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 Nevin Adams 1/26/2016 • 0 Comments

Harkening back to a brief reference to benefit portability in the State of the Union address, the Obama Administration has announced its desire to extend Multiple Employer Plan (MEP) access to the private sector. READ MORE

By Brian Graff1/22/2016 • 0 Comments

ASPPA Executive Director Brian Graff writes that new DOL guidance gives state-run retirement plan products an unfair advantage without any reasonably apparent policy justification. READ MORE

By Andrew Remo1/22/2016 • 0 Comments

Economists and retirement policy wonks gathered at a Washington D.C. think tank Jan. 20 for a presentation and discussion about the distribution of retirement benefits. READ MORE

By ASPPA Net Staff1/21/2016 • 0 Comments

Small businesses in the Garden State will soon be able to use a virtual marketplace to choose a private retirement plan; New Jersey Gov. Chris Christie (R) has signed into law a measure establishing that marketplace. READ MORE

By ASPPA , ASPPA Net Staff1/21/2016 • 0 Comments

Ex-presidents will share in the experience of pension caps if the U.S. House of Representatives has its way. 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 Staff1/19/2016 • 0 Comments

Boeing, a major U.S. employer with more than 160,000 employees, has reached a tentative, six-year agreement with the Society of Professional Engineering Employees in Aerospace that would freeze defined benefit plan accruals for its employees who belong to that union. READ MORE

By ASPPA Net Staff1/15/2016 • 0 Comments

The Garden State will have a new state-run retirement plan for private sector workers — though not the one that might have been expected. READ MORE

By ASPPA Net Staff1/13/2016 • 0 Comments

The IRS has updated, for 2016, “Instructions for Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc., and IRA Contribution Information.” READ MORE

By ASPPA Net Staff1/7/2016 • 0 Comments

A convicted killer won’t be able to shield his retirement assets from a $124 million jury judgment in a case brought by the estate of the wife he killed. READ MORE

By Andrew Remo1/7/2016 • 0 Comments

The Nutmeg State has taken another step toward the creation of a state-run retirement program for private sector workers with the release of a lengthy report detailing the potential elements of such a program. 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 IRS has issued an updated version of Publication 575, “Pension and Annuity Income,” for use in preparing 2015 returns. 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 Staff1/5/2016 • 0 Comments

Last year proved to be a volatile one for pension funding, but how did the nation’s largest corporate pension plans fare compared with the year before? READ MORE

By ASPPA Net Staff1/4/2016 • 0 Comments

The New Jersey Senate Budget Committee has approved a bill creating a mandatory retirement program for private-sector workers without employer-sponsored plans in the Garden State. READ MORE

By ASPPA Net Staff12/30/2015 • 0 Comments

Saving for retirement and paying off student loan debt may seem to be mutually exclusive goals and functions, but Beth Braverman argues in Forbes that they are not.
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

The decision to contribute or convert to a Roth IRA incurs an immediate tax liability that could become so heavy as to be destructive, writes Michael Kitces in “Using Systematic Partial Roth IRA Conversions and Recharacterizations To Fill The Lower Tax Bracket Buckets.” READ MORE

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