Advertisement
News
Information letters, regulations, legislation aplenty — in ASPPA’s third quarter Washington Update, American Retirement Association Director of Technical Education Robert Kaplan provided his take and insights.
At the IRS
IRS information letters are always relevant — Kaplan remarked that he finds...
READ MORE
Washington, and federal agencies, are rife with an alphabet soup of acronyms — and the IRS is certainly part of it. A recent blog entry addresses some of the collections of letters applicable to auto-enrollment.
In “Making Sense of Auto-Enrollment Rules,” Michael Webb of Cammack Retirement...
READ MORE
The judge in a recent excessive fee case decision had a lot to say – about the plan committee members – and the expert witnesses called to testify.
I’m talking about the recent decision in Sacerdote v. N.Y. Univ., S.D.N.Y., No. 1:16-cv-06284-KBF, judgment 7/31/18, a suit brought by participants in...
READ MORE
We’ve been hard at work filling an extensive schedule with options to meet your continuing education credit requirements, strengthen your knowledge, and expand your expertise. There will be a number of sessions that encourage audience participation and discussion, fostering engagement with your...
READ MORE
The answer to most “knock knock” jokes is hilarious and funny. However, the answer, “GDPR, GDPR, GDPR,” to my “Knock Knock! Who's there?” post on the ACOPA Listserv on June 6, 2018, is anything but hilarious and funny.
What is GDPR?
The acronym GDPR stands for the General Data Protection...
READ MORE
For those who may have been preoccupied with last year’s deadline season, the ASB adopted a new ASOP last September 2017. This ASOP has been a few years in the making, with the First Exposure Draft in December 2014 and the Second Exposure Draft in June 2016. We are now approaching the effective...
READ MORE
There is no shortage of concern regarding Americans’ retirement readiness. A recent report offers a look at that measure and finds that readiness — or the lack thereof — is not uniform across all groups and worker populations.
In “America’s Workforce: The Reality of Retirement Readiness” the...
READ MORE
The ASPPA College of Pension Actuaries (ACOPA) honored Norman Levinrad, EA, CPC, FSPA, MAAA, with the 2018 Edward E. Burrows Distinguished Achievement Award at the ACOPA Actuarial Symposium in Chicago on Aug. 10.
The Edward E. Burrows Distinguished Achievement Award is presented annually to a...
READ MORE
The Treasury Department and the IRS issued proposed regulations Aug. 8 on the deduction for qualified business income under the new Code Section 199A.
Enacted as part of the Tax Cuts and Jobs Act (TCJA), the new Section 199A provides a deduction of up to 20% of income from a domestic business...
READ MORE
Trump administration officials are focusing on a former SEC enforcement attorney to replace Democratic Commissioner Kara Stein, who must step down by the end of the year, Bloomberg reported Aug. 6.Allison H. Lee served as a general attorney in the SEC’s Denver office from 2005 to 2013, followed by...
READ MORE