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ASPPA Net Staff

Financial literacy is essential to improving retirement readiness and helping employees to prepare. That was the core message of an April 27 webinar on retirement security and the role states and employers play in bringing it about.In “Retirement Security: States, Financial Literacy and the... READ MORE
A new video traces the development of ASPPA’s Education & Examinations program, featuring recollections by E&E Committee members and others. The video is now live on the ASPPA history website.Featuring photos from the ASPPA archives, videos, and documents from past presidents, members and... READ MORE
Average fund costs continued to decline in 2015, but investors aren’t necessarily paying less, according to Morningstar.The study of U.S. open-end mutual funds and exchange-traded funds finds that the asset-weighted average expense ratio across funds (excluding money market funds and funds of funds... READ MORE
The Pension Benefit Guaranty Corporation (PBGC) on April 27 announced that it is proposing amendments to its premium payments regulation. The proposal applies to both single-employer and multiemployer plans.The penalty for late payment of a premium is a percentage of the amount paid late multiplied... READ MORE
The IRS on April 26 issued revised procedures for applications for a suspension of benefits under a multiemployer defined benefit pension plan that is in critical and declining status. The revised procedures are contained in Revenue Procedure (Rev. Proc.) 2016-27.Under the new revenue procedure, an... READ MORE
The IRS on April 26 issued revised procedures for applications for a suspension of benefits under a multiemployer defined benefit pension plan that is in critical and declining status. The revised procedures are contained in Revenue Procedure (Rev. Proc.) 2016-27.Under the new revenue procedure, an... READ MORE
ASPPA Webcast: Merger and Acquisitions: Coming Together for RetirementAvailable Until August 3, 2017Speaker: S. Derrin Watson, Esq., Attorney, FIS ReliusIRS Program Number: CZTXU-Q-00640-16-OWebcast Outline: Click Here.     Description: Official guidance... READ MORE
NTSA Webcast: Ethical Issues for 403(b) AdvisorsAvailable Until July 26, 2017Speaker: Robert J. Toth, Jr., Esq.IRS Program Number: CZTXU-E-00660-16-OWebcast Outline: Click Here.     Description: This webcast will discuss application of professional... READ MORE
NTSA Webcast: Ethical Issues for 403(b) AdvisorsAvailable Until July 26, 2017Speaker: Robert J. Toth, Jr., Esq.IRS Program Number: CZTXU-E-00660-16-OWebcast Outline: Click Here.     Description: This webcast will discuss application of professional... READ MORE
ASPPA Webcast: Prohibited TransactionsAvailable Through July 21, 2017Speaker: David N. Levine, Esq., Principal, Groom Law GroupIRS Program Number: CZTXU-Q-00645-16-OWebcast Outline: Click Here.     Description: For past year, the retirement world has... READ MORE
One of the most significant cost factors in retirement planning isn’t even on most participants’ radar screens — and it can vary widely depending on where you live.Information drawn from a new website by Lincoln Financial Group indicates that the current national averages for full-time long-term... READ MORE
Legislation before the U.S. House would exclude Pension and Benefit Guaranty Corporation receipts and disbursements from the federal budget.H.R. 4955, the Pension and Budget Integrity Act of 2016, was introduced on April 15 by Rep. James Renacci (R-Ohio).The bill notes that ERISA did not include... READ MORE
Nominations are now being accepted for the American Retirement Association’s 2017 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.To view the nomination form, click... READ MORE
A new survey of 117 retirement plan service providers by the SPARK Institute found that nearly 80% are still evaluating risks and requirements of the regulations (one wonders how that isn’t 100%), and 60% indicated that key parts of the regulation are still not clear (ditto).Indeed, the survey... READ MORE
The Department of Labor (DOL) issued the conflicted advice regulation in its final form on April 6. It may have been primarily directed at investment advisors, but plan administrators need to understand what it means and how they will be affected as well. A recent ASPPA webcast discussed exactly... READ MORE
A recent announcement by the ERISA Advisory Council that it will be focusing on how cyber-related threats affect TPAs is addressed in a recent legal advisory from Pillsbury Law. “By shining the spotlight on the role of TPAs in combatting cyber-related threats to retirement plans, this announcement... READ MORE
ASPPA Webcast: Participant Loans from A to ZAvailable Until July 12, 2017 Speaker: Robert M. Kaplan, CPC, QPA, CFP, APA, National Training Consultant, Voya FinancialIRS Program Number: CZTXU-Q-00641-16-OWebcast Outline: Click Here.     Description: This... READ MORE
ASPPA Webcast: Behavioral Finance: Why Participants Sometimes Make Irrational DecisionsAvailable Until June 29, 2017 Speakers: Neil Lloyd, FFA, FCA, ASA, Head, US DC & Financial Wellness; and Lindsey Staley, CIPM, US DC & Financial Wellness Research Associate, MercerIRS Program Number:... READ MORE
The Congressional Budget Office (CBO) on April 20 issued a report saying that two measures introduced in the House earlier this year that would require congressional approval of the Department of Labor’s (DOL) fiduciary rule and would provide alternative fiduciary protection for consumers would... READ MORE
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. The month of February featured:1979: Chet Salkind hired1997: Kirkpatrick Foundation became ASPA Pension Education Research Foundation1988: 1st HCE and... READ MORE

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