Legislation is before the New Jersey legislature that would require certain disclosures by non-fiduciary investment advisors regarding their fiduciary status with clients.
The IRS has released the instructions for Form 9855-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, for 2017 filing.
Missouri is the latest state whose legislature has before it a measure that would establish a state-run program for employees whose employers do not offer a retirement plan.
OregonSaves, the state-sponsored retirement plan for private-sector workers, is now open to any employer of any size in Oregon.
What are firms in the retirement industry doing to help protect against cyberattacks and the threat of financial and participant account information being held hostage?
The advent of 2018 has brought new requirements for practitioners who contact the IRS Practitioner Priority Service line for assistance.
ASPPA’s offices will be closed on Monday, Jan. 15 in observance of Martin Luther King, Jr. Day. Our next edition will appear on Jan. 17.
The 19 ABC chapters feature networking and educational opportunities, right in your own neighborhood! CLICK HERE for more information.
Join our elite network of retirement-plan professionals.
Join as a Credentialed Member
Join as an Affiliate Member
The American Society of Pension Professionals & Actuaries is a non-profit professional society.
The materials contained herein are intended for instruction only and are not a substitute for professional advice.
Copyright 2018 by ASPPA
American Retirement Association
4245 N. Fairfax Drive, Suite 750 | Arlington, VA 22203
P. 703.516.9300 | F. 703.516.9308