Fiduciary Governance

Fiduciary Governance

By Ray Harmon3/17/2016 • 0 Comments

At the March 16 meeting of the ERISA Advisory Council, Department of Labor Assistant Secretary for Employee Benefits Security Phyllis Borzi provided an update on the DOL’s proposed fiduciary rule, state-run plans initiatives, Form 5500 updates and more. READ MORE

By ASPPA Net Staff3/15/2016 • 0 Comments

The Board of Governors of the Federal Reserve, in its latest quarterly report about U.S. financial accounts, provides information on how defined benefit funds fared from a variety of perspectives during the fourth quarter of 2015. READ MORE

By ASPPA Net Staff3/11/2016 • 0 Comments

It may be grasping at straws, but two U.S. Senators have drawn an unfavorable connection between a planned research initiative by the Department of Labor and the agency’s appreciation for the impact of its pending fiduciary rule. READ MORE

By ASPPA Net Staff3/9/2016 • 0 Comments

A lawsuit brought against the IRS over its handling of a company’s application to fix errors under the agency’s Voluntary Compliance Program (VCP) is advancing. READ MORE

By ASPPA Net Staff3/4/2016 • 0 Comments

Even as the publication of the Department of Labor’s (DOL) fiduciary rule nears, the GOP is gearing up to undermine the funding for its implementation. READ MORE

By ASPPA Net Staff3/4/2016 • 0 Comments

The IRS on March 3 issued an alert concerning a phishing email scheme that requests personal information concerning employees. READ MORE

By ASPPA Net Staff3/3/2016 • 0 Comments

A recent analysis cautions that, due to the prolific nature of cyberattacks, it may be difficult to argue that a prudent person would not consider and react to cyber risks. READ MORE

By ASPPA Net Staff3/3/2016 • 0 Comments

A recent paper suggests that it is best if the plan document reflects not only the letter of the law but also the operations by which those rules are met and applied. READ MORE

By ASPPA Net Staff2/26/2016 • 0 Comments

Pension funds have been confronted with a series of challenges of late, but new research suggests they aren’t taking things lying down. READ MORE

By ASPPA Net Staff2/25/2016 • 0 Comments

Speaker of the House Paul Ryan (R-Wisc.) has now weighed in on the anticipated publication of the Department of Labor’s (DOL) fiduciary rule, claiming that “the bureaucrats bullied it through.”
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By ASPPA Net Staff2/24/2016 • 0 Comments

A staff report from the Senate Committee on Homeland Security and Governmental Affairs sharply criticizes the Department of Labor’s (DOL) fiduciary proposal and what it described as a “flawed process” in handing down that rule. READ MORE

By ASPPA Net Staff2/24/2016 • 0 Comments

On Feb. 22, 2016, the American Retirement Association (ARA) filed a comment letter with the IRS regarding the new compliance questions to be added to the Form 5500, potentially for the 2016 plan year reports. READ MORE

By ASPPA Net Staff2/23/2016 • 0 Comments

The Securities and Exchange Commission (SEC) will proceed with its work on investment advice standards rules and oversight of advisors, SEC Chair Mary Jo White said Feb. 19 at the Practising Law Institute conference in Washington, D.C. READ MORE

By Nevin Adams2/12/2016 • 0 Comments

Two powerful congressional voices have taken several financial services firms to task for characterizing the Department of Labor’s fiduciary rule proposal as “unworkable” with dire consequences if enacted — while painting a very different picture for their investors. READ MORE

By ASPPA Net Staff2/11/2016 • 0 Comments

The assets of the nation’s largest retirement funds slid 2.3%, as pension de-risking moves took their toll on corporate DB plan assets. READ MORE

By ASPPA Net Staff2/10/2016 • 0 Comments

Increased longevity is good news, but for pension plans it creates more stress — it spells greater drain and heightens the likelihood that plans will pay benefits for a longer period.
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By Andrew Remo2/10/2016 • 0 Comments

The Obama administration’s final budget wasn’t a complete retread of its prior retirement plan proposals, but there wasn’t much good news for employer-sponsored retirement plans. READ MORE

By Andrew Remo2/9/2016 • 0 Comments

Though specific policy details remain elusive on many key issues in the 2016 presidential campaign, the tax reform proposal of a leading candidate could undermine the 401(k). READ MORE

By ASPPA Net Staff2/8/2016 • 0 Comments

If a pension plan you serve is considering de-risking, your clients may be well-served if you make sure they are aware that de-risking means more than addressing problems the plan itself may be having — it means that participants may have some decisions to make as a result. READ MORE

By ASPPA Net Staff2/8/2016 • 0 Comments

Wrapping up a first week of February with action on legislation designed to block, slow or thwart the Department of Labor’s (DOL) fiduciary rule, the U.S. Senate finally got into the act with two pieces of legislation. READ MORE

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