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 Iekel 4/11/2018 • 0 Comments

The IRS and Treasury Department are “making progress” on guidance regarding missing participants, according to a panelist at an April 11 session of the Enrolled Actuaries meeting held in Washington, DC. READ MORE

By John Iekel4/11/2018 • 0 Comments

An April 9 session of the Enrolled Actuaries Meeting held by the Conference of Consulting Actuaries and the American Academy of Actuaries touched on the rules for required minimum distributions (RMDs) and what “required” entails in that context regarding benefits. READ MORE

By John Iekel 4/6/2018 • 0 Comments

Recent discussions about 401(k) loans look at the scale of the practice, the consequences and what a plan may consider concerning a policy for them.

By Robert Toth4/6/2018 • 0 Comments

The Tax Cuts and Jobs Act’s participant loan changes trigger the “uncomfortable” manner in which ERISA’s fiduciary rules apply to loans and their administration. READ MORE

By Ted Godbout4/6/2018 • 0 Comments

Twenty years after the last major IRS overhaul, key members of Congress believe the agency is long overdue for a makeover and needs to return to its “service first” mission. READ MORE

By Nevin Adams4/6/2018 • 0 Comments

The title of a new report by the Society of Actuaries asks if we should be concerned about retirement adequacy; the report's authors appear to say that it depends. READ MORE

By Ted Godbout4/6/2018 • 0 Comments

Not only do individual account assets make up a large part of their owners' financial assets, but those with individual accounts have much higher net worth than those without them, says EBRI. READ MORE

By John Iekel 4/6/2018 • 0 Comments

The PBGC has issued its updated Pension Insurance Data Books and Tables; they now contain information from 2016. READ MORE

By John Iekel 4/5/2018 • 0 Comments

A majority of U.S. workers hold debt in addition to their mortgages, and that’s a problem regarding financial security during retirement, says a recent study. READ MORE

By John Iekel 4/5/2018 • 0 Comments

The IRS is requesting comments on the potential expansion of the scope of the determination letter program for individually designed plans during the 2019 calendar year. READ MORE

By John Iekel 4/5/2018 • 0 Comments

The PBGC issued guidance on April 3 to assist multiemployer pension plans that request its review of alternative plan rules for satisfying employer withdrawal liability. READ MORE

By ASPPA Net Staff4/4/2018 • 0 Comments

The next wave of OregonSaves registrations is on the horizon. READ MORE

By John Iekel 4/4/2018 • 0 Comments

The ARA on April 4 filed a comment letter with the IRS to recommend modifications to EPCRS that would expand the use of the SCP and reduce the burden the VCP’s new pricing structure imposes on small business plans. READ MORE

By Ted Godbout4/3/2018 • 0 Comments

The Empire State is moving forward with its own voluntary retirement savings program for employees who are not offered a plan through their employer. READ MORE

By Nevin Adams 4/3/2018 • 0 Comments

One of the first university 403(b) cases to be filed has had most of its motions to dismiss denied in the U.S. District Court for the District of Connecticut. READ MORE

By John Iekel3/29/2018 • 0 Comments

The Department of Labor’s (DOL) fiduciary rule may be on hold indefinitely, but that doesn’t mean that fiduciary duties similarly are in limbo. A recent blog entry offers some tips for meeting them. READ MORE

By Nevin Adams 3/29/2018 • 0 Comments

An industry trade group has settled its lawsuit against the Oregon Retirement Savings Board (ORSB) – but the issue raised wouldn’t seem to be settled yet. READ MORE

By ASPPA Net Staff3/28/2018 • 0 Comments

The 5th Circuit Court of Appeals recently “vacated” the DOL’s fiduciary rule and exemptions. Fred Reish discusses what that means for recommendations to participants that they take plan distributions and roll them over to IRAs. READ MORE

By Ted Godbout3/28/2018 • 0 Comments

Since 2009, total 401(k) plan costs have decreased whether measured on a plan-, participant- or asset-weighted basis, according to a recent report. READ MORE

By Kenneth Marblestone3/28/2018 • 0 Comments

Sign up now for the 2018 ASPPA Eastern Regional Conference to take advantage of the extended Early Bird registration rate, which is now available until April 3. READ MORE

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