Advertisement
News
Ascensus announced June 19 the acquisition of Swerdlin & Company and SES Advisors. Both firms will become part of the firm’s TPA Solutions division.Swerdlin & Company provides actuarial, consulting, administrative and recordkeeping services for all types of retirement, health and cafeteria...
READ MORE
The Department of Labor (DOL) has unveiled the much-anticipated final version of a rule that allows more small businesses and self-employed workers to band together to buy health insurance — and may have dropped a small hint about retirement multiple employer plans (MEPs).
The association health...
READ MORE
Nominations are now being accepted for the American Retirement Association’s 2019 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered. To view the nomination form,...
READ MORE
ACOPA leadership was very active in Washington, DC from May 18 to May 22. Leadership met with our new Executive Director, attended American Retirement Association (ARA) Government Affairs Executive Committee meetings, visited the Pension Benefit Guaranty Corporation (PBGC) and met with Senate and...
READ MORE
PBGC has completely overhauled their missing participant program. The new rules are effective for plans that terminate on or after Jan. 1, 2018. Unfortunately, if you are dealing with a missing participant in a plan that terminated before that date, you will have to comply with the old rules....
READ MORE
Several weeks back, I was invited to participate in a group conversation on retirement and the future of prosperity.
The group of 15 (they’re listed at the end of the document that summarized the conclusions) that Politico pulled together was diverse, both in background and philosophies, and...
READ MORE
How does the best interest standard of care in the SEC’s Regulation Best Interest compare to the standard of care in the DOL’s Best Interest Contract Exemption (BICE)?
Well, having previously outlined the similarities between those two, in his most recent blog post noted ERISA attorney Fred Reish...
READ MORE
Employer-based retirement plans are the keystone of retirement preparedness. A recent Forbes column examines the centrality of employers’ role — and the areas where there are shortcomings.In “Should We Continue to Count on Employers for Retirement Provision?” Forbes contributor Elizabeth Bauer, FSA...
READ MORE
The ACOPA Actuarial Symposium is coming up!
It is an honor to serve on the symposium conference committee with such dedicated volunteers, who want to bring the best educational experience to all who attend the symposium. If comments from attendees at prior conferences are any guide, the reasons...
READ MORE
ACOPA actuaries benefit from being a part of ASPPA and ARA. In May, ACOPA actuaries Tom Finnegan and Bill Karbon, our new Executive Director Marty Pippins and I participated in the Government Affairs Committee (GAC) weekend meetings in Washington. On Monday, May 21, we met with the PBGC and the IRS...
READ MORE