ASPPA

It’s On! Litigation Filed Challenging DOL Fiduciary Regulation

By ASPPA 6/2/2016

As anticipated, a number of retirement industry trade groups and the U.S. Chamber of Commerce have taken their case against the Department of Labor’s (DOL) fiduciary regulation to the courts.Filed on June 1 in the U.S. District Court for the Northern District of Texas, the 74-page suit claims that... READ MORE

Understanding the CP214 Notice

By ASPPA 5/23/2016

You open the envelope from the IRS, and it contains… a CP214 Notice. What exactly is it, and what do you have to do? The good news: You don’t have to do anything, at least not right away.The CP214 is a reminder notice for employee plans filers that previously filed a Form 5500-EZ or Form 5500-SF.... READ MORE

What’s Coming Up: ASPPA Webcasts and Events

By ASPPA 3/18/2016

Fortune 500 Undergoes Big Shifts in Plan Offerings

By ASPPA 2/23/2016

There has been a massive shift in the types of retirement plans offered by the Fortune 500 since 1998 — unless you’re talking about hybrid plans.A new report by Willis Towers Watson notes that approximately 90% of Fortune 500 employers that sponsored traditional DB plans in 1998 have changed the... READ MORE

What’s Coming Up: ASPPA Webcasts and Events

By ASPPA 2/12/2016

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsASPPA Webcast: New Comparability Plans: The Potential Detrimental Impact of IRS-Proposed Regulations!Monday, Feb. 22, 20162:00-3:00 p.m.... READ MORE

ASPPA Connect on Hiatus Feb. 15, and POTUS Facts

By ASPPA 2/11/2016

ASPPA Connect will not appear on Monday, Feb. 15, in observance of Presidents Day. It will reappear on Wednesday, Feb. 17.There are interesting facts and circumstances concerning the 44 men who have served as president. Following are some of them. George Washington (1789-97) was the only president... READ MORE

Tips for Locating Missing Participants

By ASPPA 1/21/2016

Think it’s impossible to still encounter issues with missing participants in an age in which digital footprints abound? It is. In “I’ll Be Missing You: Tips for Locating Missing Participants,” an article that appeared in the Winter 2016 issue of Plan Consultant magazine, Quarles & Brady LLP... READ MORE

Bill Would Limit Presidential Pensions

By ASPPA, ASPPA Net Staff 1/21/2016

Ex-presidents will share in the experience of pension caps if the U.S. House of Representatives has its way. The House passed a bill Jan. 11 that would place a limit on pension payments to former presidents, and the Senate now is considering it.Under the 1958 Former Presidents Act, former... READ MORE

After Dec. 30 Edition, ASPPA Connect Back Jan. 4

By ASPPA 12/29/2015

After the Dec 30 edition, ASPPA Connect will next appear on Jan. 4. In the meantime, we wish our readers and members a very happy new year and all the best for 2016.Following are some facts about New Years that we hope you’ll find interesting. Making New Year’s resolutions is not a recent... READ MORE

Thanksgiving Greetings

By ASPPA 11/24/2015

ASPPA Connect wishes its readers a happy Thanksgiving and wants to express gratitude to them — you! ASPPA Connect will not be appearing on Friday, Nov. 27; however, it will be business as usual on Monday, Nov. 30.In keeping with the season, here are a few unusual facts about Thanksgiving.* No... READ MORE

Portman’s Bill Would Give Participants Greater Voice

By ASPPA 10/12/2015

If Sen. Rob Portman (R-Ohio) has his way, workers and retirees would have more say when a multiemployer pension plan faces bankruptcy and major reforms to the plan are on the table. Portman on Oct. 7 introduced the Pension Accountability Act.The bill would amend the Multiemployer Pension Reform Act... READ MORE

PBGC Proposes Amendments to Annual Financial and Actuarial Info Reporting

By ASPPA 7/29/2015

The Pension Benefit Guaranty Corporation (PBGC) on July 27 issued a proposal to amend its regulation on annual financial and actuarial and information reporting. The proposed rule would be applicable to information years beginning after Dec. 31, 2015.The proposal would: codify the guidance provided... READ MORE

Remember the Changes to 2014 Forms 5500

By ASPPA 6/10/2015

Plans with calendar year plan years — and that’s most of them — must file their 2014 Forms 5500 by this July 31. So the reminder the IRS included in its latest issue of Employee Plans News concerning the changes to the Form 5500 and its schedules for 2014 reporting is particularly timely.The... READ MORE

IRS Stresses Plan Sponsor Role in Tracking Loans, Hardship Distributions

By ASPPA 4/1/2015

The IRS has updated a reminder that plan sponsors ultimately are responsible for tracking plan loans and hardship distributions. The reminder was included in the IRS’ Employee Plans Newsletter, Issue Number 2015-4, dated April 1.The reason, says the IRS, is that a plan sponsor bears the ultimate... READ MORE

IRS Expands Automatic Approval Available to Single-Employer DB Plans

By ASPPA 3/26/2015

The IRS announced March 25 that it has expanded automatic approval opportunities for single-employer defined benefit plans. It provides automatic approval of a change in funding method regarding a single-employer DB plan under certain circumstances in which the change in method results from a... READ MORE

Graff Warns of Possible Consequences to Fiduciary Reproposal

By ASPPA 2/25/2015

“Don’t throw out the baby with the bathwater” is an old — perhaps worn-out — cliché, but nevertheless sometimes it’s apt. And as the Obama Administration unveils the fiduciary rule reproposal, ASPPA CEO and Executive Director Brian Graff has warned that the regulations could have serious and... READ MORE

Kids’ College or Retirement? Single Parents Struggle

By ASPPA, ASPPA Net Staff 8/13/2014

When it comes to savings priorities, a new study indicates that single parents may be putting their children’s college education ahead of their own retirement. Many employer-sponsored plans may have participants who face this choice, which could have consequences for the plan and its administrators... READ MORE

2013 SB: What You Need to Know

By ASPPA 5/1/2014

Available through May 28, 2015 Speaker: Mary Ann Rocco, EA, MSPA Consulting ActuaryThe session will review the 2013 form 5500 SB and instructions and will include detailed discussion on line items with special attention to End of Year valuations, acceptable formats for SB attachments, and takeover... READ MORE

Winning Combinations: Cash Balance & 401(k) Plans

By ASPPA 4/22/2014

Available through May 22, 20152 p.m. - 3:40 p.m. ETSpeaker: Daniel Kravitz, CPC, QPA, Kravitz Inc. and Janine Chung ERPA, CPC, QPFC, Kravitz Inc. The webcast outline will be available soon!The art and science of combining Cash... READ MORE

Realities of Social Media in a Regulated Industry

By ASPPA 4/21/2014

Available through May 15, 2015 This webcast is complimentary for NTSA members. For more information, please go to the NTSA portal at NTSA-Net.org.Speakers: Richard Ford, Chief Marketing Officer, PlanMember Services Jon Hall, Web Marketing & Development Specialist, PlanMember Services... READ MORE

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