Plan Consultant Magazine Releases Winter Issue Protecting Your Retirement Egg Arlington, VA (January 17, 2014)–As the economy slowly recovers from recession, many retirement industry professionals are strategizing to improve financial security for their plan participants while attempting to maintain strong returns on investments. It’s a fine line to walk when balancing security and returns, and… Continue reading
The American Society of Pension Professionals & Actuaries (ASPPA) today announced the team of Fiduciary Consulting Group @ PSA from Hunt Valley, Md., received the 2013 401(k) Advisor Leadership Award. Jania Stout, Retirement Plans Practice Leader at PSA received the award on behalf of the team during a session of the 12th annual ASPPA/NAPA 401(k) SUMMIT in Las Vegas.
The theme of the winter edition of 403(b) Advisor is this: It’s no longer sufficient for a successful 403(b) advisor to be simply a purveyor of retirement products. Or even just an expert on investments and financial markets. In order to cut through the clutter of financial advice that comes at us from the media, both mass and social, he or she must go into some unfamiliar, even surprising territory.
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).
ASPPA CEO Brian Graff defines the issue and key players of “Fiscal Cliff 2″ and why the process will be a challenge to lawmakers and how it will all impact retirement professionals. Graff warns that things will heat up in Washington around the end of February, when the debt ceiling is reached, sequestration begins, and lawmakers begin looking for more revenue.