA Net Staff5/23/2016 • 0 Comments

In order to provide practitioners and researchers with a “standard, reliable, and broadly available way to measure individual financial well-being,” a government agency has launched a new “financial well-being scale.” READ MORE

By Nevin Adams 5/20/2016 • 0 Comments

Individuals who know enough to know they should know more than they do, but don’t always know where to go for help, are at a stage when helping them get it “right” could have a huge impact on their retirement readiness. READ MORE

By John Iekel5/20/2016 • 0 Comments

Increasingly, a plan’s digital platform is becoming participants’ main point of contact with the plan. What can consumer research tell us about doing a better job of fulfilling users’ digital expectations? READ MORE

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