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The IRS has revised Form 8881, Credit for Small Employer Pension Plan Startup Costs. The revision is effective in December 2017.Eligible small employers use this form to claim the credit for qualified startup costs incurred in establishing or administering an eligible employer plan. For such...
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Congress has released draft legislation consistent with recent recommendations by the American Retirement Association to expand access by victims of Hurricanes Harvey, Irma and Maria to their 401(k) and similar plans without incurring IRS penalties and taxes.The draft legislation, currently named...
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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 third is:Done by babies, canis familiaris, and funds from expired companies’ qualified...
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CEFEX was launched 11 years ago with a mission to offer a way for organizations to demonstrate adherence to the industry’s highest standard for investment advisors, the Global Fiduciary Standard of Excellence. A year later, CEFEX and ASPPA introduced the Standard of Practice for Retirement Plan...
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ASPPA Annual is only a month away — and here is a preview.
As attendees, we always look forward to ASPPA Annual as a time to reconnect with colleagues in the retirement industry, network with new contacts and learn from current and up-and-coming industry experts. There is always excitement around...
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A proposal to allow some retirees to receive lump sum Social Security payments would result in higher costs for Old Age, Survivor and Disability Insurance (OASDI) in the short term, but a small net reduction in OASDI costs in the longer term, says Social Security Chief Actuary Stephen Goss.The...
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The teeth, if not the ultimate fate, of the fiduciary rule may be a matter of debate, but even if they are uncertain, the rule has contributed to a sharper focus on the way fiduciary duties are discharged. That attention, and a heightened awareness of how one is performing such functions, will not...
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With statistics showing women having a longer life expectancy and a significant retirement savings gap compared to men, incorporating good DC plan design and financial wellness programs can help women establish a path for a secure retirement, panelists suggested at a recent policy forum.“The Gender...
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In about a month, the IRS will announce the new contribution and benefit limits for 2018 — and that could be good news even for those who don’t bump against those thresholds.
These are limits that are adjusted for inflation, after all — designed to help retirement savings (and benefits) keep pace...
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A new report indicates that retiree health care expenses will not only continue to increase, but will do so at triple the current rate of inflation for the foreseeable future.That unsettling news comes from HealthView Services’ 2017 Retirement Health Care Costs Data Report, which shows that retiree...
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