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 Ted Godbout7/6/2018 • 0 Comments

New research reveals that many 401(k) plan participants still do not know what to do with their proverbial “pile of money” at retirement and need guidance. READ MORE

By John Iekel 7/5/2018 • 0 Comments

OregonSaves, the state-run auto-IRA program for private-sector workers in Oregon, marked its first anniversary on July 1. READ MORE

By John Iekel 7/3/2018 • 0 Comments

The PBGC is changing the way it provides and announces relief when a disaster happens. READ MORE

By ARA Staff7/2/2018 • 0 Comments

Rumors notwithstanding, the House Ways & Means Committee tells the American Retirement Association, the committee has no plans to revisit Rothification as part of the new tax reform discussions. READ MORE

By John Iekel 7/2/2018 • 0 Comments

Many resources are expended to get people to save for retirement; a recent report argues that plans should help participants use what they have saved in a deliberate way. READ MORE

By John Iekel 7/2/2018 • 0 Comments

A recent paper provides an overview of research on the shortcomings of financial education, why it can fail, and what is successful in helping employees to improve their financial behavior and outcomes. READ MORE

By Ted Godbout6/28/2018 • 0 Comments

There’s no rest for the weary on Capitol Hill, as what was once thought of as “dead” may rise up from the policy ashes. READ MORE

By John Iekel 6/28/2018 • 0 Comments

For younger employees, saving for retirement can take a back seat to paying off student loan debt; however, a new benefit provides some relief from that uncomfortable position. READ MORE

By John Iekel 6/27/2018 • 0 Comments

The ARA has submitted a comment letter to the IRS asking for some clarifications regarding the new procedures for the pre-approved plan document program, as well as making recommendations and a request. READ MORE

By Nevin Adams6/26/2018 • 0 Comments

Massachusetts Secretary of the Commonwealth William F. Galvin has charged MetLife with making misleading statements relating to its failure to make pension payments to hundreds of Massachusetts retirees. READ MORE

By ASPPA Net Staff6/26/2018 • 0 Comments

The American Retirement Association is asking Congress to expand the self-correction program within the IRS’ Employee Plans Compliance Resolution System to enable businesses with retirement plans to more easily correct common mistakes. READ MORE

By John Iekel 6/25/2018 • 0 Comments

Missing participants and what to do about them were the grist for a recent expert panel discussion. READ MORE

By Nevin Adams 6/25/2018 • 0 Comments

When reading the surveys of workers who seem confident about their retirement prospects, or don’t — I can almost hear "Dirty" Harry Callahan in the background. READ MORE

By Nevin Adams 6/25/2018 • 0 Comments

You may have missed it, but there was a bit of a “twitter storm” recently regarding how much one should have saved for retirement by age 30. READ MORE

By John Iekel6/22/2018 • 0 Comments

“The dog ate my homework.” We all miss deadlines. But sometimes there are extenuating circumstances, as even the IRS recognizes — for instance, regarding required minimum distributions (RMDs). READ MORE

By Nevin Adams6/21/2018 • 0 Comments

After weeks of anticipation, the 5th Circuit Court of Appeals finally issued its mandate vacating the DOL fiduciary rule on June 21. READ MORE

By Ted Godbout6/20/2018 • 0 Comments

Times have been good lately for investors, with proof not only in strong market returns but also solid investor returns, according to Morningstar’s 2018 “Mind the Gap” study. READ MORE

By Nevin Adams 6/20/2018 • 0 Comments

In what looks to be a first in excessive fee litigation, a court has ordered plaintiffs to produce some Facebook posts. READ MORE

By Nevin Adams 6/20/2018 • 0 Comments

The DOL has unveiled the 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 MEPs. READ MORE

By John Iekel 6/18/2018 • 0 Comments

Experts at the recent 2018 SPARK Institute National Conference held in National Harbor, MD addressed online threats to financial assets — virtual, but also very real. READ MORE

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