Tag: "DOL"
ASPPA Hosts 2013 Great Lakes Benefits Conference in Chicago
The Great Lakes Benefits Conference is a forum to discuss employee benefit issues with colleagues, government representatives and private sector experts. The program will focus on exchanging information and educating attendees about current regulatory, legislative, administrative and actuarial topics.
Live From the NAPA/ASPPA 401(k) SUMMIT: “Life After Fee Disclosure”
Both Fred Reish, of Drinker Biddle & Reath LLP, and Sam Brandwein, of Morgan Stanley, gave their views on compliance issues following the initial 408(b)(2) fee disclosure effective date July 1, 2012 at the “Life After Fee Disclosure” workshop at the 2013 NAPA/ASPPA 401(k) SUMMIT.
Keeping Current with Ferenczy and Watson
While the winds from hurricane Sandy swirled outside, members of the American Society of Pension Professionals & Actuaries (ASPPA) met at National Harbor for their annual conference. Monday’s sessions began with the annual update on regulation, legislation and guidance changes, as well as a look at litigation involving employee benefit plans from the past year…
Video—Regulatory Update
September 19, 2012 — ASPPA’s General Counsel and Director of Regulatory Affairs, Craig Hoffman, discusses FAQ # 39 from the Department of Labor’s (DOL) recently released Field Assistance Bulletin 2012-02R…
ASPPA Hosts 46th Annual Conference at National Harbor
ASPPA will host its 46th annual conference this October, where more than 1,500 retirement plan professionals engage with government officials and their colleagues on retirement issues including—fee disclosure, fiduciary status, electronic disclosure and tax reform.
Experts Discuss EPCRS Procedures in Seattle
SEATTLE (July 17, 2012) — The 2012 Western Benefits Conference was recently held at the Seattle Convention Center on July 15-18 and was jointly sponsored by the Western Pension & Benefits Conference (WP&BC) and the American Society of Pension Professionals & Actuaries (ASPPA).
Hoffman Gives Washington Update on Retirement Plans
CHICAGO (June 21, 2012)— The American Society of Pension Professionals & Actuaries (ASPPA) and Internal Revenue Service (IRS) held the 11th annual Great Lakes Benefits Conference at the Hotel Allegro in Chicago. The first session kicked off with an update on current retirement plan legislation and regulations.
Video—Regulatory Update
ASPPA’s General Counsel and Director of Regulatory Affairs, Craig Hoffman, discusses FAQ # 37 from the Department of Labor’s Field Assistance Bulletin 2012-02.
ERISA Accounts—New Concerns Noted
It should not come a surprise to anyone that fee disclosure was a recurring topic at the 2012 Great Lakes Benefits Conference in Chicago. Jeffrey J. Turner, Esq., deputy director of the Office of Regulation and Interpretations at the Department of Labor (DOL) put us on notice that DOL will be looking at Employee Retirement Income Security Act (ERISA) accounts.
ASPPA Asks For Interagency Coordination on Multiple Employer Plan Reporting
The following is a statement from Craig P. Hoffman, General Counsel and Director of Regulatory Affairs of ASPPA to the U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS) requesting clarification and transitional relief for filling of Forms 5500 and 8955-SSA for multiple employer plans obligated to report under both the ERISA and the Internal Revenue Code (IRC).