Mike Bushnell

401(k) Plan Expense Ratios Down, Says ICI

By Mike Bushnell 7/23/2014

Expenses charged to 401(k) plan participants declined in 2013, says a new study from the Investment Company Institute (ICI). In “The Economics of Providing 401(k) Plans: Services, Fees and Expenses, 2013,” the ICI reports that last year, participants spent less when they invested in equity, hybrid... READ MORE

The Ins and Outs of Controlled and Affiliated Service Groups

By Mike Bushnell 7/21/2014

Thursday, August 14, 20142:00 p.m. - 3:40 p.m. ETSpeakers: Ronald J. Triche, Esq., APM, ASPPA Director of Government Affairs Click HERE to view the webcast outline.Determining whether a Controlled Group or Affiliated Service Group exists can be... READ MORE

Robust TDF Growth Projected to Continue

By Mike Bushnell 7/21/2014

Target date funds (TDFs) are growing and likely to comprise a larger percentage of 401(k) assets, says Paladin Registry, an independent educational resource for investors. Paladin cites statistics from Target Date Solutions that project that TDFs will grow by 30% per year for the next six years and... READ MORE

Conference for TPA Owners and Executives: Voting Ends Soon!

By Mike Bushnell 7/17/2014

ASPPA will kick off the new year with its first-ever Business Executives and Managers Conference, to be held in the Lone Star State on Jan. 26-27 at the Sheraton North Houston Hotel. It will offer great opportunities to establish new connections and strengthen those you already have, exchange ideas... READ MORE

PBGC Stops Enforcement of 4062(e) Cases Until 2015

By Mike Bushnell 7/17/2014

The PBGC is stopping its enforcement efforts in open cases involving ERISA Section 4062 (e), and will not take on any new ones until after Dec. 31, 2014. In a July 8 press release, the agency said it is doing so to ensure that its efforts are targeted at cases in which pensions genuinely are at... READ MORE

Nominations Sought for ASPPA’s Harry T. Eidson Founders Award

By Mike Bushnell 7/15/2014

ASPPA is now seeking nominations for the Harry T. Eidson Founders Award. The award, established to honor the memory of ASPPA’s founder, Harry T. Eidson, FSPA, CPC, acknowledges individuals who have made significant contributions to ASPPA and/or the private pension system.Eidson was the initial... READ MORE

Working with Safe Harbor 401(k) Plans

By Mike Bushnell 7/15/2014

Voluntary Fiduciary Correction Program Workshop

By Mike Bushnell 7/15/2014

Available through August 6, 2015Speakers: Mike Horton, Associate Regional Director, Employee Benefits Security Administration Click HERE to view the webcast outlineClick HERE to view the VFCP Application FormThe Voluntary Fiduciary Correction Program... READ MORE

IRS Still Considers 401(k) Plans a Top Exam Priority

By Mike Bushnell 6/27/2014

According to Acting Director of IRS Employee Plans Thomas Petit, the IRS still lists 401(k) plans among its top examination priorities. Petit provided that confirmation to attendees of the ASPPA Regional Conference in Chicago. IRS EP Exam Projects and Employee Plans Compliance Unit (EPCU) projects... READ MORE

PBGC Premium Hikes an Unnecessary Threat, Says Report

By Mike Bushnell 6/26/2014

Proposed increases in Pension Benefit Guaranty Corporation premiums are a fool’s errand at best, says a report prepared for the American Benefits Council (ABC). “Further PBGC Premium Increases Pose Greatest Threat to Pension System,” a report Quantria Strategies, LLC prepared for the ABC, warns... READ MORE

PBGC Premium Hikes an Unnecessary Threat, Says Report

By Mike Bushnell 6/26/2014

PBGC Premium Hikes an Unnecessary Threat, Says Report

By Mike Bushnell 6/26/2014

PBGC Premiums for 2014 and Later Years

By Mike Bushnell 6/26/2014

Available through July 16, 2015Speakers: Amy Viener, ASA, MAAA, Senior Policy Actuary, PBGC and Kenneth M. Vollmer, MSPA, Means & Associates, LLC, San Diego, Calif. Click HERE for registration information Click HERE to view the... READ MORE

The ASPPA Restructuring Proposal – What’s Next?

By Mike Bushnell 6/10/2014

Available through July 10, 2015Speaker: Sal Tripodi, J.D., LL.M., APM Complimentary webcast to all members! Click HERE for the webcast outline!Thanks to everyone who submitted comments to the ASPPA Board of Directors. The Board has reviewed your feedback, made modifications to the restructuring... READ MORE

An Update on DOL Disclosures

By Mike Bushnell 5/30/2014

Available through July 8, 2015Speakers: Craig Hoffman, Esq., APM The webcast outline will be available soon!When the DOL issued the 408(b)(2) and 404(a)(5) regulations, there was a flurry of activity by plan sponsors and service... READ MORE

Plan Restatement Issues and Design Possibilities

By Mike Bushnell 5/20/2014

Available through June 24, 2015Speakers: Richard A Hochman, JD, APM, GFS McKay Hochman Co. Inc. and Robert M. Richter, J.D., LL.M., APM SunGard Relius Click HERE to view the webcast outline!With the opening of the second Pre-... READ MORE

Advanced Top Heavy Testing and Plan Design

By Mike Bushnell 5/9/2014

Speaker: William C. Grossman, ERPA, QPA, GFS, APA Click HERE to view the webcast outline!Top heavy plans pose unique challenges and raise complicated issues. Designing a plan correctly and in compliance with laws and regulations... READ MORE

Form 5500 and Other Filing Updates

By Mike Bushnell 4/6/2014

Available through April 24, 2015 Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc. Most employee benefit plans require an annual Form 5500 filing. This program will offer you the opportunity to ask questions as well as... READ MORE

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