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Illinois’ mandatory auto-enrollment state-IRA program for private sector employers, Illinois Secure Choice, “may” have just become voluntary.
Illinois Governor Bruce Rauner (R) issued what’s called an amendatory veto on Aug. 14, which made technical changes to the Secure Choice program to change...
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Editor’s Note: This post is an updated and expanded version of the Legislative column published in the Fall 2018 issue of Plan Consultant magazine.
On a host of issues, the map of the U.S. is a crazy quilt, with states creating a kaleidoscope of responses to problems and circumstances — one of...
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The IRS has made available revised versions of a number of forms used for its Voluntary Correction Program (VCP). The IRS featured this development in the Aug. 14 edition of its Employee Plans Newse-newsletter.
The forms the IRS revised are Model VCP Schedules — Forms 14568-B, 14568-E and 14568-H,...
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The IRS has made available revised versions of a number of forms used for its Voluntary Correction Program (VCP). The IRS featured this development in the Aug. 14 edition of its Employee Plans Newse-newsletter.
The forms the IRS revised are Model VCP Schedules — Forms 14568-B, 14568-E and 14568-H,...
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Timing is everything, it is said. That premise can hold regarding retirement as well — for employers as well as employees, says a recent blog entry.
In its recent blog entry “When Employees Retire Matters to Them… and to Employers,” Fiduciary Plan Governance, LLC argues that when an employee...
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The ASPPA Annual Business Meeting will be held on Sunday, Oct. 21, 2018, at 4:40 p.m. during the 2018 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by ASPPA’s 2018 President, Adam C. Pozek, QPA, QKA, CPFA; a look toward the future by incoming...
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The Department of Labor announced Aug. 2 that they are soliciting nominations for vacancies on the ERISA Advisory Council on Employee Welfare and Pension Benefit Plans. Nominations are due by Sept. 17, 2018. Click here for details.
Additionally, the Joint Board for the Enrollment of Actuaries is...
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Information letters, regulations, legislation aplenty — in ASPPA’s third quarter Washington Update, American Retirement Association Director of Technical Education Robert Kaplan provided his take and insights.
At the IRS
IRS information letters are always relevant — Kaplan remarked that he finds...
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Washington, and federal agencies, are rife with an alphabet soup of acronyms — and the IRS is certainly part of it. A recent blog entry addresses some of the collections of letters applicable to auto-enrollment.
In “Making Sense of Auto-Enrollment Rules,” Michael Webb of Cammack Retirement...
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The judge in a recent excessive fee case decision had a lot to say – about the plan committee members – and the expert witnesses called to testify.
I’m talking about the recent decision in Sacerdote v. N.Y. Univ., S.D.N.Y., No. 1:16-cv-06284-KBF, judgment 7/31/18, a suit brought by participants in...
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