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 John Iekel 5/24/2018 • 0 Comments

Robert Kaplan, the American Retirement Association’s Director of Technical Education, provided a look at recent regulatory and legislative developments in a May 22 ASPPA webcast. READ MORE

By John Iekel 5/24/2018 • 0 Comments

A measure before the Senate would establish a federal commission to review private retirement benefit programs and report to Congress on how to improve private retirement security. READ MORE

By John Iekel 5/23/2018 • 0 Comments

The IRS is now accepting applications for opinion letters for pre-approved DC plans for the third six-year remedial amendment cycle. READ MORE

By Ted Godbout5/23/2018 • 0 Comments

Gains in access to DC plans were offset by lower rates of access to DB plans, but overall younger workers saw some improvements, according to a new study using data from 1998 to 2012. READ MORE

By Ted Godbout5/23/2018 • 0 Comments

For the second time in as many days, the 5th Circuit has denied a motion to reconsider its decision denying three states’ motion to intervene in litigation involving the DOL's fiduciary rule. READ MORE

By Andrew Forgrave5/23/2018 • 0 Comments

The ACOPA Chicago Symposium is coming up! READ MORE

By Nevin Adams5/22/2018 • 0 Comments

Five key Senate Democrats are concerned about the DOL's current lack of defense of the fiduciary rule — and they want to know what the DOL plans to do going forward. READ MORE

By John Iekel 5/21/2018 • 0 Comments

For a TPA, plan administrator, employer or plan sponsor, uncashed checks are a problem; recent blog entries make some suggestions regarding how to help make sure they don’t happen in the first place. READ MORE

By ASPPA Net Staff5/21/2018 • 0 Comments

Participant transfer activity picked up in April, but was still well short of surges earlier in the year. READ MORE

By Ted Godbout5/21/2018 • 0 Comments

New survey results reveal a variety of differences by generation and other demographic factors pertaining to perceptions and concerns about retirement savings strategies. READ MORE

By John Iekel 5/21/2018 • 0 Comments

There are a variety of ways to gauge plan health, but a recent blog entry suggests that looking at account balances can be instructive. READ MORE

By John Iekel 5/18/2018 • 0 Comments

A recent white paper takes a look not only at how well employees are saving, but also the habits that can help in achieving greater financial security in retirement. READ MORE

By Nevin Adams5/18/2018 • 0 Comments

Rarely a week goes by that a headline, survey or academic paper doesn’t proclaim the reality of a retirement crisis, but the reality is that good, reliable data is hard to come by. READ MORE

By ASPPA Net Staff5/18/2018 • 0 Comments

The PSCA's 2018 Annual Conference May 1-2 featured the insights of experts on issues critical to retirement plan sponsors and industry professionals. ASPPA Connect was there; following are the stories that provide a taste of those insights. READ MORE

By Nevin Adams5/18/2018 • 0 Comments

The states of California, New York and Oregon have asked the 5th Circuit to reconsider its decision denying the states’ motion to intervene in litigation involving the DOL fiduciary rule. READ MORE

By Ted Godbout5/18/2018 • 0 Comments

The House Education and the Workforce’s Subcommittee on Health, Employment, Labor and Pensions heard testimony May 16 on four retirement-related bills members are confident will be approved before Congress adjourns. READ MORE

By John Iekel 5/15/2018 • 0 Comments

The PBGC plans to ask the Office of Management and Budget (OMB) for its approval of a revision to a form used in information collection that enables the PBGC to pay benefits to participants and beneficiaries. READ MORE

By Nevin Adams5/15/2018 • 0 Comments

Less than a week after the suit was filed — but (apparently) after six months of arm’s length negotiation with the assistance of a national mediator, the parties in an excessive fee suit have come to terms. READ MORE

By John Iekel 5/15/2018 • 0 Comments

The IRS on May 15 said it is inviting financial institutions and other service providers to submit proposals for umbrella closing agreements to correct failures to restate plans by the applicable deadline. READ MORE

By Nevin Adams 5/15/2018 • 0 Comments

The law firm Schlichter, Bogard & Denton, LLP, has targeted another 401(k) plan for breach of its fiduciary duties — and their claims include that the lack of a stable value fund cost plan participants $41 million. READ MORE

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