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 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

By John Iekel8/28/2017 • 0 Comments

There’s more to RMDs than simply making payments; a recent white paper reminds that the responsibility of making them includes being on time. READ MORE

By Nevin Adams8/25/2017 • 0 Comments

In a written response to a judge in litigation involving the fiduciary rule’s anti-arbitration provision, the Labor Department says the provision will “likely be mooted in the near future.” READ MORE

By Nevin Adams8/25/2017 • 0 Comments

The class of 2021 has the advantage of time, a full career to save and build, to save at higher rates, and to invest more efficiently and effectively. READ MORE

By ASPPA Net Staff8/24/2017 • 0 Comments

The DOL has announced that it is withdrawing a rule requiring that employers provide a guide or similar material along with fee disclosures. READ MORE

By Nevin Adams 8/23/2017 • 0 Comments

The American Retirement Association has filed a comment letter raising concerns about the application of a new fiduciary regulation in the state of Nevada. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has extended until the end of this month the deadline to submit nominations to serve on the ERISA Advisory Council. READ MORE

By Nevin Adams8/23/2017 • 0 Comments

A new report finds that recordkeeping, trust and custody fees didn’t drop for the first time since 2010. Then again, they didn’t increase, either. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

Many argue that re-enrolling 401(k) participants into target date funds (TDFs) benefits them and their beneficiaries. But a recent blog entry argues that it’s also good for a plan itself. READ MORE

By ASPPA Net Staff8/23/2017 • 0 Comments

In the next 20 years, more than a million plan participants covered by 114 multiemployer plans could lose pension benefits, according to a recent study. READ MORE

By Ted Godbout8/21/2017 • 0 Comments

The Pew Charitable Trusts in a recent report found strong support among small and mid-size businesses for automatic IRA programs, multiple employer plans (MEPs) and online marketplaces. READ MORE

By Nevin Adams 8/18/2017 • 0 Comments

A new academic study offers some insights on taxpayer preferences for pre-tax versus Roth savings — at least in certain conditions. READ MORE

By ASPPA Net Staff8/18/2017 • 0 Comments

In a recent blog post on the fiduciary rule, noted ERISA attorney Fred Reish discusses what the DOL FAQs do not address. READ MORE

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