Retirement Income

We’re seeing greater emphasis on new ways to provide plan participants with retirement income options, driven primarily by policymakers at the Department of Labor and greater demand among plan sponsors. Here you’ll find coverage of news and developments in Washington, as well as new products and plan design changes like stream of payment options as alternatives to lump sum distributions.


Retirement Income

Retirement Income

By ASPPA Net Staff3/28/2018 • 0 Comments

The 5th Circuit Court of Appeals recently “vacated” the DOL’s fiduciary rule and exemptions. Fred Reish discusses what that means for recommendations to participants that they take plan distributions and roll them over to IRAs. READ MORE

By Ted Godbout3/28/2018 • 0 Comments

Since 2009, total 401(k) plan costs have decreased whether measured on a plan-, participant- or asset-weighted basis, according to a recent report. READ MORE

By John Iekel 3/27/2018 • 0 Comments

A recent DOL report confirms that DC plans have long been advancing at the expense of defined benefit plans, but also shows surprising vitality among DB plans. READ MORE

By Joseph Caruso3/26/2018 • 0 Comments

Wyoming Gov. Matthew H. Mead (R) has signed a bill creating a task force to study the state’s retirement preparedness and retirement savings programs — and the possibility of creating a state-run retirement plan for private-sector workers. READ MORE

By John Iekel 3/26/2018 • 0 Comments

Plans that are abandoned or have missing participants make plan administration a lot more complicated. A recent ASPPA webcast addressed those unwelcome situations. READ MORE

By Ted Godbout3/26/2018 • 0 Comments

Given recent attention and lack of formal guidance on missing participants, there are increasing calls for the government to formally address how far plan sponsors need to go to find them. READ MORE

By John Iekel 3/21/2018 • 0 Comments

There is still some time to make a contribution to an IRA and be able to claim it on a 2017 tax return — but not much. READ MORE

By ASPPA Net Staff3/20/2018 • 0 Comments

Employers are taking steps to improve the financial well-being of their workforces — but there’s evidence that some of their efforts could actually be creating more financial stress for workers. READ MORE

By John Iekel 3/20/2018 • 0 Comments

The Washington State Department of Commerce has launched the state’s Retirement Marketplace, a virtual marketplace that offers low-cost retirement savings plans to businesses with fewer than 100 employees. READ MORE

By Andrew Remo3/16/2018 • 0 Comments

For the first time, the Retirement Enhancement and Savings Act (RESA) has gotten some traction in the U.S. House of Representatives — and on a bipartisan basis. READ MORE

By John Iekel 3/15/2018 • 0 Comments

The IRS has issued a reminder that the retirement plan participants and holds of IRAs and IRA-based plans who attained age 70½ during 2017 must starting receiving RMDs by April 1. READ MORE

By Nevin Adams3/15/2018 • 0 Comments

Another state-run IRA retirement plan for private sector workers is gearing up to go live. READ MORE

By John Iekel 3/14/2018 • 0 Comments

The Joint Select Committee on Solvency of Multiemployer Pension Plans held its first meeting, an organizational business meeting to consider committee rules, on March 14. READ MORE

By John Iekel 3/12/2018 • 0 Comments

The PBGC has proposed a rule that would conform its regulations to changes in the phase-in rules for owner-participants under the Pension Protection Act of 2006. READ MORE

By John Iekel 3/12/2018 • 0 Comments

The PBGC provides a listing by state of the number of retirees to whom it provided benefits in 2017, as well as how much it provided; it breaks down state data on recipients and benefits paid by congressional district as well. READ MORE

By John Iekel 3/9/2018 • 0 Comments

A recent GAO study examines the challenges plan administrators face when dealing with lost plan participants and reporting foreign retirement savings, and reviews steps federal agencies might take to help. READ MORE

By Nevin Adams 3/9/2018 • 0 Comments

There’s a new proposal being floated that proponents say would “increase retirement income security and reform Social Security.” And yes, a mandate is involved. READ MORE

By Andrew Remo3/9/2018 • 0 Comments

In a rare moment of bipartisan cooperation, the Senate Finance Committee leaders — Chairman Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) — have reintroduced the Retirement Enhancement and Savings Act. READ MORE

By John Iekel 3/7/2018 • 0 Comments

Major employers are among those that have increased their retirement benefits in the wake of the enactment of the Tax Cuts and Jobs Act (TCJA), according to a recent report. READ MORE

By John Iekel 3/7/2018 • 0 Comments

Senate Majority Leader Mitch McConnell (R-KY) in remarks on the Senate floor on March 6 cited increased retirement benefits as one of the results of enacting the Tax Cuts and Jobs Act of 2017. READ MORE

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