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Having regained their Senate majority and deepened their hold on the House, the GOP — with a wary eye on the 2016 elections — may be ready to deal.In a recent webcast, ASPPA Executive Director Brian Graff and Political Director Jim Dornan discussed the shifts in power in the Nation’s Capital and...
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Having regained their Senate majority and deepened their hold on the House, the GOP — with a wary eye on the 2016 elections — may be ready to deal.In a recent webcast, ASPPA Executive Director Brian Graff and Political Director Jim Dornan discussed the shifts in power in the Nation’s Capital and...
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Having regained their Senate majority and deepened their hold on the House, the GOP — with a wary eye on the 2016 elections — may be ready to deal.In a recent webcast, ASPPA Executive Director Brian Graff and Political Director Jim Dornan discussed the shifts in power in the Nation’s Capital and...
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Available through December 16, 2014Speaker: Gregory Fowler, QPA, AIF®, National Benefit Services, LLC and Pam Perdue, Esq., Summers Compton & Wells, LLC Click HERE for the webcast outline!This webcast will walk you through the steps to complete a VCP for...
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Available through December 9, 2015Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA; Premier Actuarial Solutions Click here to view the webcast outline!PBGC requirements, IRS determination letters, calculations, and procedures present an ongoing challenge...
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They say that real estate is all about “location, location, location.” But could location be a factor in retirement plan participation as well?Apparently so, according to a new report by the Employee Benefit Research Institute (EBRI). It notes that, not only do workers’ demographic characteristics...
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The ERISA Advisory Council has now made its final recommendations of 2014, and got an update on regulatory proposals in return.On Nov. 4, the DOL’s ERISA Advisory Council followed up on its August meetings with the presentation of this year’s final recommendations to secretary of labor Tom Perez...
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We hear a lot about how well Americans are saving — or not — for their retirement. In that spirit, Legg Mason Global Asset Management has unveiled EZ IRA, a payroll deduction IRA program intended to provide a way to build that savings rate. “Hopefully — and I truly believe this — this is just the...
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ASPPA, NAPA and NTSA submitted a joint letter Nov. 3 to the Connecticut Retirement Security Board (CRSB) in response to the board’s request for public comment in order to help the CSRB develop and implement a state-run plan for employees of private employers. In the letter, the three sister...
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ASPPA, NAPA and NTSA submitted a joint letter Nov. 3 to the Connecticut Retirement Security Board (CRSB) in response to the board’s request for public comment in order to help the CSRB develop and implement a state-run plan for employees of private employers. In the letter, the three sister...
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The Government Accountability Office (GAO) in a recent report has highlighted one of the ways public- and private-sector deferred benefit plans differ — valuation. “Pension Plan Valuation: Views on Using Multiple Measures to Offer a More Complete Financial Picture” outlines and discusses these...
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Though I’ve now spent more than three decades working with employment-based benefit plans, I’ve also worked for some very different employers, ranging from organizations that employed tens of thousands of workers to those that were a fraction of that size. Those organizations were all very...
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Available through December 4, 2015Speaker: Mark Turner, Vice President, Security Benefit Complimentary for all NTSA members!!!Click HERE for the webcast outline! As an independent advisor or plan consultant, governmental and education plans offer an expanded...
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Available through December 3, 2015Speaker: Michael P. Coyne, J.D., Waldheger Coyne, A Legal Professional Association Click here to view the webcast outline! Recent changes in Circular 230 have put a new emphasis on supervision and the importance of ethical...
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Available through November 19, 2015Speaker: Leonard J. Witman, Esq.; President, Witman Stadtmauer P.A. Click HERE to view the webcast outline!RMD’s from Beginning to End – Required Minimum Distributions (RMDs) are a necessary but complicated aspect of retirement...
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The 2014 ASPPA Annual Conference was our biggest yet, and ASPPA Net had the coverage befitting such an event. Check out a full recap of the sessions and speakers that educated and entertained attendees during the last week of October:
ASPPA Inaugurates Kyla Keck as 46th President
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Why does a TPA need a service agreement, anyway? Shouldn’t a handshake be good enough? Of course it’s not, as all TPAs know — that’s what service agreements are for. “We need service agreements to meet our legal responsibilities for fee disclosure. We need them so that we don’t get sued, ‘or sc....
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American workers are feeling better about their retirement prospects, with most of the (modest) improvement registered among higher-income individuals and women, a new survey suggests.According to “the State of U.S. Employee Retirement Preparedness” by Financial Finesse, nearly 1 in 5 employees...
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More than two and a half years after the city of Stockton, Calif. declared insolvency, Chief United States Bankruptcy Judge Christopher Klein on Oct. 30 confirmed the city’s proposal for exiting Chapter 9 bankruptcy.The city says it saved $2 billion through agreements with creditors, employee...
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The American Society of Pension Professionals & Actuaries honored Richard A. Groszkiewicz, MSPA, with the 2014 Educator’s Award on Oct. 29, during the 48th ASPPA Annual Conference at the Gaylord National Resort and Convention Center in National Harbor, Md.Groszkiewicz is a leader in the field...
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