Practice Management

Practice Management

Practice Management

By Donna Brewster10/23/2014 • 0 Comments

Growing and managing a business presents a multitude of challenges. To aid in meeting them, ASPPA’s new Business Managers and Owners Council will provide a number of opportunities for you to enhance your business management skills. Membership in this group is exclusively available to qualified ASPPA members as an “add on” to your regular ASPPA dues. READ MORE

By ASPPA Net Staff10/17/2014 • 0 Comments

They say when you have your health, you have just about everything, and a new study seems to bear that out — and that includes being financially ready for retirement. READ MORE

By John Iekel10/17/2014 • 0 Comments

The Highway and Transportation Funding Act of 2014 had consequences for annual financial and actuarial information reporting under Section 4010 of ERISA and part 4010 of the PBGC regulations. To better clarify how it applies, the PBGC on Oct. 17 issued Technical Update 14-2: Effect of HATFA on 4010 Reporting. READ MORE

By John Iekel10/17/2014 • 0 Comments

The number of single-employer defined benefit plans has dropped sharply over a nearly 40-year period, while multiemployer DB plans' decline has been far less dramatic. But Bureau of Labor Statistics Office of Compensation and Working Conditions economist William Wiatrowski shows in a study that it's too simplistic to explain this by noting that DB plans have long been declining as DC plans have grown. READ MORE

By Barry Levy10/16/2014 • 0 Comments

This month ASPPA will be launching the Business Managers & Owners Council. BMOC is a new membership add-on designed for ASPPA members who are either owners or senior executives of a qualified plan administration business. READ MORE

By ASPPA Net Staff10/11/2014 • 0 Comments

How many American workers are covered by a retirement plan? It depends on how you look at it. READ MORE

By Craig Hoffman10/10/2014 • 0 Comments

The IRS announced this week, to the surprise of many, that the IRS electronic filing system known as FIRE (Filing Information Returns Electronically) will be shut down from approximately 3:00 p.m. ET on Saturday, Oct. 11, 2014, until approximately 6:00 a.m. ET on Tuesday, Oct. 14, 2014. READ MORE

By Andrew Remo9/29/2014 • 0 Comments

Lobbying groups representing minority investment fund managers, backed by key Democratic members of Congress, recently met with key administration officials to press the case for doing business with minority and women-owned firms.
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By Andrew Remo9/2/2014 • 0 Comments

Its authors may not have led with that title, but a recent paper calls for wholesale changes to the way Americans currently save for retirement, including suspending all defined contribution savings arrangements. One is inclined to give the authors credit for coming up with a new alternative, but the reality is that their proposal is a cobbled-together mish-mash of ideas that have been tried before. READ MORE

By John Iekel8/29/2014 • 0 Comments

Eastman Kodak, one of New York State’s major employers, has changed its retirement plan in a rather unorthodox way. Kodak still offers both a defined contribution plan and a defined benefit plan, but has enhanced its DB plan while making its DC plan less attractive, Business Insurance reports. The changes go into effect on Jan. 1, 2015, and affect current employees but not retirees. READ MORE

By Nevin Adams8/28/2014 • 0 Comments

What happens to executive retirement benefits when employers close or freeze their defined benefit pension plans? What if that plan is a hybrid/cash balance? And what does that mean for advisors? Towers Watson recently conducted an analysis of how Fortune 200 companies in 2013 transitioned executives after changing their underlying broad-based retirement programs to find the answers. READ MORE

By John Iekel8/27/2014 • 0 Comments

This summer, for the first time in more than 20 years, Hawaii was hit by a named tropical system. ays later, a second churned offshore. Hurricane Arthur splashed through North Carolina’s Outer Banks just before July 4. And the height of the Atlantic hurricane season is about to arrive. This portends the possibility of significant property losses, business disruption and the need for hardship distributions from 401(k)s. READ MORE

By Nevin Adams8/27/2014 • 0 Comments

It is routinely reported that “10,000 Baby Boomers are retiring every day”, and yet surveys continue to indicate that Americans plan to postpone retirement.   READ MORE

By Andrew Remo8/27/2014 • 0 Comments

A new academic paper, unveiled at the 16th Annual Meeting of the Retirement Research Consortium held Aug. 7-8, concludes that the net benefits of Social Security combined with the tax benefits for retirement savings are larger as a share of income for lower-earning workers than for higher-earning workers. READ MORE

By Ray Harmon8/25/2014 • 0 Comments

The DOL’s ERISA Advisory Council wrapped up a three-day series of public meetings Aug. 21 with a focus on lifetime plan participation. The Council’s final session honed in on whether and how communications and specific plan design features may be used to enhance participants’ decisionmaking. READ MORE

By Nevin Adams8/25/2014 • 0 Comments

With the official report not due until September, a draft report released by the Oregon legislature's Task Force on Oregon Retirement Savings offers a blueprint of a proposed new mandatory auto-IRA program for the state. 

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By ASPPA Net Staff8/25/2014 • 0 Comments

According to recent reports, a sizable portion of U.S. adults say they are not financially ready to retire — but mitigating that sobering news at least somewhat is that many know it. And those reports offer some suggestions for how to increase that readiness.

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By Ray Harmon8/21/2014 • 0 Comments

This week the ERISA Advisory Council turned its attention to the issue of outsourcing employee benefit plan services and how that might impact and influence fiduciary responsibilities, and touched on how an accreditation program could help fiduciaries make more informed outsourcing choices. READ MORE

By Nevin Adams8/21/2014 • 0 Comments

Seen those reports that Gen Xer retirements are looking to be even more bleak than that of Baby Boomers? Well, you might want to take another look. A new report from EBRI calls out two of those reports for ignoring some pretty basic assumptions in their analyses.

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By Nevin Adams8/18/2014 • 0 Comments

The SEC on Aug. 11 announced securities fraud charges against the state of Kansas, claiming that the state failed to disclose that the state’s pension system was significantly underfunded, and that the unfunded pension liability created a repayment risk for investors in those bonds.


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