Practice Management

Practice Management

Practice Management

By ASPPA Net Staff9/17/2015 • 0 Comments

In a public comment letter, ASPPA has asked the IRS to permit filers to complete the 2015 Form 5500-SUP (and/or the equivalent items appearing on the 2015 Form 5500 series, including the paid preparer disclosure) on a voluntary basis. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

Much has been made of student loan debt repayment and also of the need to save for retirement — so what’s a millennial — or Gen Y member — to do? READ MORE

By Nevin Adams9/16/2015 • 0 Comments

Doing all that the law requires of a plan sponsor and doing everything that could be done are often different things. Here are five things plan sponsors don’t always do — but should. READ MORE

By ASPPA Net Staff9/15/2015 • 0 Comments

The IRS issued procedures Sept. 14 for a waiver from the requirement that Forms 8955 and 5500-EZ be filed electronically. READ MORE

By ASPPA Net Staff9/14/2015 • 0 Comments

The Pension Benefit Guaranty Corporation has issued a final rule that amends its regulation on reportable events and other notification requirements. READ MORE

By ASPPA Net Staff9/14/2015 • 0 Comments

The Department of Labor has published a “Q&A on Small Savers,” a new initiative in the communication “war” about its conflict of interest proposal. READ MORE

By ASPPA Net Staff9/11/2015 • 0 Comments

In the Sept. 16 webcast “The Revolving Door: Rehired Employees,” Robert Richter, Vice President of SunGard Relius, discusses what an employer can do about enrolling a rehired employee in its retirement plan. 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 Staff9/11/2015 • 0 Comments

In “QLACs, Practically Speaking,” the cover story of the Summer 2015 issue of Plan Consultant, Paul Kociuruba and John Ashford of Goldleaf Partners provide a discussion of the rules and operation of QLACs, and offer an assessment of their viability in the market. READ MORE

By ASPPA Net Staff9/9/2015 • 0 Comments

U.S. Steel recently froze accruals for all active pension plan participants, deepening a freeze that started in 2003.
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By ASPPA Net Staff9/9/2015 • 0 Comments

The world’s pension assets hit a new milestone in 2014, but grew at half the rate of the previous year. READ MORE

By ASPPA Net Staff9/9/2015 • 0 Comments

The DOL announced Sept. 8 that the public comment period will close on Thursday, Sept. 24, 2015, and that no hand-delivered comments will be accepted after 6:00 p.m. ET on that date. READ MORE

By ASPPA Net Staff9/8/2015 • 0 Comments

The IRS on Sept. 8 issued final regulations on the determination of minimum required pension contributions. READ MORE

By ASPPA Net Staff9/8/2015 • 0 Comments

The stock market downturn in August affected more than stock portfolios — like many a 401(k) balance, it also affected pension plans. READ MORE

By ASPPA Net Staff9/4/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration granted a prohibited transaction exemption for certain entities with specified relationships to Deutsche Bank AG. READ MORE

By ASPPA Net Staff9/4/2015 • 0 Comments

A report Moody’s released Sept. 1 says that the IRS’ continued use of existing mortality tables could save DB plans $18 billion or more in 2016.
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By ASPPA Net Staff9/3/2015 • 0 Comments

An at least tacit understanding of the importance of saving for retirement may be a common language of the current workforce, but the three generations that compose the bulk of it — Baby Boomers, Generation X and Millennials — each speak their own dialect. READ MORE

By ASPPA Net Staff9/2/2015 • 0 Comments

Fewer multiemployer pension plans are in bad shape, according to figures just released by the IRS Employee Plans Compliance Unit (EPCU). READ MORE

By Nevin Adams9/2/2015 • 0 Comments

Case law has recognized the right of a fiduciary to recover overpayments, but a recent case involving a pension plan’s attempted recovery highlights some of the potential hurdles. READ MORE

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