Nevin Adams

Nevin Adams

By Nevin Adams 9/28/2017 • 0 Comments

In the course of my day, I talk to (and email with) people, read a lot, and every so often jot down a random thought or insight that gives me pause and makes me think. See what you think. READ MORE

By Nevin Adams 9/21/2017 • 0 Comments

In about a month, the IRS will announce the new contribution and benefit limits for 2018 — and that could be good news even for those who don’t bump against those thresholds. READ MORE

By Nevin Adams 9/15/2017 • 0 Comments

I have for years had in my office a couple of model Studebakers, which I have there because of the role the automaker played in ERISA’s formation. READ MORE

Nevin Adams

Nevin Adams

Nevin Adams

By Nevin Adams9/29/2017 • 0 Comments

If you’re one of those people who inevitably put things off to the last minute — or maybe you just have a fear of “commitment” — yes, this post is for you. Consider this your call to action. READ MORE

By Nevin Adams9/7/2017 • 0 Comments

Sen. Elizabeth Warren (D-MA) says that financial firms are “fully ready” to comply with the fiduciary rule — and you don’t need to take her word for it. READ MORE

By Nevin Adams9/6/2017 • 0 Comments

Watching the incredible, heart-rending coverage of Hurricane Harvey’s devastation, I was reminded of a personal experience with nature’s fury. READ MORE

Lisa Allen

Lisa Allen

By Lisa Allen9/15/2017 • 0 Comments

ASPPA Annual offers an opportunity to connect, get educated and excel at working in this industry we all love. READ MORE

Greg Fowler

Greg Fowler

By Greg Fowler, Natalie Wyatt9/21/2017 • 0 Comments

ASPPA Annual is only a month away — Conference Co-Chairs Greg Fowler and Natalie Wyatt provide a preview. READ MORE

Ted Godbout

Ted Godbout

By Ted Godbout9/29/2017 • 0 Comments

Retirement industry leaders appearing at a recent Capitol Hill event generally agreed that building on the existing system would dramatically improve the retirement readiness of Americans throughout the country. READ MORE

By Ted Godbout9/28/2017 • 0 Comments

DC plans measured as part of the Callan DC Index realized a “healthy” 3.06% in return growth during the second quarter of 2017. READ MORE

By Ted Godbout9/28/2017 • 0 Comments

Rep. Ann Wagner (R-MO) introduced legislation on Sept. 27 that would repeal the Department of Labor’s (DOL) fiduciary rule and create a new standard of conduct for brokers and dealers. READ MORE

By Ted Godbout9/25/2017 • 0 Comments

Congress has released draft legislation consistent with recent American Retirement Association recommendations to expand access by victims of recent hurricanes to their 401(k) and similar plans without penalties and taxes. READ MORE

By Ted Godbout9/22/2017 • 0 Comments

The American Retirement Association is urging Congress to approve legislation providing victims of Hurricanes Harvey, Irma and Maria access to their 401(k) and similar plan savings without incurring IRS penalties and taxes. READ MORE

By Ted Godbout9/21/2017 • 0 Comments

Incorporating good DC plan design and financial wellness programs can help women establish a secure retirement, panelists suggested at a recent policy forum. READ MORE

By Ted Godbout9/21/2017 • 0 Comments

A new report indicates that retiree health care expenses will not only continue to increase, but will do so at triple the current rate of inflation for the foreseeable future. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

As stock values rose during the first quarter, most DC plan participants continued with their asset allocations and contribution levels, and maintained low withdrawal activity, says the Investment Company Institute (ICI). READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Amid all of the recent talk about Rothification, Cerulli Associates has come out with a report showing that only one-third of DC plan participants can correctly identify the benefits of Roth contributions. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

While estimates of the size and growth of “gig employment” vary, there are signs that it is here to stay, even though it may destabilize personal financial security, a new survey shows. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

In a recent LIMRA study, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

A population with more retirees than workers will reduce the demand for and increase the supply of savings, putting downward pressure on investment returns, according to a compilation of research reviewed in a recent issue brief. READ MORE

By Ted Godbout9/5/2017 • 0 Comments

The House and Senate returned Sept. 5 from a month-long break facing an extremely busy legislative calendar. READ MORE

By Ted Godbout9/5/2017 • 0 Comments

A recent study projects the average amount a 65-year-old couple retiring this year will need to cover medical expenses (in today’s dollars) throughout retirement. READ MORE

Craig Hoffman

Craig Hoffman

Craig Hoffman

By Craig Hoffman9/27/2017 • 0 Comments

An outline of the Republican tax reform plan was released today — a plan that includes a proposal to cap the tax rate on small business “pass-through” income at 25%. READ MORE

John Iekel

John Iekel

John Iekel

By John Iekel9/28/2017 • 0 Comments

Warnings about the need to save more for retirement are ubiquitous; a suggestion that challenges this premise will raise more than a few eyebrows. READ MORE

By John Iekel9/28/2017 • 0 Comments

Forgetting to repay a loan will garner one a quick reminder. But a recent Tax Court ruling suggests that it may be wise to verify that the payment really was made. READ MORE

By John Iekel9/26/2017 • 0 Comments

SEC Chairman Jay Clayton told the Senate Committee on Banking, Housing and Urban Affairs he hopes the SEC can “properly tailor” an approach that will best address issues related to the DOL fiduciary rule. READ MORE

By John Iekel9/21/2017 • 0 Comments

A proposal to allow some retirees to receive lump sum Social Security payments would result in higher costs for Old Age, Survivor and Disability Insurance (OASDI) in the short term, but a small net reduction in OASDI costs in the longer term, says Social Security Chief Actuary Stephen Goss. READ MORE

By John Iekel9/21/2017 • 0 Comments

A sharper focus on how fiduciary duties are discharged and a heightened awareness of how one is performing such functions will not go away anytime soon; a recent paper discusses fiduciary risk and management. READ MORE

By John Iekel9/18/2017 • 0 Comments

The PBGC has issued guidance that provides an alternative method for determining whether an active participant reduction due to attrition must be reported to it. READ MORE

By John Iekel9/15/2017 • 0 Comments

Running the plan and investing in a way mindful of environmental, social and governance concerns is a practice some plans follow, but a recent commentary questions whether that inhibits fulfilling fiduciary responsibility. READ MORE

By John Iekel9/14/2017 • 0 Comments

The PBGC says in Disaster Relief Announcement 17-11 that in response to Hurricane Irma it is waiving certain penalties and extending certain deadlines in qualifying parts of Florida. READ MORE

By John Iekel9/13/2017 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation (PBGC) have announced fresh relief for victims of Hurricane Irma — as well as those of still very recent Hurricane Harvey. READ MORE

By John Iekel9/8/2017 • 0 Comments

Analyses often warn that efforts to save for retirement are insufficient, but panelists at a recent discussion suggest that the prospects for many retirees are really quite good. READ MORE

By John Iekel9/7/2017 • 0 Comments

Plans, employers, service providers and administrators can act to protect plans and those they serve from the effects of hurricanes and natural disasters; the IRS and the DOL provide tips. READ MORE

By John Iekel9/6/2017 • 0 Comments

The IRS has announced that it is extending the temporary nondiscrimination relief for closed defined benefit plans. READ MORE

Carlos Panksep

Carlos Panksep

By Carlos Panksep9/21/2017 • 0 Comments

Ten years ago, CEFEX and ASPPA introduced the Standard of Practice for Retirement Plan Service Providers; two firms that embraced this new ASPPA certification 10 years ago are being recognized. READ MORE

Adam Pozek

Adam Pozek

Adam Pozek

By Adam Pozek9/27/2017 • 0 Comments

The ASPPA Annual Conference offers the opportunity to learn from some of the most brilliant minds in this business — but the “off agenda” learning is important too! READ MORE

ASPPA Net Staff

ASPPA Net Staff

By ASPPA Net Staff9/29/2017 • 0 Comments

Congress on Sept. 28 approved legislation to expand access by victims of Hurricanes Harvey, Irma and Maria to their 401(k) and similar plans without incurring IRS penalties and taxes, clearing the measure for President Trump’s expected signature. READ MORE

By ASPPA Net Staff9/29/2017 • 0 Comments

The fourth riddle in the opportunity to win a complimentary registration to one of our conferences is here! READ MORE

By ASPPA Net Staff9/28/2017 • 0 Comments

Rothification may not be on the table — yet — but the GOP’s tax reform outline includes a potentially nasty surprise for small business retirement plans. READ MORE

By ASPPA Net Staff9/25/2017 • 0 Comments

The IRS has revised Form 8881, Credit for Small Employer Pension Plan Startup Costs. READ MORE

By ASPPA Net Staff9/22/2017 • 0 Comments

The third riddle in the opportunity to win a complimentary registration to one of our conferences is here! READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

On Sept. 21, 2017, the ASPPA/ARA Government Affairs Committee filed comments with the American Institute of Certified Public Accountants with regard to their release of a Proposed Statement on Auditing Standards. READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

The IRS and the PBGC have extended some forms of relief for victims of Hurricane Irma in Georgia. READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

August brought a notable uptick in 401(k) trading activity among defined contribution plan investors, according to the Alight Solutions 401(k) Index. READ MORE

By ASPPA Net Staff9/20/2017 • 0 Comments

Legislation that would repeal the DOL’s fiduciary rule would have a negligible effect on federal revenues, say multiple cost estimates. READ MORE

By ASPPA Net Staff9/20/2017 • 0 Comments

What do they have in common? Believe it or not, they’re all part of the 2017 ASPPA Annual conference. READ MORE

By ASPPA Net Staff9/18/2017 • 0 Comments

We have extended — but only by one week — the early registration deadline for the 2017 ASPPA Annual Conference. READ MORE

By ASPPA Net Staff9/18/2017 • 0 Comments

The DOL has extended the employee benefit plan compliance guidance and relief it issued for victims of Hurricane Harvey to those affected by Hurricane Irma. READ MORE

By ASPPA Net Staff9/15/2017 • 0 Comments

It would be easy to think of that question as rhetorical. And yet, new research indicates otherwise. READ MORE

By ASPPA Net Staff9/15/2017 • 0 Comments

The second riddle in the opportunity to win a complimentary registration to one of our conferences is here! READ MORE

By ASPPA Net Staff9/14/2017 • 0 Comments

The U.S. House on Sept. 14 passed a bill that contains a sentence that seeks to do away with the fiduciary regulation — with language that some might find eerily prophetic. READ MORE

By ASPPA Net Staff9/13/2017 • 0 Comments

The IRS, DOL and PBGC have granted relief to certain victims of Hurricanes Harvey and Irma. But House Ways and Means Chairman Kevin Brady (R-TX) may try to do what they cannot. READ MORE

By ASPPA Net Staff9/13/2017 • 0 Comments

The American Retirement Association, parent organization of ASPPA, has weighed in on extending the special transition period under the Best Interest Contract Exemption (and related exemptions). READ MORE

By ASPPA Net Staff9/11/2017 • 0 Comments

The aggregate funding ratios for U.S. private-sector pension plans fell slightly and deficits grew in August, say recent reports. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

A report concerning OregonSaves, the state-run retirement plan run by the Oregon Retirement Savings Board, provides a look at the status of the program as it approaches full implementation. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

Temperatures continued to rise in August, but the increase in average 401(k) balances cooled off a bit. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

The first riddle in the contest to win a complimentary registration to one of our conferences goes live today! READ MORE

By ASPPA Net Staff9/6/2017 • 0 Comments

So what plans ARE covered by the fiduciary rule? A recent blog post addresses that question, as well as which plans the rule does not cover. READ MORE

By ASPPA Net Staff9/6/2017 • 0 Comments

The IRS has taken action to address more than 700 erroneous extension request approvals it issued recently. READ MORE

By ASPPA Net Staff9/6/2017 • 0 Comments

Sales of single-premium pension buy-out products in the second quarter of 2017 were the highest they have been in a decade and a half, according to a recent report. READ MORE

By ASPPA Net Staff9/6/2017 • 0 Comments

We are excited to announce a fun opportunity to win a complimentary registration to one of our conferences. READ MORE

By ASPPA Net Staff9/1/2017 • 0 Comments

Labor Secretary Alexander Acosta will meet Sept. 5 with representatives of companies that oppose the Obama administration’s fiduciary rule, according to a published report. READ MORE

By ASPPA Net Staff9/1/2017 • 0 Comments

OregonSaves, the Oregon Retirement Savings Program, has invited additional Oregon employers to register for its pilot program. READ MORE

Natalie Wyatt

Natalie Wyatt

By Greg Fowler, Natalie Wyatt9/21/2017 • 0 Comments

ASPPA Annual is only a month away — Conference Co-Chairs Greg Fowler and Natalie Wyatt provide a preview. READ MORE