Practice Management

Practice Management

Practice Management

By Andrew Remo6/23/2017 • 0 Comments

While most respondents to a new survey think eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, most would definitely or probably still offer them if current pre-tax limits were lowered. READ MORE

By John Iekel6/22/2017 • 0 Comments

Automatic features can help overcome retirement saving gridlock — but they are not necessarily a panacea and can have consequences of their own. READ MORE

By Ted Godbout6/21/2017 • 0 Comments

DC plans were on the receiving end of strong market performance during the first quarter of this year, rising 4.67%, its highest quarterly return since year-end 2013, according to the latest Callan DC Index. READ MORE

By ASPPA Net Staff6/21/2017 • 0 Comments

The American Retirement Association on June 20 filed a comment letter on items to be included in the 2017-2018 IRS guidance plan. The letter was in response to IRS Notice 2017-28. READ MORE

By ASPPA Net Staff6/21/2017 • 0 Comments

Small plans frequently have big service needs, and a special joint NAPA/CIkR task force has developed a template designed to make it easier to obtain a consistent, apples-to-apples comparison of service features from 401(k) recordkeepers.

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By John Iekel6/19/2017 • 0 Comments

The Carolinas share a border, a name, and a need to address problems with their state pension plans; however, their problems are as different as north is from south. READ MORE

By ASPPA Net Staff6/19/2017 • 0 Comments

In a recent blog post, Fred Reish says that one of the FAQs the DOL issued concerning the fiduciary rule "raises some significant issues” for broker-dealers and RIAs. READ MORE

By ASPPA Net Staff6/19/2017 • 0 Comments

Apparently participants aren’t the only ones struggling with behavioral biases, according to a new report. READ MORE

By ASPPA Net Staff6/19/2017 • 0 Comments

The DOL fiduciary rule — at least significant parts of it — has now been implemented. A recent analysis offers an assessment of where things stand. READ MORE

By ASPPA Net Staff6/15/2017 • 0 Comments

A recent report on 401(k) services, fees and expenses looks closely at usage of mutual funds in 401(k) investments. READ MORE

By ASPPA Net Staff6/15/2017 • 0 Comments

Pension plans largely held steady in May, with assets and liabilities growing slightly, says a recent report. READ MORE

By Ted Godbout6/15/2017 • 0 Comments

Many are not taking all of the steps they need to prepare for retirement and are relying on uncertainties like receiving an inheritance, says a recent survey by Natixis Global Asset Management. READ MORE

By ASPPA Net Staff6/15/2017 • 0 Comments

The PBGC has issued a final rule on interest rate assumptions affecting benefits payable in terminated single-employer plans and allocation of assets in single-employer plans. READ MORE

By ASPPA Net Staff6/14/2017 • 0 Comments

Registration for the 2017 ASPPA Annual Conference — the nation’s premier gathering of retirement industry professionals — is now open! READ MORE

By Ted Godbout6/13/2017 • 0 Comments

The vast majority of DC plan participants continued making contributions in 2016 and most “stayed the course” with their asset allocations, according to a recent Investment Company Institute study. READ MORE

By ASPPA Net Staff6/13/2017 • 0 Comments

Retirement plan providers should focus on education, retirement readiness tools, situational guidance and “next-best-step” trigger events to help workers become better prepared for retirement, a report recommends. READ MORE

By John Iekel6/12/2017 • 0 Comments

It’s heeeeere. But for many practitioners, practices and firms that read the tea leaves, the fiduciary rule has been a reality for a while and already has shaped what they do and how they do it.
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By ASPPA Net Staff6/12/2017 • 0 Comments

In a June 8 letter, the ARA offered comments on the guidance contained in IRS Notice 2016-16 concerning mid-year amendments to safe harbor 401(k) and 403(b) plans. READ MORE

By Ted Godbout6/9/2017 • 0 Comments

The House approved legislation on June 8 that seeks to repeal major provisions of the Dodd-Frank Act, as well as the DOL’s now-effective fiduciary rule. READ MORE

By John Iekel6/8/2017 • 0 Comments

What color is the retirement readiness mood ring? Recent studies and insights give us answers as varied as the spectrum.
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