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 Staff2/16/2016 • 0 Comments

A new report suggests that while early distributions from retirement plans are a cross-generational issue, it may be a bigger behavioral problem than is widely appreciated. READ MORE

By ASPPA Net Staff2/16/2016 • 0 Comments

For 2015, plan sponsors should skip the compliance questions that were just added to the Form 5500-SF. A revised version of the 2015 instructions for Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan contains the new information regarding the optional questions. READ MORE

By Brian Graff2/16/2016 • 0 Comments

Buried in a Treasury Department proposal to make it easier for large corporations to close their defined benefit plans to new entrants is a provision that will make it harder for small businesses to form new retirement plans or maintain their current ones. READ MORE

By Nevin Adams2/12/2016 • 0 Comments

Two powerful congressional voices have taken several financial services firms to task for characterizing the Department of Labor’s fiduciary rule proposal as “unworkable” with dire consequences if enacted — while painting a very different picture for their investors. READ MORE

By ASPPA Net Staff2/11/2016 • 0 Comments

The IRS has proposed additional limitations on suspension of benefits applicable to certain pension plans under the Multiemployer Pension Reform Act of 2014 (MPRA). READ MORE

By ASPPA Net Staff2/11/2016 • 0 Comments

Most Americans seem to like their 401(k)s — even if they don’t have a 401(k) — and they’re not very keen on government proposals to change them, according to a new survey. READ MORE

By ASPPA Net Staff2/11/2016 • 0 Comments

The assets of the nation’s largest retirement funds slid 2.3%, as pension de-risking moves took their toll on corporate DB plan assets. READ MORE

By ASPPA Net Staff2/10/2016 • 0 Comments

Defined benefit plans’ allocation to commodities and returns from those investments fell in 2015, says a recent report. READ MORE

By ASPPA Net Staff2/10/2016 • 0 Comments

Recently released research includes data on what student debt can portend for Americans’ retirement readiness of U.S. employees. READ MORE

By ASPPA Net Staff2/10/2016 • 0 Comments

Increased longevity is good news, but for pension plans it creates more stress — it spells greater drain and heightens the likelihood that plans will pay benefits for a longer period.
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By Andrew Remo2/10/2016 • 0 Comments

The Obama administration’s final budget wasn’t a complete retread of its prior retirement plan proposals, but there wasn’t much good news for employer-sponsored retirement plans. READ MORE

By Andrew Remo2/9/2016 • 0 Comments

Though specific policy details remain elusive on many key issues in the 2016 presidential campaign, the tax reform proposal of a leading candidate could undermine the 401(k). READ MORE

By ASPPA Net Staff2/9/2016 • 0 Comments

Millennials are the newest — and largest — part of the workforce; those who serve and administer retirement plans are wise to pay attention to, and respond to, their needs and the approaches they prefer. READ MORE

By ASPPA Net Staff2/8/2016 • 0 Comments

If a pension plan you serve is considering de-risking, your clients may be well-served if you make sure they are aware that de-risking means more than addressing problems the plan itself may be having — it means that participants may have some decisions to make as a result. READ MORE

By ASPPA Net Staff2/8/2016 • 0 Comments

Wrapping up a first week of February with action on legislation designed to block, slow or thwart the Department of Labor’s (DOL) fiduciary rule, the U.S. Senate finally got into the act with two pieces of legislation. READ MORE

By Martella Joseph2/5/2016 • 0 Comments

The American Retirement Association’s Legislative Relations Committee (LRC) has developed more than 30 legislative proposals contained in a document, entitled “Proposals to Enhance the Private Retirement Plan System,” to improve the administration and operation of plans. READ MORE

By ASPPA Net Staff2/4/2016 • 0 Comments

The U.S. Chamber of Commerce has made suggestions in a recent paper for ways to bolster the private-sector retirement system. READ MORE

By ASPPA Net Staff2/4/2016 • 0 Comments

The funded status of the pension plans the Standard & Poors (S&P) 500 and 1500 companies sponsor improved in 2015, but since the ball dropped at Times Square things are different. READ MORE

By ASPPA Net Staff2/4/2016 • 0 Comments

The Winter 2016 issue of Plan Consultant magazine, now available on ASPPA Net, marks the start of ASPPA’s 50th anniversary year with a cover story that recaps ASPPA’s first five decades. READ MORE

By ASPPA Net Staff2/4/2016 • 0 Comments

For the second time in a week, an important committee in the U.S. House of Representatives has approved legislation that could undermine the Labor Department’s proposed fiduciary rule. READ MORE

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