ARLINGTON, VA, (May 24, 2013) – The National Association of Plan Advisors (NAPA) released three unique lists of approximately 100 providers and broker dealers serving the defined contribution and 401(k) retirement plan industry. • Broker dealers serving the DC market • Record keepers • DC Investment Only providers All three lists include providers that are [...]
ASPPA’s Brian Graff responds to the PBS Frontline’s ‘The Retirement Gamble’ program touted to be an ‘eye opening investigation of a financial services industry that may be draining your retirement savings with every passing year.’
(May 2, 2013)—ASPPA CEO Brian Graff explains how the upcoming debt ceiling deadline and the impending retirement of Sen. Max Baucus (D-MT) could trigger the full bore tax reform effort for which the industry has been bracing.
ASPPA’s General Counsel Craig Hoffman issues comment letters to the IRS on their pre-approved plan programs.
403(b) Advisor’s feature story “Retiring in a Boom Market,” reviews the “recency effect” and its implications in the average pre-retiree’s decision about when to leave the workforce.
The “Save My 401k” campaign developed by ASPPA and Beekeeper Group has won a Bronze Telly Award for recognition as industry leaders in media innovation. The judging committee has placed the animation in the upper echelon of nearly 12,000 submissions, covering a wide range of advertising agencies, television stations, and corporate video departments from around the world.
The Great Lakes Benefits Conference is a forum to discuss employee benefit issues with colleagues, government representatives and private sector experts. The program will focus on exchanging information and educating attendees about current regulatory, legislative, administrative and actuarial topics.
The ERPA Conference focuses on issues facing Enrolled Retirement Plan Agents (ERPAs) in the retirement plan industry. The program will feature a legislative and regulatory update covering the latest policy and compliance issues, as well as guidance on Internal Revenue Service (IRS) processes and best practices.
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The Mid-Atlantic Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum covering various topics in retirement planning. The program includes an update on current legislative and regulatory initiatives, as well as guidance on issues in plan administration, compliance, and new practice trends. The conference will also feature sessions covering recent developments in fee disclosure and the state of tax reform.
Coalition to Protect Retirement Strongly Supports Sense of the Congress Resolution on Retirement Savings
ASPPA joins the Coalition to Protect Retirement in support of the bipartisan Sense of the Congress resolution to maintain current incentives for retirement savings.