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At #ASPPA18, discuss topics on relevant and timely hot-button industry issues in six general sessions and 87 workshops. Network with your colleagues, connect with exhibitors and earn CE credits for the 2017–2018 CE cycle!
Retirement policy has received a tremendous amount of attention since last...
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FASB has announced changes to the disclosure requirements for pension and other (OPEB) plans. Several items were removed; several were added. These changes are generally effective for 2021 (2022 for nonpublic entities), although earlier adoption is permitted. There are no changes in the methodology...
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On Sept. 22-24, 2018, the President, President-elect and Executive Director of ACOPA will attend a meeting of the North American Actuarial Council (NAAC). NAAC consists of the Presidents and Presidents-elect of the five U.S. actuarial organizations, the Canadian Institute of Actuaries (CIA) and the...
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The Nutmeg State’s state-run retirement program for private-sector workers remains on hold as the Connecticut Retirement Security Authority (CRSA) seeks an executive director to run it.
Legislation establishing the program was enacted in 2016 providing for the creation of the Connecticut...
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The price of recordkeeping services is not uniform; it can vary depending on type of retirement plan. A blog entry discusses why pricing for 401(k0S is different from that for 403(b)s.
In “The Differences Between 403(b) and 401(k) Pricing,” Michael Webb of Cammack Retirement offers some...
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Much is happening in Washington that will soon affect retirement plan sponsors and the professionals who advise them. These late-breaking developments will be covered in depth at the Cincinnati Regional Conference scheduled for Nov. 12-13.On Aug. 31, 2018, President Trump signed an Executive Order...
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House Ways and Means Committee Chairman Kevin Brady (R-TX) has released the details of his tax reform 2.0 legislation, and it includes significant retirement savings changes, including multiple employer plans (MEPs).
On Sept. 10, Brady unveiled three bills that seek to build on the Tax Cuts and...
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Several years back, I was talking with a colleague about the current state of the U.S. economy – and as a comparison point, I pointed to the mid-1980s.“I wasn’t even born then,” she said. At which point I realized that what I considered to be a relevant point of comparison was, to my coworker,...
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Whenever I read another article about how hard it is to measure the return on investment (ROI) of financial wellness programs, I think back to my days as a psychology grad student. A large part of psychology and its history is focused on figuring out how to measure the intangible. The field of...
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Multiple employer plans (MEPs) are very much a part of the recent discussion. But while President Trump’s Aug. 31 executive order gives a boost to MEPs, that doesn’t mean they’re an innovation of 2018. A recent white paper from Pentegra takes a look at their history, where they stand now, and what...
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