Practice Management

Practice Management

Practice Management

By Andrew Remo2/4/2015 • 0 Comments

President Obama’s budget blueprint for fiscal year 2016 contains proposals that would change the tax treatment of IRAs and qualified retirement plans.

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By ASPPA Net Staff2/2/2015 • 0 Comments

Deferral and savings rates in 401(k) plans improved at a stronger rate than expected in 2014, recent studies reveal.
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By Nevin Adams1/30/2015 • 0 Comments

The 114th Congress has gotten off to a quick start with retirement legislation.
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By ASPPA Net Staff1/29/2015 • 0 Comments

Remember the importance of 401(k) plan committees, which can exercise their fiduciary responsibility through meetings and quarterly reviews. READ MORE

By John Iekel1/26/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) was not arbitrary and capricious when it concluded that Kentucky Bancshares was obliged to comply with the Pension Protection Act and ERISA when it terminated its retirement plan and trust, the 6th Circuit has ruled.
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By ASPPA Net Staff1/21/2015 • 0 Comments

Implementation and appreciation of the value of automatic enrollment is increasingly widespread among employers. Several recent studies have found that more employers are using it, although one points out that enthusiasm about auto features is not universal.
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By Andrew Remo1/16/2015 • 0 Comments

With President Obama poised to deliver his State of the Union address on Jan. 20, a powerful coalition of retirement, union and so-called consumer protection groups has again interjected itself into the debate over retirement plans.
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By ASPPA Net Staff1/15/2015 • 0 Comments

Funding levels of pension plans sponsored by the S&P 1500 fell by 9 percentage points in 2014, from 88% to 79%. According to Mercer, the plans’ collective deficits more than doubled last year, reaching $504 billion at year-end.
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By Nevin Adams1/15/2015 • 0 Comments

The 7th U.S. Circuit Court of Appeals has outlined the conditions for determining the existence of a partial plan termination, ruling on the fifth appeal of what it called a “seemingly interminable class action suit.”
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By John Iekel1/13/2015 • 0 Comments

The Pension Benefit Guaranty Corporation on Jan. 12 issued a draft of the 2015 premium filing form and instructions. It provides information for plans paying premiums for plan years beginning in 2015, including instructions for all the particular forms of data that must be reported.
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By Nevin Adams1/7/2015 • 0 Comments

Despite media attention surrounding the Millennial Generation’s relatively poor economic outcomes during the Great Recession, a new analysis by researchers at the Federal Reserve finds that they have fared better on many measures than both current older adults and earlier young adults. READ MORE

By Nevin Adams1/7/2015 • 0 Comments

It was not a good year for pension funding, according to two studies of 2014 data on pension plan funding levels. READ MORE

By Norman Levinrad1/2/2015 • 0 Comments

Are you excited? The first BEAM conference will be a great opportunity to hear experts discuss profitability, engaging staff successfully, sales force development and learning the ins and outs of being a 3(16) fiduciary. READ MORE

By John Iekel12/29/2014 • 0 Comments

All disbursements from a retirement plan scheduled to be made at the same time are treated as a single distribution even if they are sent to multiple destinations, a new rule that becomes mandatory as 2015 dawns. READ MORE

By ASPPA Net Staff12/23/2014 • 0 Comments

Forced plan cash-outs into individual retirement accounts (IRAs) could leave billions to be poorly invested for the long-term, according to the Government Accountability Office (GAO). READ MORE

By ASPPA Net Staff12/22/2014 • 0 Comments

Nearly half of Americans retire earlier than expected, yet retirees overwhelmingly report that they are enjoying themselves and discovering that pre-retirement fears of boredom, financial insecurity and lacking purpose are largely unfounded, according to a new study by MassMutual Retirement Services. READ MORE

By ASPPA Net Staff12/19/2014 • 0 Comments

Asked to choose between a 401(k)-type plan or a company pension plan that provides guaranteed income in retirement, a slim majority of non-retirees chose the 401(k).
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By Nevin Adams12/19/2014 • 0 Comments

A federal district court in North Carolina has ruled that the rounding decision is a discretionary one that a plan administrator can make, and that choosing to round to five decimal places was not an abuse of discretion. READ MORE

By ASPPA Net Staff12/15/2014 • 0 Comments

Top-heavy testing, fiduciary liability, minimum participation standards, non-discrimination testing, contribution limits...the best — and the worst — of ERISA. Here's your chance to weigh in! READ MORE

By ASPPA Net Staff12/12/2014 • 0 Comments

While retirement savings grew to one third (33.7%) of all household investable assets at $13.9 trillion, retirement assets of consumers age 65 to 74 surged from $2.3 trillion to a new high of $3.5 trillion, and now constitute a quarter of total retirement assets, according to a new report. READ MORE

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