Archive for September, 2010
ASPPA & Morningstar Accepting Nominations for 401(k) Advisor Award
The American Society of Pension Professionals & Actuaries (ASPPA) announces the opening of the nomination window for the 401(k) Advisor Leadership Award. The award co-sponsored by Morningstar Inc., recognizes leadership, innovation, and influence by a leading financial advisor in the 401(k) marketplace.
ASPPA Hosts 2010 Annual Conference
The American Society of Pension Professionals & Actuaries (ASPPA) hosts its 44th annual conference at National Harbor October 17 -20, 2010…
ASPPA Asks IRS to Modify Circular 230
Craig P. Hoffman issues comment letter from ASPPA to Internal Revenue Service (IRS) on recommendations to modify Circular 230 which governs the rules of practice before the IRS.
Changes Coming to Target Date Funds
The growth of Target Date Funds, along with concerns about changes, attracted more than 165 advisors to ASPPA’s second Advisor Webcast Series presentation on September 15. Read what Fred Reish and Michael Malone had to say on the topic.
ASPPA Applauds Passage of Roth Conversion Provision
Brian H. Graff responds to passage of small business bill H.R. 5297 that allows the benefits of Roth conversions within the protection of a qualified 401(k) plan.
ASPPA Testifies on Lifetime Income Options for Retirement Plans
Sheldon H. Smith, ASPPA President testifies before DOL’s Employee Benefits Security Administration (EBSA) and Treasury at Hearing on Lifetime Income Options Benefits Security Administration…
ASPPA Alerts Members to New IRS Tax Preparer Standards
Ever since the Internal Revenue Service (IRS) announced it will require all paid tax preparers to register with the agency in March, the issue has become a hot topic for unenrolled tax professionals. The buzz over the new requirements attracted more than 220 retirement plan professionals to ASPPA’s live webcast for specifics on how the new rules might impact their business.
NAIRPA Issues Comments to SEC on Target Date Funds
The National Association of Independent Retirement Plan Advisors (NAIRPA) responds to the U.S. Securities and Exchange Commission’s (SEC) request for information on Target Date Fund disclosure…
