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 Craig Hoffman7/20/2018 • 0 Comments

After many years of advocacy by the American Retirement Association’s Government Affairs Committee, the IRS has released final regulations allowing for the use of forfeitures to fund QNECs and QMACs. READ MORE

By Ted Godbout7/18/2018 • 0 Comments

In addition to being an administrative headache, the inability to locate terminated participants of qualified retirement plans can result in heightened legal risks, a recent blog post reminds readers. READ MORE

By Jack Towarnicky7/18/2018 • 0 Comments

In Part 2 of a three-part series on retirement in America, we look at the decline of traditional pension plans and the rise of defined contribution plans. READ MORE

By Nevin Adams 7/18/2018 • 0 Comments

A recent report suggests that participants are “clueless” about decumulation. And who can blame them? READ MORE

By Kim Miller7/17/2018 • 0 Comments

The ASPPA Cincinnati Regional Conference will be held Nov. 12-13, 2018 at the Northern Kentucky Convention Center — and it’s the 10th anniversary celebration! READ MORE

By Ted Godbout7/16/2018 • 0 Comments

A new study reveals a number of remarkable developments in plan design trends and participant savings behaviors among small business defined contribution plans. READ MORE

By ASPPA Net Staff7/16/2018 • 0 Comments

A bipartisan bill that sponsors say will provide greater flexibility and access to small business employees and their employers seeking to utilize SIMPLE plans as a retirement saving option is before the Senate. READ MORE

By John Iekel 7/13/2018 • 0 Comments

A good offense is often the best defense. A maxim used in many contexts, and a July 10 ASPPA Webcast suggests that taking extra care to ensure that your Form 5500 is correct is one of them. READ MORE

By Nevin Adams 7/13/2018 • 0 Comments

There was good news – and some not-so-good news – about plan designs and participant behaviors in a recent industry survey. READ MORE

By Jack Towarnicky7/13/2018 • 0 Comments

A recent article misrepresents the facts related to the decline of employer-sponsored pension plans. Employer-sponsored, individual account retirement savings plans continue to be the best vehicle for improving long-term outcomes for American workers. READ MORE

By Ted Godbout7/13/2018 • 0 Comments

Many American workers are still recovering from the Great Recession, but most are focused on saving for retirement and have varying degrees of confidence they will be able to retire comfortably, says a recent study. READ MORE

By Ted Godbout7/13/2018 • 0 Comments

With concerns about healthcare costs looming large for American workers, a key congressional committee just took a major step to boost health savings accounts. READ MORE

By Nevin Adams 7/12/2018 • 0 Comments

Comments from the American Retirement Association have led to changes in a DOL enforcement letter.
READ MORE

By Ted Godbout7/12/2018 • 0 Comments

While few current retirees take a job in their “golden years,” a new study suggests that large percentages of future retirees expect to continue working during retirement, driven by uncertainty about Social Security and their own financial preparedness. READ MORE

By Ted Godbout7/11/2018 • 0 Comments

An annual study that assesses agreement between married partners on communication and knowledge of finances uncovers several disconnects related to their retirement outlook. READ MORE

By John Iekel 7/9/2018 • 0 Comments

The PBGC is seeking approval from the Office of Management and Budget to extend the collection of information concerning regulations related to multiemployer pension plans. READ MORE

By Nevin Adams 7/9/2018 • 0 Comments

If you thought all the fiduciary rule litigation was over, think again: Turns out that litigation pending in the U.S. District Court for the District of Minnesota is still, well — pending. READ MORE

By Brian Graff7/6/2018 • 0 Comments

Despite all the change and innovation that has taken place concerning retirement plans, one thing hasn’t changed: the percentage of American workers covered by a workplace retirement plan. READ MORE

By Nevin Adams 7/6/2018 • 0 Comments

As we celebrate the Declaration that marks the birth of this nation, it seems a good time to reflect on some lessons from that experience that hold true even today — and that apply to retirement plans and their administration. READ MORE

By John Iekel 7/6/2018 • 0 Comments

A recent paper argues that financial literacy, and not the length and relative complexity of the information participants receive, is most important in helping participants prepare for financial stability during retirement. READ MORE

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