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Registration is now open! Don’t miss out on the 2017 Cincinnati ASPPA Regional Conference, Monday, Nov.13 and Tuesday, Nov.14, 2017. This conference is the last of only two live regional conferences sponsored by ASPPA during 2017 and is designed to educate retirement plan practitioners of all types...
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A survey of larger plan sponsors finds most concerned about the potential participant response to a mandated shift to Roth tax treatment in 401(k) plans.In its member survey the Committee on Investment of Employee Benefit Assets (CIEBA) found that 78% of the 61 member respondents believed that a...
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State-run plans slowly are gaining traction. But while those plans may provide a safety net for those whose employers do not offer a retirement plan, their existence does not necessarily portend a stampede of employers dropping their plans in favor of what the state may offer. In a recent survey,...
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The notion that people need to save more for retirement is not new. Recent research suggests that in sentiment many employers agree, but may not put that in practice as fully as they could. Transamerica Center for Retirement Studies (TCRS) recently released “All About Retirement: An Employer...
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The Labor Department has submitted a proposal to the Office of Management and Budget (OMB) to extend the transition period and full Best Interest Contract (BIC) applicability date of the fiduciary regulation.The notice – which indicates that the Labor Department intends to push back to July 1, 2019...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsASPPA Webcast: Win New Clients Using Point-of-Sale Plan DesignWednesday, August 16, 20172:00 - 3:40 p.m. ETSpeaker: Pete Swisher, CPC, QPA,...
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Surpassing industry projections, the number of new cash balance plans adopted by employers increased by 17% — rising to 17,812 active plans — in 2015, the most recent year for which complete IRS Form 5500 data is available, according to new research by Kravitz, Inc., an Ascensus company.Kravitz’s “...
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Earlier this year, the 6th U.S. Circuit Court of Appeals ruled that the participants in a university’s pension plan do not have to exhaust administrative remedies before they pursue claims of ERISA violations. A recent blog entry discusses what this ruling means for plan fiduciaries.In “Exhaustion...
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The fiduciary regulation got another day in court last week — and, for a change, this time the regulation’s challengers appeared to draw blood.The setting was oral arguments before the 5th Circuit Court of Appeals, with the Labor Department making its case for the regulation challenged by a group...
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It’s always been important to communicate effectively with plan participants. Not to mention that law and regulation set certain bottom lines for performing that function. A recent paper offers some insights on how those communications can be improved based on current circumstances.“Retirement...
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