Practice Management

Practice Management

Practice Management

By ASPPA Net Staff11/18/2015 • 0 Comments

Underestimating how much one will need to be financially prepared for retirement is rife, and that can have serious consequences, says a study by the American Institute of Certified Public Accountants (AICPA). READ MORE

By ASPPA Net Staff11/17/2015 • 0 Comments

Overall, more than two in five Americans say the economy most affects their spending habits, according to a survey Bank of America and Merrill Edge have released, but the effects on saving and spending vary by generation. READ MORE

By Nevin Adams11/17/2015 • 0 Comments

Retirement seems close for some, but whether you’ve been saving or not, or not saving enough — here are six things Boomers need to know about saving for retirement. READ MORE

By Nevin Adams11/16/2015 • 0 Comments

The Department of Labor on Nov. 16 unveiled a proposed rule to clarify ERISA's application to state-run IRA programs, creating an unfair advantage for those programs over those offered by the private sector. READ MORE

By ASPPA Net Staff11/16/2015 • 0 Comments

In dealing with a takeover, the actuary of the acquirer must first collect sufficient information from the plan administrator, the actuary that served the acquired and/or the third party administrator, says Lauren Okum in “DB Plan Takeovers,” an article that appeared in the Fall 2015 issue of Plan Consultant. READ MORE

By ASPPA Net Staff11/13/2015 • 0 Comments

Outsourcing plan administration can help in meeting increasingly complicated requirements — but it’s not a full absolution from all responsibilities, argues Fiduciary Plan Governance in a recent blog entry. READ MORE

By ASPPA Net Staff11/13/2015 • 0 Comments

In “Best Practices for Administering Auto Enrollment Plans,” a webcast that will be held on Tuesday, Nov. 17, J.J. McKinney will examine the successes of automatic enrollment, plan design considerations and types of clients that might be better served by looking for solutions elsewhere. READ MORE

By Nevin Adams 11/13/2015 • 0 Comments

The IRS has released final regulations that provide guidance and, notably, another year to comply with, what are now final hybrid plan rules. READ MORE

By Nevin Adams 11/11/2015 • 0 Comments

Despite a growing awareness of the importance of retirement income planning, a recent survey finds nearly half of plan sponsors offer no income-oriented products to their participants. READ MORE

By ASPPA Net Staff11/11/2015 • 0 Comments

Recent research by Milliman, Inc. shows mixed signals for private-sector pension plans; their funded status dropped and liabilities grew, but funding problems may have begun to turn the corner. READ MORE

By ASPPA Net Staff11/9/2015 • 0 Comments

Effective Feb. 12, 2016, the IRS will no longer be offering the ERPA Special Enrollment Examination (ERPA SEE) to become an ERPA. READ MORE

By Nevin Adams 11/9/2015 • 0 Comments

People who don’t have access to a plan at work don’t save for retirement; here’s why small business owners should care. READ MORE

By Nevin Adams11/9/2015 • 0 Comments

Working with retirement plans is a complicated, challenging and constantly changing process; nonetheless, there are certain constants — and things that bear repeating and/or reconsidering from time to time.
READ MORE

By John Iekel11/9/2015 • 0 Comments

As the Department of Labor prepares the final iteration of its proposed fiduciary rule, it may be useful to look back on how this all came about and what it entails — and the Congressional Research Service has issued a report that facilitates just that kind of review. READ MORE

By Ray Harmon11/6/2015 • 0 Comments

“In my 40 years of doing this, I never thought I’d see the day we’d have a president giving us direct instructions …” [on state-run, automatic enrollment IRA programs], Assistant Secretary of Labor Phyllis Borzi told the ERISA Advisory Council Nov. 3-4. READ MORE

By Janice Wegesin11/5/2015 • 0 Comments

On Nov.2, 2015, the Employee Benefit Security Administration (EBSA) sent about 1,200 letters by email to filers of 2014 Form 5500 that did not properly include the report of an independent accountant. READ MORE

By ASPPA Net Staff11/5/2015 • 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 Judy Miller10/30/2015 • 0 Comments

The details of a new budget deal have been released, and Congress has once again gone to the defined benefit pension well to pay for a budget deal. READ MORE

By ASPPA Net Staff10/30/2015 • 0 Comments

Christopher Carosa provides a look at what a panel of four retirees told attendees at a recent TD Ameritrade Advocacy Summit about what they wish they had known about being ready for retirement when they were as old as the Millennials are now. READ MORE

By ASPPA Net Staff10/30/2015 • 0 Comments

In “Forfeiture Stories for a Late Night Campfire,,” a webcast that will be held from 2:00-3:40 p.m. on Thursday, Nov. 12, Adam C. Pozek and William C. Presson will discuss real-life forfeiture case studies, plan document provisions versus administrative decisions, forfeiture corrections and restoring non-vested amounts for buybacks. READ MORE

«« First |1 2 3 4 5 6 7 ... 45 46 47 48 49 50 51 ... 57 58 59 60 61 62 63 | Last ››