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 Staff6/3/2015 • 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 Staff5/29/2015 • 0 Comments

The Bipartisan Policy Center convened what at least one participant termed a “policy wonk throwdown” in the nation’s capital May 27. The subject? The Department of Labor’s fiduciary proposal. READ MORE

By ASPPA Net Staff5/29/2015 • 0 Comments

The recent Department of Labor (DOL) study finding deficiencies in audits of employee benefit plans does not translate to a statement about how viable those plans are, says the American Institute of CPAs (AICPA) in a May 28 statement.

By ASPPA Net Staff5/28/2015 • 0 Comments

A study the Department of Labor did of its audits of employee benefits plans shows that the department needs to improve the quality of those audits. READ MORE

By ASPPA Net Staff5/26/2015 • 0 Comments

Senate Finance Committee Chairman Orrin Hatch (R-Utah) and Ranking Member Ron Wyden (D-Ore.) on May 21 released an update on the committee’s bipartisan tax working groups.

By ASPPA Net Staff5/26/2015 • 0 Comments

On May 20, President Obama announced his intent to nominate a number of individuals to key Administration posts, including the Pension Benefit Guaranty Corporation.

By ASPPA Net Staff5/22/2015 • 0 Comments

Employers, plan administrators, third party administrators and others associated with multiemployer plans have received reassurance regarding the scope of the Pension Benefit Guaranty Corporation’s proposed rule on mandatory e-filing for certain multiemployer notices. READ MORE

By ASPPA Net Staff5/21/2015 • 0 Comments

ASPPA Executive Director and CEO Brian Graff opened ASPPA’s first-ever virtual conference with a discussion of “the elephant in the room” — the Department of Labor’s reproposal concerning the definition of who is a fiduciary.

By ASPPA Net Staff5/21/2015 • 0 Comments

ASPPA’s first-ever virtual conference provided more than critical information on important issues — it also afforded an opportunity to gain the expert speakers’ insights on particular situations and matters. READ MORE

By Nevin Adams5/19/2015 • 0 Comments

Those looking for a bright line of illumination from the U.S. Supreme Court on fiduciary responsibilities in a 401(k) revenue-sharing case were likely disappointed May 18. READ MORE

By ASPPA Net Staff5/18/2015 • 0 Comments

The Department of Labor has announced a brief extension of the comment period on its fiduciary reproposal — and has set a date for a public hearing. READ MORE

By John Iekel5/15/2015 • 0 Comments

The DOL’s ERISA Advisory Council at its May 27-29 meeting will include examination of lifetime plan participation. READ MORE

By ASPPA Net Staff5/15/2015 • 0 Comments

Legislation introduced recently in the U.S. House of Representatives and the Senate would require retirement plans to include an “annuity equivalent” on participant statements. READ MORE

By ASPPA Net Staff5/13/2015 • 0 Comments

Amending the Illinois constitution may be an answer to the state's pension problems, Gov. Bruce Rauner's (R) office has suggested. READ MORE

By ASPPA Net Staff5/12/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration has asked the Office of Management and Budget to extend for three more years authorization to gather information through the Form 5500. READ MORE

By Mike Bushnell5/12/2015 • 0 Comments

Echoing a recent study from Transamerica in which the vast majority of Boomers and Gen Xers expect to retire long after they turn 65, an Allianz survey reports that more than five in six Americans over 35 say traditional retirement is now “a romantic fantasy.”

By ASPPA Net Staff5/11/2015 • 0 Comments

David N. Levine and Pete Swisher in the recent ASPPA webcast, “The Conflict of Interest Proposal: How it Works and What it Means,” discussed what the Department of Labor’s recent fiduciary redefinition proposal means and portends. READ MORE

By John Iekel5/11/2015 • 0 Comments

The Illinois Supreme Court was of one mind on May 8, unanimously ruling that the state’s 2013 pension reform law violates the state constitution. READ MORE

By John Iekel5/8/2015 • 0 Comments

In testimony at a recent hearing held by the Rhode Island House Committee of Labor, the American Retirement Association expressed strong support for a bill that would establish a private-sector employer IRA program in the Ocean State. READ MORE

By ASPPA Net Staff5/7/2015 • 0 Comments

The IRS has put in place new ways to correct elective deferral errors in 403(b) and 401(k) plans, and accordingly has updated its webpage and included coverage in Issue 2015-5 of Employee Plans News. READ MORE

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