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 Adams10/1/2015 • 0 Comments

Millennials are living longer, and many will have to finance retirements that are actually longer than their working careers. Here are five things they should know about saving for retirement.
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By ASPPA Net Staff10/1/2015 • 0 Comments

The House Financial Services has given a nod to a bill that would delay the Department of Labor from implementing the proposed fiduciary rule. H.R. 1090, the Retail Investor Protection Act, passed the committee in a 34-25 vote on Sept. 30. READ MORE

By ASPPA Net Staff9/30/2015 • 0 Comments

ERISA does not preempt the application of all federal laws and regulations to retirement plans — and that includes website privacy standards set by the Federal Trade Commission. READ MORE

By ASPPA Net Staff9/30/2015 • 0 Comments

In the latest issue of Employee Plans News, the IRS provides comprehensive access to information concerning forms, correcting mistakes, plans and more that have been updated since the last issue of the newsletter.
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By ASPPA Net Staff9/30/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) in its Fall 2015 Retirement Recap newsletter features information on what to do about unclaimed pensions. READ MORE

By ASPPA Net Staff9/29/2015 • 0 Comments

The Department of Labor’s Bureau of Labor Statistics (BLS) has issued a report identifying which kinds of retirement plans have the highest takeup rates — ratios of participants vs. access.
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By ASPPA Net Staff9/29/2015 • 0 Comments

The PBGC has released a report projecting that its Multiemployer Program Fund and single employer plans are in better financial shape and will be solvent longer than it had thought. READ MORE

By ASPPA Net Staff9/28/2015 • 0 Comments

The assets of the 100 largest U.S. public employee pension systems fell slightly from the first quarter of 2015 to the second, READ MORE

By ASPPA Net Staff9/28/2015 • 0 Comments

The IRS on Sept. 23 released an updated set of instructions for Form 8950, Application for Voluntary Correction Program (VCP) Under the Employee Plans Compliance Resolution System (EPRCS). READ MORE

By ASPPA Net Staff9/28/2015 • 0 Comments

In “How Long Can You Hold Your Breath?,” a column that appeared in the Summer 2015 issue of Plan Consultant, David J. Witz argues that the statute of limitations under ERISA Section 413 provides a way to establish a documented process that a retirement plan committee can use to defend their decisions and mitigate the risk of litigation over claims for excessive fees. READ MORE

By ASPPA Net Staff9/28/2015 • 0 Comments

In “Are You Looking at Retirement Income Alternatives? The DOL and IRS Are,” a webcast that will be held on Sept. 30, W. Waldan Lloyd will review recent guidance authorizing the use of qualified longevity annuity contracts (QLACs) and their inclusion in target date funds as well as important related issues. READ MORE

By Nevin Adams9/24/2015 • 0 Comments

When it comes to workplace retirement plans, there are three kinds of people: those who are ERISA fiduciaries and know it, people who aren’t ERISA fiduciaries and know it, and people who are ERISA fiduciaries and don’t know it. READ MORE

By ASPPA Net Staff9/24/2015 • 0 Comments

As the comment period window closes on the Labor Department’s fiduciary proposal, the American Retirement Association has filed a supplemental comment letter with the DOL — and another House subcommittee schedules a hearing on the subject. READ MORE

By ASPPA Net Staff9/22/2015 • 0 Comments

The period during which the Department of Labor’s Employee Benefit Security Administration (EBSA) will accept public comments on the fiduciary proposal closes on Sept. 24. READ MORE

By ASPPA Net Staff9/22/2015 • 0 Comments

Skepticism about the Department of Labor’s (DOL) proposed fiduciary rule is mounting — and not just from President Obama’s opposition. READ MORE

By ASPPA Net Staff9/22/2015 • 0 Comments

An employer sponsor of a SIMPLE IRA plan must restore to the plan withheld contributions that never made it into the plan’s funds, the U.S. District Court for the District of Connecticut ruled on Sept. 9. READ MORE

By ASPPA Net Staff9/21/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) has updated the information concerning its project on non-governmental 457(b) plans. READ MORE

By ASPPA Net Staff9/18/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Sept. 17 issued a final rule amending its multiemployer regulations to require electronic filing of certain multiemployer notices starting in 2016. READ MORE

By Andrew Remo9/18/2015 • 0 Comments

The Labor Department hearings may be over, but a House committee plans to hold a hearing of its own on the fiduciary rule reproposal and its impact on younger savers. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

The IRS Employee Plans Compliance Unit (EPCU) has updated the information concerning its project on terminated plans with outstanding participant loans. READ MORE

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