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 ASPPA Net Staff4/10/2015 • 0 Comments

The Treasury Inspector General for Tax Administration recently issued a report on how well the IRS identifies and addresses excess contributions to IRAs and made recommendations regarding how the IRS can do a better job. READ MORE

By John Iekel4/10/2015 • 0 Comments

Small defined benefit plans that have received audit waivers need more frequent review, says the Department of Labor’s Inspector General in a report concerning EBSA’s oversight of small plans claiming the audit waiver. READ MORE

By Nevin Adams4/8/2015 • 0 Comments

Industry pundits (and many advisors) continue to tout retirement plan lifetime income options but current trends don’t appear favorable, according to John Haley, Chief Executive Officer at Towers Watson. READ MORE

By Nevin Adams4/6/2015 • 0 Comments

Plans that have, or have been contemplating, automatic enrollment features just got some good news from the Internal Revenue Service. READ MORE

By ASPPA Net Staff4/2/2015 • 0 Comments

After a string of positive months for average 401(k) balances, the markets finally took their toll in March. READ MORE

By ASPPA Net Staff4/1/2015 • 0 Comments

The Internal Revenue Service is moving to make it easier — and in some cases cheaper — to remedy plan problems with participant loans. READ MORE

By ASPPA Net Staff4/1/2015 • 0 Comments

A strengthening economy does not appear to have translated into fewer loans from solo 401(k)s. READ MORE

By John Iekel3/30/2015 • 0 Comments

The PBGC seeks to revise forms it needs to implement Section 303(k) of ERISA and Internal Revenue Code Section 430(k) and seeks extension of OMB approval of certain forms. READ MORE

By ASPPA Net Staff3/27/2015 • 0 Comments

The Employee Benefit Research Institute has published an analysis on the right savings rate for a successful retirement that goes well beyond the simplistic “replacement rate” assumptions touted by many. READ MORE

By ASPPA Net Staff3/26/2015 • 0 Comments

Expanded annual actuarial certifications for multiemployer plans are due March 31 for calendar year plans. READ MORE

By Robert Richter3/26/2015 • 0 Comments

ASPPA’s IRS Q&A subcommittee is gathering questions for the Defined Contribution IRS/Treasury Question & Answer general session at this October’s Annual Conference. READ MORE

By Andrew Remo3/26/2015 • 0 Comments

The Securities and Exchange Commission and Department of Labor are both working on fiduciary issues — but their different approaches appear to be on different schedules. READ MORE

By ASPPA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 announced that it has extended temporary relief from nondiscrimination rules for certain closed defined benefit plans under Internal Revenue Code Section 401(a)(4) for another year. READ MORE

By ASPPA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 in IR-2015-55 issued a reminder that April 1 is the deadline for RMDs from traditional IRAs and 401(k), 403(b) and 457 plans to taxpayers who reached age 70½ in 2014. READ MORE

By Andrew Remo3/19/2015 • 0 Comments

Secretary of Labor Thomas Perez used his first appearances before the 114th Congress to deliver a full-throated defense of the DOL’s controversial effort to expand the fiduciary standard of care to financial service providers under the jurisdiction of the department.

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By ASPPA GAC3/19/2015 • 0 Comments

On March 19, the Government Affairs Committee of the American Society of Pension Professionals & Actuaries filed a comment letter with the IRS regarding suggested changes to the Employee Plans Compliance Resolution System. READ MORE

By Ray Harmon, John Iekel3/19/2015 • 0 Comments

Securities and Exchange Commission Chair Mary Jo White confirmed March 17 that the commission will “implement a uniform fiduciary duty for broker-dealers and investment advisors where the standard is to act in the best interest of the investor.”
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By Nevin Adams3/18/2015 • 0 Comments

Your plan sponsor clients just got a little more breathing room on annual 401(k) plan investment notices, courtesy of the DOL.
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By John Iekel3/17/2015 • 0 Comments

The Treasury Department and IRS have invited recommendations on what the priority guidance plan for 2015-2016 should contain.
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By Mike Bushnell3/17/2015 • 0 Comments

Baby Boomers who have yet to cut the financial cord with their adult children are increasingly finding that tether to be more like an anchor keeping them from reaching retirement, says a recent study.
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