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 Iekel10/30/2017 • 0 Comments

The California Secure Choice Retirement Savings Investment Board has issued a request for proposal for investment consulting services. READ MORE

By John Iekel10/30/2017 • 0 Comments

IRS Employee Plans examiners have been told to not challenge a qualified plan for failing to satisfy RMD standards under certain circumstances. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

According to new research, the average account balance among consistent 401(k) participants at year-end 2015 was almost double the average account balance among all participants in the database. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

The results of a new study make it clear that having access to a 401(k) plan is critical in helping workers get on a path to having a secure retirement. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

If last week’s volley between President Trump and House Ways and Means Committee Chairman Kevin Brady (R-TX) over the potential Rothification of 401(k)s has you perplexed, rest assured, we should have some initial answers this week. READ MORE

By ASPPA Net Staff10/30/2017 • 0 Comments

The Oregon Retirement Savings Board has completed a second stage of rulemaking for OregonSaves, the state-run retirement plan that is approaching full implementation. READ MORE

By John Iekel10/30/2017 • 0 Comments

“All politics is local,” it has been said, and that principle holds for ERISA enforcement, too — at least according to an expert panel at the recent ASPPA Annual conference held in National Harbor, MD. READ MORE

By John Iekel10/27/2017 • 0 Comments

A recent blog entry points out that 401(k) loans may seem innocuous since a participant is taking money from his or her own account and repaying it to themselves, but they still entail risks and costs.
READ MORE

By Nevin Adams 10/27/2017 • 0 Comments

It is all too common in human affairs to make choices that have “unforeseeable consequences.” READ MORE

By ASPPA Net Staff10/27/2017 • 0 Comments

In a recent blog post on the fiduciary rule, Fred Reish notes that the fiduciary and best-interest standards of care, as well as the prohibited transaction rules, will have some unexpected effects. READ MORE

By Ted Godbout10/27/2017 • 0 Comments

Pew Charitable Trusts has issued a new report on worker perspectives on barriers to saving and the results suggest, not surprisingly, that access to an employer-sponsored plan is key. READ MORE

By Ted Godbout10/27/2017 • 0 Comments

The GAO is recommending that Congress consider establishing an independent commission to examine the U.S. retirement system and offer recommendations to clarify key policy goals. READ MORE

By John Iekel10/27/2017 • 0 Comments

The DOL means business regarding retirement plans’ compliance with applicable law and regulation, cautioned expert presenters at an Oct. 25 session of the ASPPA Annual Conference. READ MORE

By Nevin Adams 10/26/2017 • 0 Comments

President Trump may have thought his tweet would have ended the controversy over a proposed partial Rothification of 401(k)s — but that was Monday. READ MORE

By Ray Harmon10/26/2017 • 0 Comments

The Massachusetts legislature’s Joint Committee on State Administration and Regulatory Oversight has considered a bill that would set up a state-run MEP for private employers in the Bay State. READ MORE

By John Ortman 10/24/2017 • 0 Comments

Where does the DOL’s fiduciary rule stand? What might we expect in the future? ERISA attorney Fred Reish provided an update on the former and shared his thoughts on the latter in an Oct. 24 workshop at the 2017 ASPPA Annual Conference. READ MORE

By John Iekel10/24/2017 • 0 Comments

That’s a bit of wisdom more apropos for retirement plan professionals than they might have imagined even two months ago. Sudden events and rapid-fire regulatory guidance and adjustments have made recent months a challenge indeed, noted an expert panel at an Oct. 23 session at the 2017 ASPPA Annual Conference. READ MORE

By Ted Godbout10/23/2017 • 0 Comments

Previous regulatory actions by the Department of Labor have made open multiple employer plans a less attractive option for employers, but legislative fixes proposed by Congress could significantly improve the overall appeal of MEPs, a speaker explained at ASPPA’s 2017 Annual Conference. READ MORE

By John Ortman 10/23/2017 • 0 Comments

Work on the Labor Department’s effort to expand, streamline and modernize the Form 5500 Series has been halted until a new head of the DOL’s Employee Benefits Security Administration (EBSA) is in place, according to ERISA attorney S. Derrin Watson. READ MORE

By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. READ MORE

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