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 Staff2/12/2018 • 0 Comments

In its FY 2019 budget request, the Securities and Exchange Commission is seeking a slight increase in funding for inspections and examinations. READ MORE

By John Iekel 2/12/2018 • 0 Comments

Many plan documents are requirements. So too, are fiduciary duties. Do the two intersect? READ MORE

By John Iekel 2/12/2018 • 0 Comments

Debt is accumulating, and that load may not melt away quickly — it may linger, extending its chill seasons ahead to retirement. A recent blog post looks at its longer-term effects. READ MORE

By John Iekel 2/9/2018 • 0 Comments

The IRS and Treasury Department have issued an update to their joint 2017-18 Priority Guidance Plan. READ MORE

By Ted Godbout2/9/2018 • 0 Comments

The two-year budget agreement that Congress passed in the early morning hours of Friday, Feb. 9 includes several tax policy changes affecting retirement plans. READ MORE

By John Iekel 2/9/2018 • 0 Comments

The Feb. 8 ASPPA Washington Update for the first quarter of 2018 offered a look at a variety of current issues. READ MORE

By John Iekel 2/8/2018 • 0 Comments

The SEC Office of Compliance Inspections and Examinations has retirement savers in mind this year in its 2018 examination priorities. READ MORE

By Ted Godbout2/8/2018 • 0 Comments

Witnesses at a Feb. 6 Senate committee hearing debated current challenges and offered proposals to help so-called “gig economy” workers save for retirement. READ MORE

By John Iekel 2/7/2018 • 0 Comments

The largest retirement plans in the United States collectively amassed more than $10 trillion by the end of the third quarter of 2017, a recent report estimates. READ MORE

By John Iekel 2/7/2018 • 0 Comments

A bipartisan committee with members from both houses of Congress will examine ways to address the solvency of multiemployer pension plans, Sen. Sherrod Brown (D-OH) said Feb. 7. READ MORE

By John Iekel 2/7/2018 • 0 Comments

The recently enacted Tax Cuts and Jobs Act of 2017 (TCJA) will not affect 2018 pension plan limitations, the IRS said on Feb. 6 in IR-2018-19. READ MORE

By John Iekel 2/6/2018 • 0 Comments

The Oregon Retirement Savings Board has issued a status report on OregonSaves, the state-sponsored retirement plan for private-sector workers. READ MORE

By Nevin Adams 2/6/2018 • 0 Comments

Here are, in my estimation, the three biggest mistakes fiduciaries make. READ MORE

By Ted Godbout2/6/2018 • 0 Comments

New survey results from TD Ameritrade suggest that three-quarters of Americans are in the dark when it comes to 401(k) fees. READ MORE

By John Iekel 2/5/2018 • 0 Comments

Panelists at a session of ASPPA’s Feb. 2 Tax Virtual Conference offered their take on what the Tax Cuts and Jobs Act means to retirement plan professionals. READ MORE

By Ted Godbout2/5/2018 • 0 Comments

When considering the tax advantages, an argument can be made that HSAs are a better investment vehicle, particularly when used only for qualified medical expenses, a new report claims. READ MORE

By John Iekel 2/2/2018 • 0 Comments

A recent paper touches on where retirement readiness fits into the financial wellness equation, and it’s not just in the obvious ways. READ MORE

By Nevin Adams 2/2/2018 • 0 Comments

It has been heartening to see a number of employers announce plans to expand and increase benefit programs, offer bonuses, and increase the employer match — and more could lie ahead. READ MORE

By John Iekel 2/2/2018 • 0 Comments

January opened with the ball dropping, but that may be about all that fell last month — at least as far as pension plan funding was concerned. READ MORE

By Kenneth Marblestone2/2/2018 • 0 Comments

The 2018 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, April 26 and Friday, April 27. READ MORE

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