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 Staff10/16/2015 • 0 Comments

A strong majority of Millennials number understanding retirement planning options among their biggest challenges, according to a recently released study.
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By ASPPA Net Staff10/15/2015 • 0 Comments

There will be no cost-of-living adjustment (COLA) for Social Security this year — a precursor of what can be expected for retirement plan contribution and benefit limits. READ MORE

By ASPPA Net Staff10/15/2015 • 0 Comments

The recent rough patch corporate pensions have had may have broader implications. READ MORE

By ASPPA Net Staff10/13/2015 • 0 Comments

W. Thomas Reeder, Jr., is the new Pension Benefit Guaranty Corporation (PBGC) Director; President Obama had sent his nomination of Reeder to the Senate on May 21, and the Senate in a voice vote confirmed him Oct. 8. READ MORE

By ASPPA Net Staff10/13/2015 • 0 Comments

In general, women need to do more to save for retirement, according to a recent study that attributes this finding to demographic and salary factors. READ MORE

By ASPPA Net Staff10/12/2015 • 0 Comments

The IRS and Treasury have taken steps that curb lump sum pension buyout offers by pension plans to those receiving ongoing payments; in a recent post on his “Nerd’s Eye View” blog, Michael Kitces offers his take on what these actions mean. READ MORE

By ASPPA Net Staff10/9/2015 • 0 Comments

Recent reports indicate that both private and public plans’ funded status declined in September. READ MORE

By ASPPA Net Staff10/9/2015 • 0 Comments

There is a widespread sense among Millennials that it’s important to save for retirement, according to a recent report. READ MORE

By ASPPA Net Staff10/8/2015 • 0 Comments

Three former chairs of the Securities and Exchange Commission (SEC) said at a TD Ameritrade summit in Washington, D.C. on Oct. 6 that they want the agency they ran to join the effort to set a fiduciary rule. READ MORE

By ASPPA Net Staff10/8/2015 • 0 Comments

The Consumer Financial Protection Bureau and the Federal Trade Commission have taken steps to curb questionable practices concerning pension advance transactions, the Government Accountability Office (GAO) says in a report it recently issued. READ MORE

By John Ortman10/8/2015 • 0 Comments

Economist Robert Litan has responded on Forbes.com to accusations of conflicts of interest leveled the last week of September by Sen. Elizabeth Warren (D-Mass.) that cost him his position at the Brookings Institution. READ MORE

By Alisa Wolking10/6/2015 • 0 Comments

As the Department of Labor (DOL) finalizes new fiduciary regulations, members of Congress on both sides of the aisle are considering new legislation to address their concerns with DOL’s proposal. READ MORE

By ASPPA Net Staff10/6/2015 • 0 Comments

New legislation introduced in the Senate claims to shore up retirement security for women — but it’s got implications for plan design and administration. READ MORE

By ASPPA Net Staff10/5/2015 • 0 Comments

In “The Right Way to Sell a Cash Balance Plan,” a column by Max Wyman that appeared in the Summer 2015 issue of Plan Consultant, he discusses what cash balance plans are and how they operate. READ MORE

By ASPPA Net Staff10/5/2015 • 0 Comments

The IRS Tax Exempt & Government Entities Office has issued its priorities for fiscal year 2016; among them are plans that concern TEGE’s work with employee plans and with government entities and shared services. READ MORE

By ASPPA Net Staff10/5/2015 • 0 Comments

One of the important sources of retirement income, Social Security, is seriously misunderstood. Ellie Lowder discusses the importance of Social Security and of projecting its role in funding retirement. READ MORE

By ASPPA Net Staff10/2/2015 • 0 Comments

The IRS on Oct. 1 issued the instructions for filing the Form 5500-EZ, Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan, for 2015. READ MORE

By ASPPA Net Staff10/2/2015 • 0 Comments

Strong majorities of defined benefit investment managers plan to allocate assets to passive funds, global equity funds, real estate, infrastructure and low-variance equities in the next three years, according to a recent report. READ MORE

By ASPPA Net Staff10/2/2015 • 0 Comments

On Oct. 1, the American Retirement Association (ARA) submitted a comment letter in response to IRS Announcement 2015-19 in which the IRS requested comments regarding changes to the Employee Plans Determination Letter (DL) Program. READ MORE

By ASPPA Net Staff10/1/2015 • 0 Comments

Sen. Elizabeth Warren (D-Mass.) has expressed concerns about conflicts of interest in a study critical of the Labor Department’s fiduciary proposal — and that has forced the resignation of one of its authors. READ MORE

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