Archive for November, 2010
ASPPA Welcomes IRS Guidance on Roth Conversion
Brian Graff, CEO of ASPPA responds to the Internal Revenue Service release of guidance on in-plan conversions of 401(k) or 403(b) assets to a Roth account….
ASPPA Urges Congress to Protect Retirement Incentives
ASPPA CEO Brian Graff responds to the draft report released by the chairs of the bipartisan National Commission on Fiscal Responsibility and Reform.
ASPPA Issues Comment on Rule 12b-2
Brian H. Graff, executive director and CEO of ASPPA and the Council of Independent Recordkeepers (CIKR) issue comments to the SEC on proposed Rule 12b-2 regarding the use of mutual fund assets to pay fees from the sale of mutual fund shares…
ASPPA Holds Pension Conference in Cincinnati
ASPPA sponsors this regional conference where retirement professionals and government officials meet to discuss regulatory, legislative, and administrative issues in the retirement arena. Participants include accountants, attorneys, trust officers, plan administrators, and other benefits professionals who come to learn core and advanced operational and practical knowledge regarding notices, compliance, plan design, reporting and non-discrimination testing. Journalists who cover personal finance, retirement, taxes, or financial planning will hear from practitioners in addition to national representatives from the Department of Labor (DOL).
