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By John Iekel 7/25/2014 • 0 Comments

It’s easy for inertia to take over when financial decisions have to be made, especially when it comes to investment choices in a 401(k) plan. In “Using Re-enrollment to Improve Participant Investing and Provide Fiduciary Protections,” a white paper prepared for JP Morgan Chase & Co., Fred Reish and Bruce Ashton discuss one solution — re-enrollment, or requiring participants to re-invest in the plan by making new decisions about how the funds in their retirement accounts are invested.

By John Iekel 7/24/2014 • 0 Comments

This year’s ASPPA Annual Conference features a new opportunity for business leaders to network, discuss best practices and meet with peers. We’ve just added a special reception for business leaders to the conference program, providing a special event at which you can interact with others who share your interests and concerns. The reception will be sponsored by PensionPro Software, LLC.

By John Iekel 7/24/2014 • 0 Comments

Is Washington obsessed with rollovers? ASPPA Executive Director and CEO Brian Graff thinks so. “There’s no one who doesn’t care about this issue. There is an obsession with the rollover issue in D.C.,” said Graff in the July 22 webinar, “Washington Update: Rollovers, Rollovers, Rollovers — it’s All About Rollovers.” He and ASPPA Director of Government Affairs Ron Triche discussed the ways in which rollovers are front-and-center on the federal radar screen. 

By Ray Harmon7/24/2014 • 0 Comments

In a piece published in The New York Times on Tuesday, July 22, Gene B. Sperling, former Director of the Economic Council under the Office of White House Policy for President Obama, put on a white lab coat and diagnosed the tax incentive system for private retirement savings with a serious illness by cherrypicking data points to paint his desired picture. It’s no surprise that during Sperling’s time working for Obama, the President borrowed his favorite line and called the system “upside-down.” I criticized the President then for that misdiagnosis and I’ll criticize “Doctor” Sperling now for it too. 

By Craig Hoffman7/23/2014 • 0 Comments

The 2014 ASPPA Annual Conference, scheduled for Oct. 26-29, is only three months away. This year’s program is filled with topics that should not be missed. Once again, Sunday’s opening general session will include a Washington Update on legislative and regulatory developments presented by ASPPA’s government affairs experts, Brian Graff, Executive Director; Craig Hoffman, General Counsel; and Judy Miller, Director of Retirement Policy (as well as ACOPA’s Executive Director).

By John Ortman7/23/2014 • 0 Comments

Retirement-sector veteran Nevin Adams will join ASPPA next month to head its rapidly expanding media and marketing businesses. 

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