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.

 

 


Technical Resources

Technical Resources

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 Ted Godbout1/12/2018 • 0 Comments

What are firms in the retirement industry doing to help protect against cyberattacks and the threat of financial and participant account information being held hostage? 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 ASPPA Net Staff1/10/2018 • 0 Comments

A recent posting provides a comprehensive enumeration of deadlines single-employer DB plans that operate on a calendar-year basis must meet. READ MORE

By ASPPA Net Staff1/10/2018 • 0 Comments

Bipartisan legislation that proponents say will provide funding relief for some multiemployer plans could emerge shortly, according to published reports. READ MORE

By ASPPA Net Staff1/9/2018 • 0 Comments

Visa is the latest firm to “credit” tax reform with a boost to its 401(k) plan. 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 Nevin Adams1/8/2018 • 0 Comments

A change in methodology means that large retirement plan sponsors will pay significantly less to fix plan mistakes through the Voluntary Correction Program — but plans with fewer than 100 participants will pay more. READ MORE

By Nevin Adams 1/7/2018 • 0 Comments

This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are three for plan fiduciaries for 2018. READ MORE

By Nevin Adams1/7/2018 • 0 Comments

A year ago, EBRI estimated that individuals might need as much as $350,000 to cover health expenses in retirement. You might want to sit down for the update. READ MORE

By Ted Godbout1/7/2018 • 0 Comments

As DC plans continue to grow in size and complexity, the retirement industry needs to keep up and redefine terms to better reflect the new environment, says a new report. READ MORE

By Ted Godbout1/3/2018 • 0 Comments

New survey results find that Americans are confident that they are on track to achieve their long-term financial goals, but will that confidence continue in 2018? 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 Ted Godbout1/3/2018 • 0 Comments

While the new tax law avoided major changes to the existing retirement tax provisions, the same cannot be said for the tax treatment of executive compensation and related provisions. READ MORE

By ASPPA Net Staff1/3/2018 • 0 Comments

Aflac Inc. says that as a result of tax reform, it intends to invest in “several key areas that will provide long-term benefits for employees” – including a boost in their 401(k) match. 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

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