Tag: "401(k)"
Retirement Plan Advisor Group’s Growth Exceeds Expectations
The National Association of Plan Advisors (NAPA)—an individual membership organization created by and for retirement plan advisors—today announced it has exceeded its first-year membership goal just six months after its launch
ASPPA Hosts 2012 Mid-Atlantic Benefits Conference
The Mid-Atlantic Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum covering various topics in retirement planning.
ASPPA Asks DOL for Clarification And Relief On Fee Disclosure Regulation
Craig P. Hoffman, ASPPA’s General Counsel issues a statement in regards to a comment letter filed with the U.S. Department of Labor’s (DOL) Employee Benefits Security Agency’s (EBSA) regarding issues with the Department’s recently released 408(b)(2) regulation.
ASPPA Presents 2012 Benefits Conference of the South
The Benefits Conference of the South, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum for in-depth discussion on the state of pensions, employee benefits, and retirement planning.
ASPPA Testifies In Support Of Retirement Savings Tax Incentives
Read highlights of ASPPA’s Director of Retirement Policy Judy A. Miller’s testimony, Director of Retirement Policy before a hearing of the U.S. House Ways and Means Committee Hearing on Tax Reform and Tax-Favored Retirement Accounts.
Best Practices in Client Relationship Management
The American Society of Pension Professionals and Actuaries (ASPPA) held its annual 401(k) Summit at the Ernest N. Morial Convention Center on March 18-20. Two advisors who run successful practices took to the stage Monday afternoon to discuss the best ways to serve our clients and shape positive outcomes for both the company and the employees.
Research: Bad Math Could Lead To Bad Retirement Policy
Research by a former Joint Committee on Taxation (JCT) economist and tax expert outlines how current faulty congressional budget scoring could derail the retirement savings incentives American workers depend as Congress begins its overhaul of the U.S. tax code.
ASPPA to Testify on Retirement Savings Incentives at House Ways & Means Committee Hearing
ASPPA Director of Retirement Policy Judy A. Miller’s will testify before the U.S. House Ways & Means Committee regarding Tax Reform and Tax-Favored Retirement Accounts on Tuesday April 17 at 10:00 am.
The Challenge of Participant Outcomes
“Retirement readiness” is the new buzzword in the world of retirement planning. But as retirement advisors and plan sponsors know, getting participants across the finish line can be challenging: How do you encourage participants to defer more from their salary, or get off the sidelines in a volatile market?
Securing a Place in the Social Space
Social media is changing the way of the world, including the way advisors grow their practice, according to the “Optimizing Social Media: Join the Click” panels held Monday and Tuesday.
