Tag: "Fee Disclosure"
Frontline’s View of Retirement Industry as Commodity is Dead Wrong
ASPPA’s Brian Graff responds to the PBS Frontline’s ‘The Retirement Gamble’ program touted to be an ‘eye opening investigation of a financial services industry that may be draining your retirement savings with every passing year.’
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.
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.
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 & 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.
New White Paper Misstates 401(k) Plan Fees
A white paper, “The Retirement Savings Drain: Hidden & Excessive Costs of 401(k)s” recently released by the liberal think tank Demos is claiming that fees in 401(k) plans are “hidden and excessive.” Although the paper’s findings certainly sound sensational, the reality is much different.
Biased Analysis Maligns 401(k) Plans
Brian H. Graff, CEO and Executive Director of The American Society of Pension Professionals & Actuaries (ASPPA) in response to Demos report, “The Retirement Savings Drain: Hidden & Excessive Costs of 401(k)s.”
403(b) Advisor Releases Spring Issue
If you read nothing else in the spring issue of 403(b) Advisor, I urge you to take a look at Neil Wernick’s “Philadelphia Story” on page 24. It serves as a model for how NTSAA and ASPPA operate in protecting the legitimate interests of advisors in the 403(b) marketplace.
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.
