Top Stories

By Nevin Adams9/17/2014 • 0 Comments

Apparently the ghost of Mitt Romney’s IRA continues to haunt Capitol Hill — and, if the chairman of the Senate Finance Committee has his way, retirement savings will be on the tax reform agenda. On Sept. 16, Senate Finance Committee Chairman Ron Wyden (D-Ore.) kicked off the “Retirement 2.0: Updating Savings Policy for the Modern Economy” hearing on Capitol Hill by focusing on the issue of so-called “mega” IRAs.
READ MORE

By ASPPA Net Staff9/17/2014 • 0 Comments

The ASPPA Annual Business Meeting will be held during the 2014 ASPPA Annual Conference at the Gaylord National in National Harbor, MD, on Sunday, Oct. 26, at 3:00 p.m. READ MORE

By John Iekel 9/16/2014 • 0 Comments

Washington has been training its eye on fees and transparency for years now. But so is the industry; the North American Securities Administrators Association is the latest organization to convene a group trying to make sure broker-dealers are giving investors fee disclosures they can understand. READ MORE

By Craig Hoffman9/15/2014 • 0 Comments

ASPPA has recommended in a comment letter to the IRS that it make the administrative relief Revenue Procedure 2014-32 provides for filers of delinquent Forms 5500-EZ permanent and that it more closely reflect the relief available through the Department of Labor’s delinquent filer voluntary compliance program. READ MORE

By John Iekel 9/15/2014 • 0 Comments

Notice 2014-53, the recent guidance from the IRS on pension funding stabilization under the Highway and Transportation Funding Act of 2014, contains a provision that is in accordance with a request by the ASPPA College of Pension Actuaries.
READ MORE

By Ray Harmon9/12/2014 • 0 Comments

At a recent event commemorating ERISA’s 40th anniversary, Phyllis C. Borzi, Assistant Secretary of the DOL’s Employee Benefits Security Administration (EBSA), did not directly address her agency’s forthcoming proposed change to the definition of a fiduciary. But then, she didn’t have to.
READ MORE

By Nevin Adams9/12/2014 • 0 Comments

The IRS has issued guidance on pension funding stabilization under the Highway and Transportation Funding Act of 2014 (HATFA). Notice 2014-53, issued late on Sept. 11, addresses both the 2013 and 2014 plan years. Generally speaking, plan sponsors have until Dec. 31 (later for some non-calendar-year plans) to determine the optimal transition to HATFA segment rates.

READ MORE

DNN Web Control Container

0