Category: Latest News
Deferral Nature of Savings Tax Incentives Recognized
ASPPA CEO Brian Graff discusses research that confirms the cash flow approach in federal budget math is misleading.
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Brian Graff Talks Retirement Policy at Aspen Institute Congressional Briefing
ASPPA CEO Brian Graff debunks 401(k) plan myths at the Aspen Institute Congressional Briefing on Fiscal Reform and the Future of Lifelong Savings.
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New Fee Disclosure Solution Released by NEA, NTSAA & ASPPA Joint 403(b) Taskforce
Partners of the 403(b) Transparency Taskforce including the National Education Association (NEA), the National Tax Sheltered Accounts Association (NTSAA) and The American Society of Pension Professionals & Actuaries (ASPPA) today launched the 403(b) Model Disclosure Form—the first ever transparency standards for disclosure of fees and services in the public school 403(b) marketplace.
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Bad Math Is Still Bad Math
Recent comments in Smart Money’s Encore blog—“How much do 401(k) Plans Cost the Government,” (1.25.12) incorrectly characterizes estimates of retirement savings tax expenditures made in “Retirement Savings and Tax Expenditure Estimates” a research paper prepared for the American Society of Pension Professionals & Actuaries (ASPPA).
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403(b) Compliance Summit Report Released
The National Tax Sheltered Accounts Association released a report from their third annual 403(b) Compliance Resolution Summit in Dallas. The report is a summary from the meeting where 403(b) professionals gather to identify service issues and develop best practices for the resolution of those issues.
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2012 Retirement Forecast (Video)
ASPPA’s Executive Director Brian Graff offers a preview to key retirement issues on the legislative and regulatory agenda and how they will impact retirement plan professionals.
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ASPPA & CIkR Request Fee Disclosure Extension
ASPPA General Counsel and Director of Regulatory Affairs Craig Hoffman issues a statement on behalf of ASPPA and the Council of Independent Recordkeepers (CIkR) in response to the U.S. Department of Labor’s (DOL) ongoing delay in the issuance of the 408(b)(2) final regulation
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Chris DeGrassi Joins ASPPA Executive Team
ASPPA announced the addition of Chris DeGrassi to their team as Executive Director over The National Tax Sheltered Accounts Association (NTSAA) and Assistant Executive Director over The National Association of Plan Advisors (NAPA). DeGrassi joins ASPPA from Security Benefit, where he was an Assistant Vice President handling the marketing and distribution of retirement plans for teachers.
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Robert Richter Becomes 43rd President to Lead ASPPA
The American Society of Pension Professionals & Actuaries (ASPPA) inaugurated Robert Richter as 2011-2012 president of the organization during the opening session of the annual conference at the Gaylord Hotel, National Harbor, Md.
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Choice Is Critical to 403(b) Participation
ASPPA’s Pension Education and Research Foundation (PERF) issued research today on the impact of choice and participation in school-sponsored 403(b) plans. “Protecting Participation: The Impact of Reduced Choice on Participation by School District Employees in 403(b) Plans,” examines the role of choice in the 403(b) marketplace…
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