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By Nevin Adams10/1/2014 • 0 Comments

The nation’s private pension insurer wants a heads-up from employers about offers to participants to convert their monthly pensions to lump sum benefits. In a recent Federal Register filing, the Pension Benefit Guaranty Corporation (PBGC) said it plans to revise the 2015 PBGC premium filing procedures to require reporting of such offers. READ MORE

By Nevin Adams10/1/2014 • 0 Comments

The annual cost of living adjustments for most limits are measured using the CPI-U announced by the Bureau of Labor Statistics for July, August and September. The September rate will be released on Oct. 22 — at which point we’ll know with certainty. READ MORE

By ASPPA Net Staff9/29/2014 • 0 Comments

As an ASPPA member, you know that the ASPPA Annual Conference provides a unique combination of opportunities to learn, to network, and to enhance your professional skillsets. It’s also a great way to pick up vital continuing education credits.

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By John Iekel 9/29/2014 • 0 Comments

They’ve been a while in coming, but they are here: the IRS on Sept. 26 issued final regulations on electronic filing of Form 8955-SSA and Form 5500-EZ in certain circumstances. The IRS had issued the regs in proposed form in August 2013 READ MORE

By Andrew Remo9/29/2014 • 0 Comments

Lobbying groups representing minority investment fund managers, backed by key Democratic members of Congress, recently met with key administration officials to press the case for doing business with minority and women-owned firms.
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By Nevin Adams9/26/2014 • 0 Comments

A plan sponsor’s decision to eliminate an option to transfer defined contribution account balances to a defined benefit floor-offset plan didn't violate ERISA’s anti-cutback rules, according to a federal appeals court. READ MORE

By ASPPA Net Staff9/26/2014 • 0 Comments

Total U.S. retirement assets were $24.0 trillion as of June 30, 2014, up 2.8 percent from $23.4 trillion on March 31, 2014, according to the Investment Company Institute. READ MORE

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