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News Archive
The times they are a-changin’. At an exciting — and, perhaps in some ways terrifying — pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age.
Joey Coleman, Chief Experience Composer of the Design Symphony recently shared his...
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You may have missed it – but we just passed the anniversary of the 1912 sinking of the now iconic RMS Titanic, at the time the world’s largest ocean liner.
Its passengers included some of the wealthiest people in the world, as well as a large number of emigrants seeking a new life in North...
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Fiduciary duty, who is responsible for fulfilling it, and the rules that will — or won’t — guide and regulate it have been generating great attention for years. And for good reason.
In “A Cascading Behavioral Roadmap for Fulfilling Fiduciary Duties” a recent blog entry by Neal Shikes, Managing...
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The Advisory Council on Employee Welfare and Pension Benefit Plans has recommended that the Department of Labor (DOL) issue new guidance on ERISA bonding, as well as a summary of the requirements for securing a fidelity bond that complies with DOL guidance.
The recommendations are contained in “...
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Preparing and fling the Form 5500 Series is one of the more onerous tasks associated with administering retirement plans. But one should resist the impulse to just sign the thing and get it all over with, argues a recent blog entry.
In “The IRS Form 5500 – Look Before you Sign!” an entry in...
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Consistent performance and downside protection are valued more by DC plan participants than funds that seek to outperform the market are, according to a recent report.
Concern over recent market volatility has made participants less confident regarding the performance of their retirement plan fund...
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After enduring persistent stock market volatility throughout 2018 and the beginning of 2019, Americans seem to have adapted to this "new normal," a new study reveals.
Given the ongoing volatility, Americans remain cautiously optimistic, with one-third of respondents saying they are comfortable...
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Many factors are in play when you’re designing retirement income strategies. A recent analysis from T. Rowe Price argues that investors’ preferences and tolerance for risk should be most prominent.
In “Incorporating Behavioral Risk Preferences in Retirement Income Strategy Design,” T. Rowe’s Anna...
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We are excited to offer CFP Continuing Education credit hours for Certified Financial Planners at the ASPPA Eastern Regional Conference!
The conference, scheduled for May 9-10, 2019, in Philadelphia, is a great opportunity for networking and obtaining answers to your work problems. But one of the...
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The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is giving retirement plan sponsors at nonprofit organizations an opportunity to participate in, and receive benchmarking data from, its annual 403(b) Benchmarking Survey.
Embarking on its second decade,...
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With the Trump administration’s Association Health Plan rule stymied by a federal judge’s ruling, a large group of Republican senators has introduced legislation to fill that gap.
Sens. Chuck Grassley (R-IA) and Joni Ernst (R-IA) have joined Sen. Mike Enzi (R-WY) and a group of colleagues in...
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That the Pension Benefit Guaranty Corporation (PBGC) provides a financial safety net for millions of retirees and plan participants. But what are those threads made of? The Congressional Research Service (CRS) offers an answer.
In “Pension Benefit Guaranty Corporation (PBGC): A Primer,” the CRS...
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The Garden State has formally proposed a new uniform fiduciary standard – and there’s some good news.
Issued April 15 by New Jersey Attorney General Gurbir Grewal and the state’s Bureau of Securities, the proposed rule would establish by regulation a common law fiduciary duty and apply it to...
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Technology offers a dazzling array of ever-expanding options for retirement plans and participants. But not everyone is interested in tech. Some recent blog entries suggest ways to heighten the experience, as well as non-tech ways to serve a plan and its participants.
Technological advances march...
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Discipline. It can be routine, it can be difficult, but its rewards can be many. Among them, argues a recent blog entry, is the ounce of prevention that consistent application of due diligence offers.
In “Due Diligence Is a Piece of Cake — Unless You Don’t Do it,” a post published recently on the...
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Issuing an executive order designed to “promote private investment in the Nation’s energy infrastructure,” the Trump administration has called for a review involving retirement plan investments.
The executive order directs the Secretary of Labor to, “within 180 days of the date of this order,...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.
Live Webcasts
ASPPA Webcast: IRS Audits and DOL Investigations of Plans and TPAs
Tuesday, April 23, 2019
2:00–3:40 p.m. ET
Speaker: Fred Reish, APM,...
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Increasing concern about transforming accumulated savings into a secure retirement is driving interest in income-generating vehicles via workplace retirement plans, according to new survey results.
BlackRock’s DC Pulse Survey of more than 1,000 DC plan participants and more than 200 plan sponsors...
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A new report notes that large companies have paid out $6.2 billion in 201 ERISA class-action lawsuits since 2000.
And that’s the total of (just) 201 settlements and verdicts since the beginning of 2000 involving corporations in the Fortune 1000, the Fortune Global 500 and the Forbes list of...
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The digital age means more than just a universe of information in the palms of our hands. It also means that plans and those who serve them have powerful new tools to facilitate and drive retirement readiness. Behavioral economist Shlomo Benartzi, Senior Academic Advisor for the Voya Behavioral...
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