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If you’re like me, when I hear the word “networking,” I get a little nervous. It brings up visions of women frantically sticking their business cards in my face and giving me their elevator pitches at some organized luncheon. I prefer the terms, “connecting and collaborating”, because that is what... READ MORE
In a major victory for the advocacy efforts of the American Retirement Association, the IRS has expanded its Employee Plans Compliance Resolution System (EPRCS) self-correction program (SCP). The American Retirement Association (ARA) on April 4, 2018 had submitted a comment letter to the IRS to... READ MORE
Terms and words adapt and evolve, including “retirement.” But that shouldn’t be interpreted to mean that financial planning for retirement is also obsolete, argues a recent column. In “Why You Don’t Want to Retire Retirement Planning,” a piece appearing in Forbes, researcher Bob Carlson writes... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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 “... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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,... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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,... READ MORE
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 TPAsTuesday, April 23, 2019 2:00–3:40 p.m. ETSpeaker: Fred Reish, APM,... READ MORE