Practice Management

Practice Management

Practice Management

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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By John Iekel6/8/2017 • 0 Comments

No tropical systems are near the U.S. yet, but it can be helpful to review ways that plan sponsors and their service providers can prepare… just in case. READ MORE

By ASPPA Net Staff6/8/2017 • 0 Comments

Auto-enrollment, auto-escalation, auto-investment — all are growing in number of users and in their influence on the retirement superhighway. READ MORE

By ASPPA Net Staff6/7/2017 • 0 Comments

Ascensus has announced the acquisition of independently owned Kravitz, Inc., a retirement administration firm and cash balance specialist. READ MORE

By John Iekel6/6/2017 • 0 Comments

A recent panel discussion addressed best practices for record-keeping private real estate investments. READ MORE

By John Iekel6/6/2017 • 0 Comments

Newly minted SEC Chairman Clayton welcomes the DOL's invitation to look at the standards of conduct that are at the core of the DOL’s fiduciary rule. READ MORE

By Nevin Adams6/6/2017 • 0 Comments

Plaintiffs have fallen short in their second attempt to convince a federal judge of the merits of their case in an excessive fee class action suit. READ MORE

By Ray Harmon6/6/2017 • 0 Comments

A bill that would repeal some of the major provisions of Dodd-Frank and the DOL’s fiduciary rule will move to the House floor for a vote; however, its chances in the Senate are bleak. READ MORE

By John Iekel6/5/2017 • 0 Comments

That may seem an odd equation. And yet, a speaker at a recent retirement industry conference argues exactly that. READ MORE

By ASPPA Net Staff6/5/2017 • 0 Comments

In less than a month, the new “transition” exemptions will apply to recommendations for IRAs. Fred Reish looks at how to prepare for that shift.

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By ASPPA Net Staff6/5/2017 • 0 Comments

At a recent policy forum sponsored by the Employee Benefit Research Institute, Catherine Collinson, President of the Transamerica Center for Retirement Studies, outlined five ways to “fix” the current Saver’s Credit.

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By ASPPA Net Staff6/1/2017 • 0 Comments

Defined contribution plan assets under management (AUM) reached $5.95 trillion in 2016, says a recent survey of money managers. READ MORE

By ASPPA Net Staff5/31/2017 • 0 Comments

As many as one-third of the U.S. workforce is said to be currently engaged in temporary, contract or on-demand work — and new legislation would set aside funding to study alternatives. READ MORE

By ASPPA Net Staff5/26/2017 • 0 Comments

Single premium pension buy-out sales totaled $1.4 billion in the first quarter of 2017, says the LIMRA Secure Retirement Institute. READ MORE

By ASPPA Net Staff5/26/2017 • 0 Comments

A new study of U.S. open-end mutual funds and exchange-traded funds finds that on average, investors paid lower fund expenses in 2016… than ever before. READ MORE

By ASPPA Net Staff5/23/2017 • 0 Comments

We hear periodically about individual pension plans the PBGC acts to cover. But the PBGC maintains data that shows the state-by-state distribution of the benefits it provides, offering a look at geographic distribution. The PBGC has announced that the 2016 data are available. READ MORE

By John Iekel5/22/2017 • 0 Comments

Recent blog entries offer a way to dispel the fog for plan participants who may be confused about retirement planning and its importance. READ MORE

By Nevin Adams 5/19/2017 • 0 Comments

There are lots of reasons why people get behind in their retirement savings — and one very helpful way that older workers can make up for lost time and catch up. READ MORE

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