Category: Latest News
ASPPA Urges IRS to Clarify Circular 230 Requirements
Robert Richter, president-elect of the American Society of Pension Professionals & Actuaries (ASPPA) issues the following statement in preparation for testimony regarding recommendations to modify Circular 230 before a hearing of the Internal Revenue Service (IRS)…
ASPPA Urges DOL to Issue Form 5500 Extension
Craig Hoffman, General Counsel and Director of Regulatory Affairs of ASPPA issues a request an extension to file the revised Form 5500 series with DOL and IRS. ASPPA believes the extension will encourage compliance for employers struggling to meet the October 15 deadline…
ASPPA Asks IRS to Modify Circular 230
Craig P. Hoffman issues comment letter from ASPPA to Internal Revenue Service (IRS) on recommendations to modify Circular 230 which governs the rules of practice before the IRS.
ASPPA Applauds Passage of Roth Conversion Provision
Brian H. Graff responds to passage of small business bill H.R. 5297 that allows the benefits of Roth conversions within the protection of a qualified 401(k) plan.
ASPPA Testifies on Lifetime Income Options for Retirement Plans
Sheldon H. Smith, ASPPA President testifies before DOL’s Employee Benefits Security Administration (EBSA) and Treasury at Hearing on Lifetime Income Options Benefits Security Administration…
NAIRPA Issues Comments to SEC on Target Date Funds
The National Association of Independent Retirement Plan Advisors (NAIRPA) responds to the U.S. Securities and Exchange Commission’s (SEC) request for information on Target Date Fund disclosure…
ASPPA Issues Comment on DOL Fee Disclosure Regulation
ASPPA responds to the U.S. Department of Labor’s (DOL) request for comments on the Interim Final Regulation §2550.408b-2(c) which imposes new fee disclosure requirements on retirement plan service providers.
IRS Requires Tax Preparers to Meet New Standards
The American Institute of Retirement Education (AIRE, LLC) is supportive of new IRS rules for tax preparers which we believe will bring a new level of professionalism to the industry. This commitment is one of the reasons AIRE has partnered with the IRS in creating and administering the Enrolled Retirement Plan Agent (ERPA) program..
Borzi Addresses Lifetime Income at Pension Conference
The U.S. Department of Labor’s (DOL) request for information (RFI) on lifetime income options in retirement plans, has sparked a discussion on how the government and private sector will deal with the rising number of retirees who need to maximize their savings throughout retirement…
ASPPA Supports DOL Fee Disclosure
Brian Graff, executive director/CEO of the American Society of Pension Professionals & Actuaries (ASPPA) issues a statement of support in response to the U.S. Department of Labor’s (DOL) recently released 408(b)(2) fee disclosure regulations.
