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 7/13/2018 • 0 Comments

A good offense is often the best defense. A maxim used in many contexts, and a July 10 ASPPA Webcast suggests that taking extra care to ensure that your Form 5500 is correct is one of them. READ MORE

By Nevin Adams 7/13/2018 • 0 Comments

There was good news – and some not-so-good news – about plan designs and participant behaviors in a recent industry survey. READ MORE

By Jack Towarnicky7/13/2018 • 0 Comments

A recent article misrepresents the facts related to the decline of employer-sponsored pension plans. Employer-sponsored, individual account retirement savings plans continue to be the best vehicle for improving long-term outcomes for American workers. READ MORE

By Ted Godbout7/13/2018 • 0 Comments

Many American workers are still recovering from the Great Recession, but most are focused on saving for retirement and have varying degrees of confidence they will be able to retire comfortably, says a recent study. READ MORE

By Ted Godbout7/13/2018 • 0 Comments

With concerns about healthcare costs looming large for American workers, a key congressional committee just took a major step to boost health savings accounts. READ MORE

By Nevin Adams 7/12/2018 • 0 Comments

Comments from the American Retirement Association have led to changes in a DOL enforcement letter.
READ MORE

By Ted Godbout7/12/2018 • 0 Comments

While few current retirees take a job in their “golden years,” a new study suggests that large percentages of future retirees expect to continue working during retirement, driven by uncertainty about Social Security and their own financial preparedness. READ MORE

By Ted Godbout7/11/2018 • 0 Comments

An annual study that assesses agreement between married partners on communication and knowledge of finances uncovers several disconnects related to their retirement outlook. READ MORE

By John Iekel 7/9/2018 • 0 Comments

The PBGC is seeking approval from the Office of Management and Budget to extend the collection of information concerning regulations related to multiemployer pension plans. READ MORE

By Nevin Adams 7/9/2018 • 0 Comments

If you thought all the fiduciary rule litigation was over, think again: Turns out that litigation pending in the U.S. District Court for the District of Minnesota is still, well — pending. READ MORE

By Brian Graff7/6/2018 • 0 Comments

Despite all the change and innovation that has taken place concerning retirement plans, one thing hasn’t changed: the percentage of American workers covered by a workplace retirement plan. READ MORE

By Nevin Adams 7/6/2018 • 0 Comments

As we celebrate the Declaration that marks the birth of this nation, it seems a good time to reflect on some lessons from that experience that hold true even today — and that apply to retirement plans and their administration. READ MORE

By John Iekel 7/6/2018 • 0 Comments

A recent paper argues that financial literacy, and not the length and relative complexity of the information participants receive, is most important in helping participants prepare for financial stability during retirement. READ MORE

By Ted Godbout7/6/2018 • 0 Comments

New research reveals that many 401(k) plan participants still do not know what to do with their proverbial “pile of money” at retirement and need guidance. READ MORE

By John Iekel 7/5/2018 • 0 Comments

OregonSaves, the state-run auto-IRA program for private-sector workers in Oregon, marked its first anniversary on July 1. READ MORE

By John Iekel 7/3/2018 • 0 Comments

The PBGC is changing the way it provides and announces relief when a disaster happens. READ MORE

By ARA Staff7/2/2018 • 0 Comments

Rumors notwithstanding, the House Ways & Means Committee tells the American Retirement Association, the committee has no plans to revisit Rothification as part of the new tax reform discussions. READ MORE

By John Iekel 7/2/2018 • 0 Comments

Many resources are expended to get people to save for retirement; a recent report argues that plans should help participants use what they have saved in a deliberate way. READ MORE

By John Iekel 7/2/2018 • 0 Comments

A recent paper provides an overview of research on the shortcomings of financial education, why it can fail, and what is successful in helping employees to improve their financial behavior and outcomes. READ MORE

By Ted Godbout6/28/2018 • 0 Comments

There’s no rest for the weary on Capitol Hill, as what was once thought of as “dead” may rise up from the policy ashes. READ MORE

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