Advertisement
News
Available through January 8, 2016Speaker: William C. Grossman, ERPA, QPA, APA, GFS, MBA Click HERE for the webcast outline! When the owner of the company calls with a question about rolling over his or her own funds, you really have to know these rules. The...
READ MORE
Retirement assets of older Americans surged to a new high of $3.5 trillion last year, according to a new report.While retirement savings grew to one third (33.7%) of all household investable assets at $13.9 trillion, retirement assets of consumers age 65 to 74 surged from $2.3 trillion, and now...
READ MORE
The IRS in Notice 2014-77 has updated the 2014 Cumulative List of Changes in Plan Qualification Requirements. The list is primarily for single-employer individually designed defined benefit plans and single-employer individually designed contribution plans that are in Cycle E to use when they...
READ MORE
Saving for retirement in a workplace savings plan or IRA is the top long-term financial goal, according to a new survey. More good news: More than one-in-four (42%) said sticking to financial resolutions is easier than sticking to other common resolutions, such as exercising regularly or pledging...
READ MORE
Legislation working its way through Congress designed to avoid a government shutdown also contains some pension plan provisions.While the driver of the pension agreement is some significant multiemployer pension reforms, the amendment also includes provisions applicable to single-employer pension...
READ MORE
Are you a BMOC member? If you are a business owner or key decision maker for your firm, you should be. ASPPA’s Business Managers & Owners Council (BMOC) is the new membership option for ASPPA members who are business owners or senior executives of a pension administration or actuarial service...
READ MORE
New Year’s Eve is the deadline for most 2014 required minimum distributions to be made. The IRS issued that reminder Dec. 8 in news release IR-2014-112. Generally, RMDs from 401(k), 403(b) and 457 plans as well as IRAs must be made by Dec. 31.An IRA trustee must either report the amount of the RMD...
READ MORE
Rollovers can be an important way to preserve retirement savings and postpone paying taxes on distributions. But do you know which kinds of rollovers can be made to which accounts?The IRS has an updated rollover chart that can help. It’s online here. More information about rollovers, rollover...
READ MORE
June 30, 2015 is the new deadline for submitting on-cycle applications for opinion and advisory letters for pre-approved defined benefit plans for the plans’ second six-year remedial amendment cycle. The IRS said so in IRS Announcement 2014-41, which it issued on Dec. 5. The announcement also...
READ MORE
June 30, 2015 is the new deadline for submitting on-cycle applications for opinion and advisory letters for pre-approved defined benefit plans for the plans’ second six-year remedial amendment cycle. The IRS said so in IRS Announcement 2014-41, which it issued on Dec. 5. The announcement also...
READ MORE