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 ASPPA Net Staff7/12/2017 • 0 Comments

An Ohio man has been indicted by a federal grand jury for stealing money from… the nation’s private pension insurer. READ MORE

By Ted Godbout7/11/2017 • 0 Comments

“Too expensive to set up” or “my organization does not have the resources” are the top reasons small to midsize businesses cite for not offering a retirement plan, says Pew Charitable Trusts. READ MORE

By John Iekel7/10/2017 • 0 Comments

The last word one would associate with the DOL's fiduciary rule is “dispassionate.” But that accurately describes a new report about it by the Congressional Research Service. READ MORE

By John Iekel7/7/2017 • 0 Comments

Employees who may have the greatest longevity at an office in terms of circuits around the sun and as part of payroll, have — and pose — concerns unlike those of younger cohorts. READ MORE

By ASPPA Net Staff7/7/2017 • 0 Comments

Discretion is said to be the better part of valor — but that’s not necessarily the case with discretionary accounts and the fiduciary regulation. READ MORE

By ASPPA Net Staff7/6/2017 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) has issued its updated Pension Insurance Data Books and Tables. READ MORE

By ASPPA Net Staff7/6/2017 • 0 Comments

Pension plans’ funded status slipped slightly in June, with mixed results for assets and slight growth in liabilities, says a recent report. READ MORE

By Nevin Adams 7/6/2017 • 0 Comments

The Department of Labor may be reviewing the impact of the fiduciary rule, but they’d still like the court to dismiss challenges to it. READ MORE

By ASPPA Net Staff7/6/2017 • 0 Comments

While they’re not quite as strong as the numbers for the first quarter of the year, there should be plenty to celebrate in this year’s June 30 participant statements. READ MORE

By Nevin Adams 7/5/2017 • 0 Comments

The comment period on the fiduciary rule request for information (RFI) is short — and it started July 6. READ MORE

By ASPPA Net Staff7/5/2017 • 0 Comments

DB plans, DC plans and 403(b) annuity arrangements with calendar plan years should keep in mind that the July 31 Form 5500 filing deadline for the 2016 plan year is not far off. READ MORE

By ASPPA Net Staff7/3/2017 • 0 Comments

The pilot program for OregonSaves, the state-run auto-IRA program for private-sector workers in Oregon, was launched on July 1. READ MORE

By Nevin Adams 7/3/2017 • 0 Comments

A participant in a plan with 27 participants is seeking the return of the “excessive and unreasonable asset-based fees charged by Nationwide for recordkeeping and administrative services, and to prevent Nationwide from charging those excessive fees in the future.” READ MORE

By Nevin Adams 7/3/2017 • 0 Comments

Anyone who has ever found their grand idea shackled to the deliberations of a committee, or who has had to kowtow to the sensibilities of a recalcitrant compliance department, can empathize with the process that produced the Declaration of Independence. READ MORE

By ASPPA Net Staff7/3/2017 • 0 Comments

Would someone really just forget about large sums of money they had accumulated and set aside for years? As every plan administrator knows, the answer is yes. A recent blog post discusses the effects of such financial amnesia. READ MORE

By ASPPA Net Staff7/3/2017 • 0 Comments

Think the transition period for the fiduciary regulation will be extended? Fred Reish has some thoughts… READ MORE

By John Iekel7/1/2017 • 0 Comments

The IRS has made some changes to how it deals with pre-approved plans, hoping to encourage employers to switch from individually designed plans to the pre-approved format. READ MORE

By ASPPA Net Staff6/30/2017 • 0 Comments

Securities and Exchange Commission Chairman Jay Clayton says that his agency must work with the Department of Labor on the fiduciary rule. READ MORE

By Nevin Adams 6/30/2017 • 0 Comments

The DOL has issued its request for comments on a potential delay in the Jan. 1, 2018, applicability date of certain provisions of the fiduciary regulation — but it’s a short window. READ MORE

By Nevin Adams 6/30/2017 • 0 Comments

Just when you think all the 401(k) plans with proprietary funds have been sued — another lawsuit emerges. READ MORE

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