Advertisement
News
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