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 ASPPA Net Staff9/17/2015 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Sept. 16 issued an updated list of reminders intended to help plans keep their premium filings timely and accurate. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

In a public comment letter, ASPPA has asked the IRS to permit filers to complete the 2015 Form 5500-SUP (and/or the equivalent items appearing on the 2015 Form 5500 series, including the paid preparer disclosure) on a voluntary basis. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff9/17/2015 • 0 Comments

Much has been made of student loan debt repayment and also of the need to save for retirement — so what’s a millennial — or Gen Y member — to do? READ MORE

By Nevin Adams9/16/2015 • 0 Comments

Doing all that the law requires of a plan sponsor and doing everything that could be done are often different things. Here are five things plan sponsors don’t always do — but should. READ MORE

By ASPPA Net Staff9/15/2015 • 0 Comments

The IRS issued procedures Sept. 14 for a waiver from the requirement that Forms 8955 and 5500-EZ be filed electronically. READ MORE

By ASPPA Net Staff9/14/2015 • 0 Comments

The Pension Benefit Guaranty Corporation has issued a final rule that amends its regulation on reportable events and other notification requirements. READ MORE

By ASPPA Net Staff9/14/2015 • 0 Comments

The Department of Labor has published a “Q&A on Small Savers,” a new initiative in the communication “war” about its conflict of interest proposal. READ MORE

By ASPPA Net Staff9/11/2015 • 0 Comments

In the Sept. 16 webcast “The Revolving Door: Rehired Employees,” Robert Richter, Vice President of SunGard Relius, discusses what an employer can do about enrolling a rehired employee in its retirement plan. READ MORE

By Peter Preovolos9/11/2015 • 0 Comments

What exactly is entailed in being a 3(16) plan administrator, and how would it benefit third party administrator firms? In the first of a three-part series on the subject, Peter Preovolos offers his perspective on the ways to define what a plan fiduciary is.
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By ASPPA Net Staff9/11/2015 • 0 Comments

In “QLACs, Practically Speaking,” the cover story of the Summer 2015 issue of Plan Consultant, Paul Kociuruba and John Ashford of Goldleaf Partners provide a discussion of the rules and operation of QLACs, and offer an assessment of their viability in the market. READ MORE

By Andrew Remo9/11/2015 • 0 Comments

We’re months away from December, but it felt like a fiduciary rule Festivus on Capitol Hill Sept. 10 as members of Congress aired their grievances about the Department of Labor’s (DOL) proposed extension authority to regulate assets contained in retirement accounts. READ MORE

By ASPPA Net Staff9/9/2015 • 0 Comments

Recently the Internal Revenue Service’s Employee Plans Compliance unit announced plans to collaborate with the Department of Labor’s Office of the Chief Accountant to contact Form 5500 non-filers identified using payroll and plan data in their records. READ MORE

By ASPPA Net Staff9/9/2015 • 0 Comments

The DOL announced Sept. 8 that the public comment period will close on Thursday, Sept. 24, 2015, and that no hand-delivered comments will be accepted after 6:00 p.m. ET on that date. READ MORE

By ASPPA Net Staff9/8/2015 • 0 Comments

The IRS on Sept. 8 issued final regulations on the determination of minimum required pension contributions. READ MORE

By ASPPA Net Staff9/8/2015 • 0 Comments

The Pension Benefit Guaranty Corporation and Sears Holding Corp. have entered into an agreement that protects the latter’s pension plan. READ MORE

By ASPPA Net Staff9/4/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration granted a prohibited transaction exemption for certain entities with specified relationships to Deutsche Bank AG. READ MORE

By Andrew Remo9/4/2015 • 0 Comments

Congress returns from its summer break next week, and House Republicans are wasting no time reengaging in oversight of the Department of Labor’s (DOL) fiduciary rule re-proposal. READ MORE

By ASPPA Net Staff9/3/2015 • 0 Comments

An at least tacit understanding of the importance of saving for retirement may be a common language of the current workforce, but the three generations that compose the bulk of it — Baby Boomers, Generation X and Millennials — each speak their own dialect. READ MORE

By Nevin Adams9/3/2015 • 0 Comments

The Department of Labor (DOL) is moving ahead with its effort to make it easier for states to offer retirement initiatives without running afoul of federal law, sending a proposed rule to the Office of Management and Budget (OMB) for review Sept. 1. READ MORE

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