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By Nevin Adams11/21/2014 • 0 Comments

Those who don't have a retirement plan had better figure out a plan B for retirement, because a new study suggests that they're more likely to misjudge their expected retirement date.
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By Ray Harmon11/21/2014 • 0 Comments

In the wake of the surprise election of Republican Larry Hogan to the Maryland governor’s mansion earlier this month, the task force outgoing Gov. Martin O’Malley (D) established to study retirement plan access and potentially recommend a state-run automatic enrollment IRA program had its first post-election meeting Nov. 19.
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By Nevin Adams11/20/2014 • 0 Comments

The Government Accountability Office published its final report on Individual Retirement Accounts (IRAs), offering some recommendations for Congress and the IRS on so-called “mega” IRAs. READ MORE

By Nevin Adams11/19/2014 • 0 Comments

There has been much discussion about savings trends and the unique challenges of Millennials, specifically the impact of graduating with so much college debt. But adjusted for inflation, the debt totals are very much in line with those of earlier generations. READ MORE

By John Iekel11/19/2014 • 0 Comments

The Department of Labor has announced that on Jan. 15, 2015 it will hold a hearing on whether Credit Suisse affiliates can serve as qualified professional asset managers. READ MORE

By Nevin Adams11/19/2014 • 0 Comments

Five Senate Finance Committee members are asking Treasury Secretary Jack Lew for some retirement plan relief. They cite testimony provided in committee and “commonsense suggestions” that include several that ASPPA and NAPA have actively promoted.

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By Craig Hoffman11/18/2014 • 0 Comments

Plan administrators were beginning to feel comfortable with their procedures for participant benefit statements, but changes are in the offing. The Department of Labor’s most recent guidance plan includes a proposed regulation that could significantly affect the way plan sponsors draft and distribute these notices. READ MORE