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 Staff11/16/2015 • 0 Comments

In dealing with a takeover, the actuary of the acquirer must first collect sufficient information from the plan administrator, the actuary that served the acquired and/or the third party administrator, says Lauren Okum in “DB Plan Takeovers,” an article that appeared in the Fall 2015 issue of Plan Consultant. READ MORE

By Nevin Adams 11/16/2015 • 0 Comments

Good news for those who work with cash balance plans: The IRS has released final regulations that provide guidance and, notably, another year to comply with, what are now final hybrid plan rules. READ MORE

By ASPPA Net Staff11/13/2015 • 0 Comments

Outsourcing plan administration can help in meeting increasingly complicated requirements — but it’s not a full absolution from all responsibilities, argues Fiduciary Plan Governance in a recent blog entry. READ MORE

By ASPPA Net Staff11/13/2015 • 0 Comments

In “Best Practices for Administering Auto Enrollment Plans,” a webcast that will be held on Tuesday, Nov. 17, J.J. McKinney will examine the successes of automatic enrollment, plan design considerations and types of clients that might be better served by looking for solutions elsewhere. READ MORE

By Nevin Adams 11/13/2015 • 0 Comments

The IRS has released final regulations that provide guidance and, notably, another year to comply with, what are now final hybrid plan rules. READ MORE

By ASPPA Net Staff11/12/2015 • 0 Comments

The Securities and Exchange Commission (SEC) is working “expeditiously” on a uniform fiduciary standard, SEC Chair Mary Jo White said at the Nov. 10 annual meeting of the Securities Industry and Financial Markets Association (SIFMA). READ MORE

By Nevin Adams 11/11/2015 • 0 Comments

Despite a growing awareness of the importance of retirement income planning, a recent survey finds nearly half of plan sponsors offer no income-oriented products to their participants. READ MORE

By ASPPA Net Staff11/11/2015 • 0 Comments

Recent research by Milliman, Inc. shows mixed signals for private-sector pension plans; their funded status dropped and liabilities grew, but funding problems may have begun to turn the corner. READ MORE

By ASPPA Net Staff11/11/2015 • 0 Comments

Another bill looking to derail the Department of Labor’s fiduciary proposal has been introduced in Congress. READ MORE

By ASPPA Net Staff11/9/2015 • 0 Comments

Effective Feb. 12, 2016, the IRS will no longer be offering the ERPA Special Enrollment Examination (ERPA SEE) to become an ERPA. READ MORE

By Nevin Adams 11/9/2015 • 0 Comments

People who don’t have access to a plan at work don’t save for retirement; here’s why small business owners should care. READ MORE

By John Iekel11/9/2015 • 0 Comments

As the Department of Labor prepares the final iteration of its proposed fiduciary rule, it may be useful to look back on how this all came about and what it entails — and the Congressional Research Service has issued a report that facilitates just that kind of review. READ MORE

By ASPPA Net Staff11/6/2015 • 0 Comments

The IRS has issued a draft of the Form 5500-EZ to be used by one-participant retirement plans for 2015 information reporting. READ MORE

By Andrew Remo11/6/2015 • 0 Comments

The Windy City played host in the first week of November to a gathering focused on developing ideas to address America’s retirement savings challenge — but government-run solutions dominated the conversation. READ MORE

By ASPPA Net Staff11/6/2015 • 0 Comments

With concerns about the final Department of Labor (DOL) fiduciary rule and its potential impact on low- and middle-income families still percolating on Capitol Hill, a bipartisan group of House of Representatives members has outlined a series of legislative principles to help guide those efforts. READ MORE

By Ray Harmon11/6/2015 • 0 Comments

“In my 40 years of doing this, I never thought I’d see the day we’d have a president giving us direct instructions …” [on state-run, automatic enrollment IRA programs], Assistant Secretary of Labor Phyllis Borzi told the ERISA Advisory Council Nov. 3-4. READ MORE

By Janice Wegesin11/5/2015 • 0 Comments

On Nov.2, 2015, the Employee Benefit Security Administration (EBSA) sent about 1,200 letters by email to filers of 2014 Form 5500 that did not properly include the report of an independent accountant. READ MORE

By ASPPA Net Staff11/5/2015 • 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 ASPPA Net Staff11/5/2015 • 0 Comments

The Treasury Department has officially launched its MyRA program on a national basis, hoping to “create a savings habit that will grow,” according to Treasury Secretary Jacob Lew. READ MORE

By ASPPA Net Staff11/3/2015 • 0 Comments

They may not have been willing to block the Department of Labor’s (DOL) fiduciary proposal with legislation, but a group of Democratic members of the U.S. House of Representatives are asking for some additional time to comment on the final proposal before it’s final. READ MORE

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