Service Providers


 

 

 

Service Providers

Service Providers

By John Iekel11/1/2017 • 0 Comments

The technological revolution that has ushered in today’s electronic age is a thing of wonder. But it has also opened the door to theft and abuse of money and information, including from retirement accounts. A recent article discusses what can be done to address the threat. READ MORE

By John Iekel11/1/2017 • 0 Comments

The IRS has expanded the relief it is providing to victims of Hurricanes Harvey, Irma and Maria and the California wildfires. READ MORE

By John Iekel10/30/2017 • 0 Comments

“All politics is local,” it has been said, and that principle holds for ERISA enforcement, too — at least according to an expert panel at the recent ASPPA Annual conference held in National Harbor, MD. READ MORE

By John Iekel10/27/2017 • 0 Comments

A recent blog entry points out that 401(k) loans may seem innocuous since a participant is taking money from his or her own account and repaying it to themselves, but they still entail risks and costs.
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By Nevin Adams10/13/2017 • 0 Comments

There’s an old saying that when you assume… well, here are six assumptions that can create real headaches for retirement plan fiduciaries. READ MORE

By Nevin Adams 10/11/2017 • 0 Comments

If you’ve never been part of ASPPA’s “March on the Hill” — or if you’ve done it a dozen times — there’s never been a time when your participation is more needed or more valued. READ MORE

By ASPPA Net Staff10/11/2017 • 0 Comments

Minneapolis-based 403(b) advisor Steven R. Berger, 44, was among the 58 people killed at the Route 91 Harvest Music Festival in Las Vegas on Sunday, Oct. 1. READ MORE

By John Iekel10/6/2017 • 0 Comments

When it comes to communicating with participants, meeting the letter of the rules and fulfilling the spirit behind them are not always the same thing. READ MORE

By Ted Godbout10/6/2017 • 0 Comments

Suggesting that it’s time to change the ROI conversation with respect to financial wellness programs, a recent paper contends that a more effective way to prove a program’s value is by measuring employee engagement. READ MORE

By Ted Godbout10/2/2017 • 0 Comments

To help plan sponsors insure their employees’ data is protected within their retirement plan, new best practices for reporting cybersecurity capabilities to plan sponsors and plan consultants have been developed by the SPARK Institute. READ MORE

By Ted Godbout9/29/2017 • 0 Comments

Retirement industry leaders appearing at a recent Capitol Hill event generally agreed that building on the existing system would dramatically improve the retirement readiness of Americans throughout the country. READ MORE

By Nevin Adams 9/28/2017 • 0 Comments

In the course of my day, I talk to (and email with) people, read a lot, and every so often jot down a random thought or insight that gives me pause and makes me think. See what you think. READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

On Sept. 21, 2017, the ASPPA/ARA Government Affairs Committee filed comments with the American Institute of Certified Public Accountants with regard to their release of a Proposed Statement on Auditing Standards. READ MORE

By Carlos Panksep9/21/2017 • 0 Comments

Ten years ago, CEFEX and ASPPA introduced the Standard of Practice for Retirement Plan Service Providers; two firms that embraced this new ASPPA certification 10 years ago are being recognized. READ MORE

By John Iekel9/21/2017 • 0 Comments

A sharper focus on how fiduciary duties are discharged and a heightened awareness of how one is performing such functions will not go away anytime soon; a recent paper discusses fiduciary risk and management. READ MORE

By Nevin Adams 9/21/2017 • 0 Comments

In about a month, the IRS will announce the new contribution and benefit limits for 2018 — and that could be good news even for those who don’t bump against those thresholds. READ MORE

By John Iekel9/15/2017 • 0 Comments

Running the plan and investing in a way mindful of environmental, social and governance concerns is a practice some plans follow, but a recent commentary questions whether that inhibits fulfilling fiduciary responsibility. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By Lisa Allen9/15/2017 • 0 Comments

ASPPA Annual offers an opportunity to connect, get educated and excel at working in this industry we all love. READ MORE

By John Iekel9/14/2017 • 0 Comments

The PBGC says in Disaster Relief Announcement 17-11 that in response to Hurricane Irma it is waiving certain penalties and extending certain deadlines in qualifying parts of Florida. READ MORE

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