Service Providers


 

 

 

Service Providers

Service Providers

By Nevin Adams 4/22/2016 • 0 Comments

April is National Financial Literacy month, and those who work with retirement plan participants know it’s important to do the right thing(s) when it comes to retirement planning and savings; here are five reasons to plan and save for retirement now. READ MORE

By ASPPA Net Staff4/21/2016 • 0 Comments

Grasping the importance of preparing for retirement does not necessarily translate to action to bring it about, says a recent study on Americans’ financial beliefs and behavior. READ MORE

By ASPPA Net Staff4/21/2016 • 0 Comments

Millennials may be redefining retirement, and not in the way you might think. READ MORE

By ASPPA Net Staff4/15/2016 • 0 Comments

Some retirees and IRA holders who turned age 70½ in 2015 had to take required minimum distributions by April 1; others must take them by New Year’s Eve. FINRA has taken the opportunity to update its treatment of common questions about RMDs and IRAs. READ MORE

By ASPPA Net Staff4/14/2016 • 0 Comments

A new survey says that 77% of Americans over the age of 40 don’t know how much they can withdraw without running out of money, though it’s hard not to see that as a conservative figure. 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 ASPPA Net Staff4/14/2016 • 0 Comments

The IRS website has a wealth of resources for retirement plan professionals. Nonetheless, it can be difficult to find the information one needs on the site; however, there are ways to find what one needs. 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 Staff4/13/2016 • 0 Comments

Everyone is well aware of the need for cybersecurity and protecting the privacy of data. But there is an additional concern for retirement plan fiduciaries — they are important to fulfilling fiduciary duty. READ MORE

By ASPPA Net Staff4/13/2016 • 0 Comments

Third-party administrators (TPAs) got some good news, and some much-need clarity, in the final fiduciary regulation. 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.
READ MORE

By Nevin Adams4/7/2016 • 0 Comments

A provision in the Department of Labor’s 2015 proposed fiduciary rule that would have had a significant impact on participant education has been modified in the final rule issued April 6. The revised provision aligns with recommendations made by the American Retirement Association. READ MORE

By ASPPA Net Staff4/5/2016 • 0 Comments

Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization. READ MORE

By Nevin Adams 4/1/2016 • 0 Comments

A survey as sweeping and long-standing (26 years) as the Retirement Confidence Survey has plenty of insights to draw on — but, boiled down to its essence,here are the key points. READ MORE

By Nevin Adams4/1/2016 • 0 Comments

For all our industry’s long-standing concern about participant inertia, in times like these the inclination to “do nothing” is undoubtedly to the benefit of most participants. But some of them might be a little frustrated with the admonition. READ MORE

By ASPPA Net Staff3/28/2016 • 0 Comments

No fooling — some retirees and IRA holders must take required minimum distributions (RMDs) by April 1. READ MORE

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 ASPPA Net Staff3/25/2016 • 0 Comments

Living longer is only part of the new old age — and understanding demographics and market opportunity will help fiduciaries better meet retirees' needs, notes Joe Coughlin, Ph.D., founder and Director of the Massachusetts Institute of Technology AgeLab. READ MORE

«« First |1 2 3 4 5 6 7 ... 17 18 19 20 21 22 23 24 25 | Last ››