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With more and more defined benefit plan sponsors exploring — and undertaking — pension de-risking, a pair of leading U.S. Senators have asked regulators to establish some guidelines to ensure that those covered by those programs are protected.Senate Finance Committee Chairman Ron Wyden (D-Ore.) and...
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Growing and managing a business presents a multitude of challenges, from employee issues to budgeting and new service offerings. Running a firm is a complex business.Wouldn’t it be helpful to meet with your peers from across the country and find out how they manage these challenges? Would you like...
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The IRS and Social Security Administration have issued their cost-of-living adjustments relevant to retirement benefits for 2015.IRS LimitsThe IRS on Oct. 23 announced COLAs affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. Some of the limits will...
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The 2014 ASPPA Annual Conference kicks off Sunday at the Gaylord National Resort at the National Harbor, located in Oxon Hill, Md., just outside our nation’s capital. We'll be there from the start until the conference ends on Wednesday, reporting on the Annual's general sessions, workshops and more...
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Another one bites the dust.“One” in this case being the notion that the shift in emphasis from defined benefit plans to defined contribution designs has produced a decline in retirement income. In fact, a new study finds that more retirees are receiving retirement income from private-sector...
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They say when you have your health, you have just about everything, and a new study seems to bear that out — and that includes being financially ready for retirement.Healthier employees feel more prepared when it comes to having a financial plan, saving enough for retirement to last a lifetime and...
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The Highway and Transportation Funding Act of 2014 (HATFA) had consequences for annual financial and actuarial information reporting under Section 4010 of ERISA and part 4010 of the PBGC regulations. To better clarify how it applies since HATFA's retroactive application for 2013 may cause a timing...
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The number of single-employer defined benefit plans has dropped sharply over a nearly 40-year period, while the decline multiemployer DB plans of has been far less dramatic. But in “Beyond the Numbers: An Analysis of Multiemployer Pension Plans,” William Wiatrowski, an economist in the Bureau of...
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The upcoming Nov. 4 midterm congressional election will have important repercussions for retirement plan professionals throughout the industry. What will happen if the Republicans keep the House of Representatives and take the control of the Senate? What if Congress remains as divided as it is...
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Thursday, November 6, 20142 p.m. - 2:45 p.m. ETSpeakers: Brian Graff, Esq., APM; Executive Director and CEO, ASPPA and Jim Dornan; Political Director, ASPPA The upcoming midterm congressional election will have important repercussions for plan advisors. What...
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This webcast has been rescheduled. The new date is yet to be determined. Speakers: Molly Hamer, EFS Advisors; Chris DeGrassi, Executive Director, NTSA; Jeffrey Tomaneng, Lincoln Investment Planning; Mark Luckinbill, Aspire Financial Services; Matthew McBay, GWN SecuritiesWebcast outline coming...
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The President's Advisory Council on Financial Capability for Young Americans recently held its annual meeting — but retirement planning was barely mentioned.One of the Council’s stated goals is to “identify and test promising and tested approaches for increasing planning, savings and investing for...
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This month ASPPA will be launching the Business Managers & Owners Council (BMOC). BMOC is a new membership add-on designed for ASPPA members who are either owners or senior executives of a qualified plan administration business. Among the diverse offerings BMOC will provide are two conferences...
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This month ASPPA will be launching the Business Managers & Owners Council (BMOC). BMOC is a new membership add-on designed for ASPPA members who are either owners or senior executives of a qualified plan administration business. Among the diverse offerings BMOC will provide are two conferences...
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While it is true that safe harbor 401(k) plans are free from the testing of deferrals and, in most cases, matching contributions, it is also true that there are potential pitfalls that may jeopardize the plan’s qualification status. Our session on Monday, Oct. 27 at the ASPPA Annual Conference will...
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In an Oct. 15 letter to Department of Labor Assistant Secretary of Labor for the Employee Benefits Security Administration Phyllis Borzi, ASPPA has urged the DOL to issue regulations that provide a longer period for all disclosures.ASPPA expressed support for the provision in Field Assistance...
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A new survey finds that most employers are concerned that the rising cost of health care will lead workers to cut back on retirement savings — and see a holistic approach to both as a potential solution.Health care cost concerns are a growing concern for employers and workers alike, but a new...
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Available through November 6, 2015Speakers: Brian Graff, Esq., APM; Executive Director and CEO, ASPPA and Jim Dornan; Political Director, ASPPA Click HERE to view the webcast outline! The upcoming midterm congressional election will have important repercussions...
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Almost six in 10 (57%) small business owners believe employees have what they need to protect their health and income; however, only 35% believe their employees are saving enough for a comfortable retirement.That concern doubtless underlies the findings of the “2014 Principal Financial Well Being...
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The ASPPA Board would like thank the membership for the overwhelming support of the restructuring proposal. The Board is excited about the benefits of the reorganization as we near the effective date of Jan. 1, 2015.Although vetted by outside counsel, in making final preparations for the formal...
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