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 Iekel7/21/2017 • 0 Comments

Fiduciary duties and functions have been discussed… just a little… over the last few years. But a recent blog entry suggests that cybersecurity should be added to them. READ MORE

By Nevin Adams 7/21/2017 • 0 Comments

Automatic enrollment has long been touted — and proven — to be effective in overcoming retirement savings inertia. But automatic enrollment plan design seems to be suffering from its own inertia. READ MORE

By John Iekel7/21/2017 • 0 Comments

The July 1 launch of the Oregon Retirement Savings Program (OregonSaves) pilot has been a success, says a report by the Oregon Retirement Savings Board. READ MORE

By ASPPA Net Staff7/21/2017 • 0 Comments

The House Education and the Workforce Committee approved legislation July 19 that would repeal the DOL fiduciary regulation. READ MORE

By Nevin Adams 7/21/2017 • 0 Comments

The surging stock market may have muted participants' suits regarding employer stock holdings — but a new one claims to be “about the defendants’ abject failure, as plan fiduciaries, to protect the interests of the participants.” READ MORE

By John Iekel7/20/2017 • 0 Comments

President Trump’s executive order intended to cut tax regulatory burdens does not apply to retirement-related regulations and actions by the IRS, the Treasury has indicated. READ MORE

By John Iekel7/18/2017 • 0 Comments

The IRS Office of the Chief Counsel has reiterated an earlier IRS statement that Congress did not intend the one-rollover-per-year limit for IRAs to apply when the custodial institution fails. READ MORE

By Ted Godbout7/18/2017 • 0 Comments

To help prevent retirement plan cashout leakage when workers change jobs, 11 Senators sent a letter to Labor Secretary Acosta asking the DOL to issue guidance clarifying the application of ERISA to auto portability features. READ MORE

By Ted Godbout7/18/2017 • 0 Comments

Employees are increasingly looking to their employers for financial support and believe that employers also have a responsibility for their health and well-being. READ MORE

By Nevin Adams 7/18/2017 • 0 Comments

In a July 18 letter responding to the DOL's request for information on its fiduciary rule, the American Retirement Association has requested an extension of the applicability date — and a streamlined levelized fee exemption. READ MORE

By ASPPA Net Staff7/17/2017 • 0 Comments

House Education and the Workforce Committee on July 19 will markup the Affordable Retirement Advice for Savers Act, a bill that would repeal the DOL's fiduciary rule. READ MORE

By ASPPA Net Staff7/17/2017 • 0 Comments

Automatic enrollment is the single most important feature an employer can adopt for Millennials and new hires to participate in a company’s DC plan, according to a new study from Wells Fargo. READ MORE

By Ted Godbout7/17/2017 • 0 Comments

Regardless of income level, most respondents in a new survey say they are behind in retirement prep and want to learn about retirement savings and personal financial management. READ MORE

By Nevin Adams7/17/2017 • 0 Comments

The good news is that the funding level of that critical financial underpinning of the nation’s retirement security didn’t decrease during the past year. READ MORE

By ASPPA Net Staff7/17/2017 • 0 Comments

Fred Reish looks at two issues concerning the Best Interest Contract Exemption in the DOL's recent request for information about the fiduciary regulation. READ MORE

By John Iekel7/14/2017 • 0 Comments

Financial wellness incorporates many things, and a primer on the subject argues that it also encompasses retirement readiness, but with a twist: employees’ retirement readiness also benefits employers. READ MORE

By Ted Godbout7/14/2017 • 0 Comments

Witnesses at a House Financial Services subcommittee hearing largely supported a bill to repeal the current DOL fiduciary rule and direct the SEC to take the lead in regulating the standards of care for investment advice. READ MORE

By John Iekel7/13/2017 • 0 Comments

Keeping abreast of the whereabouts and life status of retirees and beneficiaries — and even terminated vested participants — are increasingly important fiduciary responsibilities. READ MORE

By ASPPA Net Staff7/13/2017 • 0 Comments

Yet another piece of legislation is being readied to repeal the fiduciary regulation. READ MORE

By John Iekel7/12/2017 • 0 Comments

It is important that the SEC bring "clarity and consistency” to “standards of conduct that investment professionals must follow in providing advice to Main Street investors,” SEC Chairman Clayton said on July 12. READ MORE

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