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Oregon State Treasurer Ted Wheeler has presented the legislature with recommendations for increasing Oregonians’ retirement savings, access to a retirement plan and ability to enroll in one. The recommendations are the work of the state’s Retirement Security Task Force, which the legislature... READ MORE

Republican Sen. Orrin Hatch (R-Utah) introduced the Secure Annuities for Employee (SAFE) Retirement Act (S. 1270) last year to reform the public and private pension systems and, amid recent retirement reform hearings on Capitol Hill, his public pension reform idea is now getting noteworthy support... READ MORE

The Senate on Sept. 16 passed a bill that, if enacted, would amend ERISA to clarify definitions concerning what constitutes a shutdown event. The measure is not law yet, but the legislation is worth watching since it would affect administration of defined benefit plans. Sen. Tom Harkin (D-Iowa)... READ MORE

Who isn’t interested in saving $250? Register for this year’s ASPPA Annual Conference by Friday, Sept. 26 and receive $250 off! Located in National Harbor, Md. — minutes from Washington, D.C. — Oct. 26-29, the ASPPA Annual Conference is your chance to receive continuing education credits and expand... READ MORE

The IRS has issued the much-anticipated final regulations on hybrid retirement plans — and has also provided regulations on the tax treatment of distributions from Roth accounts under tax-favored retirement plans, such as 401(k), 403(b) and 457 plans. In a 111-page document, the final regulations... READ MORE

Who isn’t interested in saving $250? Register for this year’s ASPPA Annual Conference by Friday, Sept. 26 and receive $250 off! Located in National Harbor, Md. — minutes from Washington, D.C. — Oct. 26-29, the ASPPA Annual Conference is your chance to receive continuing education credits http://... READ MORE

Apparently the ghost of Mitt Romney’s IRA continues to haunt Capitol Hill — and, if the chairman of the Senate Finance Committee has his way, retirement savings will be on the tax reform agenda. During the 2012 presidential election campaign, the subject of Romney’s $100 million IRA was a hot topic... READ MORE

The ASPPA Annual Business Meeting will be held during the 2014 ASPPA Annual Conference at the Gaylord National in National Harbor, Md., on Sunday, Oct. 26, at 3:00 p.m.The Annual Business Meeting will include an address by ASPPA’s 2013-2014 President, David M. Lipkin, MSPA, and a look toward the... READ MORE

ASPPA has recommended in a comment letter to the IRS that it make the administrative relief Revenue Procedure (Rev. Proc.) 2014-32 provides for filers of delinquent Forms 5500-EZ permanent and that it more closely reflect the relief available through the Department of Labor’s delinquent filer... READ MORE