Tag: "401(k)"
The Unconventional 401(k) Design
Many advisors and service-providers discuss plan design as part of their process, but what is plan design really? Is it suggesting a safe harbor 401(k) to solve a testing problem? Is it jumping straight to new comparability to maximize benefits for senior personnel?
Top Advisors Share Strategies for Growth
Two advisors, one from an independent broker-dealer and the other from a major wirehouse, offer their vantage points on becoming top producers in an ASPPA 401(k) SUMMIT workshop entitled “Power Plays to Bring Your Practice to the Next Level”.
Froelich’s 2012 Financial Market Predictions
Dr. Bob Froelich, Executive Vice President and Chief Investment Strategist of Wealth Management at The Hartford gave his predictions for the financial markets in 2012 and strategies investors should consider.
OpEd—Sometimes Numbers Do Lie
Another top 10 list of popular tax breaks from a recent Wall Street Journal article cite numbers from a recent Congressional Research Service (CRS) report reigniting discussion on tax reform. The problem is the CRS numbers are based on bad math which inflates the “cost” for 401(k) contributions—threatening to derail the best vehicle Americans bank on for retirement—their 401(k) plan.
From the Hill to the Summit
Brian Graff, CEO of ASPPA, and Michael Davis, Assistant Secretary of Employee Benefits at the Department of Labor, teamed up to provide an update on current retirement plan legislation and regulations at the recent ASPPA 401(k) SUMMIT
Advisor Leaders Discuss 401(k) Industry Trends
Finalists for the ASPPA 401(k) Advisor Leadership Award shared their views on trends shaping the future of the 401(k) space, organized by advisor trends, participant trends and plan design trends during the The 401(k) SUMMIT in New Orleans, LA, on March 18, 2012.
Advisors Network, Give Back and Excel at 2012 ASPPA 401(k) SUMMIT
From all quarters of the country and Canada, retirement plan advisors, together with plan administrators, product and service providers, and senior managers convened at the 11th annual ASPPA 401(k) SUMMIT. Attracting nearly 1300 attendees focused on the retirement plan marketplace, the 11th annual industry-leading conference was held in New Orleans, LA, as planned for several years to join in energizing NOLA’s renewal.
Plan Sponsor Advisors Honored with 401(k) Advisor Leadership Award
The American Society of Pension Professionals & Actuaries announced the team of Plan Sponsor Advisors (PSA) from Chicago as recipient of the 2012 401(k) Advisor Leadership Award. Don Stone, managing partner and CIO of PSA received the award on behalf of the team during a session of the 11th annual ASPPA 401(k) SUMMIT in New Orleans.
How America Saves Infographic
Sixty-seven million Americans participate in private-sector defined contribution plans, like 401(k) plans. Over $4 trillion has been saved in 401(k) and similar retirement plans. Trillions more have been saved in these plans and rolled into IRAs.
ASPPA Backs America Saves Week
ASPPA joins more than 700 organizations in support of 2012 America Saves Week—a movement designed to encourage Americans take financial action to begin or increase their saving efforts. This is the fourth year that ASPPA will participate as an America Saves Week partner.
