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 8/1/2018 • 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.

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

By John Iekel 7/27/2018 • 0 Comments

Individuals’ financial information is so valuable that identity thieves will do just about anything to steal it, including gaining entry into retirement plan records that aren’t properly protected. But you can act to prevent a break-in. READ MORE

By Jack Towarnicky7/27/2018 • 0 Comments

In part three of a three-part series concerning retirement preparedness, we confirm that there is no solution for workers who do not have retirement preparation as a priority. READ MORE

By Ted Godbout7/27/2018 • 0 Comments

Key lawmakers and staffers from the House and Senate discussed legislation relevant to retirement plans and offered insights on congressional activity on July 24. READ MORE

By Ted Godbout7/27/2018 • 0 Comments

Securities and Exchange Commissioner Hester Peirce on July 24 argued that the proposed Regulation Best Interest would set clear standards, even though the word “fiduciary” is not directly incorporated in the proposal. READ MORE

By ASPPA Net Staff7/27/2018 • 0 Comments

An unspecified number of participants in plans recordkept by Vanguard were told their loans had been processed. But they hadn’t. READ MORE

By Nevin Adams 7/26/2018 • 0 Comments

In my experience, two big questions loom over financial wellness. READ MORE

By ASPPA Net Staff7/25/2018 • 0 Comments

The Pension Benefit Guaranty Corporation announced July 25 that it has launched a new web page that compiles PBGC officials’ responses to questions received from practitioners about Title IV requirements. READ MORE

By ASPPA Net Staff7/25/2018 • 0 Comments

Big plans may have more assets (and larger fees), but new data suggests that there’s more promise in focusing sales efforts on small and mid-sized plans. READ MORE

By ASPPA Net Staff7/24/2018 • 0 Comments

The PBGC announced July 23 that the agency has changed its mailing addresses for premium payments and correspondence and enhanced the My PAA e-filing system. READ MORE

By Nevin Adams7/24/2018 • 0 Comments

Having lost on claims of violating their fiduciary duty of prudence in failing to disclose sales practices that led to a drop in stock value in the firm’s 401(k) plan, plaintiffs got another shot regarding claims that Wells Fargo violated their duty of loyalty to plan participants. READ MORE

By Craig Hoffman7/20/2018 • 0 Comments

After many years of advocacy by the American Retirement Association’s Government Affairs Committee, the IRS has released final regulations allowing for the use of forfeitures to fund QNECs and QMACs. READ MORE

By Ted Godbout7/18/2018 • 0 Comments

In addition to being an administrative headache, the inability to locate terminated participants of qualified retirement plans can result in heightened legal risks, a recent blog post reminds readers. READ MORE

By Jack Towarnicky7/18/2018 • 0 Comments

In Part 2 of a three-part series on retirement in America, we look at the decline of traditional pension plans and the rise of defined contribution plans. READ MORE

By Nevin Adams 7/18/2018 • 0 Comments

A recent report suggests that participants are “clueless” about decumulation. And who can blame them? READ MORE

By Kim Miller7/17/2018 • 0 Comments

The ASPPA Cincinnati Regional Conference will be held Nov. 12-13, 2018 at the Northern Kentucky Convention Center — and it’s the 10th anniversary celebration! READ MORE

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