Service Providers


 

 

 

Service Providers

Service Providers

By John Iekel5/15/2017 • 0 Comments

Why would one want to work with a TPA or a bundled provider? Practitioners discuss the plusses and minuses. READ MORE

By Nevin Adams5/12/2017 • 0 Comments

One of the more novel legal arguments opposing the fiduciary regulation has resurfaced in an amicus (friend of the court) filing. READ MORE

By ASPPA Net Staff5/9/2017 • 0 Comments

Multiemployer pension plans’ funding levels improved in the second half of 2016, a recent study says. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

Choosing an auditor to review a retirement plan is a fiduciary duty. A recent blog post offers some ideas on how to make sure the audit is one that will pass muster with the DOL. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

For the rest of this year — the “transition period” — most firms will use either the Best Interest Contract Exemption or (more likely) the “transition” version. What will that mean for you? READ MORE

By Nevin Adams 5/5/2017 • 0 Comments

Here are five things you (or your client) may not know about ERISA fidelity bonding — and that, as a result, they may be getting wrong. READ MORE

By ASPPA Net Staff5/5/2017 • 0 Comments

A new survey finds that debt, exercise and work reorganizations can have a huge influence on worker well-being. And you might be surprised at which generational cohort is taking it harder than anyone else. READ MORE

By ASPPA Net Staff4/27/2017 • 0 Comments

A new survey of finance executives says 72% of respondents agree that employees' financial wellness is a focus for their organizations, and even more say it is important to ensure that their companies’ employees are educated on key tenets of financial wellness. READ MORE

By Craig Hoffman4/24/2017 • 0 Comments

It appears that the IRS finally agrees with ASPPA’s recommendation that the IRS roll out the new “compliance” or “5500-SUP” questions as part of a broader Form 5500 modernization initiative. READ MORE

By ASPPA Net Staff4/21/2017 • 0 Comments

Despite the importance of educating 401(k) plan participants to prepare for their retirement by investing well, most programs that purport to do that fail in the attempt, says a recent blog entry. READ MORE

By ASPPA Net Staff4/18/2017 • 0 Comments

The latest issue of ASPPA’s Plan Consultant magazine has been posted on ASPPA Net. READ MORE

By Shannon Edwards4/18/2017 • 0 Comments

Dr. Nathan Mellor, leadership development expert and lifelong educator, joins us this June at ASPPA’s Women Business Leaders Forum in Denver to discuss hiring for character and competence to build a happier, more cohesive workplace. READ MORE

By ASPPA Net Staff4/17/2017 • 0 Comments

A new survey finds that demographic shifts and employee expectations are redefining the workplace and benefit priorities for plan sponsors — but some things haven't changed. READ MORE

By ASPPA Net Staff4/14/2017 • 0 Comments

Much has been said over the sharp partisan divides in our country. But there are some transcendent matters that bridge the gorge and unite us in a common purpose. And one of them, a recent study finds, is concern over financial security in retirement. READ MORE

By Nevin Adams 4/14/2017 • 0 Comments

Odds are that you’ve heard that HSAs offer individuals a “triple tax advantage” — but here are five things you may not know about HSAs, which could have an effect on retirement plans. READ MORE

By ASPPA Net Staff4/13/2017 • 0 Comments

Corporate pension plans showed a slight drop in funding in 2016, but there was some good news as well — at least if the 100 largest corporate plans Milliman studies are any indication. READ MORE

By Jodie Dailey4/12/2017 • 0 Comments

The ASPPA Women Business Leaders Forum is being held at the acclaimed Brown Palace in Denver, CO on June 5-8 and will include a session on cybersecurity. READ MORE

By Nevin Adams 4/11/2017 • 0 Comments

Financial wellness proponents often tout the ROI of helping workers prepare and retire on time. A new analysis puts a price tag on the cost of deferring retirement. READ MORE

By ASPPA Net Staff4/10/2017 • 0 Comments

Bipartisan, bicameral legislation that would require 401(k) plan sponsors to inform participating workers of the projected monthly income they could expect at retirement has been reintroduced on Capitol Hill. READ MORE

By John Iekel4/7/2017 • 0 Comments

“I would encourage caution among policymakers when considering dramatic changes to retirement policy for tax policy purposes,” former Sen. Kent Conrad (D-ND) told a Senate committee on April 5. READ MORE

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