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By John Iekel 4/19/2018 • 0 Comments

At an April 9 session at this year’s Enrolled Actuaries meeting in Washington, DC, longtime ASPPA members Richard Block and Kevin Donovan addressed the complexities of testing defined benefit and defined contribution plans on a combined basis. Many thanks to Richard and Kevin for correcting our original report. The corrected version follows. READ MORE

By Nevin Adams 4/19/2018 • 0 Comments

Despite the 4-1 vote by the SEC to release for public comment its fiduciary proposals, the commissioners apparently (still) have issues with the current version. READ MORE

By Andrew Remo4/19/2018 • 0 Comments

The SEC commissioners voted 4-1 to release for public comment a set of proposals to “enhance the quality and transparency of investors’ relationships with investment advisers and broker-dealers while preserving access to a variety of types of advice relationships and investment products.” READ MORE

By ASPPA Net Staff4/19/2018 • 0 Comments

Another study concludes that a widely used government report of retirement plan participation understates reality. READ MORE

By John Iekel 4/18/2018 • 0 Comments

A majority of U.S. investors have not calculated how much income they will need while they are retired and how much their retirement accounts will generate for them, says a recent study. READ MORE

By John Ortman4/18/2018 • 0 Comments

Plan Sponsor Council of America Executive Director Jack Towarnicky recently shared highlights of the PSCA’s 2017 Annual Survey of Profit Sharing and 401(k) Plans, focusing on the impact of auto enrollment and auto escalation. READ MORE

By Ted Godbout4/18/2018 • 0 Comments

Recent market volatility and doubts about how long the bull market will last has increased demand for alternative investments strategies, according to a recent survey of institutional investors. READ MORE