Financial Times: ICI: Don’t Curb ‘Death Master File’ Access for 401(k)s

ICI: Don’t Curb ‘Death Master File’ Access for 401(k)s Excerpt: “The Department of Commerce seems to intend for access to continue as groups go through the certification process, says Judy Miller, director of retirement policy at the American Society of Pension Professionals & Actuaries, another signatory to the letter. “But [the department’s intention] wasn’t clear,”… Continue reading

POTUS Attacks Tax Incentives for Retirement; ASPPA’s CEO Responds

President Attacks Tax Incentives for Retirement ASPPA’s CEO Responds Arlington, VA (January 29, 2014)–ASPPA CEO/Executive Director Brian Graff issued the following statement in response to President Obama’s attack on the tax incentives for retirement savings in his State of the Union Address. “It is extremely unfortunate that while promoting the importance of retirement savings in… Continue reading

Plan Consultant Magazine Releases Winter Issue; Protecting Your Retirement Egg

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