Practice Management

Practice Management

Practice Management

By ASPPA Net Staff9/21/2017 • 0 Comments

On Sept. 21, 2017, the ASPPA/ARA Government Affairs Committee filed comments with the American Institute of Certified Public Accountants with regard to their release of a Proposed Statement on Auditing Standards. READ MORE

By Carlos Panksep9/21/2017 • 0 Comments

Ten years ago, CEFEX and ASPPA introduced the Standard of Practice for Retirement Plan Service Providers; two firms that embraced this new ASPPA certification 10 years ago are being recognized. READ MORE

By John Iekel9/21/2017 • 0 Comments

A sharper focus on how fiduciary duties are discharged and a heightened awareness of how one is performing such functions will not go away anytime soon; a recent paper discusses fiduciary risk and management. READ MORE

By Ted Godbout9/21/2017 • 0 Comments

Incorporating good DC plan design and financial wellness programs can help women establish a secure retirement, panelists suggested at a recent policy forum. READ MORE

By Nevin Adams 9/21/2017 • 0 Comments

In about a month, the IRS will announce the new contribution and benefit limits for 2018 — and that could be good news even for those who don’t bump against those thresholds. READ MORE

By Ted Godbout9/21/2017 • 0 Comments

A new report indicates that retiree health care expenses will not only continue to increase, but will do so at triple the current rate of inflation for the foreseeable future. READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

August brought a notable uptick in 401(k) trading activity among defined contribution plan investors, according to the Alight Solutions 401(k) Index. READ MORE

By John Iekel9/15/2017 • 0 Comments

Running the plan and investing in a way mindful of environmental, social and governance concerns is a practice some plans follow, but a recent commentary questions whether that inhibits fulfilling fiduciary responsibility. READ MORE

By ASPPA Net Staff9/15/2017 • 0 Comments

It would be easy to think of that question as rhetorical. And yet, new research indicates otherwise. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

As stock values rose during the first quarter, most DC plan participants continued with their asset allocations and contribution levels, and maintained low withdrawal activity, says the Investment Company Institute (ICI). READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Amid all of the recent talk about Rothification, Cerulli Associates has come out with a report showing that only one-third of DC plan participants can correctly identify the benefits of Roth contributions. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

While estimates of the size and growth of “gig employment” vary, there are signs that it is here to stay, even though it may destabilize personal financial security, a new survey shows. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By Lisa Allen9/15/2017 • 0 Comments

ASPPA Annual offers an opportunity to connect, get educated and excel at working in this industry we all love. READ MORE

By John Iekel9/14/2017 • 0 Comments

The PBGC says in Disaster Relief Announcement 17-11 that in response to Hurricane Irma it is waiving certain penalties and extending certain deadlines in qualifying parts of Florida. READ MORE

By John Iekel9/13/2017 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation (PBGC) have announced fresh relief for victims of Hurricane Irma — as well as those of still very recent Hurricane Harvey. READ MORE

By ASPPA Net Staff9/11/2017 • 0 Comments

The aggregate funding ratios for U.S. private-sector pension plans fell slightly and deficits grew in August, say recent reports. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

In a recent LIMRA study, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

Temperatures continued to rise in August, but the increase in average 401(k) balances cooled off a bit. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

A population with more retirees than workers will reduce the demand for and increase the supply of savings, putting downward pressure on investment returns, according to a compilation of research reviewed in a recent issue brief. READ MORE

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