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 1/10/2018 • 0 Comments

The PBGC has released the Premium Filing Instructions to be used for 2018 plan years. READ MORE

By ASPPA Net Staff1/10/2018 • 0 Comments

A recent posting provides a comprehensive enumeration of deadlines single-employer DB plans that operate on a calendar-year basis must meet. READ MORE

By ASPPA Net Staff1/10/2018 • 0 Comments

Bipartisan legislation that proponents say will provide funding relief for some multiemployer plans could emerge shortly, according to published reports. READ MORE

By ASPPA Net Staff1/9/2018 • 0 Comments

Visa is the latest firm to “credit” tax reform with a boost to its 401(k) plan. READ MORE

By John Iekel 1/8/2018 • 0 Comments

What was the top news story of the year that just ended? A recent blog post discusses retirement-related subjects that generated the greatest interest. READ MORE

By Nevin Adams1/8/2018 • 0 Comments

A change in methodology means that large retirement plan sponsors will pay significantly less to fix plan mistakes through the Voluntary Correction Program — but plans with fewer than 100 participants will pay more. READ MORE

By Nevin Adams 1/7/2018 • 0 Comments

This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are three for plan fiduciaries for 2018. READ MORE

By Nevin Adams1/7/2018 • 0 Comments

A year ago, EBRI estimated that individuals might need as much as $350,000 to cover health expenses in retirement. You might want to sit down for the update. READ MORE

By Ted Godbout1/7/2018 • 0 Comments

As DC plans continue to grow in size and complexity, the retirement industry needs to keep up and redefine terms to better reflect the new environment, says a new report. READ MORE

By Ted Godbout1/3/2018 • 0 Comments

New survey results find that Americans are confident that they are on track to achieve their long-term financial goals, but will that confidence continue in 2018? READ MORE

By John Iekel 1/3/2018 • 0 Comments

IRS Revenue Procedure 2018-01 reports that for 2018, the IRS has changed the fees for voluntary correction program (VCP) filings, as well as other user fees. READ MORE

By Ted Godbout1/3/2018 • 0 Comments

While the new tax law avoided major changes to the existing retirement tax provisions, the same cannot be said for the tax treatment of executive compensation and related provisions. READ MORE

By ASPPA Net Staff1/3/2018 • 0 Comments

Aflac Inc. says that as a result of tax reform, it intends to invest in “several key areas that will provide long-term benefits for employees” – including a boost in their 401(k) match. READ MORE

By John Iekel 1/3/2018 • 0 Comments

The PBGC’s Participant and Plan Sponsor Advocate has issued a report on the 2017 activities of her office on participant claims, multiemployer plans, plan sponsor issues and pension de-risking. READ MORE

By ASPPA Net Staff1/3/2018 • 0 Comments

Rep. Peter King (R-NY), on Jan. 2 announced that he will become the first Republican member of the House of Representatives to co-sponsor H.R. 4444, the Rehabilitation for Multiemployer Pensions Act. READ MORE

By ASPPA Net Staff1/3/2018 • 0 Comments

Sure, the markets have been on a tear — all year long. So, how much impact has that had on average 401(k) balances? READ MORE

By John Iekel 1/2/2018 • 0 Comments

The official launch of Washington State’s Small Business Retirement Marketplace “is drawing near,” says Washington State Department of Commerce Marketplace Director Carolyn McKinnon. READ MORE

By John Iekel 12/28/2017 • 0 Comments

A retirement planning firm suggests that retirement planning be among 2018 new year's resolutions and identifies resolutions toward which to steer participants. READ MORE

By John Iekel 12/27/2017 • 0 Comments

U.S. retirement assets grew in the third quarter of 2017, according to a recent report, reaching $27.2 trillion by Sept. 30. READ MORE

By John Iekel 12/27/2017 • 0 Comments

The PBGC has issued a statement on its regulatory — and deregulatory — priorities; it intends these actions to promote clarity and reduce burdens and costs. READ MORE

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