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 Staff1/15/2015 • 0 Comments

Reports of hacks, identity theft and more highlight the importance of making sure information about plan participants and beneficiaries is secure.To help with fulfiling that part of a fiduciary’s duty, here are some questions to ask to make sure participants’ and beneficiaries’ data are kept safe. READ MORE

By ASPPA Net Staff1/15/2015 • 0 Comments

Funding levels of pension plans sponsored by the S&P 1500 fell by 9 percentage points in 2014, from 88% to 79%. According to Mercer, the plans’ collective deficits more than doubled last year, reaching $504 billion at year-end.
READ MORE

By Nevin Adams1/15/2015 • 0 Comments

The 7th U.S. Circuit Court of Appeals has outlined the conditions for determining the existence of a partial plan termination, ruling on the fifth appeal of what it called a “seemingly interminable class action suit.”
READ MORE

By Nevin Adams1/14/2015 • 0 Comments

Illinois Attorney General Lisa Madigan (D) is arguing that the Land of Lincoln has “police powers” that allow it to change a contract in extraordinary circumstances, including changes to the state’s public pensions contained in a 2013 pension overhaul.
READ MORE

By John Iekel1/13/2015 • 0 Comments

The Pension Benefit Guaranty Corporation on Jan. 12 issued a draft of the 2015 premium filing form and instructions. It provides information for plans paying premiums for plan years beginning in 2015, including instructions for all the particular forms of data that must be reported.
READ MORE

By Craig Hoffman1/12/2015 • 0 Comments

A regulation that would allow for a “window” period for giving out the annual notice required in most 401(k) plans appears to be heading for a spring 2015 publication date — and that could be good news for your plan sponsor clients.
READ MORE

By Nevin Adams1/7/2015 • 0 Comments

Despite media attention surrounding the Millennial Generation’s relatively poor economic outcomes during the Great Recession, a new analysis by researchers at the Federal Reserve finds that they have fared better on many measures than both current older adults and earlier young adults. READ MORE

By Nevin Adams1/7/2015 • 0 Comments

It was not a good year for pension funding, according to two studies of 2014 data on pension plan funding levels. READ MORE

By John Iekel1/7/2015 • 0 Comments

In enforcing the law, the Pension and Benefit Guaranty Corporation (PBGC) needs to remember its mission to preserve and protect defined benefit plans; that was PBGC Participant and Plan Sponsor Advocate Constance Donovan's message in the report she issued Dec. 31. READ MORE

By John Iekel12/29/2014 • 0 Comments

All disbursements from a retirement plan scheduled to be made at the same time are treated as a single distribution even if they are sent to multiple destinations, a new rule that becomes mandatory as 2015 dawns. READ MORE

By ASPPA Net Staff12/23/2014 • 0 Comments

With the New Year just around the corner, many of us will be considering New Year’s resolutions. Milliman has compiled a list of 10 ideas plan sponsors can adopt in order to improve their retirement plans. READ MORE

By Ray Harmon12/4/2014 • 0 Comments

With time running out on its deadline for providing recommendations, a task force examining alternatives for a possible state-run IRA program in the Old Line State continued to debate the issues. READ MORE

By Andrew Remo12/3/2014 • 0 Comments

More than a dozen states are at various stages of considering some kind of "automatic IRA" proposal, but the Land of Lincoln may have just leapt to the front of the line. READ MORE

By ASPPA Net Staff12/2/2014 • 0 Comments

Rollovers can be an important way to preserve retirement savings, and postpone paying taxes on distributions. The IRS has an updated rollover chart, as well as additional information about rollovers, rollover eligibility and other considerations, on its site. READ MORE

By John Iekel11/26/2014 • 0 Comments

The Pension Benefit Guaranty Corporation (PBGC) on Nov. 24 issued a final rule that provides guidance on treatment of benefits resulting from a rollover distribution from a DC plan to a DB plan, when the DB plan is terminated and trusteed by the PBGC. READ MORE

By ASPPA Net Staff11/24/2014 • 0 Comments

California’s state-sponsored retirement plan has taken another step forward with the issuance of an RFP for a consultant to conduct a market analysis, feasibility study and to design the program. READ MORE

By Ray Harmon11/24/2014 • 0 Comments

When President Obama named Loretta Lynch as his nominee to replace U.S. Attorney General Eric Holder, speculation about Secretary of Labor Tom Perez being tapped for the role was put to rest, while speculation about the impact on the DOL’s agenda was reinvigorated. READ MORE

By Ray Harmon11/21/2014 • 0 Comments

In the wake of the surprise election of Republican Larry Hogan to the Maryland governor’s mansion earlier this month, the task force outgoing Gov. Martin O’Malley (D) established to study retirement plan access and potentially recommend a state-run automatic enrollment IRA program had its first post-election meeting Nov. 19.
READ MORE

By Nevin Adams11/20/2014 • 0 Comments

The Government Accountability Office published its final report on Individual Retirement Accounts (IRAs), offering some recommendations for Congress and the IRS on so-called “mega” IRAs. READ MORE

By John Iekel11/19/2014 • 0 Comments

The Department of Labor has announced that on Jan. 15, 2015 it will hold a hearing on whether Credit Suisse affiliates can serve as qualified professional asset managers. READ MORE

«« First |1 2 3 4 5 6 7 ... 79 80 81 82 83 84 85 86 87 88 89 90 91 | Last ››