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Nominations are now being accepted for the 2024 ASPPA Leadership Council.  Elected at-large members of the Leadership Council serve for one term of four calendar years. Nominees must be credentialed ASPPA members nominated by at least two members to be considered.  Submit a nomination today!... READ MORE
Welcome to the Great 401(k) Podcast Debate, a series of point/counterpoint episodes involving controversial topics in the retirement plan space, and pooled employer plans (PEP) are undoubtedly controversial. Are PEPs living up to their promise? Are they lowering costs and increasing efficiencies... READ MORE
What's in the episode?: Debt limits, ESG, presidential vetoes—how in the world did SECURE 2.0 pass in an overwhelmingly (and increasingly) partisan Washington? Where does retirement policy go from here, and what about that MAJOR retirement policy proposal that some members of Congress are... READ MORE
What's in the Episode What's on the tax policy agenda for the Treasury Department, and what are its priorities? What about the technical correction in SECURE 2.0 needed for Roth catchup provisions? And, more basically, how is a regulation born—the process for developing a regulation and the... READ MORE
The newest digital edition of ASPPA’s members-only magazine has been posted online! SECURE 2.0 was enacted on the cusp of 2023. It’s complex and confusing — but also filled with opportunity. In this issue’s cover story, John Sullivan and Nevin E. Adams, JD take a look at what retirement... READ MORE
The SECURE Act added IRC §401(b)(2) to allow for the retroactive adoption of new plans. In the latest ASPPA asap, Erin Books, ERPA, CPC, TGPC EGPS, writes that beginning with calendar year 2020 plans, a plan sponsor could retroactively adopt a stock bonus, pension, profit-sharing, or annuity plan,... READ MORE
Fiduciary tort terror Jerry Schlichter and top ERISA attorney Tom Clark join American Retirement Association CEO Brian Graff for an insightful discussion about retirement plan litigation, record-keeping data, and much more. Here is what Schlichter, Managing Partner with Schlichter Bogard and Denton... READ MORE
Legislation that purports to expand Social Security benefits, shore up program funding, and increase taxes on the “wealthy” has been reintroduced in Congress. The Social Security Expansion Act was originally introduced last June in the Senate by Sen. Bernie Sanders (I-VT), along with Sens. Chris... READ MORE
“What we’re finding on the behavioral side is that the way we talk about this impacts people’s decisions,” Jason Fichtner said. “Age 62 is called the early eligibility age. A lot of the public does not understand that it’s actually the lowest monthly benefit amount. They hear the word early and... READ MORE
Environmental, Social and Governance (ESG) investing is nothing if not controversial — especially with its use in retirement plans. The Trump-era ESG rule, issued in the waning days of the last administration, was said by some to have a “chilling effect” on sustainable investing, something recent... READ MORE
Does a plan sponsor violate a duty of loyalty when considering retirement plan participant preferences?  Here’s what Tim Hauser, Deputy Assistant Secretary for Program Operations of the Employee Benefits Security Administration (EBSA), had to say.  “We added a provision that expressly says the... READ MORE
How does the Biden Administration’s ESG rule differ from its predecessor?   Tim Hauser, Deputy Assistant Secretary for Program Operations of the Employee Benefits Security Administration (EBSA), tells American Retirement Association CEO Brian Graff that the new rule was careful not to go overboard... READ MORE
In the inaugural episode of the DC Pension Geeks podcast, American Retirement Association CEO Brian Graff sits down with Lisa Gomez, the Department of Labor's Assistant Secretary for the Employee Benefits Security Administration (EBSA). In her first major interview since her confirmation, Gomez... READ MORE
On January 30, the final rule titled “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights”—a.k.a. the “ESG rule”—became effective. American Retirement Association CEO Brian Graff recently sat down with the Employee Benefits Security Administration’s Tim Hauser to... READ MORE
Legislation that would significantly broaden the ability of individuals to use health savings accounts (HSAs) has been introduced in the House of Representatives.   Rep. Andy Biggs (R-AZ) on Jan. 9 introduced the Freedom for Families Act (H.R. 107), which would increase the annual contribution... READ MORE
ASPPA Connect will not be appearing on Monday, Jan. 16 as ASPPA’s offices will be closed in observance of Martin Luther King, Jr. Day. Our next edition will next appear on Jan. 18. To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here.   READ MORE
Employers looking to differentiate themselves and their benefit offerings — particularly in a tight labor market — continue to rely on nonqualified deferred compensation (NQDC) plans to make their benefits package more competitive, according to the latest survey of nonqualified plans by the Plan... READ MORE
Below is a table providing descriptions and effective dates for the key provisions contained in the SECURE 2.0 Act of 2022, which was enacted Dec. 29, 2022, as part of the Consolidated Appropriations Act, 2023 (P.L. 117-328). Dec. 29, 2022, will now serve as the date of enactment (DOE), where... READ MORE
In a new episode of the Nevin & Fred podcast, Nevin (Adams) and Fred (Reish) take a look at the Labor Department’s much-anticipated final ESG rule. The Labor Department says that it will allow “plan fiduciaries to consider climate change and other environmental, social and governance factors... READ MORE
Amid a year filled with economic turmoil and a holiday season racking up credit card bills, Americans considering financial resolutions in the New Year are in good company, a new study suggests.   When looking back on 2022, nearly 9 in 10 (88%) Americans acknowledge room for improvement in their... READ MORE

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