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 Iekel9/7/2017 • 0 Comments

Plans, employers, service providers and administrators can act to protect plans and those they serve from the effects of hurricanes and natural disasters; the IRS and the DOL provide tips. READ MORE

By Nevin Adams9/7/2017 • 0 Comments

Sen. Elizabeth Warren (D-MA) says that financial firms are “fully ready” to comply with the fiduciary rule — and you don’t need to take her word for it. READ MORE

By John Iekel9/6/2017 • 0 Comments

The IRS has announced that it is extending the temporary nondiscrimination relief for closed defined benefit plans. READ MORE

By Nevin Adams9/6/2017 • 0 Comments

Watching the incredible, heart-rending coverage of Hurricane Harvey’s devastation, I was reminded of a personal experience with nature’s fury. READ MORE

By ASPPA Net Staff9/6/2017 • 0 Comments

So what plans ARE covered by the fiduciary rule? A recent blog post addresses that question, as well as which plans the rule does not cover. READ MORE

By ASPPA Net Staff9/6/2017 • 0 Comments

The IRS has taken action to address more than 700 erroneous extension request approvals it issued recently. READ MORE

By Ted Godbout9/5/2017 • 0 Comments

The House and Senate returned Sept. 5 from a month-long break facing an extremely busy legislative calendar. READ MORE

By Ted Godbout9/5/2017 • 0 Comments

A recent study projects the average amount a 65-year-old couple retiring this year will need to cover medical expenses (in today’s dollars) throughout retirement. READ MORE

By ASPPA Net Staff9/1/2017 • 0 Comments

Labor Secretary Alexander Acosta will meet Sept. 5 with representatives of companies that oppose the Obama administration’s fiduciary rule, according to a published report. READ MORE

By ASPPA Net Staff9/1/2017 • 0 Comments

OregonSaves, the Oregon Retirement Savings Program, has invited additional Oregon employers to register for its pilot program. READ MORE

By John Iekel8/31/2017 • 0 Comments

The Oregon Treasury has unveiled a proposal to modify the Oregon State Retirement Program. READ MORE

By Nevin Adams8/31/2017 • 0 Comments

The Labor Department says it won’t enforce a provision of the fiduciary rule’s arbitration ban. READ MORE

By John Iekel8/30/2017 • 0 Comments

Less than 24 hours after the American Retirement Association requested it, the IRS has granted relief to taxpayers affected by Hurricane Harvey. READ MORE

By Nevin Adams8/30/2017 • 0 Comments

The Labor Department has made its proposed delay in the full application of the Best Interest Contract Exemption till July 1, 2019 official. READ MORE

By ASPPA Net Staff8/29/2017 • 0 Comments

Published reports say that President Trump’s top aides and congressional leaders have made “significant strides” in shaping a tax overhaul — and yes, Rothification remains on the table. READ MORE

By ASPPA Net Staff8/29/2017 • 0 Comments

On Aug. 29, the American Retirement Association requested relief for taxpayers, plan sponsors and service providers adversely affected by Hurricane Harvey. READ MORE

By Nevin Adams 8/29/2017 • 0 Comments

The Office of Management and Budget has made a quick response to the Labor Department’s request for a delay in the full BIC applicability date. READ MORE

By ASPPA Net Staff8/28/2017 • 0 Comments

The Connecticut Retirement Security Authority the body created by a state law enacted in May 2016 to implement the law establishing the state-sponsored retirement plan, has begun meeting. READ MORE

By ASPPA Net Staff8/28/2017 • 0 Comments

A court has ruled that a couple who used funds from an early IRA distribution to pay state and federal taxes cannot claim that qualifies as an exception to the penalty for taking an early distribution. READ MORE

By Nevin Adams8/28/2017 • 0 Comments

A new excessive fee suit claims that plan fiduciaries “abdicated” their responsibilities, allowing the plans’ trustee “…to load the Plans with high-cost mutual funds.” READ MORE

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