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 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

By ASPPA Net Staff7/29/2015 • 0 Comments

Financial wellness can affect more than just employees’ accounts and retirement readiness; it also can affect employees’ physical wellness and even an employer’s bottom line, recent studies say. READ MORE

By Nevin Adams7/28/2015 • 0 Comments

None other than a fellow federal agency has said in its a comment letter on the Labor Department’s fiduciary proposal that the proposal fails to adequately estimate its cost or the number of firms affected by it. READ MORE

By ASPPA Net Staff7/27/2015 • 0 Comments

Concerned that the Labor Department’s fiduciary proposal is about reengineering the retirement services industry and controlling the way Americans save for retirement, a group of Republican congressmen is calling for withdrawal of the rule.

READ MORE

By ASPPA Net Staff7/27/2015 • 0 Comments

Taking a cue from the boss, Labor Secretary Thomas Perez in the DOL blog has said that the DOL will issue guidance to help facilitate state-based retirement plans. READ MORE

By ASPPA Net Staff7/27/2015 • 0 Comments

A recent study shows that there is a gap between some generations' retirement readiness, but the results may not be what one would expect. READ MORE

By ASPPA Net Staff7/27/2015 • 0 Comments

The Financial Industry Regulatory Authority (FINRA) says that the Labor Department’s fiduciary proposal represents a “fractured approach” that will sow confusion for many in the retirement industry. READ MORE

By ASPPA Net Staff7/23/2015 • 0 Comments

Sharp increases in the penalties for making mistakes in information reporting will kick in for returns and statements that are required to be filed after Dec. 31, 2015. READ MORE

By ASPPA Net Staff7/23/2015 • 0 Comments

In Announcement 2015-19, the IRS on July 21 outlined changes to the employee plans determination letter program for qualified retirement plans.
READ MORE

By ASPPA Net Staff7/22/2015 • 0 Comments

July 21 provided a poignant example of the back-and-forth over the proposed fiduciary rule, as Labor Secretary Thomas Perez testified on Capitol Hill about it, while across town SEC member Daniel Gallagher sent the DOL a public comment letter criticizing it. READ MORE

By ASPPA Net Staff7/21/2015 • 0 Comments

The American Retirement Association (ARA) has submitted its comment letter to the Department of Labor (DOL) on the fiduciary rule re-proposal. READ MORE

By ASPPA Net Staff7/20/2015 • 0 Comments

The Department of Labor will be changing its proposed fiduciary rule regarding brokers, DOL Deputy Assistant Secretary Timothy D. Hauser said at a July 16 Washington, D.C. meeting of the Securities and Exchange Commission’s Investor Advisory Committee. READ MORE

By ASPPA Net Staff7/16/2015 • 0 Comments

The IRS should better inform individuals about Internal Revenue Code provisions saying they must take required minimum distributions from their IRAs when they reach a certain age, says a Treasury Inspector General for Tax Administration report.
READ MORE

By John Iekel7/16/2015 • 0 Comments

Whether we have retirement a crisis, or merely a series of hard problems, captured the ultimate issue an expert panel addressed at an American Enterprise Institute July 15 discussion at its Washington, DC offices,. READ MORE

«« First |1 2 3 4 5 6 7 ... 82 83 84 85 86 87 88 ... 96 97 98 99 100 101 102 | Last ››