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The Internal Revenue Service can do more to identify improper deductions for contributions the self-employed make to their simplified employee pension (SEP) plan retirement accounts. And it could bring in $71 million over five years if it does, says the Treasury Inspector General for Tax...
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Available through May 15, 2015 This webcast is complimentary for NTSA members. For more information, please go to the NTSA portal at NTSA-Net.org.Speakers: Richard Ford, Chief Marketing Officer, PlanMember Services Jon Hall, Web Marketing & Development Specialist, PlanMember Services...
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Pension funding status slipped in March and liabilities grew, says a report by consulting and actuarial firm Milliman, Inc. Milliman reports that for 100 of the largest U.S. DB plans, pension liabilities grew to the tune of a collective $5 billion. Milliman blamed a drop in the monthly discount...
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In an exclusive interview with Christopher Carosa of FiduciaryNews, ASPPA Executive Director/CEO Brian Graff reaffirms his strong support, and that of ASPPA and its sister organizations, for real and tangible action to ensure a secure retirement for working Americans. Graff tells Carosa that a...
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Welcome to the first issue of ASPPA Connect — the brand new e-newsletter of the American Society of Pension Professionals & Actuaries! As an ASPPA member, you’ll receive ASPPA Connect twice a week, on Monday and Thursday. It will provide an engaging mix of news coverage, business intel,...
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Available through May 13, 2015 Sal Tripodi, J.D., LL.M., APM NOTE: Webcast is free of charge for all members. To access the recorded webcast, go to My Learning Activities and redeem the code 140513R. An overview of the proposed restructuring of ASPPA to create a separate "sister organization"...
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The Pension Benefit Guaranty Corporation has proposed allowing an employee to roll over funds from a DC plan into a DB plan. The proposal, which the PBGC issued on April 1 and was published in the Federal Register on April 2, is intended to increase returns by making rollovers easier and removing...
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A majority of small businesses said in a recent study that the fee disclosure statements they receive from plan providers and vendors are more understandable than those they received in 2012. ShareBuilder 401(k) reports that 62 percent of small businesses in its recent nationwide study find the...
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Responding to the lack of access to work-site retirement plans, Illinois became the latest state to propose a mandatory retirement plan for private-sector employers. The “Illinois Secure Choice Savings Program” would be a portable IRA-like plan mandatory for all companies with 25 or more employees...
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New guidance from the IRS may make the plan-to-plan rollover process a little smoother. Revenue Ruling 2014-9, issued on April 3, is intended to make it easier for plan participants to consolidate their retirement savings accounts by making it easier for them to move assets from one employer plan...
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