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 6/28/2018 • 0 Comments

For younger employees, saving for retirement can take a back seat to paying off student loan debt; however, a new benefit provides some relief from that uncomfortable position. READ MORE

By John Iekel 6/27/2018 • 0 Comments

The ARA has submitted a comment letter to the IRS asking for some clarifications regarding the new procedures for the pre-approved plan document program, as well as making recommendations and a request. READ MORE

By Nevin Adams6/26/2018 • 0 Comments

Massachusetts Secretary of the Commonwealth William F. Galvin has charged MetLife with making misleading statements relating to its failure to make pension payments to hundreds of Massachusetts retirees. READ MORE

By ASPPA Net Staff6/26/2018 • 0 Comments

The American Retirement Association is asking Congress to expand the self-correction program within the IRS’ Employee Plans Compliance Resolution System to enable businesses with retirement plans to more easily correct common mistakes. READ MORE

By John Iekel 6/25/2018 • 0 Comments

Missing participants and what to do about them were the grist for a recent expert panel discussion. READ MORE

By Nevin Adams 6/25/2018 • 0 Comments

When reading the surveys of workers who seem confident about their retirement prospects, or don’t — I can almost hear "Dirty" Harry Callahan in the background. READ MORE

By Nevin Adams 6/25/2018 • 0 Comments

You may have missed it, but there was a bit of a “twitter storm” recently regarding how much one should have saved for retirement by age 30. READ MORE

By John Iekel6/22/2018 • 0 Comments

“The dog ate my homework.” We all miss deadlines. But sometimes there are extenuating circumstances, as even the IRS recognizes — for instance, regarding required minimum distributions (RMDs). READ MORE

By Nevin Adams6/21/2018 • 0 Comments

After weeks of anticipation, the 5th Circuit Court of Appeals finally issued its mandate vacating the DOL fiduciary rule on June 21. READ MORE

By Ted Godbout6/20/2018 • 0 Comments

Times have been good lately for investors, with proof not only in strong market returns but also solid investor returns, according to Morningstar’s 2018 “Mind the Gap” study. READ MORE

By Nevin Adams 6/20/2018 • 0 Comments

In what looks to be a first in excessive fee litigation, a court has ordered plaintiffs to produce some Facebook posts. READ MORE

By Nevin Adams 6/20/2018 • 0 Comments

The DOL has unveiled the final version of a rule that allows more small businesses and self-employed workers to band together to buy health insurance — and may have dropped a small hint about retirement MEPs. READ MORE

By John Iekel 6/18/2018 • 0 Comments

Experts at the recent 2018 SPARK Institute National Conference held in National Harbor, MD addressed online threats to financial assets — virtual, but also very real. READ MORE

By Nevin Adams 6/18/2018 • 0 Comments

A recent group conversation on retirement and the future of prosperity that included academics, think tanks, advocacy groups and the Hill touched on a wide range of topics. READ MORE

By ASPPA Net Staff6/18/2018 • 0 Comments

How does the best interest standard of care in the SEC’s Regulation Best Interest compare to the standard of care in the DOL’s Best Interest Contract Exemption (BICE)? READ MORE

By John Iekel 6/18/2018 • 0 Comments

A recent column examines the centrality of employers’ role in providing retirement benefits — and the areas where there are shortcomings. READ MORE

By John Iekel 6/15/2018 • 0 Comments

The Oregon Retirement Savings Board has provided an update on recent activities, implementation and future steps concerning the OregonSaves state-sponsored savings program for private sector employees. READ MORE

By Ted Godbout6/15/2018 • 0 Comments

While June 13 was widely cited as the last day the DOL could appeal to the U.S. Supreme Court the 5th Circuit’s ruling vacating the fiduciary rule, that day has now come – and gone. READ MORE

By Ted Godbout6/15/2018 • 0 Comments

A recent survey reveals concern about plan participants’ longevity risk and their ability to achieve higher retirement account balances over the long term. READ MORE

By John Iekel 6/13/2018 • 0 Comments

A recently released white paper suggests that while embracing innovation in the features and options added to a plan, it is important to be mindful of fiduciary duties. READ MORE

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