Skip to main content

You are here

Mike Bushnell

Echoing a recent study from Transamerica in which the vast majority of Boomers and Gen Xers expect to retire long after they turn 65, an Allianz survey reports that more than five in six Americans over 35 say traditional retirement is now “a romantic fantasy.”Allianz’ “Generations Apart” study... READ MORE
Available through June 24, 2016Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.   Access the presentation outline here!Our annual filing update provides you the opportunity to get answers to questions you have about various benefit plan... READ MORE
Available through June 23, 2016Speakers: Raymond D. Berry, MSPA, ASA, MAAA, EA, Grant Thornton LLP and John R. Markley, FSPA, ASA, MAAA, EA, Markley Actuarial Services, Inc.   Access the webcast outline here!The Society of Actuaries issued updated mortality... READ MORE
For an increasing number of Americans, work is not just the place where they go to earn money to support themselves, it’s where they also expect to learn how much of that income should be saved for retirement. And according to a new Bank of America Merrill Lynch survey, a growing number of... READ MORE
Available through May 19, 2016Speaker: William G. Karbon, MSPA, CPC, QPA   Access the presentation outline here!This webcast, unlike many others of its kind, will not only review controlled group rules, but will focus on its stepsister, the affiliate service group... READ MORE
The first ASPPA Virtual Conference was held on May 14, 2015, but you can still access everything from this jam-packed program. By registering for the on-demand webcasts, you’ll hear from our experts as they present information about: the most recent happenings in Washington, including plan mergers... READ MORE
Available through May 5, 2016Speakers: Pete Swisher, CFP®, CPC, QPA, TGPC, Senior Vice President and National Sales Director, Pentegra Retirement Services and David N. Levine, Principal, Groom Law Group, Chartered   Check back soon for the webcast outline!The... READ MORE
As businesses continue to recover from the Great Recession, the number of employers that offer retirement plans has nearly returned to pre-crisis levels, according to a new Transamerica survey. However, many pension plans that disappeared during the downturn have not returned.Over the course of two... READ MORE
Available through April 28, 2016Speaker: Robert M. Richter, J.D., LL.M., APM; Vice President, SunGard Relius   Access the presentation outline here!There has been an increased focus by the IRS and independent auditors on the mechanics of 401(k) deferral elections... READ MORE
Baby Boomers who have yet to cut the financial cord with their adult children are increasingly finding that tether to be more like an anchor keeping them from reaching retirement.According to a new study of Baby Boomers by Hearts & Wallets, only 21% of Baby Boomers who still support adult... READ MORE
Available through April 8, 2016 Speaker: Robert J. Toth, Jr.; Law Office of Robert J. Toth, Jr. LLC   Access the presentation outline here!The Holy Grail of MEPs is to provide the sort of administrative, investment and fiduciary services to small plans that are... READ MORE
When Callan Associates surveyed plan sponsors in early 2014, more than a third of the respondents said they would make changes to their target date funds during the coming year. The firm’s just-released 2015 survey shows that many of those sponsors were true to their word.According to the survey,... READ MORE
Even as the economy has bounced back from the dark days in the late 2000s, an overwhelming number of working-age Americans still have concerns about their finances.A new study conducted by Harris, on behalf of the Million Dollar Round Table reports that 84% of Millennials (ages 18-34) and 83% of... READ MORE
Even as the economy has bounced back from the dark days in the late 2000s, an overwhelming number of working-age Americans still have concerns about their finances.A new study conducted by Harris, on behalf of the Million Dollar Round Table, reports that 84% of Millennials (ages 18-34) and 83% of... READ MORE
Available through March 17, 2016 Speaker: Richard A Hochman, APM GFS; McKay Hochman Consulting, Provided by DST   Access the presentation outline here!The IRS has issued opinion and advisory letters for pre-approved defined contribution plans; the restatement... READ MORE
Buoyed by a rising stock market, most defined contribution plan participants stayed the course, according to a new survey published by the Investment Company Institute.The trends largely reflected a continuation of patterns that have been going on since at least 2011, when the country really began... READ MORE
Americans’ satisfaction with the DC retirement system is on the rise, and they’re averse to the government making any changes to it, a new report by the Investment Company Institute indicates.All told, 71% of households have a favorable impression of 401(k) accounts. That number had held relatively... READ MORE

Pages