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 Ted Godbout5/14/2018 • 0 Comments

A potential negative consequence of litigation involving defined contribution plans is engendering fear among plan fiduciaries to offer innovative plan options, a new report suggests. READ MORE

By Ted Godbout5/11/2018 • 0 Comments

With many workers still lacking access to a retirement plan set against the backdrop of a growing gig economy, vital changes to existing retirement program strategies are needed, attendees at a May 8 policy forum in Washington, DC were told. READ MORE

By John Iekel 5/11/2018 • 0 Comments

Plan design can influence and equip plan participants to make better choices regarding distribution, a recently released report concludes. READ MORE

By Ted Godbout5/11/2018 • 0 Comments

New research suggests that retirement savers increasingly are concerned about protecting their assets during periods of volatility and ensuring they have enough income in retirement. READ MORE

By John Iekel 5/9/2018 • 0 Comments

The IRS has suggested that employers and organizations refresh IRA holders’ knowledge of, and attention to, what they can do and are required to do concerning their accounts. READ MORE

By John Iekel 5/9/2018 • 0 Comments

Financial wellness benefits are becoming more widespread; a session at the recent PSCA Annual Conference addressed how they also can be good for an employer’s financial wellness. READ MORE

By John Iekel 5/8/2018 • 0 Comments

The deadline by which employers in Oregon with 50-99 employees are to register with OregonSaves is fast approaching. READ MORE

By Ted Godbout5/8/2018 • 0 Comments

As anticipated, the DOL has extended until further notice its temporary enforcement policy relating to its rule defining who is a fiduciary and the associated prohibited transaction exemptions. READ MORE

By ASPPA Net Staff5/8/2018 • 0 Comments

One of the most vocal critics of the Labor Department’s fiduciary rule is leaving the Securities and Exchange Commission — with a mammoth advice proposal out for public comment. READ MORE

By John Iekel 5/7/2018 • 0 Comments

An expert panel at a session of the PSCA Annual Conference discussed ways retirement plans and those who serve them can address challenges to retirement security. READ MORE

By John Iekel 5/4/2018 • 0 Comments

Communicating with participants is bread and butter stuff – a reminder that in the end, benefits administration is about real people. Benefits administrators from two employers in a May 1 session of the Plan Sponsor Council of America’s annual conference shared their experiences and approaches in communicating with participants. READ MORE

By John Iekel5/4/2018 • 0 Comments

Rules for fiduciaries – and what the term itself even means – figured prominently in a May 2 session of the Plan Sponsor Council of America Annual Conference in Scottsdale, AZ. READ MORE

By Nevin Adams5/3/2018 • 0 Comments

With Twitter-length brevity, the 5th Circuit has dispensed with attempts by AARP and three states to step into the fight over the future of the DOL’s fiduciary rule. READ MORE

By Ted Godbout5/2/2018 • 0 Comments

Future retirees expect to receive significantly more in benefits than what they actually will receive, setting themselves up for potential financial difficulties in retirement, new survey results show. READ MORE

By ASPPA Net Staff5/2/2018 • 0 Comments

The National Tax-Deferred Savings Association (NTSA) and the American Retirement Association are pleased to announce the publication of Best Practices for 403(b) and 457(b) Plans. READ MORE

By Ted Godbout5/2/2018 • 0 Comments

How do you increase retirement security for 80 million 401(k) account owners? READ MORE

By John Iekel5/2/2018 • 0 Comments

A panel of experts at the Plan Sponsor Council of America’s (PSCA) annual conference in Scottsdale, AZ, on May 1 offered their take on some of the critical issues and uncertainties facing retirement plans, plan sponsors and the professionals who serve them, as well as the influence of the federal government. READ MORE

By Nevin Adams5/2/2018 • 0 Comments

The 28th annual Retirement Confidence Survey by EBRI and Greenwald Associates found that Americans are feeling a bit better about their retirement prospects, and that certain factors are tied to higher confidence. READ MORE

By John Iekel 4/30/2018 • 0 Comments

Private-sector defined benefit plans made “significant” funding improvements in 2017, say recent studies, and the good news doesn’t stop there. READ MORE

By Ted Godbout4/29/2018 • 0 Comments

Leading ERISA legal minds believe the SEC’s proposals to establish new standards of conduct for broker-dealers and investment advisers still need a lot of work. READ MORE

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