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 Nevin Adams1/23/2018 • 0 Comments

A new survey finds that plan sponsors, by a wide margin, cited reviewing plan fees as the most important step they took in improving their fiduciary position in 2017, and 60% of survey respondents said they are somewhat or very likely to conduct a fee survey in 2018. READ MORE

By Nevin Adams1/23/2018 • 0 Comments

An amended claim in an excessive fee litigation treads some new ground – including naming the plan’s investment advisor as a defendant. READ MORE

By ASPPA Net Staff1/23/2018 • 0 Comments

Last year was the slowest trading day for participants in two decades – but things heated up in the fourth quarter. READ MORE

By John Iekel 1/22/2018 • 0 Comments

A recent analysis suggests that the SEC’s take on a fiduciary standard may be inching closer to that of the DOL. READ MORE

By Ted Godbout1/22/2018 • 0 Comments

To increase transparency, FINRA for the first time has released its annual budget, showing that the 2018 budget does not include a fee rate increase for its member firms. READ MORE

By John Iekel 1/19/2018 • 0 Comments

A recent white paper discusses the new tax reform law and its possible effects, including those on retirement plans. READ MORE

By John Iekel 1/19/2018 • 0 Comments

An organization interested in retirement security gazes into the crystal ball to divine what 2018 may bring. READ MORE

By Nevin Adams1/19/2018 • 0 Comments

You have to wonder what the Wall Street Journal has against automatic enrollment. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The IRS and PBGC are granting relief to those in the Golden State who have suffered due to the recent wildfires, floods, mudslides and debris flows that began on Dec. 4, 2017. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The IRS has issued a revised version of its comprehensive brochure on the retirement plan checkup material it makes available for plan sponsors. READ MORE

By Ted Godbout1/18/2018 • 0 Comments

Individual retirement accounts generally show consistent growth, but differences do arise when comparing data samples, according to a new report from EBRI. READ MORE

By Ted Godbout1/17/2018 • 0 Comments

Every month, it seems, new research comes out suggesting that Millennials are doing better at saving than their older counterparts. But are they really? READ MORE

By John Iekel 1/17/2018 • 0 Comments

Implementation of the DOL’s fiduciary rule has been delayed, but the SEC's work on its own rule reportedly is accelerating. READ MORE

By Ted Godbout1/16/2018 • 0 Comments

Legislation is before the New Jersey legislature that would require certain disclosures by non-fiduciary investment advisors regarding their fiduciary status with clients. READ MORE

By John Iekel 1/12/2018 • 0 Comments

The IRS has released the instructions for Form 9855-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, for 2017 filing. READ MORE

By John Iekel 1/12/2018 • 0 Comments

Missouri is the latest state whose legislature has before it a measure that would establish a state-run program for employees whose employers do not offer a retirement plan. READ MORE

By John Iekel 1/12/2018 • 0 Comments

OregonSaves, the state-sponsored retirement plan for private-sector workers, is now open to any employer of any size in Oregon. READ MORE

By John Iekel 1/12/2018 • 0 Comments

The advent of 2018 has brought new requirements for practitioners who contact the IRS Practitioner Priority Service line for assistance. READ MORE

By John Iekel 1/10/2018 • 0 Comments

Sen. Sheldon Whitehouse (D-RI) will join the Senate Finance Committee, Senate Minority Leader Chuck Schumer (D-NY) announced Jan. 9. READ MORE

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