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NAPA Releases Top Retirement Plan Industry Lists
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 Hosts 2013 Great Lakes Benefits Conference in Chicago
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.
Spring Issue of 403(b) Advisor Magazine Debuts
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.
ASPPA Hosts 2013 ERPA Conference in Denver
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.
ASPPA & NTSAA Request Changes to IRS Pre-approved Plans Program
ASPPA’s General Counsel Craig Hoffman issues comment letters to the IRS on their pre-approved plan programs.
ASPPA and ACOPA Announce 2013 ACOPA Advanced Actuarial Conference
The ACOPA Advanced Actuarial Conference is a forum focused on issues facing actuaries in the pension marketplace. The program will feature a legislative and regulatory update as well as several sessions on specific, practical approaches to issues including cash balance plans and key compliance issues. An open-forum session will also allow attendees to present and discuss questions with leading industry experts.
34th Annual Telly Awards Honor ASPPA’s “Save My 401k” Campaign
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.
Frontline’s View of Retirement Industry as Commodity is Dead Wrong
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.’
ASPPA Urges Lawmakers to Oppose 401(k) Tax
ASPPA CEO Brian H. Graff, comments on a provision in the proposed Marketplace Fairness Act that would harm retirement plans.
ASPPA Requests Transitional Relief & Clarification of Disclosure Deadline
Craig Hoffman, ASPPA’s General Counsel talks about a comments filed with the Department of Labor requesting a one-time transitional realignment period for providing the “second round” of participant notices required under ERISA Reg. §2550.404a-5.
