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 Nevin Adams 6/6/2018 • 0 Comments

Following a House subcommittee hearing, the Chairman and Ranking Member want some answers from the IRS on changes that dramatically increased the cost to small plans of correcting plan mistakes. READ MORE

By Ted Godbout6/6/2018 • 0 Comments

The SEC has approved a proposal that it says will improve the method for delivering fund shareholder reports to investors in mutual funds, ETFs and other investment funds. READ MORE

By ASPPA Net Staff6/6/2018 • 0 Comments

In spite of continued volatility, April’s “showers” produced some May flowers for average 401(k) balances. READ MORE

By John Iekel 6/1/2018 • 0 Comments

Financial readiness for retirement improved in 2017, but there still is room for improvement, say recently released studies.
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By Ted Godbout6/1/2018 • 0 Comments

The evidence seems clear that having a written financial plan helps people stay on track and reach their financial goals, yet only one in four Americans has a plan, according to new research. READ MORE

By Nevin Adams6/1/2018 • 0 Comments

You have to wonder what the Wall Street Journal has against automatic enrollment. READ MORE

By John Iekel 6/1/2018 • 0 Comments

The PBGC says in its FY 2017 PBGC Projections Report that it expects that its single-employer and multiemployer insurance programs will have sharply different results in coming years. READ MORE

By John Iekel 5/31/2018 • 0 Comments

Auto-enrollment is widely lauded as a low-cost, low-impact solution for savings rates and behaviors that could use a boost; however, a recent blog post suggests that it may not be a panacea. READ MORE

By John Iekel 5/31/2018 • 0 Comments

The IRS has clarified that federal income tax withholding and Form 1099-R reporting generally apply for the year a payment is made, as required by state law, from an IRA to a state unclaimed property fund. READ MORE

By Ted Godbout5/30/2018 • 0 Comments

TPAs serving 401(k) plans may want to remind their clients that they should review and update their “special tax notices” in the wake of changes to the plan loan offset rules under last year’s tax reform legislation. READ MORE

By Ted Godbout5/29/2018 • 0 Comments

The average individual 401(k) and IRA balances of Fidelity clients dipped a bit in the first quarter of 2018 compared to the previous quarter, but year-over-year increases remained strong. READ MORE

By John Iekel 5/24/2018 • 0 Comments

Robert Kaplan, the American Retirement Association’s Director of Technical Education, provided a look at recent regulatory and legislative developments in a May 22 ASPPA webcast. READ MORE

By John Iekel 5/24/2018 • 0 Comments

A measure before the Senate would establish a federal commission to review private retirement benefit programs and report to Congress on how to improve private retirement security. READ MORE

By John Iekel 5/23/2018 • 0 Comments

The IRS is now accepting applications for opinion letters for pre-approved DC plans for the third six-year remedial amendment cycle. READ MORE

By Ted Godbout5/23/2018 • 0 Comments

Gains in access to DC plans were offset by lower rates of access to DB plans, but overall younger workers saw some improvements, according to a new study using data from 1998 to 2012. READ MORE

By Ted Godbout5/23/2018 • 0 Comments

For the second time in as many days, the 5th Circuit has denied a motion to reconsider its decision denying three states’ motion to intervene in litigation involving the DOL's fiduciary rule. READ MORE

By Andrew Forgrave5/23/2018 • 0 Comments

The ACOPA Chicago Symposium is coming up! READ MORE

By Nevin Adams5/22/2018 • 0 Comments

Five key Senate Democrats are concerned about the DOL's current lack of defense of the fiduciary rule — and they want to know what the DOL plans to do going forward. READ MORE

By John Iekel 5/21/2018 • 0 Comments

For a TPA, plan administrator, employer or plan sponsor, uncashed checks are a problem; recent blog entries make some suggestions regarding how to help make sure they don’t happen in the first place. READ MORE

By ASPPA Net Staff5/21/2018 • 0 Comments

Participant transfer activity picked up in April, but was still well short of surges earlier in the year. READ MORE

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