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 Staff12/11/2015 • 0 Comments

The House and Senate have passed a short-term spending bill that will keep the government funded through Dec. 16; whether budget legislation ultimately will include provisions affecting the Department of Labor’s fiduciary rule remains uncertain.
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By ASPPA Net Staff12/11/2015 • 0 Comments

Risk transfer events (RTEs) affected more than one million pension plan participants during the period 2009-2013, reports the Pension Benefit Guaranty Corporation (PBGC). In “Risk Transfer Study: Plan Years: 2009-2013.” READ MORE

By ASPPA Net Staff12/10/2015 • 0 Comments

The IRS has updated the frequently asked questions about the Form 5500 series

— and did so in a manner that makes them useful for 2015 reporting.

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By ASPPA Net Staff12/10/2015 • 0 Comments

Some may consider it a bundle of coal, and others a vision of sugarplums, but a bipartisan group of lawmakers now says that their legislative proposal to ensure retirement advisors protect clients’ best interests could be introduced before the holiday break. READ MORE

By Nevin Adams12/9/2015 • 0 Comments

Shopping for a new provider is not something one would normally compare with a Black Friday foray, but if you have a plan sponsor — or plan sponsor prospect — who’s thinking about shopping for a new provider, here’s a list they may find useful. READ MORE

By ASPPA Net Staff12/9/2015 • 0 Comments

For those thinking the impetus behind the Labor Department’s fiduciary proposal might fade with a change in administrations, think again. READ MORE

By ASPPA Net Staff12/9/2015 • 0 Comments

The IRS in Notice 2015-86 has provided guidance on how the U.S. Supreme Court's ruling Obergefell , which overturned state laws and constitutional amendments that defined marriage as occurring between a man and a woman, applies to retirement plans. READ MORE

By ASPPA Net Staff12/9/2015 • 0 Comments

IRA holders and those who provide them services may be interested to know that the IRS has made modifications to the Form 5329, “Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts.” READ MORE

By ASPPA Net Staff12/8/2015 • 0 Comments

The federal budget bill being negotiated on Capitol Hill this week could become the battleship that eventually sinks the Department of Labor’s fiduciary rule. READ MORE

By ASPPA Net Staff12/7/2015 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By Nevin Adams12/7/2015 • 0 Comments

The team of Portman and Cardin have put their heads, and pens, together in a letter to Labor Secretary Tom Perez about the Department of Labor’s fiduciary proposal. READ MORE

By Nevin Adams12/7/2015 • 0 Comments

There are a lot of questions that plan fiduciaries should ask, but here are five W’s and an H that every new plan fiduciary — or every “old” fiduciary who is new to a plan — should ask. READ MORE

By Andrew Remo, Craig Hoffman12/4/2015 • 0 Comments

Congress has passed the Fixing America’s Surface Transportation (FAST) Act of 2015, which is expected to be signed into law Dec. 4 by President Obama — and which, thanks to ASPPA GAC input, includes a vital change for Form 5500 filers. READ MORE

By ASPPA Net Staff12/4/2015 • 0 Comments

Milliman’s annual Public Pension Funding Study says that the overall funded ratio for public pension plans improved in 2014, but also includes some caveats that indicate that in both the short and long run, the picture may not be entirely rosy. READ MORE

By Craig Hoffman12/3/2015 • 0 Comments

The final version of the 2015 Form 5500 was released on Dec. 3 and, in a victory for ASPPA GAC, the new IRS compliance questions were made optional (at least for the 2015 plan year). READ MORE

By ASPPA Net Staff12/3/2015 • 0 Comments

The Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 3 released advance copies of the Form 5500 Series to be used for 2015 reporting. READ MORE

By Nevin Adams12/3/2015 • 0 Comments

A congressional subcommittee hearing Dec. 2 gave voice to the conflicting perspectives on the Department of Labor’s (DOL) fiduciary proposal, though it seems unlikely that anyone’s perspective was changed. READ MORE

By ASPPA Net Staff12/2/2015 • 0 Comments

Adam S. Lilling in “The Hidden Risks of Employee Benefit Plan Audits,” argues that there is more to beware of than simply giving in to the temptation to roll the dice and not bother with an audit.
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By ASPPA Net Staff12/1/2015 • 0 Comments

Multiemployer defined benefit plans show stability and then some, according to a recent study that says they are enjoying sustained recovery from the Great Recession.
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By ASPPA Net Staff12/1/2015 • 0 Comments

Legislation that would amend the rules for church plans in a variety of ways is now before both chambers of Congress.
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