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Resources
- 403bmdf
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- glossary
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- PacReport
- Aging Testimony
- Revenue Estimates and Retirement Policy
- USA Today
- Kennedy-Enzi-Borzi Letter
- PAC Cont
- PAC Q&A
- Rep. Andrews' Amendment
At the April 16, 2008 House Education and Labor Committee markup of the 401(k) Fair Disclosure for Retirement Security Act, Rep. Rob Andrews (D-NJ) offerred an amendment relating to a minimum investment option requirement for individual account plans. The amendment passed 26 to 19. - 401(k) Fair Disclosure for Retirement Security Act Markup
On April 16, 2008, the House Education and Labor Committee passed the amended version of the 401(k) Fair Disclosure for Retirement Security Act (H.R. 3185). - Worker, Retiree and Employer Recovery Act of 2008
On December 10, 2008, the House of Representatives passed the Worker, Retiree and Employer Recovery Act of 2008 (HR 7327) which includes some pension funding relief, allows waiver of the 2009 RMD, and includes the long-awaited PPA corrections package. - 081028_MultiIndustry_EconomicRecoveryJobCreationInvesment_Rangel_McCrery.pdf
On October 28, 2008, the ASPPA College of Pension Actuaries participated in group comments submitted to the House Ways and Means Committee in response to the Committee’s Oct. 29 hearing on economic recovery, asking for consideration of certain PPA technical corrections and other funding relief. - Revenue_Sharing.pdf
- PPATechCorrections-11-1-07.pdf
- ScrivenersErrorProposal.pdf
- Plan_Fiduciary_Disclosure_Form.pdf
- Pozek_ERISA_Testimony.pdf
- IRSSHPlans.pdf
- Participant.Disclosure.Form.FIN.pdf
- ASPPA.CIKR.RFI.Response.7.20.07.FIN.pdf
- 112807BenefitRestrictionsFIN.pdf
- 091007SSACommentsFIN.pdf
- 090308.IRC.4980(d).ASPPA.FIN.pdf
On September 3, 2008, ASPPA submitted a comment letter to the IRS and Treasury requesting clarification of pre-funding restrictions on IRC §401(m) employer matching contributions. - 082608_ASPPA_Final_Lt_IRS_414s.pdf
On August 26, 2008, ASPPA submitted a comment letter to the IRS and Treasury recommending the IRS add a Code §414(s) safe harbor to exclude certain post-severance payments without discrimination testing. - 50307_DCPartDisclosureChart.pdf
- 012808Ben_Rest_HearingOutline.pdf
On January 28, 2008, Judy A. Miller, ASPPA Chief of Actuarial Issues and Director of Retirement Policy, testified before the IRS and Treasury on proposed benefit restriction regulations for underfunded pension plans. - 1024Tripodi_testimony.pdf
- 1024SenAging_Kiley.pdf
- 2007_03_House_E&L_401(k)_fees_for_the_record.pdf
- 1030HouseWMPressRelease.pdf
- 402(f)_Notice_coverletter.pdf
- 0316_Employer_stock_diversify.pdf
- 0412Final402_f_notice.pdf
- 0221RFIInvestmentadvice.pdf
- 5-03-07Ed_Labor_PPA.pdf
- 0312_EPCRS.pdf
- 50307_DCPartDisclosureChart.pdf
- visit1.pdf
- hwc_373_xml.pdf
- visit2.pdf
- visit3.pdf
- ss-4-instructions-1201.pdf
- ss-4-1201.pdf
- thomas_172_xml.pdf
- 2008 06 pacbrochure.pdf
- revenuereportfinal.pdf
- pacarticle.1.31.08.fin.pdf
- pac report_online2.fin.pdf
- new_comp.pdf
- n-07-07.pdf
- 360 asppa pac for webfinal.pdf
- 2007_01_senate_finance_simple_cafe_plans_fin.pdf
- 2006 sep oct molzahn.pdf
- 2008 06 pacbrochure.pdf
- 2005_pac_art4.pdf
- trustee_directed_bnft_stmts_dol21507w-nfib.pdf
- 2005_pac_art3.pdf
- 2005_pac_art2.pdf
- 2005_pac_art1.pdf
- 2005_pac_10rep.pdf
- 2005_pac_04rep.pdf
- 2005-dol_multi_disclosure.pdf
- 2005-administration-pension-reform-proposal.pdf
- 2005-11-01-execsumm.pdf
- 2005-06-30-grafftesti.pdf
- 2005-05-02-cardin.pdf
- comment04-11-06.pdf
- 2005-04-20senate-report.pdf
- 2004_pac_03rep.pdf
- 2007_03_house_e&l_401(k)_fees_for_the_record.pdf
- 2004-hr5398-andrew-tax.pdf
- 2004-hr5398-andrew-erisa.pdf
- 2003_pac_07rep.pdf
- 2003_pac_03rep.pdf
- 2003fundingproposals7-13-03.pdf
- 2003-rollover.pdf
- 2003-pac-broch.pdf
- 2003-enron-side-side-house.pdf
- 2003-cash-balance.pdf
- 2003-1024fasb-outliine-final.pdf
- 2003-100-irs.pdf
- 2002_pac_07rep.pdf
- 2002_ncbar.pdf
- 2002_dol_blackout.pdf
- 2002-white-paper-final.pdf
- 2002-catchup.pdf
- 2002-enron-side-by-side.pdf
- 2000-20.pdf
- 2000-03.pdf
- 2005-05-02-port.pdf
- 10192000.pdf
- 0402-final-rmd.pdf
- 2002-dl-response.pdf
- dol participant disclosure prop regs.pdf
- hr6143.andrew_118.pdf
- ct_update.050708.pdf
On May 7, 2008, the Conn. General Assembly ended its 2008 legislative session without passing small business 401(k) legislation (SB 652), thanks to the grassroots efforts of ASPPA and CIKR. - 403(b) goup letter.pdf
- new comp.pdf
- POMEROY-11-1-07.pdf
On November 1, 2007, ASPPA, along with several other organizations, expressed support for legislation extending the effective date of the PPA funding rules. - Proposals for Enhancing Retirement Security for American Workers