Author Page for Melinda
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 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 [...]
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…
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 Offers IRS Ideas to Simplify Paperwork for Retirement Plan Filings
Craig Hoffman, General Counsel and Director of Regulatory Affairs of ASPPA issues a statement from a comment letter sent to the Internal Revenue Service (IRS) suggesting improvements to the pre-approved plan and determination letter program for defined contribution plans.
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
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…
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 [...]
NTSAA 403(b) Advisor—Read all about it
Two teachers entered the profession at the same time. Sarah taught English. Her academic record, which had been stellar all through high school and university, had gotten her hired. She was studious, soft-spoken and earnest. She lasted one year…
ASPPA to Hold Benefits Conference of the South
ASPPA and the IRS will host the conference in Atlanta Georgia on May 12-13…
