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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsIntegrity 101: What Every Pension Professional Should KnowTuesday, Sept. 1, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Lauren M. Bloom, J.D., LL.M.... READ MORE
The Department of Labor (DOL) stands ready to assist state governments when they work to establish public retirement plans for private-sector workers, regardless of whether those plans are covered by ERISA, according to EBSA chief Phyllis Borzi.The White House set the tone with President Obama’s... READ MORE
Are any pension plans you serve frozen, in part or in full? That may mean that in general there isn’t much going on, but the ice sheet doesn’t cover the Pension Benefit Guaranty Corporation (PBGC) reportable plan rules. Vivian S. McCardell, of counsel at Morgan Lewis Bockius, LLP’s Philadelphia... READ MORE
A new study of DB and DC plans goes a little farther than just comparing them — suggesting that the best approach may be to move past the debate over which one is better.In “Defined-Contribution Pensions Are Cost-Effective,” the Manhattan Institute looks at widely held perceptions about the... READ MORE
A recent survey of hybrid plans by the ASPPA College of Pension Actuaries (ACOPA) suggests a big surge in cash balance plans.The survey of ACOPA members yielded responses from 128 actuaries, who currently work with more than 15,000 defined benefit and cash balance/hybrid plans, anticipated 2,100... READ MORE
Overall, TPAs are content with their retirement service providers, although their satisfaction/dissatisfaction metrics continue to converge, according to new research from Chatham Partners.Sixty percent of the TPAs in a recent survey say they are satisfied with their service providers, 27% very... READ MORE
ASPPA’s 2015 Annual Conference provides a unique opportunity to unite with your colleagues, discuss key issues that are affecting our industry, and gain insights from a wide range of retirement plan experts and luminaries you won’t be able to find anywhere else.Based on feedback from prior year... READ MORE
Only 22% of individuals who owned a traditional or Roth IRA took a withdrawal in 2013, a percentage largely driven by activity among individuals ages 70½ or older.According to a report by the non-partisan Employee Benefit Research Institute (EBRI), 65% of the individuals who took a withdrawal were... READ MORE
Fidelity National Information Services has agreed to buy financial software maker SunGard for $9.1 billion in stock and cash. It made the announcement on Aug. 12.This is not the first time for SunGard, which had been bought a decade ago by a consortium of seven private-equity firms. As recently as... READ MORE
Require general partners to do a better job of disclosing private equity fees. That’s the message that treasurers from states in every region of the United States, as well as two of its largest cities, sent to Securities and Exchange Commission Chair Mary Jo White in a recent letter.The treasurers... READ MORE
The IRS is seeking applicants to serve on the advisory committee that provides advice and public input on the IRS Tax Exempt and Government Entities (TE/GE) Division’s tax administration activities. It made the announcement in News Release 2015-100.The IRS seeks to fill vacancies for the positions... READ MORE
Fixed-income allocations by corporate pension plans are growing, a shift that is coming at the expense of equity allocations. The allocations are now close to parity, say recent reports.According to Pensions & Investments online, Standard & Poor’s says that private-sector pension plans’... READ MORE
The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. One of the worksheets concerns RMDs from traditional IRAs, and the other concerns RMDs if a spouse who is more than 10 years younger than the IRA holder is the... READ MORE
Responding to a bipartisan (though primarily Republican) letter from more than a dozen members of the U.S. House of Representatives, Labor Secretary Thomas Perez says his agency will “move forward towards issuing a Final Rule” on the agency’s “conflict of interest” proposal.In a letter addressed to... READ MORE
Automatic enrollment appears to be catching on, a new study by Deloitte finds.The 2015 Deloitte Defined Contribution Benchmarking Survey shows that the number of employers whose plan includes an automatic enrollment/negative election feature stands at 62% and growing; 40% satisfy the safe harbor... READ MORE
Friday Aug. 14 marks the debut of a brand new benefit for ACOPA members: The ACOPA Monthly e-newsletter! The Monthly will provide a rich mix of commentary and analysis by ACOPA members, as well as reports on developments and upcoming events inside the organization. Regular features will include... READ MORE
The ASPPA College of Pension Actuaries (ACOPA) honored Lawrence Deutsch, FSPA, EA, MAAA with the 2015 Edward E. Burrows Distinguished Achievement Award on August 8 at the ACOPA Actuarial Symposium in Chicago, Illinois.Larry is currently President of Larry Deutsch Enterprises and Owner of Penguin... READ MORE
The ASPPA Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by ASPPA’s 2015 President, Kyla M. Keck, CPC, QPA, QKA, a look toward the future by incoming President Joseph A... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsDefining Compensation in Qualified Plans Wednesday, Aug. 19, 20152 p.m.-3:40 p.m. ETSpeaker: Robert M. Kaplan, CFP, CPC, QPA, APA, VP,... READ MORE
Beginning Oct. 1, it’s back to the 20th century for anyone who used to ask a question of the IRS Employee Plans Office. The IRS announced on July 31 that as of that date, that office will no longer answer technical questions by email, nor will it accept forwarded messages from IRS Customer Account... READ MORE

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