Latest News

Research Shows Promoting Electronic Delivery of Retirement Documents Benefits Participants

Research Shows Promoting Electronic Delivery of Retirement Documents Benefits Participants

Academics urge the Department of Labor (DOL) to allow defined contribution (DC) plans to make electronic delivery the default mechanism for conveying disclosure notices and information to plan participants. Greater use of electronic delivery would provide plan participants with timely and easy access to information in a more user-friendly format according to the paper by independent experts.

ASPPA Requests Electronic Disclosure Default

ASPPA Requests Electronic Disclosure Default

Craig Hoffman, General Counsel and Director of Regulatory Affairs of ASPPA issues a statement from ASPPA’s comment letter to the U.S. Department of Labor (DOL) request for information about the use of electronic disclosure to deliver notices required under the Employee Retirement Income Security Act (ERISA)…

ASPPA Study Says Bad Budget Math Targets 401(K) Plans

ASPPA Study Says Bad Budget Math Targets 401(K) Plans

Proposals to scale back or eliminate retirement savings incentives in 401(k) plans not only endanger the ability of low- and moderate-income workers to enjoy secure retirements but are based on faulty math, according to new research from ASPPA. Analysis shows the real cost of retirement savings incentives to be 55 to 75 percent lower than claimed by budget hawks…

Washington Update

ASPPA & NAIRPA Support Investor Education Efforts

ASPPA & NAIRPA Support Investor Education Efforts

Brian Graff issues a comment letter to the Securities Exchange Commission (SEC) on behalf of the National Association of Independent Retirement Plan Advisors (NAIRPA) in response to the request for comment from the U.S. Securities and Exchange Commission (SEC) existing private and public efforts to educate investors.

ASPPA Asks DOL For Extension on Fee Disclosure

ASPPA Asks DOL For Extension on Fee Disclosure

Craig Hoffman, General Counsel of ASPPA and the Council of Independent Recordkeepers (CIkR) respond to the U.S. Department of Labor’s (DOL) request for delays in the effective dates for the fiduciary fee disclosure regulations…

Miller Discusses Retirement Plans’ Impact on Reducing the Federal Budget Deficit

Miller Discusses Retirement Plans’ Impact on Reducing the Federal Budget Deficit

The ASPPA College of Pension Actuaries (ACOPA) held its Advanced Actuarial Conference in San Francisco June 6 – 7. This conference is designed for practicing actuaries and those with related positions. Actuarial, legal and accounting experts lead a wide variety of sessions that were structured to allow for interaction with the speakers, as well as peers.

Member Focus

Malone Honored with 401(k) Advisor Leadership Award

Malone Honored with 401(k) Advisor Leadership Award

ASPPA announced that Michael J. Malone, founder and managing director of MJM401k in Phoenix, Ariz. and Santa Monica, Calif., received the 2011 401(k) Advisor Leadership Award during the general session of the annual ASPPA 401(k) Summit in Las Vegas, Nev.

ASPPA Honors Members for Educational Achievement

ASPPA Honors Members for Educational Achievement

ASPPA honored Robert L. Long, with the ASPPA Educator’s Award, and four outstanding examination candidates, with the Martin Rosenberg Academic Achievement Award during the opening session of the ASPPA annual conference…

ASPPA Honors Huntington with Eidson Award

ASPPA Honors Huntington with Eidson Award

The American Society of Pension Professionals & Actuaries (ASPPA) honored Curtis E. Huntington, APM, COPA, FSA, MAAA, with the 2010 Harry T. Eidson Founders Award during the opening session of the ASPPA annual conference at the Gaylord Hotel, National Harbor, Md.

Events

ASPPA To Hold Great Lakes Benefits Conference

ASPPA To Hold Great Lakes Benefits Conference

MEDIA ADVISORY Event:  Retirement professionals and government officials meet to discuss regulatory, legislative, and administrative issues in the retirement arena. Participants include accountants, attorneys, actuaries, benefits & HR directors, investment professionals, and third party administrators. Journalists who cover personal finance, retirement, taxes, or financial planning will hear from practitioners and national representatives from the Department [...]

AIRE Hosts Enrolled Retirement Plan Agent Conference in Los Angeles

AIRE Hosts Enrolled Retirement Plan Agent Conference in Los Angeles

MEDIA ADVISORY Event: Enrolled Retirement Plan Agents (ERPA) who practice before the Internal Revenue Service (IRS) meet for the second annual conference to discuss regulatory, legislative, and administrative issues in the retirement arena. Participants include accountants, attorneys, actuaries, and investment professionals, and third party administrators. Journalists who cover taxes, retirement, or financial planning will hear [...]

ASPPA to Hold Benefits Conference of the South

ASPPA to Hold Benefits Conference of the South

ASPPA and the IRS will host the conference in Atlanta Georgia on May 12-13…

Other Recent Articles

ASPPA Hosts 2011 Mid-Atlantic Benefits Conference

ASPPA Hosts 2011 Mid-Atlantic Benefits Conference

The Mid-Atlantic Benefits Conference is a national conference with experts from DOL, IRS and ASPPA members…

401(k) Plans Benefit Moderate Income Workers

401(k) Plans Benefit Moderate Income Workers

Brian Graff, Executive Director/CEO of The American Society of Pension Professionals & Actuaries (ASPPA) responds to the U.S. Government Accountability Office (GAO) report “Private Pensions: Some Key Features Lead to an Uneven Distribution of Benefits.”