Practice Management

Practice Management

Practice Management

By Ted Godbout8/21/2017 • 0 Comments

The Pew Charitable Trusts in a recent report found strong support among small and mid-size businesses for automatic IRA programs, multiple employer plans (MEPs) and online marketplaces. READ MORE

By ASPPA Net Staff8/21/2017 • 0 Comments

While most small businesses do not offer retirement benefits, most that do found it beneficial, says a recent survey. READ MORE

By Nevin Adams 8/18/2017 • 0 Comments

A new academic study offers some insights on taxpayer preferences for pre-tax versus Roth savings — at least in certain conditions. READ MORE

By ASPPA Net Staff8/18/2017 • 0 Comments

Recent studies stress the interest of younger generations in retirement saving and sustainable investing. READ MORE

By Ted Godbout8/18/2017 • 0 Comments

Financial stress and everyday money matters are hindering Americans’ retirement savings efforts and affecting the job performance of many employees, a new nationwide survey reveals. READ MORE

By ASPPA Net Staff8/17/2017 • 0 Comments

The funded status of U.S. corporate pension plans improved in July, according to assessments by three financial services firms.

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By John Iekel8/16/2017 • 0 Comments

Recent studies discuss use of pension risk transfers to relieve the pressures associated with offering DB plans and highlight group annuities as a safety valve. READ MORE

By ASPPA Net Staff8/16/2017 • 0 Comments

The IRS on Aug. 15 announced that it seeks ideas on a video presentation it is preparing on the pre-approved plans opinion letter program. READ MORE

By Nevin Adams 8/11/2017 • 0 Comments

A plaintiff seeking class action status in a proprietary fund suit against his former employer may have hit a snag. READ MORE

By Rebekah Whitaker8/11/2017 • 0 Comments

Registration is now open! Don’t miss out on the 2017 Cincinnati ASPPA Regional Conference, Monday, Nov.13 and Tuesday, Nov.14, 2017. READ MORE

By ASPPA Net Staff8/10/2017 • 0 Comments

A survey of larger plan sponsors finds most concerned about the potential participant response to a mandated shift to Roth tax treatment in 401(k) plans. READ MORE

By ASPPA Net Staff8/10/2017 • 0 Comments

State-run plans slowly are gaining traction, but in a recent survey, 30% of employers say they are very likely to drop their DC plan and turn to a state plan. READ MORE

By Ted Godbout8/8/2017 • 0 Comments

The number of new cash balance plans adopted by employers increased by 17% — rising to 17,812 active plans — in 2015, according to new research by Kravitz, Inc. READ MORE

By ASPPA Net Staff8/7/2017 • 0 Comments

A recent paper offers some insights on how communications with plan participants can be improved based on current circumstances. READ MORE

By ASPPA Net Staff8/7/2017 • 0 Comments

Digital capability is central to increasing the size of retirement assets, a recent article argues, at least in part due to the increasing presence of Millennials in the workforce. READ MORE

By Ted Godbout8/6/2017 • 0 Comments

Adoption of simplified features in Bank of America Merrill Lynch’s proprietary DC plans, along with making education and other resources more accessible, has fueled steady growth in employee engagement and plan enrollment, the firm reported recently. READ MORE

By Ted Godbout8/5/2017 • 0 Comments

Americans reportedly are enjoying their highest levels of personal satisfaction since the fourth quarter of 2006, according to the American Institute of CPAs’ “Personal Financial Satisfaction Index." READ MORE

By Nevin Adams 8/4/2017 • 0 Comments

In an excessive fee suit, a money manager must turn over reports about the performance, expense and profitability of the mutual funds in the company’s 401(k) plan. READ MORE

By ASPPA Net Staff7/28/2017 • 0 Comments

What comes to mind when you think of Socrates? Probably not defined benefit plans. And yet, a recent blog entry posits that there is indeed a connection. READ MORE

By ASPPA Net Staff7/28/2017 • 0 Comments

It’s hard work to build, maintain and administer a good retirement plan, but all that effort comes to naught in the absence of effective communications. READ MORE

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