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 9/21/2018 • 0 Comments

The IRS has identified errors that result in voluntary correction program applications being incomplete. It reports that it did so during the process of streamlining its processes for identifying VCP submissions that can be closed quickly. READ MORE

By Ted Godbout9/20/2018 • 0 Comments

Recent survey results reveal that a majority of workers believe that financial wellness programs could help increase their productivity. READ MORE

By Ted Godbout9/20/2018 • 0 Comments

The Senate recently confirmed a new IRS Commissioner, but there’s no sign it plans to act on the nomination for a new PBGC Director and the chamber is still waiting for a nominee to replace a Democratic SEC Commissioner. READ MORE

By ASPPA Net Staff9/19/2018 • 0 Comments

The rules on rollovers have changed – most recently as a part of tax reform – and the IRS has now updated the safe harbor notices. READ MORE

By John Iekel 9/17/2018 • 0 Comments

The IRS has granted a variety of forms of relief for individuals as well as businesses that are victims of Hurricane Florence, and includes requirements related to compensation. READ MORE

By Ted Godbout9/17/2018 • 0 Comments

The Department of Labor recently announced the creation of a new Office of Compliance Initiatives to promote greater understanding of federal labor laws and regulations, including those involving retirement security. READ MORE

By John Iekel 9/17/2018 • 0 Comments

The ASPPA webcast “Didn’t See THAT Coming: Seven Industry Trends Will Shape the Future” focused on major factors that will affect the retirement industry for years to come. READ MORE

By John Iekel 9/17/2018 • 0 Comments

A feature article that appeared in the Summer 2018 issue of Plan Consultant magazine offers a refresher on split-funded funds and the interaction between retirement plans and life insurance. READ MORE

By John Iekel 9/17/2018 • 0 Comments

A recently released white paper argues that if employers and plan professionals understand human nature, they can better help employees’ saving rates improve — and that includes saving for retirement. READ MORE

By Ted Godbout9/17/2018 • 0 Comments

A component of President Trump’s retirement security Executive Order is to review the RMD rules to see if they may be forcing Americans to make unnecessary withdrawals, leaving them with insufficient savings later in life. READ MORE

By Ted Godbout9/14/2018 • 0 Comments

On Sept. 13 the House Ways & Means Committee approved on party-line votes three tax bills as part of the Tax Reform 2.0 push – one of which focuses on retirement savings. READ MORE

By John Iekel 9/13/2018 • 0 Comments

The PBGC is issuing rules to implement its authority to facilitate mergers and transfers between multiemployer pension plans, the agency announced on Sept. 13. READ MORE

By Ted Godbout9/13/2018 • 0 Comments

As consideration of Tax Reform 2.0 begins in the U.S. House of Representatives, the congressional Joint Tax Committee has released revenue tables with estimates about the impact of the provisions on tax revenues. READ MORE

By John Iekel 9/12/2018 • 0 Comments

The Nutmeg State’s state-run retirement program for private-sector workers remains on hold as the Connecticut Retirement Security Authority seeks an executive director to run it. READ MORE

By Ted Godbout9/12/2018 • 0 Comments

Concerns about student debt and its impact on the finances and retirement savings of workers has spurred interest in student loan repayment programs. READ MORE

By John Iekel 9/11/2018 • 0 Comments

The price of recordkeeping services is not uniform; it can vary depending on type of retirement plan. A blog entry discusses why pricing for 401(k)s is different from that for 403(b)s. READ MORE

By Ted Godbout9/11/2018 • 0 Comments

House Ways and Means Committee Chairman Kevin Brady (R-TX) has released the details of his tax reform 2.0 legislation, and it includes significant retirement savings changes, including multiple employer plans (MEPs). READ MORE

By John Iekel 9/10/2018 • 0 Comments

The IRS has issued a reminder regarding the importance of making sure that tax treatment of pension payments is correct, in light of the enactment of the Tax Cuts and Jobs Act (TCJA) in December 2017. READ MORE

By Nevin Adams9/10/2018 • 0 Comments

As a discussion I had with a coworker reminds me, a lot can change in (just) 18 years, but these same 18 years also make up the mindset – or “event horizon” – of today’s entering college students. READ MORE

By Martha Menard9/10/2018 • 0 Comments

There’s a great deal we actually do know about the costs of financial stress that can help us estimate the return on investment (ROI) of financial wellness. READ MORE

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