Practice Management

Practice Management

Practice Management

By ASPPA Net Staff8/21/2015 • 0 Comments

A new study of DB and DC plans goes a little farther than just comparing them — suggesting that the best approach may be to move past the debate over which one is better. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

Overall, TPAs are content with their retirement service providers, although their satisfaction/dissatisfaction metrics continue to converge, according to new research from Chatham Partners. READ MORE

By ASPPA Net Staff8/19/2015 • 0 Comments

Only 22% of individuals who owned a traditional or Roth IRA took a withdrawal in 2013, a percentage largely driven by activity among individuals ages 70½ or older. READ MORE

By Mike Bushnell8/19/2015 • 0 Comments

With many American workers saying they could have saved more, and sooner, a large majority of employees support access to plans with automatic enrollment, according to new studies. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Fidelity National Information Services has agreed to buy financial software maker SunGard for $9.1 billion in stock and cash. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Treasurers from states in every region of the United States, as well as two of its largest cities, sent a letter to Securities and Exchange Commission Chair Mary Jo White arguing that general partners should be required to do a better job of disclosing private equity fees. READ MORE

By Andrew Remo8/14/2015 • 0 Comments

At times during Day Four of the Department of Labor’s (DOL) public hearing on its fiduciary rule, it felt as if everything that needs to be said has already been; however, some new topics were discussed in the final day of testimony. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

Fixed-income allocations by corporate pension plans are growing, a shift that is coming at the expense of equity allocations, say recent reports. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. READ MORE

By ASPPA Net Staff8/13/2015 • 0 Comments

Automatic enrollment appears to be catching on, a new study by Deloitte finds. READ MORE

By Craig Hoffman8/5/2015 • 0 Comments

Looking to gain insights, tips and tricks on issues commonly faced by the owners and senior managers of pension administration and actuarial services firms? Well look no further. READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

Beginning Oct. 1, the IRS Employee Plans Office will no longer answer technical questions by email, nor will it accept forwarded messages from IRS Customer Account Services that had been sent to its personnel by email. READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

The IRS on July 31 issued Notice 2015-53, which provides the mortality tables for minimum funding and present value requirements for use in 2016.
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By ASPPA Net Staff7/31/2015 • 0 Comments

A report by the Congressional Research Service says that although most multiemployer defined benefit plans have resources sufficient to pay promised benefits, a few large plans are expected to become insolvent in the next 20 years. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

There has been no shortage of bad news for public pension systems from coast to coast, but the U.S. Census Bureau has just released some good news — the assets of state and local public pension systems grew in 2014. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

An IRA owner must calculate the required minimum distribution separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs, the IRS reminds. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration has prepared material intended to assist plan administrators in selecting an auditor and reviewing the audit work and report. READ MORE

By ASPPA Net Staff7/29/2015 • 0 Comments

Financial wellness can affect more than just employees’ accounts and retirement readiness; it also can affect employees’ physical wellness and even an employer’s bottom line, recent studies say. READ MORE

By ASPPA Net Staff7/27/2015 • 0 Comments

Concerned that the Labor Department’s fiduciary proposal is about reengineering the retirement services industry and controlling the way Americans save for retirement, a group of Republican congressmen is calling for withdrawal of the rule.

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By ASPPA Net Staff7/27/2015 • 0 Comments

Taking a cue from the boss, Labor Secretary Thomas Perez in the DOL blog has said that the DOL will issue guidance to help facilitate state-based retirement plans. READ MORE

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