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.

 

 


Technical Resources

Technical Resources

By John Iekel 1/18/2018 • 0 Comments

The IRS and PBGC are granting relief to those in the Golden State who have suffered due to the recent wildfires, floods, mudslides and debris flows that began on Dec. 4, 2017. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The IRS has issued a revised version of its comprehensive brochure on the retirement plan checkup material it makes available for plan sponsors. READ MORE

By Ted Godbout1/18/2018 • 0 Comments

Individual retirement accounts generally show consistent growth, but differences do arise when comparing data samples, according to a new report from EBRI. READ MORE

By Ted Godbout1/17/2018 • 0 Comments

Every month, it seems, new research comes out suggesting that Millennials are doing better at saving than their older counterparts. But are they really? READ MORE

By John Iekel 1/17/2018 • 0 Comments

Implementation of the DOL’s fiduciary rule has been delayed, but the SEC's work on its own rule reportedly is accelerating. READ MORE

By Ted Godbout1/16/2018 • 0 Comments

Legislation is before the New Jersey legislature that would require certain disclosures by non-fiduciary investment advisors regarding their fiduciary status with clients. READ MORE

By John Iekel 1/12/2018 • 0 Comments

The IRS has released the instructions for Form 9855-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, for 2017 filing. READ MORE

By John Iekel 1/12/2018 • 0 Comments

Missouri is the latest state whose legislature has before it a measure that would establish a state-run program for employees whose employers do not offer a retirement plan. READ MORE

By John Iekel 1/12/2018 • 0 Comments

OregonSaves, the state-sponsored retirement plan for private-sector workers, is now open to any employer of any size in Oregon. READ MORE

By John Iekel 1/12/2018 • 0 Comments

The advent of 2018 has brought new requirements for practitioners who contact the IRS Practitioner Priority Service line for assistance. READ MORE

By John Iekel 1/10/2018 • 0 Comments

Sen. Sheldon Whitehouse (D-RI) will join the Senate Finance Committee, Senate Minority Leader Chuck Schumer (D-NY) announced Jan. 9. READ MORE

By John Iekel 1/10/2018 • 0 Comments

The PBGC has released the Premium Filing Instructions to be used for 2018 plan years. READ MORE

By ASPPA Net Staff1/10/2018 • 0 Comments

A recent posting provides a comprehensive enumeration of deadlines single-employer DB plans that operate on a calendar-year basis must meet. READ MORE

By ASPPA Net Staff1/10/2018 • 0 Comments

Bipartisan legislation that proponents say will provide funding relief for some multiemployer plans could emerge shortly, according to published reports. READ MORE

By ASPPA Net Staff1/9/2018 • 0 Comments

Visa is the latest firm to “credit” tax reform with a boost to its 401(k) plan. READ MORE

By John Iekel 1/8/2018 • 0 Comments

What was the top news story of the year that just ended? A recent blog post discusses retirement-related subjects that generated the greatest interest. READ MORE

By Nevin Adams1/8/2018 • 0 Comments

A change in methodology means that large retirement plan sponsors will pay significantly less to fix plan mistakes through the Voluntary Correction Program — but plans with fewer than 100 participants will pay more. READ MORE

By Nevin Adams 1/7/2018 • 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. Here are three for plan fiduciaries for 2018. READ MORE

By Nevin Adams1/7/2018 • 0 Comments

A year ago, EBRI estimated that individuals might need as much as $350,000 to cover health expenses in retirement. You might want to sit down for the update. READ MORE

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