Fiduciary Governance

Fiduciary Governance

By ASPPA Net Staff1/19/2016 • 0 Comments

The “Gray Book,” a compendium of questions actuaries pose to the IRS and the answers to them, will no longer be produced in part due to reallocation of resources by the IRS. READ MORE

By Nevin Adams 1/19/2016 • 0 Comments

This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue; Nevin Adams offers some for plans. READ MORE

By ASPPA Net Staff1/19/2016 • 0 Comments

A new report indicates that we may be approaching a tipping point in the effort to foster active interest in financial wellness — and in the process, improving prospects for financial readiness for retirement. READ MORE

By ASPPA Net Staff1/14/2016 • 0 Comments

The Governmental Accounting Standards Board (GASB) recently issued exposure drafts proposing accounting and financial reporting guidance related to fiduciary activities and pension issues. READ MORE

By ASPPA Net Staff1/12/2016 • 0 Comments

Retirement plan accounts benefited from higher deferrals and fewer plan loans in 2014, according to the Plan Sponsor Council of America. READ MORE

By ASPPA Net Staff1/6/2016 • 0 Comments

The advent of a new year traditionally is a time to take of stock of where one has been and what lies ahead; a recent Transamerica report offers the expectations of experts from a wide range of sectors and perspectives regarding retirement plans. READ MORE

By ASPPA Net Staff1/6/2016 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Jan. 5 announced that it is ready to accept electronic premium filings for plan years beginning in 2016. READ MORE

By Nevin Adams1/5/2016 • 0 Comments

It is something of a tradition this time of year to look back, to reminiscence about past events and lessons learned, and sometimes to look ahead. Here are some insights that should help lay the groundwork for a productive and prosperous 2016. READ MORE

By ASPPA Net Staff1/4/2016 • 0 Comments

The IRS on Jan. 4 said it will issue guidance on revisions to the employee plans determination letter program regarding Cycle A elections, determination letter expiration dates, and extension of deadlines for certain defined contribution pre-approved plans. READ MORE

By Nevin Adams12/29/2015 • 0 Comments

Every plan, and every investment committee, is unique — and yet, conducted properly, there are inevitably areas of commonality. Here are some questions that could enhance the discussion, if not the outcome, of your next meeting.
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By ASPPA Net Staff12/29/2015 • 0 Comments

The Social Security Administration’s Office of the Chief Actuary has issued updated disability and death probability tables based on the intermediate assumptions of the 2015 Trustees Report. READ MORE

By ASPPA Net Staff12/21/2015 • 0 Comments

“A Key Beneficiary Provision in PPA Plan Documents,” an article that appeared in the Fall 2015 issue of Plan Consultant, concerns changes in plan documents have have made them much more complicated and sophisticated. READ MORE

By ASPPA Net Staff12/21/2015 • 0 Comments

The departing year was a challenging one for many defined benefit plans, so Mercer outlines key investment issues they can focus on in 2016. READ MORE

By ASPPA Net Staff12/21/2015 • 0 Comments

A bipartisan group of lawmakers last week introduced legislation that they say will “ensure retirement advisors serve their clients’ best interests and preserve access to quality financial planning” and would also require Congress' approval of the final fiduciary rule from the Labor Department. READ MORE

By ASPPA Net Staff12/18/2015 • 0 Comments

With potential clients one has a brief chance to make a pitch, capture attention and attract a client’s loyalty — and then one has to retain it. “Elevator Pitches — and Retaining a Client’s Loyalty,” an article that appeared in the Fall 2015 edition of Plan Consultant, discusses how this can make a real difference for a practice. READ MORE

By ASPPA Net Staff12/11/2015 • 0 Comments

The House and Senate have passed a short-term spending bill that will keep the government funded through Dec. 16; whether budget legislation ultimately will include provisions affecting the Department of Labor’s fiduciary rule remains uncertain.
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By ASPPA Net Staff12/10/2015 • 0 Comments

Some may consider it a bundle of coal, and others a vision of sugarplums, but a bipartisan group of lawmakers now says that their legislative proposal to ensure retirement advisors protect clients’ best interests could be introduced before the holiday break. READ MORE

By Nevin Adams12/9/2015 • 0 Comments

Shopping for a new provider is not something one would normally compare with a Black Friday foray, but if you have a plan sponsor — or plan sponsor prospect — who’s thinking about shopping for a new provider, here’s a list they may find useful. READ MORE

By ASPPA Net Staff12/9/2015 • 0 Comments

For those thinking the impetus behind the Labor Department’s fiduciary proposal might fade with a change in administrations, think again. READ MORE

By ASPPA Net Staff12/8/2015 • 0 Comments

The federal budget bill being negotiated on Capitol Hill this week could become the battleship that eventually sinks the Department of Labor’s fiduciary rule. READ MORE

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