Technical Resources

Technical Resources covers the nuts and bolts of the retirement plan market, focusing on IRS and DOL regulations, ERISA litigation, fiduciary governance and more.

 

 


Technical Resources

Technical Resources

By John Iekel10/17/2017 • 0 Comments

The IRS and the PBGC are providing relief from certain deadlines and requirements relevant to retirement plans for certain victims of the wildfires in California. READ MORE

By John Iekel10/13/2017 • 0 Comments

There have to be changes in the law, and “it needs to be done quickly,” argued former North Dakota Senator and Chairman of the Senate Budget Committee Kent Conrad at an Oct. 11 Bipartisan Policy Center event. READ MORE

By John Iekel10/13/2017 • 0 Comments

A recent paper discusses what happens when each party in a married couple claims Social Security benefits at a different age. READ MORE

By Nevin Adams10/13/2017 • 0 Comments

There’s an old saying that when you assume… well, here are six assumptions that can create real headaches for retirement plan fiduciaries. READ MORE

By Ted Godbout10/13/2017 • 0 Comments

A series of structural and administrative changes to the Saver’s Credit would make the program less complex and more likely to achieve its intended goal of encouraging low- and moderate-income workers to save for retirement, according to a new report. READ MORE

By Andrew Remo10/13/2017 • 0 Comments

Congressional action has included deliberations and discussions concerning a variety of measures and steps relevant to retirement plans and benefits. READ MORE

By ASPPA Net Staff10/13/2017 • 0 Comments

The Social Security Administration (SSA) on Oct. 13 announced that the monthly Social Security and Supplemental Security Income (SSI) benefits will increase 2% in 2018. READ MORE

By ASPPA Net Staff10/12/2017 • 0 Comments

The ERISA Industry Committee filed a lawsuit Oct. 12 against the Oregon Retirement Savings Board, saying that a provision of the state’s OregonSaves retirement program for private-sector employees obstructs ERISA. READ MORE

By Nevin Adams 10/11/2017 • 0 Comments

If you’ve never been part of ASPPA’s “March on the Hill” — or if you’ve done it a dozen times — there’s never been a time when your participation is more needed or more valued. READ MORE

By ASPPA Net Staff10/11/2017 • 0 Comments

One of the fiduciary regulation’s most ardent supporters has expressed both concerns — and skepticism — that brokerage firms are shifting investors into account structures that result in higher costs. READ MORE

By John Iekel10/11/2017 • 0 Comments

The IRS on Oct. 10 announced that it has issued two revenue procedures (Rev. Procs.) that update earlier revenue procedures that concern funding methods for pension plans. READ MORE

By Ted Godbout10/11/2017 • 0 Comments

A published report says the Trump administration is prepared to nominate a new Assistant Secretary for the Department of Labor’s Employee Benefits Security Administration (EBSA). READ MORE

By Ted Godbout10/10/2017 • 0 Comments

A positive economic outlook and anticipated sales growth have small business owners considering increases in contributions to their retirement plans, says an annual survey. READ MORE

By John Iekel10/6/2017 • 0 Comments

A recent analysis goes a step beyond simple measurements and data and examines trends concerning pension plan underfunding. READ MORE

By John Iekel10/6/2017 • 0 Comments

When it comes to communicating with participants, meeting the letter of the rules and fulfilling the spirit behind them are not always the same thing. READ MORE

By Nevin Adams10/6/2017 • 0 Comments

If you’re still struggling to figure out how to reach Millennials (even if you are a Millennial), take heart — there’s (already) another generational cohort entering the workforce. READ MORE

By Ted Godbout10/6/2017 • 0 Comments

Suggesting that it’s time to change the ROI conversation with respect to financial wellness programs, a recent paper contends that a more effective way to prove a program’s value is by measuring employee engagement. READ MORE

By John Iekel10/6/2017 • 0 Comments

The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year 2018 work plan, which includes actions that will affect plan applications as well as steps to ensure and improve compliance. READ MORE

By ASPPA Net Staff10/5/2017 • 0 Comments

In a month that has traditionally been the worst for U.S. stocks, how did average 401(k) balances fare? READ MORE

By John Iekel10/5/2017 • 0 Comments

SEC Chairman Jay Clayton reiterated on Oct. 4 in testimony before the House Financial Services Committee that he is “focused on the standards of conduct” for investment professionals. READ MORE

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