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In a big win for the advocacy efforts of the American Retirement Association, the Department of Labor’s (DOL) final fiduciary regulation provides a streamlined exemption for “level-to-level” advisor compensation.In a White House fact sheet released ahead of the final fiduciary regulation, the level...
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Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization.CBIZ President and CEO Jerry Grisko hailed the acquisition as a step that would help CBIZ to “serve virtually every need of a domestic pension plan sponsor” and to expand its...
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Do you know someone who makes significant contributions to ASPPA and/or the private pension system? If so, the ASPPA Leadership Council would like to know about it.Each year, ASPPA recognizes up to two individuals — one ASPPA member and one person outside of ASPPA — by honoring them with its most...
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A new video traces the development of ASPPA’s conferences program, featuring recollections by Past Presidents, 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 other sources, the...
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The ASPPA Women Business Leadership Forum (WBLF) will be held in New Orleans June 6 through June 9 at the Ritz Carlton. The WBLF is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry.The...
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We’ve just expanded the photo gallery on the ASPPA history website, adding a dozen photos from past Annual Conferences. Featuring videos, photos from the ASPPA archives and documents from past presidents, members and other sources, the ASPPA history website celebrates our contributions to the...
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We’ve just expanded the photo gallery on the ASPPA history website, adding a dozen photos from past Annual Conferences. Featuring videos, photos from the ASPPA archives and documents from past presidents, members and other sources, the ASPPA history website celebrates our contributions to the...
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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 WebcastsACOPA Webcast: IRC §412(d)(2): What We Know and What We Don’tTuesday, March 22, 20162:00-2:50 p.m. ETSpeaker: Judy Miller, MSPA, Director of...
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Buried in a recent Treasury Department regulation is a provision that will make it harder for small businesses to form new retirement plans or maintain their current ones.The regulation, in proposed form, imposes a new “reasonable classification” requirement on cross-tested plans. To be considered...
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Another testing season has come and gone, and it is time for ASPPA’s IRS Q&A Subcommittee to start gathering questions. Did you and your colleagues come across a brain-teaser of a situation while doing testing? Are you facing a conundrum on a last minute or delinquent PPA restatement?Chances...
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The American Retirement Association Annual Business Meeting will be held on Sunday, Apr. 17, 2016, during the 2016 NAPA 401(k) SUMMIT in Nashville. The Annual Business Meeting will include an address by American Retirement Association’s 2016 President, Marcy L. Supovitz, CPC, QPA, QKA, CPFA. All...
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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: Roth Conversions: Understanding the Rules and When They Make SenseWednesday, March 16, 20162:00-3:40 p.m. ETSpeaker: William C...
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A new website dedicated to ASPPA’s rich history at the forefront of the retirement industry is now online!Featuring videos, photos from the ASPPA archives and documents from past presidents, members and other sources, the ASPPA history website celebrates our contributions to the pension and...
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On Jan. 29, the IRS released proposed regulations that are expected to significantly affect the design and economics of defined contribution plans that test for nondiscrimination on the basis of equivalent benefit accrual rates. These plans are often referred to as “new comparability” or “cross-...
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On Feb. 23, 2016, the American Retirement Association (ARA) filed a comment letter with the IRS suggesting enhancements that can be made to the IRS pre-approved plan program for plans subject to Internal Revenue Code Sections 401(a) or 403(b). The letter also requests a meeting to discuss the ARA...
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Safe harbor 401(k) plans are extremely popular with both plan sponsors and participants. A lingering concern that has hung over these plans, however, has been what types of changes could be made once the plan year has begun. The IRS asked for comments on this topic almost nine years ago and ASPPA...
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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. The month of February featured:1979: Chet Salkind hired1997: Kirkpatrick Foundation became ASPA Pension Education Research Foundation1988: 1st HCE and...
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The Winter 2016 issue of Plan Consultant magazine is now available on ASPPA Net.The Winter issue, mailed to all ASPPA members in January, marks the start of ASPPA’s 50th anniversary year with a cover story that recaps ASPPA’s first half century and offers insights into the birth and development of...
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What impact do controlled groups and affiliated service groups have? And what should one take into account in considering whether to be a part of one?In “Analyzing Controlled and Affiliated Service Groups,” a webinar to be held on Tuesday, Feb. 9, attorney Kelsey Mayo will provide a brief look at...
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November was a good month for those who believe that the government should take over the private retirement system.Since far too many Americans continue to lack access to a retirement plan at work, state governments have been legislating retirement policy in recent years to address this significant...
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