Service Providers


 

 

 

Service Providers

Service Providers

By ASPPA Net Staff10/30/2015 • 0 Comments

In “Forfeiture Stories for a Late Night Campfire,,” a webcast that will be held from 2:00-3:40 p.m. on Thursday, Nov. 12, Adam C. Pozek and William C. Presson will discuss real-life forfeiture case studies, plan document provisions versus administrative decisions, forfeiture corrections and restoring non-vested amounts for buybacks. READ MORE

By ASPPA Net Staff10/29/2015 • 0 Comments

The IRS issued a reminder in IR-2015-122 on Oct. 29 that those born before July 1, 1945 generally must receive payments from their IRAs by Dec. 31. READ MORE

By Karen Smith10/23/2015 • 0 Comments

Karen Smith offers her perspective on purchasing 3(16) services in an article that is a follow-up to “Is There a Market for 3(16) Plan Administrator Services?” the third in a three-part series of columns that recently appeared in ASPPA Connect. READ MORE

By John Iekel10/23/2015 • 0 Comments

In an Oct. 21 session at the ASPPA Annual Conference, James E. Holland discussed the trees in the thick forest of rules concerning defined benefit lump sum issues. READ MORE

By ASPPA Net Staff10/22/2015 • 0 Comments

Here’s a recap of our coverage of sessions and speakers from the 2015 ASPPA Annual Conference: READ MORE

By John Iekel10/22/2015 • 0 Comments

t’s all about service. That was the core message of an Oct. 20 session at the 2015 ASPPA Annual Conference in which Norman Levinrad, President and Chief Actuary of Summit Benefit and Actuarial Services, offered practical tips and insights for managing client relationships and expectations. READ MORE

By ASPPA Net Staff10/13/2015 • 0 Comments

In general, women need to do more to save for retirement, according to a recent study that attributes this finding to demographic and salary factors. READ MORE

By Larry Starr10/9/2015 • 0 Comments

Is "third party administrator" an accurate moniker for a pension professional? Larry Starr argues that it is not, and offers a suggestion regarding a better alternative. READ MORE

By ASPPA Net Staff10/8/2015 • 0 Comments

The Consumer Financial Protection Bureau and the Federal Trade Commission have taken steps to curb questionable practices concerning pension advance transactions, the Government Accountability Office (GAO) says in a report it recently issued. READ MORE

By ASPPA Net Staff10/5/2015 • 0 Comments

In “The Right Way to Sell a Cash Balance Plan,” a column by Max Wyman that appeared in the Summer 2015 issue of Plan Consultant, he discusses what cash balance plans are and how they operate. READ MORE

By ASPPA Net Staff10/2/2015 • 0 Comments

Strong majorities of defined benefit investment managers plan to allocate assets to passive funds, global equity funds, real estate, infrastructure and low-variance equities in the next three years, according to a recent report. READ MORE

By ASPPA Net Staff9/30/2015 • 0 Comments

ERISA does not preempt the application of all federal laws and regulations to retirement plans — and that includes website privacy standards set by the Federal Trade Commission. READ MORE

By ASPPA Net Staff9/30/2015 • 0 Comments

In the latest issue of Employee Plans News, the IRS provides comprehensive access to information concerning forms, correcting mistakes, plans and more that have been updated since the last issue of the newsletter.
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By ASPPA Net Staff9/30/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) in its Fall 2015 Retirement Recap newsletter features information on what to do about unclaimed pensions. READ MORE

By Peter Preovolos9/24/2015 • 0 Comments

In the third of a three-part series by Peter Preovolos on being a 3(16) plan administrator, he discusses whether there is a market for such services. READ MORE

By ASPPA Net Staff9/21/2015 • 0 Comments

IRA investments were more heavily allocated to stock equities in 2013, says “IRA Asset Allocations 2013, and Longitudinal Results, 2010-2013,” a study recently released by the Employee Benefits Research Institute (EBRI). READ MORE

By ASPPA Net Staff9/18/2015 • 0 Comments

In “Questions of Qualification,” her regular Ethics column in the Summer 2015 issue of Plan Consultant magazine, Lauren Bloom discusses pension professionals’ qualifications and how they can expand them in order to enhance the service they offer and provide. READ MORE

By Peter Preovolos9/18/2015 • 0 Comments

In the second of a three-part series on being a 3(16) plan administrator, Peter Preovolos examines whether becoming one is worth it. READ MORE

By Peter Preovolos9/11/2015 • 0 Comments

What exactly is entailed in being a 3(16) plan administrator, and how would it benefit third party administrator firms? In the first of a three-part series on the subject, Peter Preovolos offers his perspective on the ways to define what a plan fiduciary is.
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By ASPPA Net Staff8/21/2015 • 0 Comments

Overall, TPAs are content with their retirement service providers, although their satisfaction/dissatisfaction metrics continue to converge, according to new research from Chatham Partners. READ MORE

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