Technical Resources

Technical Resources covers the nuts and bolts of the retirement plan market, focusing on IRS and DOL regulations, ERISA litigation, fiduciary governance and more.

 

 


By John Iekel 4/24/2018 • 0 Comments

The Illinois Secure Choice Savings Program is now being tested by employers who volunteered to participate in a pilot program, Illinois State Treasurer Michael W. Frerichs (D) announced April 18. READ MORE

By Ted Godbout4/23/2018 • 0 Comments

New survey results show that a significant majority of 401(k) consultants support additional services in DC plans. READ MORE

By John Iekel 4/23/2018 • 0 Comments

A recent analysis offers a fresh take on how to motivate individuals to save for retirement: wed technology and behavioral economics. READ MORE

By ASPPA Net Staff4/19/2018 • 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

By Andrew Remo4/18/2018 • 0 Comments

Members of a House subcommittee pressed IRS representatives this week to explain their recent decision to dramatically increase the cost to small businesses of remedying retirement plan mistakes. READ MORE

By John Iekel 4/17/2018 • 0 Comments

The PBGC on April 17 announced that minor changes to its standard and distress termination forms and instructions have been approved by the Office of Management and Budget. READ MORE

By John Iekel 4/17/2018 • 0 Comments

Longevity generally is increasing. But some of those rays of golden sunshine can be clouded due to the instability of the retirement saving atmosphere. A recent blog entry offers some ideas on how those clouds may be dispelled. READ MORE

By ASPPA Net Staff4/16/2018 • 0 Comments

Have Americans accepted a shift in responsibility for their own retirement security? A new study by MetLife seems to indicate that they have. READ MORE

By John Ortman4/16/2018 • 0 Comments

American Retirement Association CEO Brian Graff unveiled plans April 15 to address the expensive and outdated ERISA requirement to disclose information to 401(k) participants in paper form. READ MORE

By Ted Godbout4/13/2018 • 0 Comments

Enactment of the Retirement Enhancement and Savings Act would encourage employers to offer DC plans and to expand access to various retirement savings options, panelists at a Capitol Hill retirement policy forum suggested. READ MORE

By John Iekel 4/13/2018 • 0 Comments

Panelists shared their perspectives on the importance of lifetime income options and ways to enhance their availability at the recent Enrolled Actuaries Meeting held in Washington, DC. READ MORE

By Ted Godbout4/13/2018 • 0 Comments

As workers become more highly mobile, and frequently change jobs and homes, the task of finding missing plan participants can be a time-consuming and difficult process for plan sponsors. READ MORE

By Nevin Adams 4/13/2018 • 0 Comments

Consider the statistics on retirement need calculations, retirement realities and the extent to which Americans have done any kind of calculation regarding the income they’ll need to live on in retirement. READ MORE

By John Iekel 4/13/2018 • 0 Comments

On April 11 at the Enrolled Agents Meeting held in Washington, DC, PBGC officials discussed compliance issues regarding single-employer plans, with a focus on late filings and missing participants. READ MORE

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