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 Iekel 9/25/2018 • 0 Comments

Unfazed that the Department of Labor fiduciary rule has been rendered moribund, the Garden State is forging ahead with its own. READ MORE

By ASPPA Net Staff9/25/2018 • 0 Comments

Wasting no time, the Labor Department has delivered its proposed rule to expand access to multiple employer retirement plans to the Office of Management and Budget for review. READ MORE

By Ted Godbout9/25/2018 • 0 Comments

Collective investment trusts have long been heralded as “the next big thing” in the DC industry, but a new report suggests that, in recent years, the market has turned a corner. READ MORE

By Ted Godbout9/25/2018 • 0 Comments

More 401(k) plan participants held equities at year-end 2016 than before the financial crisis, but participants continue to shy away from investing in their own companies’ stock, preferring more diversified investments, new data shows. READ MORE

By Ted Godbout9/24/2018 • 0 Comments

Moving the needle when it comes to increasing retirement savings is a major challenge, but a report suggests sharing health care cost data can encourage employees to manage health conditions and increase retirement savings. READ MORE

By John Iekel 9/24/2018 • 0 Comments

Health savings accounts (HSAs) lend vigor and vitality to individuals’ ability to care for themselves — including during retirement, argues a recent blog entry. READ MORE

By John Iekel 9/21/2018 • 0 Comments

The practice of retiring and retirees receiving benefits in some fashion has been around for thousands of years; here is an historical perspective on how it all developed over the centuries. READ MORE

By ASPPA Net Staff9/21/2018 • 0 Comments

The DOL fiduciary rule may be moribund, but that doesn’t mean that investment fiduciary standards are — including best interest standards. A recent blog entry discusses meeting various such standards. READ MORE

By John Iekel 9/21/2018 • 0 Comments

Cybersecurity steps are only at half strength if just management, the plan sponsor and fiduciaries implement and follow them; employees are key to the effectiveness of such steps. READ MORE

By John Iekel 9/21/2018 • 0 Comments

The IRS has identified errors that result in voluntary correction program applications being incomplete. It reports that it did so during the process of streamlining its processes for identifying VCP submissions that can be closed quickly. READ MORE

By Ted Godbout9/20/2018 • 0 Comments

Recent survey results reveal that a majority of workers believe that financial wellness programs could help increase their productivity. READ MORE

By Ted Godbout9/20/2018 • 0 Comments

The Senate recently confirmed a new IRS Commissioner, and has scheduled a hearing for the nominee to serve as new PBGC Director, but the chamber is still waiting for a nominee to replace a Democratic SEC Commissioner. READ MORE

By ASPPA Net Staff9/19/2018 • 0 Comments

The rules on rollovers have changed – most recently as a part of tax reform – and the IRS has now updated the safe harbor notices. READ MORE

By John Iekel 9/17/2018 • 0 Comments

The IRS has granted a variety of forms of relief for individuals as well as businesses that are victims of Hurricane Florence, and includes requirements related to compensation. READ MORE

By Ted Godbout9/17/2018 • 0 Comments

The Department of Labor recently announced the creation of a new Office of Compliance Initiatives to promote greater understanding of federal labor laws and regulations, including those involving retirement security. READ MORE

By John Iekel 9/17/2018 • 0 Comments

The ASPPA webcast “Didn’t See THAT Coming: Seven Industry Trends Will Shape the Future” focused on major factors that will affect the retirement industry for years to come. READ MORE

By John Iekel 9/17/2018 • 0 Comments

A feature article that appeared in the Summer 2018 issue of Plan Consultant magazine offers a refresher on split-funded funds and the interaction between retirement plans and life insurance. READ MORE

By John Iekel 9/17/2018 • 0 Comments

A recently released white paper argues that if employers and plan professionals understand human nature, they can better help employees’ saving rates improve — and that includes saving for retirement. READ MORE

By Ted Godbout9/17/2018 • 0 Comments

A component of President Trump’s retirement security Executive Order is to review the RMD rules to see if they may be forcing Americans to make unnecessary withdrawals, leaving them with insufficient savings later in life. READ MORE

By Ted Godbout9/14/2018 • 0 Comments

On Sept. 13 the House Ways & Means Committee approved on party-line votes three tax bills as part of the Tax Reform 2.0 push – one of which focuses on retirement savings. READ MORE

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