John Iekel

John Iekel

By John Iekel 1/12/2018 • 0 Comments

The IRS has released the instructions for Form 9855-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, for 2017 filing. READ MORE

By John Iekel 1/12/2018 • 0 Comments

Missouri is the latest state whose legislature has before it a measure that would establish a state-run program for employees whose employers do not offer a retirement plan. READ MORE

By John Iekel 1/12/2018 • 0 Comments

OregonSaves, the state-sponsored retirement plan for private-sector workers, is now open to any employer of any size in Oregon. READ MORE

By John Iekel 1/12/2018 • 0 Comments

The advent of 2018 has brought new requirements for practitioners who contact the IRS Practitioner Priority Service line for assistance. READ MORE

By John Iekel 1/10/2018 • 0 Comments

Sen. Sheldon Whitehouse (D-RI) will join the Senate Finance Committee, Senate Minority Leader Chuck Schumer (D-NY) announced Jan. 9. READ MORE

By John Iekel 1/10/2018 • 0 Comments

The PBGC has released the Premium Filing Instructions to be used for 2018 plan years. READ MORE

By John Iekel 1/8/2018 • 0 Comments

What was the top news story of the year that just ended? A recent blog post discusses retirement-related subjects that generated the greatest interest. READ MORE

By John Iekel 1/3/2018 • 0 Comments

IRS Revenue Procedure 2018-01 reports that for 2018, the IRS has changed the fees for voluntary correction program (VCP) filings, as well as other user fees. READ MORE

By John Iekel 1/3/2018 • 0 Comments

The PBGC’s Participant and Plan Sponsor Advocate has issued a report on the 2017 activities of her office on participant claims, multiemployer plans, plan sponsor issues and pension de-risking. READ MORE

By John Iekel 1/2/2018 • 0 Comments

The official launch of Washington State’s Small Business Retirement Marketplace “is drawing near,” says Washington State Department of Commerce Marketplace Director Carolyn McKinnon. READ MORE

By John Iekel 12/28/2017 • 0 Comments

A retirement planning firm suggests that retirement planning be among 2018 new year's resolutions and identifies resolutions toward which to steer participants. READ MORE

By John Iekel 12/28/2017 • 0 Comments

ASPPA Connect will not appear on Jan. 1 as the ASPPA office will be closed that day; we’ll be back on Jan. 3. We wish you happy new year, and offer some New Year's Day facts.
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By John Iekel 12/27/2017 • 0 Comments

U.S. retirement assets grew in the third quarter of 2017, according to a recent report, reaching $27.2 trillion by Sept. 30. READ MORE

By John Iekel 12/27/2017 • 0 Comments

The PBGC has issued a statement on its regulatory — and deregulatory — priorities; it intends these actions to promote clarity and reduce burdens and costs. READ MORE

By John Iekel 12/20/2017 • 0 Comments

ASPPA Connect will not appear on Friday, Dec. 22, nor on Monday, Dec. 25; we wish you happy holidays, and offer some little-known facts concerning the holiday season. READ MORE

By John Iekel 12/20/2017 • 0 Comments

The IRS has updated the Mortality Improvement Rates and Static Mortality Tables for Defined Benefit Pension Plans for 2019. READ MORE

By John Iekel 12/18/2017 • 0 Comments

The PBGC has asked the Office of Management and Budget to extend approval, with modifications, of its collection of information through the Form 5500. READ MORE

By John Iekel 12/18/2017 • 0 Comments

Remember the Aesop’s fable about the tortoise and the hare? A recent analysis argues Aesop was on to something regarding retirement planning, as well. READ MORE

By John Iekel 12/18/2017 • 0 Comments

A recent blog post provides a helpful primer on using psychology and considerations of human behavior to help plan participants overcome the self-inflicted obstacles to effective 401(k) investing. READ MORE

By John Iekel 12/15/2017 • 0 Comments

Seattle workers whose employers do not offer a retirement plan will have access to one through the city if a proposal by Mayor Jenny Durkan (D) is enacted. READ MORE

By John Iekel 12/14/2017 • 0 Comments

Pension plans’ funded status provided something else to be thankful for in November, according to two recent reports. READ MORE

By John Iekel 12/11/2017 • 0 Comments

A recent analysis discusses some challenges causing employers and plan sponsors to think longer and harder regarding what they’re doing with their DB plans — and what their responses are. READ MORE

By John Iekel 12/11/2017 • 0 Comments

Employers in the healthcare industry, it seems, are not immune from some of the macro trends concerning retirement plans. READ MORE