Tag: "featured"
ASPPA Applauds Bill to Expand Retirement Savings
ARLINGTON, VA (February 21, 2012)—The following is a statement from Brian Graff, Executive Director/CEO of The American Society of Pension Professionals & Actuaries (ASPPA) in response to a retirement security initiative proposed by Congress in HR 4049…
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Deferral Nature of Savings Tax Incentives Recognized
ASPPA CEO Brian Graff discusses research that confirms the cash flow approach in federal budget math is misleading.
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Brian Graff Talks Retirement Policy at Aspen Institute Congressional Briefing
ASPPA CEO Brian Graff debunks 401(k) plan myths at the Aspen Institute Congressional Briefing on Fiscal Reform and the Future of Lifelong Savings.
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ASPPA Applauds Congressional Resolution In Support of the Employer-Based Retirement System
ASPPA responds to the bipartisan resolution in support of current Retirement Tax Incentives that garnered more than 100 sponsors from both sides of the aisle.
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Presidential Budget Attacks Small Business 401(k) Plans
ASPPA CEO Brian Graff responds to President Obama’s proposed fiscal year 2013 budget and discusses the impact it would have on small business 401(k) plans.
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ASPPA and Morningstar Announce 401(k) Advisor Leadership Award Finalists
The American Society of Pension Professionals & Actuaries announced the names of three finalists in the running for the 401(k) Advisor Leadership Award sponsored by Morningstar and ASPPA. The award recognizes significant accomplishments by a leading financial advisor in the 401(k) marketplace…
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403(b) Advisor Releases Winter Issue
Last summer I was invited to a company sales congress. Advisors from the local region, of all ages and levels of experience, gathered for two-and-a-half days of speakers and seminars, networking and golf. The conference was very efficient and highly informative, with about the standard level of technology..
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Video: 403(b) Taskforce Releases New Industry Fee Disclosure Standard
New regulations governing participant fee disclosure go into effect this spring for 401(k) plan participants but those regulations don’t apply to public school 403(b) plans. An 403(b) industry led taskforce set out to provide public school employees with this disclosure…
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New Fee Disclosure Solution Released by NEA, NTSAA & ASPPA Joint 403(b) Taskforce
Partners of the 403(b) Transparency Taskforce including the National Education Association (NEA), the National Tax Sheltered Accounts Association (NTSAA) and The American Society of Pension Professionals & Actuaries (ASPPA) today launched the 403(b) Model Disclosure Form—the first ever transparency standards for disclosure of fees and services in the public school 403(b) marketplace.
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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…
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