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Industry Trends & Research

I can’t believe it’s time again to register for the Cincinnati ASPPA Regional Conference! The 11th annual Conference will be held Nov. 11-12, 2019 at the Cincinnati Marriott RiverCenter. Although I’ve been an employee benefits practitioner for many years, last year was my first attending the... READ MORE
Are you worried — or excited — about the prospects for “open” MEPs? Either way, we’ve got you covered at the TPA Growth Summit!  It’s the second year for this extraordinary gathering of owners, leaders and sales professionals, including some of the nation’s leading third party administrators.... 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: Correcting Missed Elective Deferral Opportunities under EPCRS Wednesday, August 7, 2019 2:00 – 3:40 p.m. ET Speaker:... READ MORE
Are you tired of the everyday grind? Looking for an opportunity to take a step back and re-energize yourself? Earn some CE credits by attending the last ASPPA live conference offered during 2019. The ASPPA Cincinnati Regional Conference will be held Nov. 11-12, 2019 at the Cincinnati Marriott... 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 ACOPA Webcast: Litigation Involving DB Plans Wednesday, July 10, 2019 2–2:50 p.m. ET Speakers: Kelsey N. H. Mayo, J.D., Partner,... READ MORE
Defined contribution plans are practically ubiquitous. But like most things that are common, the mere fact that they are does not necessarily mean that comprehension of investing the funds they contain is. A recently released research paper discusses the problem posed by poor financial literacy and... 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: Late Deferral/Loan Deposits and Form 5330Thursday, June 6, 2019 2:00–2:50 p.m. ET Speaker: Kristina Kananen, QPA QKA,... READ MORE
Mothers give us a lot, not the least of which is life itself. But as I was reading through all the accolades on social media over the weekend, I couldn’t help but be reminded of all my mother gave me. As is the case in many families, “Mom” was our family’s CFO. See, like many in his generation, my... READ MORE
So much happening – and there’s an easy way to catch up. A week ago, the IRS made significant changes to EPCRS by issuing Revenue Procedure (Rec. Proc.) 2019-19, effective immediately – we’re talking self-correction of some of the more common failures relating to participant loans and plan... 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: Second Quarter 2019 Washington UpdateWednesday, May 22, 2019 2:00–2:50 p.m. ET Speaker: Bob Kaplan, Director of Technical... READ MORE
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
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
Why is it important to know if a controlled group or affiliated group exists? Why is it important to know when certain children celebrate their 21st birthday? Those questions and more will be covered in detail at the ASPPA Eastern Regional Conference to be held May 9-10 at the Doubletree Center... READ MORE
Employees’ financial literacy — and its relevance to financial preparedness for retirement — is generating increasing concern and attention. But if it’s good to start saving young, why not foster financial literacy at a young age as well? Some schools and programs are doing just that. And they’re... READ MORE
The 2019 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, May 9 and Friday, May 10. One of only two live regional conferences to be sponsored by ASPPA in 2019, the Eastern Regional Conference has been designed to educate retirement plan... READ MORE
Pension indicators showed improvement last month, according to Hartland. The consulting firm found that pension liabilities are down and employer contributions increased during September. Hartland’s Grant Guyuron reports that pension liabilities fell 1.1%-1.7%, according to the FTSE Pension... READ MORE
While workers are now more secure in their retirement preparations than before the Great Recession, they still face a number of shortcomings, says a new report. The Transamerica Center for Retirement Studies report, “A Retirement Security Retrospective: 2007 Versus 2017” illustrates the resilience... READ MORE
Preparing and paying for retirement is a key factor behind employers providing financial employees with financial education, and in motivating those employees to take advantage of it, says a recent study. In “Financial Education for Today’s Workforce,” the International Foundation of Employee... READ MORE
A staff report from the Senate Committee on Homeland Security and Governmental Affairs sharply criticizes the Department of Labor’s (DOL) fiduciary proposal and what it described as a “flawed process” in handing down that rule. The report, “The Labor Department’s Fiduciary Rule: How a Flawed... READ MORE