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 3/28/2018 • 0 Comments

Did the 5th Circuit ruling that vacated the fiduciary rule really kill the rule? A recent analysis of the ruling discusses its possible effects. READ MORE

By John Iekel 3/28/2018 • 0 Comments

The 5th Circuit’s ruling in Chamber of Commerce et.al. v. U.S. Dept. of Labor vacating the DOL fiduciary rule was a win for opponents of the rule — or was it? READ MORE

By John Iekel 3/28/2018 • 0 Comments

The DOL Advisory Council on Employee Welfare and Pension Benefit Plans’ latest report centers on one overarching theme: simplifying plan disclosures to participants and beneficiaries. READ MORE

By John Iekel 3/27/2018 • 0 Comments

A recent DOL report confirms that DC plans have long been advancing at the expense of defined benefit plans, but also shows surprising vitality among DB plans. READ MORE

By Nevin Adams 3/27/2018 • 0 Comments

An appeal of a decision supporting the Department of Labor’s (DOL) fiduciary rule won’t have its day in court, after all. READ MORE

By Joseph Caruso3/26/2018 • 0 Comments

Wyoming Gov. Matthew H. Mead (R) has signed a bill creating a task force to study the state’s retirement preparedness and retirement savings programs — and the possibility of creating a state-run retirement plan for private-sector workers. READ MORE

By Nevin Adams 3/26/2018 • 0 Comments

A suit against third-party administrator Vantage Benefit Administrators has been amended to include another party alleged to be complicit in the theft of money from a number of retirement plans. READ MORE

By John Iekel 3/26/2018 • 0 Comments

Plans that are abandoned or have missing participants make plan administration a lot more complicated. A recent ASPPA webcast addressed those unwelcome situations. READ MORE

By Ted Godbout3/26/2018 • 0 Comments

Given recent attention and lack of formal guidance on missing participants, there are increasing calls for the government to formally address how far plan sponsors need to go to find them. READ MORE

By Ted Godbout3/23/2018 • 0 Comments

Many would argue that comparing the returns of DB and DC plans is not an apples-to-apples analysis; nonetheless a new report examines DB and DC plan performance. READ MORE

By Joseph Caruso3/21/2018 • 0 Comments

For the moment, anyway, the Old Line State has stepped back crossing a line that would have established its own fiduciary rule. READ MORE

By John Iekel 3/21/2018 • 0 Comments

There is still some time to make a contribution to an IRA and be able to claim it on a 2017 tax return — but not much. READ MORE

By ASPPA Net Staff3/20/2018 • 0 Comments

Employers are taking steps to improve the financial well-being of their workforces — but there’s evidence that some of their efforts could actually be creating more financial stress for workers. READ MORE

By John Iekel 3/20/2018 • 0 Comments

The Washington State Department of Commerce has launched the state’s Retirement Marketplace, a virtual marketplace that offers low-cost retirement savings plans to businesses with fewer than 100 employees. READ MORE

By Nevin Adams 3/19/2018 • 0 Comments

The industry may be wondering what’s next in the wake of last week’s federal court decision vacating the fiduciary rule — but, for now anyway, the DOL says it is taking a pause. READ MORE

By John Iekel 3/19/2018 • 0 Comments

There may not be much guidance on how to avoid breaking plan administration rules, but you’re not helpless; a recent blog entry offers suggestions about what to do about and before a DOL investigation. READ MORE

By John Iekel 3/16/2018 • 0 Comments

The IRS on March 16 issued Revenue Procedure 2018-21, which modifies its procedures for issuing opinion and advisory letters for pre-approved master and prototype and volume submitter plans. READ MORE

By Andrew Remo3/16/2018 • 0 Comments

For the first time, the Retirement Enhancement and Savings Act (RESA) has gotten some traction in the U.S. House of Representatives — and on a bipartisan basis. READ MORE

By Nevin Adams 3/16/2018 • 0 Comments

The Labor Department finally came up short in federal court — but trade industry headlines notwithstanding, like Mark Twain, the rumors of the fiduciary rule’s “demise” might be a bit premature. READ MORE

By John Iekel 3/15/2018 • 0 Comments

The IRS has issued a reminder that the retirement plan participants and holds of IRAs and IRA-based plans who attained age 70½ during 2017 must starting receiving RMDs by April 1. READ MORE

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