Technical Resources

Technical Resources covers the nuts and bolts of the retirement plan market, focusing on IRS and DOL regulations, ERISA litigation, fiduciary governance and more.

 

 


By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. READ MORE

By ASPPA Net Staff10/18/2017 • 0 Comments

The PBGC has set flat-rate and variable rate premiums for 2018. READ MORE

By John Iekel10/18/2017 • 0 Comments

The PBGC announced on Oct. 16 that it is launching a new pilot program that will offer mediation in certain Termination Liability Collection and Early Warning Program cases. READ MORE

By ASPPA Net Staff10/18/2017 • 0 Comments

Seattle Mayor Tim Burgess sent legislation to the Seattle City Council on Oct. 10 that would establish the Seattle Retirement Savings Plan. READ MORE

By Ted Godbout10/18/2017 • 0 Comments

Baby Boomers are exhibiting a stronger sense of financial preparedness and confidence, according to a recent study that explores generational perceptions of retirement readiness. READ MORE

By Nevin Adams10/18/2017 • 0 Comments

The Department of Labor (DOL) continues to fight an attempt by at least one fiduciary rule opponent to pursue its case in court. READ MORE

By John Iekel10/17/2017 • 0 Comments

The IRS and the PBGC are providing relief from certain deadlines and requirements relevant to retirement plans for certain victims of the wildfires in California. READ MORE

By John Iekel10/13/2017 • 0 Comments

There have to be changes in the law, and “it needs to be done quickly,” argued former North Dakota Senator and Chairman of the Senate Budget Committee Kent Conrad at an Oct. 11 Bipartisan Policy Center event. READ MORE

By John Iekel10/13/2017 • 0 Comments

A recent paper discusses what happens when each party in a married couple claims Social Security benefits at a different age. READ MORE

By Nevin Adams10/13/2017 • 0 Comments

There’s an old saying that when you assume… well, here are six assumptions that can create real headaches for retirement plan fiduciaries. READ MORE

By Ted Godbout10/13/2017 • 0 Comments

A series of structural and administrative changes to the Saver’s Credit would make the program less complex and more likely to achieve its intended goal of encouraging low- and moderate-income workers to save for retirement, according to a new report. READ MORE

By Andrew Remo10/13/2017 • 0 Comments

Congressional action has included deliberations and discussions concerning a variety of measures and steps relevant to retirement plans and benefits. READ MORE

By ASPPA Net Staff10/13/2017 • 0 Comments

The Social Security Administration (SSA) on Oct. 13 announced that the monthly Social Security and Supplemental Security Income (SSI) benefits will increase 2% in 2018. READ MORE

By ASPPA Net Staff10/12/2017 • 0 Comments

The ERISA Industry Committee filed a lawsuit Oct. 12 against the Oregon Retirement Savings Board, saying that a provision of the state’s OregonSaves retirement program for private-sector employees obstructs ERISA. READ MORE

By Nevin Adams 10/11/2017 • 0 Comments

If you’ve never been part of ASPPA’s “March on the Hill” — or if you’ve done it a dozen times — there’s never been a time when your participation is more needed or more valued. READ MORE

By ASPPA Net Staff10/11/2017 • 0 Comments

One of the fiduciary regulation’s most ardent supporters has expressed both concerns — and skepticism — that brokerage firms are shifting investors into account structures that result in higher costs. READ MORE

By John Iekel10/11/2017 • 0 Comments

The IRS on Oct. 10 announced that it has issued two revenue procedures (Rev. Procs.) that update earlier revenue procedures that concern funding methods for pension plans. READ MORE

By Ted Godbout10/11/2017 • 0 Comments

A published report says the Trump administration is prepared to nominate a new Assistant Secretary for the Department of Labor’s Employee Benefits Security Administration (EBSA). READ MORE

By Ted Godbout10/10/2017 • 0 Comments

A positive economic outlook and anticipated sales growth have small business owners considering increases in contributions to their retirement plans, says an annual survey. READ MORE

By John Iekel10/6/2017 • 0 Comments

A recent analysis goes a step beyond simple measurements and data and examines trends concerning pension plan underfunding. READ MORE

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