Tag: "Definition of Fiduciary"
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.
Recap from the Legal Roundtable
Leading ERISA lawyers, David Levine (Groom Law Group), Marcia S. Wagner (The Wagner Law Group) and Fred Reish (Drinker, Biddle & Reath, LLP) discussed today’s hottest legal topics from their diverse perspectives and with their unique methods of communication.
From the Hill to the SUMMIT
Brian Graff, Executive Director/CEO of ASPPA and NAPA, joined a high-level Congressional staffer to discuss tax reform, the definition of fiduciary regulation and the Harkin proposal.
ASPPA & IRS Host Benefits Conference in New York & Boston
The Northeast Area Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a one-day, two-city conference focused on employee benefits and pensions.
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.
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
New ERISA Definition of Fiduciary Alive and Kicking
There was an immediate and strong reaction from the financial investment community when the DOL’s Employee Benefits Security Administration (EBSA) proposed new regulations to update and expand the definition of fiduciary. However, Phyllis Borzi, Asst. Secretary of Labor for EBSA, made it very clear as the keynote speaker at the 2012 Los Angeles Benefits Conference that a new definition of fiduciary was not a dead issue…
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.
DOL Addresses Investment Regulations at Western Benefits Conference
The U.S. Department of Labor’s Deputy Assistant Secretary for the Employee Benefit Security Administration (EBSA) addresses participants of the Western Benefits Conference…
ASPPA Issues Clarification on Proposed Definition of Fiduciary Regulation
ASPPA CEO Brian Graff issues a statement clarifying ASPPA’s position on U.S. Department of Labor’s (DOL) proposed modifications to the regulation (29 CFR Part 2510) defining the term “fiduciary” under section 3(21) of the Employee Retirement Income Security Act of 1974 (ERISA).
