Practice Management

Practice Management

Practice Management

By John Iekel4/24/2015 • 0 Comments

The IRS in a recently released private letter ruling (PLR) said that transfers of surplus pension assets can be used to cover health benefits funded under a Code Section 401(h) account. READ MORE

By Gail Lowney Alofsin4/24/2015 • 0 Comments

Gail Lowney Alofsin, who will be among the featured speakers at the upcoming ASPPA Women Business Leaders Forum June 8-11, provides some pointers on negotiating successful outcomes.

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By Mike Bushnell4/23/2015 • 0 Comments

For an increasing number of Americans, work is where they expect to learn about saving for retirement — and a growing number of employers are trying to help.
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By Nevin Adams4/22/2015 • 0 Comments

The 2015 Retirement Confidence Survey by the nonpartisan Employee Benefit Research Institute and Greenwald & Associates finds that the nation’s retirement confidence continues to rebound from recent record lows — but not for everyone. READ MORE

By ASPPA Net Staff4/17/2015 • 0 Comments

The funded status of certain private sector defined benefit plans lost ground in 2014, according to a recently released study. READ MORE

By ASPPA Net Staff4/8/2015 • 0 Comments

Corporate pension funding levels in the first quarter of 2015 lost some ground, according to analysts from two industry sources. READ MORE

By Nevin Adams4/8/2015 • 0 Comments

Industry pundits (and many advisors) continue to tout retirement plan lifetime income options but current trends don’t appear favorable, according to John Haley, Chief Executive Officer at Towers Watson. READ MORE

By Mike Bushnell4/8/2015 • 0 Comments

As businesses continue to recover from the Great Recession, the number of employers that offer retirement plans has nearly returned to pre-crisis levels, but many pension plans that disappeared during the downturn have not returned., according to a new Transamerica survey. However, READ MORE

By ASPPA Net Staff4/2/2015 • 0 Comments

After a string of positive months for average 401(k) balances, the markets finally took their toll in March. READ MORE

By Craig Hoffman4/1/2015 • 0 Comments

It now appears there is substance to reports that the IRS will be curtailing the determination letter program for individually designed plans. READ MORE

By ASPPA Net Staff4/1/2015 • 0 Comments

The Internal Revenue Service is moving to make it easier — and in some cases cheaper — to remedy plan problems with participant loans. READ MORE

By ASPPA Net Staff4/1/2015 • 0 Comments

A strengthening economy does not appear to have translated into fewer loans from solo 401(k)s. READ MORE

By ASPPA Net Staff3/27/2015 • 0 Comments

The Employee Benefit Research Institute has published an analysis on the right savings rate for a successful retirement that goes well beyond the simplistic “replacement rate” assumptions touted by many. READ MORE

By ASPPA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 announced that it has extended temporary relief from nondiscrimination rules for certain closed defined benefit plans under Internal Revenue Code Section 401(a)(4) for another year. READ MORE

By Nevin Adams3/18/2015 • 0 Comments

Your plan sponsor clients just got a little more breathing room on annual 401(k) plan investment notices, courtesy of the DOL.
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By ASPPA Net Staff3/17/2015 • 0 Comments

Record highs on Wall Street did little to motivate participant movement in February — and while transfers favored fixed income during the month, international funds also had some allure.
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By Mike Bushnell3/17/2015 • 0 Comments

Baby Boomers who have yet to cut the financial cord with their adult children are increasingly finding that tether to be more like an anchor keeping them from reaching retirement, says a recent study.
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By ASPPA Net Staff3/16/2015 • 0 Comments

Americans strongly believe in and support saving for retirement, but that doesn’t necessarily mean that they’re saving as much as they are projected to need in order to be financially ready for retirement, two recent studies indicate.
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By ASPPA Net Staff3/13/2015 • 0 Comments

Eight Republican senators have expressed their concerns about the potential negative consequences for American workers if the Labor Department’s fiduciary reproposal hasn’t changed significantly from the 2010 version.
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By John Iekel3/12/2015 • 0 Comments

The IRS announced on March 11 that for the first time in two years it has updated the information package containing sample plan provisions concerning pre-approved 403(b) plans. READ MORE

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