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 Staff8/21/2015 • 0 Comments

Even if a pension plan you serve is frozen, the ice sheet doesn’t cover the Pension Benefit Guaranty Corporation (PBGC) reportable plan rules. READ MORE

By ASPPA Net Staff8/21/2015 • 0 Comments

A new study of DB and DC plans goes a little farther than just comparing them — suggesting that the best approach may be to move past the debate over which one is better. READ MORE

By ASPPA Net Staff8/19/2015 • 0 Comments

Only 22% of individuals who owned a traditional or Roth IRA took a withdrawal in 2013, a percentage largely driven by activity among individuals ages 70½ or older. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Treasurers from states in every region of the United States, as well as two of its largest cities, sent a letter to Securities and Exchange Commission Chair Mary Jo White arguing that general partners should be required to do a better job of disclosing private equity fees. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

The IRS is seeking applicants to serve on the advisory committee that provides advice and public input on the IRS Tax Exempt and Government Entities (TE/GE) Division’s tax administration activities. READ MORE

By Andrew Remo8/14/2015 • 0 Comments

At times during Day Four of the Department of Labor’s (DOL) public hearing on its fiduciary rule, it felt as if everything that needs to be said has already been; however, some new topics were discussed in the final day of testimony. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

Fixed-income allocations by corporate pension plans are growing, a shift that is coming at the expense of equity allocations, say recent reports. READ MORE

By ASPPA Net Staff8/14/2015 • 0 Comments

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. READ MORE

By ASPPA Net Staff8/13/2015 • 0 Comments

Responding to a bipartisan (though primarily Republican) letter from more than a dozen members of the U.S. House of Representatives, Labor Secretary Thomas Perez says his agency will “move forward towards issuing a Final Rule” on the agency’s “conflict of interest” proposal. READ MORE

By ASPPA Net Staff8/13/2015 • 0 Comments

Automatic enrollment appears to be catching on, a new study by Deloitte finds. READ MORE

By Andrew Remo8/13/2015 • 0 Comments

Marcy Supovitz, President-Elect of the American Retirement Association, testified at the public hearing on the Department of Labor’s reproposed fiduciary rule Aug. 12. READ MORE

By Andrew Remo8/13/2015 • 0 Comments

The second day of public hearings on the Department of Labor’s fiduciary rule reproposal was highlighted by a debate over the economic impact that the rule will have on the financial services industry. READ MORE

By Andrew Remo8/11/2015 • 0 Comments

The first day of the Department of Labor’s public hearing on its re-proposed fiduciary rule Aug. 10 veered from the informative to the absurd as the department’s rule makers heard from a broad array of stakeholders on the complex subject. READ MORE

By Nevin Adams8/10/2015 • 0 Comments

The public comment period may have closed, but a group of U.S. Senators has weighed in on the proposed fiduciary regs — and lent their support to a recommendation of the American Retirement Association. READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

Beginning Oct. 1, the IRS Employee Plans Office will no longer answer technical questions by email, nor will it accept forwarded messages from IRS Customer Account Services that had been sent to its personnel by email. READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

The IRS on July 31 issued Notice 2015-53, which provides the mortality tables for minimum funding and present value requirements for use in 2016.
READ MORE

By ASPPA Net Staff7/31/2015 • 0 Comments

A report by the Congressional Research Service says that although most multiemployer defined benefit plans have resources sufficient to pay promised benefits, a few large plans are expected to become insolvent in the next 20 years. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

There has been no shortage of bad news for public pension systems from coast to coast, but the U.S. Census Bureau has just released some good news — the assets of state and local public pension systems grew in 2014. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

An IRA owner must calculate the required minimum distribution separately for each IRA that he or she owns, but can withdraw the total amount from one or more of the IRAs, the IRS reminds. READ MORE

By ASPPA Net Staff7/30/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration has prepared material intended to assist plan administrators in selecting an auditor and reviewing the audit work and report. READ MORE

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