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 Godbout6/15/2017 • 0 Comments

Many are not taking all of the steps they need to prepare for retirement and are relying on uncertainties like receiving an inheritance, says a recent survey by Natixis Global Asset Management. READ MORE

By ASPPA Net Staff6/15/2017 • 0 Comments

The PBGC has issued a final rule on interest rate assumptions affecting benefits payable in terminated single-employer plans and allocation of assets in single-employer plans. READ MORE

By Ted Godbout6/13/2017 • 0 Comments

The vast majority of DC plan participants continued making contributions in 2016 and most “stayed the course” with their asset allocations, according to a recent Investment Company Institute study. READ MORE

By John Iekel6/13/2017 • 0 Comments

Pennsylvania Gov. Tom Wolf (D) on June 12 signed into law Senate Bill 1, a measure that provides new state employees hired after Jan. 1, 2019 with three retirement benefits from which they can choose. READ MORE

By ASPPA Net Staff6/13/2017 • 0 Comments

Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings. READ MORE

By John Iekel6/12/2017 • 0 Comments

It’s heeeeere. But for many practitioners, practices and firms that read the tea leaves, the fiduciary rule has been a reality for a while and already has shaped what they do and how they do it.
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By ASPPA Net Staff6/12/2017 • 0 Comments

In a June 8 letter, the ARA offered comments on the guidance contained in IRS Notice 2016-16 concerning mid-year amendments to safe harbor 401(k) and 403(b) plans. READ MORE

By ASPPA Net Staff6/9/2017 • 0 Comments

The IRS has announced that on June 15, those requesting PLRs, closing agreements and certain other rulings must make user fee payments electronically. READ MORE

By Ted Godbout6/9/2017 • 0 Comments

The House approved legislation on June 8 that seeks to repeal major provisions of the Dodd-Frank Act, as well as the DOL’s now-effective fiduciary rule. READ MORE

By John Iekel6/8/2017 • 0 Comments

What color is the retirement readiness mood ring? Recent studies and insights give us answers as varied as the spectrum.
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By John Iekel6/8/2017 • 0 Comments

No tropical systems are near the U.S. yet, but it can be helpful to review ways that plan sponsors and their service providers can prepare… just in case. READ MORE

By ASPPA Net Staff6/8/2017 • 0 Comments

Auto-enrollment, auto-escalation, auto-investment — all are growing in number of users and in their influence on the retirement superhighway. READ MORE

By Nevin Adams6/7/2017 • 0 Comments

The DOL has taken its first step in the review of the fiduciary regulation ordered by President Trump earlier this year. READ MORE

By John Iekel6/6/2017 • 0 Comments

A recent panel discussion addressed best practices for record-keeping private real estate investments. READ MORE

By John Iekel6/6/2017 • 0 Comments

Newly minted SEC Chairman Clayton welcomes the DOL's invitation to look at the standards of conduct that are at the core of the DOL’s fiduciary rule. READ MORE

By Ray Harmon6/6/2017 • 0 Comments

A bill that would repeal some of the major provisions of Dodd-Frank and the DOL’s fiduciary rule will move to the House floor for a vote; however, its chances in the Senate are bleak. READ MORE

By John Iekel6/5/2017 • 0 Comments

The Supreme Court ruled unanimously in a decision it handed down June 5 that religiously affiliated non-profits’ plans are exempt from ERISA even if they were not originally established by a church. READ MORE

By John Iekel6/5/2017 • 0 Comments

That may seem an odd equation. And yet, a speaker at a recent retirement industry conference argues exactly that. READ MORE

By ASPPA Net Staff6/5/2017 • 0 Comments

In less than a month, the new “transition” exemptions will apply to recommendations for IRAs. Fred Reish looks at how to prepare for that shift.

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By ASPPA Net Staff6/5/2017 • 0 Comments

At a recent policy forum sponsored by the Employee Benefit Research Institute, Catherine Collinson, President of the Transamerica Center for Retirement Studies, outlined five ways to “fix” the current Saver’s Credit.

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