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 8/13/2018 • 0 Comments

Information letters, regulations, legislation aplenty — in ASPPA’s third quarter Washington Update, American Retirement Association Director of Technical Education Robert Kaplan provided his take and insights. READ MORE

By John Iekel 8/13/2018 • 0 Comments

Washington, and federal agencies, are rife with an alphabet soup of acronyms — and the IRS is certainly part of it. A recent blog entry addresses some of the collections of letters applicable to auto-enrollment. READ MORE

By Nevin Adams8/13/2018 • 0 Comments

The judge in a recent excessive fee case decision had a lot to say – about the plan committee members – and the expert witnesses called to testify. READ MORE

By John Iekel 8/10/2018 • 0 Comments

A recent report offers a look at that measure and finds that retirement readiness — or the lack thereof — is not uniform across all groups and worker populations. READ MORE

By Ted Godbout8/9/2018 • 0 Comments

The Treasury Department and the IRS issued proposed regulations Aug. 8 on the deduction for qualified business income under the new Code Section 199A. READ MORE

By John Iekel 8/8/2018 • 0 Comments

Missing participants are challenging to plans, TPAs and recordkeepers — but cashouts ultimately are an even bigger issue, a service provider suggests. READ MORE

By ASPPA Net Staff8/7/2018 • 0 Comments

The American Retirement Association in an Aug. 7 letter to EBSA head Preston Rutledge requested clarity on rollover recommendations in the wake of the 5th Circuit's ruling invalidating the fiduciary rule. READ MORE

By John Iekel 8/6/2018 • 0 Comments

Retirement income solutions that seek to help provide financial resources for a lifetime are on the rise; a recent paper offers ideas on how a retirement plan professional can evaluate the effectiveness and worth of those solutions. READ MORE

By Ted Godbout8/6/2018 • 0 Comments

Conventional wisdom suggests that chances are slim that retirement policy legislation will be enacted in the remaining days of the legislative calendar going into the mid-term elections, but this year might be different. READ MORE

By Nevin Adams8/6/2018 • 0 Comments

Multiple employer plans (MEPs) continue to generate plenty of discussion. READ MORE

By Ted Godbout8/6/2018 • 0 Comments

While most active retirement savers agree that accumulating enough savings is important in being able to retire comfortably, a significant subset worry they’re already too far behind, a new study finds. READ MORE

By Ted Godbout8/3/2018 • 0 Comments

The American Retirement Association has weighed in on the SEC’s Regulation Best Interest proposal. READ MORE

By ASPPA Net Staff8/3/2018 • 0 Comments

Things continued to heat up in July for those average 401(k) balances. READ MORE

By John Iekel 8/2/2018 • 0 Comments

OregonSaves, the state-sponsored auto-IRA program for private-sector workers in the Beaver State, may expand the savings options available to those workers. READ MORE

By John Iekel 8/1/2018 • 0 Comments

The New Jersey Secure Choice Savings Program Act, a measure that would create an automatic enrollment payroll deduction IRA in the Garden State, is before the state Assembly and the state Senate.
READ MORE

By ASPPA Net Staff8/1/2018 • 0 Comments

Summer can be a great time to catch up on continuing education credits — and ASPPA has plenty of easy-to-access alternatives and great information on compelling topics. READ MORE

By Ted Godbout8/1/2018 • 0 Comments

Bipartisan legislation has been introduced in the U.S. Senate that would expand the ability of certain retirement plan sponsors to correct inadvertent compliance errors under the IRS’ Employee Plan Compliance Resolution System (EPCRS). READ MORE

By ASPPA Net Staff7/31/2018 • 0 Comments

New legislation would give any worker not currently covered by an employer-sponsored retirement plan access to a new type of retirement savings account. READ MORE

By Ted Godbout7/30/2018 • 0 Comments

Eleven states and the District of Columbia have filed suit challenging the Department of Labor’s recently finalized association health plan (AHP) rule. READ MORE

By John Iekel 7/27/2018 • 0 Comments

It isn’t hard to find a plan that has invested in TDFs, but it can be hard to find assessments that ask hard questions about them. A recent white paper does just that. READ MORE

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