Service Providers


 

 

 

Service Providers

Service Providers

By Nevin Adams 5/3/2016 • 0 Comments

While social media has been a part of our personal lives for some time now, the retirement industry, writ large, still seems to be a bit of a novice; here are four things to keep in mind. READ MORE

By Nevin Adams5/3/2016 • 0 Comments

Every so often someone puts out a list of what are said to be the “best” 401(k) plans, based on varied benefits and plan design structure criteria. But for my money, here’s what the best plans do. READ MORE

By ASPPA Net Staff5/2/2016 • 0 Comments

Most Americans believe they pay nothing for their financial products — or have no idea what they pay — according to a new study. READ MORE

By ASPPA Net Staff4/29/2016 • 0 Comments

The Financial Industry Regulatory Authority (FINRA) in a recent notice provides guidance on the responsibilities of firms regarding supervision of the sale of pension income stream products by their associated persons. READ MORE

By ASPPA Net Staff4/29/2016 • 0 Comments

Millennials have a much different relationship with their Boomer parents than Boomers did with theirs — and a new report says that could result in a different kind of retirement. READ MORE

By ASPPA Net Staff4/29/2016 • 0 Comments

Pension plan professionals — whether they are third-party administrators, actuaries, investment professionals or attorneys — have an obligation to perform their duties concerning their retirement plan clients in an ethical and professional manner. READ MORE

By ASPPA Net Staff4/28/2016 • 0 Comments

Financial literacy is essential to improving retirement readiness and helping employees to prepare; that was the core message of an April 27 webinar on retirement security and the role states and employers play in bringing it about. READ MORE

By ASPPA Net Staff4/28/2016 • 0 Comments

Average fund costs continued to decline in 2015, but investors aren’t necessarily paying less, according to Morningstar. READ MORE

By ASPPA Net Staff4/27/2016 • 0 Comments

The PBGC on April 27 announced that it is proposing amendments to its premium payments regulation; the proposal applies to single-employer and multiemployer plans. READ MORE

By ASPPA Net Staff4/26/2016 • 0 Comments

One of the most significant cost factors in retirement planning isn’t even on most participants’ radar screens — and it can vary widely depending on where you live. READ MORE

By ASPPA Net Staff4/26/2016 • 0 Comments

A new survey of 117 retirement plan service providers by the SPARK Institute found that nearly 80% are still evaluating risks and requirements of the regulations, and 60% indicated that key parts of the regulation are still not clear. READ MORE

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

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