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A recent analysis goes a step beyond simple measurements and data and examines trends concerning pension plan underfunding.In “The Pension Plan Underfunding Dilemma: Analyzing the Trends,” Owais Rana. head of investment services for the global investment management firm Conning, and Scott Hawkins,...
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When it comes to communicating with participants, meeting the letter of the rules and fulfilling the spirit behind them are not always the same thing. A recent blog post discusses ways to make communication with plan participants something effective and useful, rather than a rote function.In “A...
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If you’re still struggling to figure out how to reach Millennials (even if you are a Millennial), take heart — there’s (already) another generational cohort entering the workforce.
This new cohort is called Generation Z (at one point, Millennials were referred to as Gen Y, so…) — they are,...
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We are excited to announce this fun opportunity to win a complimentary registration to one of our conferences.There will be a new riddle every Friday in ASPPA Connect for six weeks, ending Oct. 13, 2017. The fifth is:Out: 37, Ruth record, Foreman title; In: 55, Ford, ERISADon’t have this week’s...
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The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year (FY) 2018 work plan. The plan outlines efforts and initiatives the office intends to follow in the new fiscal year. Actions will affect plan applications as well as steps to ensure and improve compliance.
TEGE...
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Hundreds of votes are already in. Help us shape our advocacy agenda — and a general session focus at ASPPA Annual!
Policy makers are telling us that wholesale retirement reform could be on their agenda soon, and are asking for our ideas on solving coverage and benefit security challenges. We’ve...
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In a month that has traditionally been the worst for U.S. stocks, how did average 401(k) balances fare?
Well, let’s just say that if this is traditionally a bad month for the markets (and it has been), 2017 looks to be an exception. On Friday, the S&P 500 and the Nasdaq Composite finished at...
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Securities and Exchange Commission Chairman Jay Clayton reiterated on Oct. 4 that he is “focused on the standards of conduct” for investment professionals. He made his remarks in testimony before the House Financial Services Committee concerning the SEC’s agenda, operation and budget.Clayton’s...
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The IRS announced on Oct. 3 that it has updated the static mortality tables for defined benefit plans for 2018. It made the announcement in Notice 2017-60.Notice 2017-60 sets forth: the mortality table to be used to determine minimum lump sums for distributions during stability periods beginning in...
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A bipartisan group of U.S. Senators and Representatives on Oct. 3 announced that they are introducing legislation to protect the pensions of retired miners. All hail from states where there is heavy mining activity.Sens. Joe Manchin (D-WV) and Shelley Moore Capito (R-WV) have introduced the Senate...
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