Practice Management

Practice Management

Practice Management

By ASPPA Net Staff9/29/2015 • 0 Comments

Much has been made of the ills of public and private pension plans — and hospital systems are no healthier, with a recent report showing that the collective obligations of the 50 largest non-profit health systems’ pension funds grew faster than did their assets in 2014. READ MORE

By ASPPA Net Staff9/29/2015 • 0 Comments

The Department of Labor’s Bureau of Labor Statistics (BLS) has issued a report identifying which kinds of retirement plans have the highest takeup rates — ratios of participants vs. access.
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By ASPPA Net Staff9/29/2015 • 0 Comments

The PBGC has released a report projecting that its Multiemployer Program Fund and single employer plans are in better financial shape and will be solvent longer than it had thought. READ MORE

By ASPPA Net Staff9/28/2015 • 0 Comments

The assets of the 100 largest U.S. public employee pension systems fell slightly from the first quarter of 2015 to the second, READ MORE

By ASPPA Net Staff9/28/2015 • 0 Comments

In “How Long Can You Hold Your Breath?,” a column that appeared in the Summer 2015 issue of Plan Consultant, David J. Witz argues that the statute of limitations under ERISA Section 413 provides a way to establish a documented process that a retirement plan committee can use to defend their decisions and mitigate the risk of litigation over claims for excessive fees. READ MORE

By ASPPA Net Staff9/25/2015 • 0 Comments

In the latest consolidation move among record keepers, Mercer has announced a “strategic alliance” with Transamerica whereby Transamerica will acquire Mercer’s U.S. defined contribution administration book of business, and also become Mercer’s preferred DC record keeping provider.  READ MORE

By Nevin Adams9/24/2015 • 0 Comments

When it comes to workplace retirement plans, there are three kinds of people: those who are ERISA fiduciaries and know it, people who aren’t ERISA fiduciaries and know it, and people who are ERISA fiduciaries and don’t know it. READ MORE

By Peter Preovolos9/24/2015 • 0 Comments

In the third of a three-part series by Peter Preovolos on being a 3(16) plan administrator, he discusses whether there is a market for such services. READ MORE

By ASPPA Net Staff9/22/2015 • 0 Comments

An employer sponsor of a SIMPLE IRA plan must restore to the plan withheld contributions that never made it into the plan’s funds, the U.S. District Court for the District of Connecticut ruled on Sept. 9. READ MORE

By ASPPA Net Staff9/21/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) has updated the information concerning its project on non-governmental 457(b) plans. READ MORE

By ASPPA Net Staff9/21/2015 • 0 Comments

IRA investments were more heavily allocated to stock equities in 2013, says “IRA Asset Allocations 2013, and Longitudinal Results, 2010-2013,” a study recently released by the Employee Benefits Research Institute (EBRI). READ MORE

By ASPPA Net Staff9/18/2015 • 0 Comments

In “Questions of Qualification,” her regular Ethics column in the Summer 2015 issue of Plan Consultant magazine, Lauren Bloom discusses pension professionals’ qualifications and how they can expand them in order to enhance the service they offer and provide. READ MORE

By Peter Preovolos9/18/2015 • 0 Comments

In the second of a three-part series on being a 3(16) plan administrator, Peter Preovolos examines whether becoming one is worth it. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) has updated the information concerning its project on terminated plans with outstanding participant loans. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Sept. 16 issued an updated list of reminders intended to help plans keep their premium filings timely and accurate. READ MORE

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

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