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 Nevin Adams2/3/2015 • 0 Comments

There is something of a feeling of déjà vu in President Obama’s budget proposal, certainly regarding workplace retirement plans. READ MORE

By ASPPA Net Staff2/2/2015 • 0 Comments

Deferral and savings rates in 401(k) plans improved at a stronger rate than expected in 2014, recent studies reveal.
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By ASPPA Net Staff1/30/2015 • 0 Comments

The Pension Benefit Guaranty Corporation on Jan. 29 announced that the Office of Management and Budget has approved revisions it made to the forms and instructions for standard and distress terminations and missing participants.
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By ASPPA Net Staff1/30/2015 • 0 Comments

The White House memo on the DOL’s proposal to redefine what constitutes a fiduciary continues to engender negative reaction. READ MORE

By Nevin Adams1/30/2015 • 0 Comments

The 114th Congress has gotten off to a quick start with retirement legislation.
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By ASPPA Net Staff1/29/2015 • 0 Comments

Remember the importance of 401(k) plan committees, which can exercise their fiduciary responsibility through meetings and quarterly reviews. READ MORE

By ASPPA Net Staff1/29/2015 • 0 Comments

The ERISA Advisory Council has thrown its support behind the notion of multiple employer plans as a means of encouraging plan formation.

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By John Iekel1/26/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) was not arbitrary and capricious when it concluded that Kentucky Bancshares was obliged to comply with the Pension Protection Act and ERISA when it terminated its retirement plan and trust, the 6th Circuit has ruled.
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By ASPPA Net Staff1/20/2015 • 0 Comments

A year ago, President Obama touted the voluntary MyRA in his State of the Union Address — but the White House has a lot more to say about retirement this year — and it’s a lot less voluntary.
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By ASPPA Net Staff1/15/2015 • 0 Comments

Reports of hacks, identity theft and more highlight the importance of making sure information about plan participants and beneficiaries is secure.To help with fulfiling that part of a fiduciary’s duty, here are some questions to ask to make sure participants’ and beneficiaries’ data are kept safe. READ MORE

By ASPPA Net Staff1/15/2015 • 0 Comments

Funding levels of pension plans sponsored by the S&P 1500 fell by 9 percentage points in 2014, from 88% to 79%. According to Mercer, the plans’ collective deficits more than doubled last year, reaching $504 billion at year-end.
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By Nevin Adams1/15/2015 • 0 Comments

The 7th U.S. Circuit Court of Appeals has outlined the conditions for determining the existence of a partial plan termination, ruling on the fifth appeal of what it called a “seemingly interminable class action suit.”
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By Nevin Adams1/14/2015 • 0 Comments

Illinois Attorney General Lisa Madigan (D) is arguing that the Land of Lincoln has “police powers” that allow it to change a contract in extraordinary circumstances, including changes to the state’s public pensions contained in a 2013 pension overhaul.
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By John Iekel1/13/2015 • 0 Comments

The Pension Benefit Guaranty Corporation on Jan. 12 issued a draft of the 2015 premium filing form and instructions. It provides information for plans paying premiums for plan years beginning in 2015, including instructions for all the particular forms of data that must be reported.
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By Craig Hoffman1/12/2015 • 0 Comments

A regulation that would allow for a “window” period for giving out the annual notice required in most 401(k) plans appears to be heading for a spring 2015 publication date — and that could be good news for your plan sponsor clients.
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By Nevin Adams1/7/2015 • 0 Comments

Despite media attention surrounding the Millennial Generation’s relatively poor economic outcomes during the Great Recession, a new analysis by researchers at the Federal Reserve finds that they have fared better on many measures than both current older adults and earlier young adults. READ MORE

By Nevin Adams1/7/2015 • 0 Comments

It was not a good year for pension funding, according to two studies of 2014 data on pension plan funding levels. READ MORE

By John Iekel1/7/2015 • 0 Comments

In enforcing the law, the Pension and Benefit Guaranty Corporation (PBGC) needs to remember its mission to preserve and protect defined benefit plans; that was PBGC Participant and Plan Sponsor Advocate Constance Donovan's message in the report she issued Dec. 31. READ MORE

By John Iekel12/29/2014 • 0 Comments

All disbursements from a retirement plan scheduled to be made at the same time are treated as a single distribution even if they are sent to multiple destinations, a new rule that becomes mandatory as 2015 dawns. READ MORE

By ASPPA Net Staff12/23/2014 • 0 Comments

With the New Year just around the corner, many of us will be considering New Year’s resolutions. Milliman has compiled a list of 10 ideas plan sponsors can adopt in order to improve their retirement plans. READ MORE

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