Advertisement
News Archive
Just because you can doesn’t mean you should — a premise at the heart of an Oct. 24 session at the 2018 ASPPA Annual Conference that argued for caution in plan design changes, including student loan assistance programs.
Plan designs can cause difficulties for administrators, employers and third...
READ MORE
While workers are now more secure in their retirement preparations than before the Great Recession, they still face a number of shortcomings, says a new report.
The Transamerica Center for Retirement Studies report, “A Retirement Security Retrospective: 2007 Versus 2017” illustrates the resilience...
READ MORE
The 1,100-plus attendees at this year’s ASPPA Annual Conference, held Oct. 21-25 at National Harbor, MD, were treated to four days of beautiful Washington, DC fall weather – weather that tempted them away from the jam-packed program agenda, networking opportunities and camaraderie that have been...
READ MORE
Compliance can be a challenge for any employee benefit plan. But throw in additional factors and it can be even more complex. In an Oct. 24 session at ASPPA’s Annual Conference, Susan Diehl, President of PenServ Plan Services, Inc., looked at just such complications: status as church, governmental...
READ MORE
While some studies show that health savings accounts continue to struggle to gain traction, a new analysis finds encouraging signs for future financial wellness for individuals the longer they have and contribute to an HSA.
The Employee Benefit Research Institute’s updated analysis, “Health...
READ MORE
A federal grand jury in Texas has indicted Jeffrey and Wendy Richie on claims that they stole $14.5 million from at least 1,000 plan participants in at least 20 retirement plans.
The Richies – Jeffrey, the President and CEO of Vantage Benefits Administrators Inc., and Wendy, VP of Administration...
READ MORE
Is the glass half full or half empty? When it comes to retirement policy, in Washington it’s a little of both, according to government representatives who spoke at an Oct. 23 general session at ASPPA’s Annual Conference.
PBGC Insurance
“It’s not all bad news,” said Pension Benefit Guaranty...
READ MORE
Internal culture, and how central it is to training and performance, was the focus of an Oct. 23 session of the 2018 ASPPA Annual Conference led by JJ McKinney, Chief Operations Officer at Retirement Strategies, Inc.
Culture is not about how an employer markets itself. “The culture has to be...
READ MORE
At the DB Regulatory Update workshop session at the 2018 ASPPA Annual Conference, Marty Pippins, Executive Director of ACOPA, provided an update on legislation on Capitol Hill that if enacted, would have significant impacts on defined benefit plans. Pippins also serves as the American Retirement...
READ MORE
The structure of your organization defines the way you serve your clients. Two industry CEOs led an active discussion of what that really means at an Oct. 23 workshop session at ASPPA 2018 Annual Conference.
Petros Koumantaros, Managing Director /CEO of Spectrum Pension Consultants, and Sam...
READ MORE
How do you measure success? In an Oct. 22 session at ASPPA’s 2018 Annual Conference, Pinnacle Plan Design COO Amanda Iverson offered advice on choosing the right metrics for that key function.
Iverson told attendees that the key to approaching the measurement of success is “ICE” — income, clients...
READ MORE
Across the financial services industry, women are commanding a greater role in key decisionmaking. Where do today’s recordkeepers stand in that context? What are today's trends, and where is the industry headed tomorrow?
Two women of influence explored those questions at an Oct. 22 workshop session...
READ MORE
At the Oct. 22 DB regulatory update session at ASPPA’s 2018 Annual Conference, Tom Finnegan, EVP at CBIZ Savitz, explained the workings of the new Code Section 199A affecting qualified business income.
Created by the Tax Cuts and Jobs Act of 2017, the Section 199A generally provides a deduction of...
READ MORE
DB plans, DC plans, IRAs — these are the bread and butter of saving for retirement. But there's another kind of account which is coming into greater prominence as a way to accomplish that — health savings accounts. At an Oct. 22 session of the ASPPA annual conference, Greg Fowler, VP of Partner...
READ MORE
The Department of Labor has released proposed rules that would expand access to multiple employer retirement plans for small employers and self-employed workers, while also maintaining fiduciary oversight.
Modeled after the Association Health Plans (AHPs) concept, the proposed rules issued Oct. 22...
READ MORE
Regulatory and legislative changes in the coming months will be spurred by President Trump’s Aug. 31 executive order and several retirement reform bills in Congress, in the view of the American Retirement Association’s Government Affairs staff.
In the regulatory realm, in fact, the action will...
READ MORE
The American Society of Pension Professionals & Actuaries welcomed James R. Nolan, QPA, as the 2019 President of the organization during the Oct. 21 Business Meeting that kicked off the 2018 ASPPA Annual Conference in National Harbor, MD.
Nolan will succeed current ASPPA President Adam Pozek in...
READ MORE
The American Society of Pension Professionals & Actuaries honored Mark Iwry with the prestigious Harry T. Eidson Founders Award during the Oct. 21 opening session of the 2018 ASPPA Annual Conference in National Harbor, Md.
Iwry is currently a Nonresident Senior Fellow at the Brookings...
READ MORE
The American Retirement Association filed a comment letter Oct. 19 with the New Jersey Bureau of Securities concerning the fiduciary conduct standards the state government is considering. Gov. Phil Murphy (D) announced plans in September to issue a rule strengthening the standard for investment...
READ MORE
The 2018 ASPPA Annual Conference kicks off Sunday, Oct. 21 at the Gaylord National Resort at the National Harbor, located in Oxon Hill, Md., just outside our nation’s capital. We'll be there from the start until the conference ends on Wednesday, Oct. 24, reporting on the general sessions, workshops...
READ MORE