Service Providers


 

 

 

Service Providers

Service Providers

By Nevin Adams 9/7/2016 • 0 Comments

Chevron has won dismissal of an excessive fee class action in a decision that rebukes several of the claims that have surfaced in recent litigation by the law firm of Schlichter, Bogard & Denton. READ MORE

By ASPPA Net Staff9/6/2016 • 0 Comments

The IRS in Notice 2016-50 has announced the mortality tables for minimum funding and present value requirements for use in 2017. READ MORE

By ASPPA Net Staff9/2/2016 • 0 Comments

With the release of the DOL's fiduciary rule, it could be especially helpful to take a fresh look at best practices through which a plan fiduciary can not only meet the letter of the law, but also better serve those whom it — and the plan — serve. READ MORE

By ASPPA Net Staff8/30/2016 • 0 Comments

The IRS on Aug. 30 announced a significant relaxation in the restrictions that normally apply to plan loans and hardship distributions to Louisiana flood victims and members of their families. READ MORE

By Nevin Adams 8/30/2016 • 0 Comments

A plan sponsor and its recordkeeper are facing a class action for its selection of what are alleged to be target-date funds that charged excessive fees. READ MORE

By Nevin Adams8/24/2016 • 0 Comments

The IRS has provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day rollover window. READ MORE

By Nevin Adams 8/22/2016 • 0 Comments

Another broker/dealer has been accused of larding its 401(k) plan menu with investment options from mutual fund families that paid hundreds of millions of dollars to the firm. READ MORE

By ASPPA Net Staff8/22/2016 • 0 Comments

Today’s workforce is more skilled, productive and mobile than ever before — and tomorrow’s will continue the trend; in a Sept. 14 ASPPA webcast three thought leaders will discuss how to meet that challenge. READ MORE

By ASPPA Net Staff8/17/2016 • 0 Comments

A recent report on retirement saving and consumer attitudes toward it contains good news, but also provides fresh proof of changes in the retirement sphere as well as challenges to be faced. READ MORE

By Nevin Adams 8/17/2016 • 0 Comments

Another lawsuit has been filed against a multibillion-dollar university retirement plan — but it’s not their 403(b) plan — and the law firm of Schlichter, Bogard & Denton isn’t involved. READ MORE

By Nevin Adams8/17/2016 • 0 Comments

It’s been not quite 10 years since St. Louis-based law firm of Schlichter, Bogard & Denton launched about a dozen “excessive fee” lawsuits; in the years since then the firm has sharpened their pencils, and their criticism.
READ MORE

By David Levine8/17/2016 • 0 Comments

Earlier this year it appeared that ERISA litigation was going “off the rails,” and in the past week, a whole new round of lawsuits involving academic institution 403(b) plans has hit the news. READ MORE

By ASPPA Net Staff8/17/2016 • 0 Comments

Plan sponsors are often reluctant to take big steps in making plan changes — but a new participant survey finds that workers would welcome more aggressive defaults. READ MORE

By ASPPA Net Staff8/12/2016 • 0 Comments

A recent study suggests that not all employers are in sync with their employees on what seems like it should be a no-brainer. READ MORE

By Nevin Adams 8/12/2016 • 0 Comments

The nation’s retirement plan coverage gap is a large and growing concern, and — though some of the common wisdom about that gap is out of context — with reason. READ MORE

By ASPPA Net Staff8/10/2016 • 0 Comments

While the 600 pages of new fiduciary regulations were not specifically targeting health savings accounts (HSAs), these health accounts were explicitly identified as subject to the new rules — a new white paper outlines the potential impact(s). READ MORE

By ASPPA Net Staff8/10/2016 • 0 Comments

Lost pension plan participants certainly can complicate plan administration. But they can do more than that, argues benefits attorney Carol Buckmann — they also pose a risk of fresh attention from the federal government. READ MORE

By ASPPA Net Staff8/10/2016 • 0 Comments

David J. Witz argues that technology can serve and assist a TPA in better competing and meeting the challenges changes taking place in the marketplace pose. READ MORE

By ASPPA Net Staff8/10/2016 • 0 Comments

There was a little good news for pension plans regarding their funding percentage in July, at least by one measure. READ MORE

By ASPPA Net Staff8/8/2016 • 0 Comments

The DOL has announced a grant program intended to increase retirement security for low-wage workers — many of whom have never had access to retirement benefits through an employer. READ MORE

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