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Think it’s impossible to still encounter issues with missing participants in an age in which digital footprints abound? It is. In “I’ll Be Missing You: Tips for Locating Missing Participants,” an article that appeared in the Winter 2016 issue of Plan Consultant magazine, Quarles & Brady LLP...
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Small businesses in the Garden State will soon be able to use a virtual marketplace to choose a private retirement plan. New Jersey Gov. Chris Christie (R) has signed into law a measure establishing that marketplace.The New Jersey Small Business Retirement Marketplace Act is intended to create a...
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The Department of Labor (DOL) is pushing to get the revised version of its fiduciary rule to the Office of Management and Budget (OMB) by the end of January, according to published reports.The DOL needs to finalize the rule by April or mid-May at the latest to prevent Congress from exercising its...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. This post marks the debut of a regular series that will run throughout 2016.The month of January featured:1968: First publication, Actuarial...
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Ex-presidents will share in the experience of pension caps if the U.S. House of Representatives has its way. The House passed a bill Jan. 11 that would place a limit on pension payments to former presidents, and the Senate now is considering it.Under the 1958 Former Presidents Act, former...
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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 WebcastsASPPA Webcast: Analyzing Controlled and Affiliated Service GroupsTuesday, Feb. 9, 20162:00-3:40 p.m. ETSpeaker: Kelsey Mayo, J.D., Partner,...
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Location, location, location. It’s something of a truism about the three things that most affect property values. Apparently it also applies to retirement plan access.Using a pooled version of the 2010-14 Minnesota Population Center’s Integrated Public Use Microdata Series (IPUMS) Current...
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ASPPA Webcast: Form 5500 UpdateAvailable Until April 26, 2017Speaker: Janice M. Wegesin, President, JMW Consulting, Inc.IRS Program Number: CZTXU-Q-00618-16-OWebcast Outline Click Here. Description: The 2015 Form 5500 contains potential minefields,...
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ACOPA Webcast: Cash Balance Plans Ten Years after PPA 2006Available Until April 19, 20172:00 - 3:40 p.m. ET Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLCIRS Program Number: CZTXU-Q-00611-16-OWebcast Outline: Click here...
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ASPPA Webcast: The Final Conflicted Advice Regulation: What’s New and What Does It Mean for Plan AdministratorsAvailable Until April 14, 2017Speaker: David Schultz, Esq., APM, Product Manager, FIS Relius Wealth and Retirement; and Craig P. Hoffman, Esq., APM, General Counsel, American Retirement...
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ASPPA Webcast: The Final Conflicted Advice Regulation: What’s New and What Does It Mean for Plan AdministratorsAvailable Until April 14, 2017Speaker: David Schultz, Esq., APM, Product Manager, FIS Relius Wealth and Retirement; and Craig P. Hoffman, Esq., APM, General Counsel, American Retirement...
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ASPPA Webcast: The Impact of the Sandwich Generation on Retirement Readiness Available Through March 30, 2017Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLPIRS Program Number: N/AWebcast Outline, click here. ...
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ACOPA Webcast: IRC §412(d)(2): What We Know and What We Don’tAvailable Through March 22, 2017Speaker: Judy Miller, MSPA, Director of Retirement Policy and ACOPA Executive Director, American Retirement AssociationIRS Program Number: CZTXU-Q-00620-16-OTo view the Webcast outline, click here...
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ASPPA Webcast: Roth Conversions: Understanding the Rules and When They Make Sense Available Through March 16, 2016Speaker: William C. Grossman, ERPA, QPA Education Consultant, McKay Hochman Co., Inc.IRS Program Number: CZTXU-Q-00610-16-OTo view the Webcast outline, click here...
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ASPPA Webcast: Mid-Year Changes to Safe-Harbor 401(k) Plans: New Rules Under IRS Notice 2016-16 Available Through February 23, 2017 Speaker: Craig P. Hoffman, Esq., APM, General Counsel, American Retirement AssociationIRS Program Number: CZTXU-Q-00614-16-O...
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The “Gray Book,” a compendium of questions actuaries pose to the IRS and the answers to them, will no longer be produced. The Conference of Consulting Actuaries (CCA), which had produced the book with the American Academy of Actuaries, recently made the announcement.The CCA said that it has taken...
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ASPPA Webcast: New Comparability Plans: The Potential Detrimental Impact of IRS-Proposed Regulations!Available Through February 22, 2017Speakers: Tom Finnegan, FSPA, MSPA, CPC, QPA, Senior Vice President, The Savitz Organization; Judy Miller, MSPA, Director of Retirement Policy; and Craig P....
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ASPPA Webcast: Analyzing Controlled and Affiliated Service Groups Available Through February 09, 2017 Speaker: Kelsey Mayo, J.D., Partner, Poyner Spruill LLP, Charlotte, NCIRS Program Number: CZTXU-Q-00612-16-O Click here to view the webcast...
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The IRS Employee Plans Compliance Unit (EPCU) has updated the information it provides on its Q&A page concerning handling certain erroneous filings. The EPCU develops compliance projects and analyzes data to better identify potential non-compliance with IRS rules. It ordinarily contacts...
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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 mine for plan sponsors.Put your fund menu on a diet.Though it is a point often made with jellies and ice cream, a long-standing behavioral finance tenet is that more...
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