Archive for May, 2011

ASPPA Study Says Bad Budget Math Targets 401(K) Plans

ASPPA Study Says Bad Budget Math Targets 401(K) Plans

| May 31, 2011 | 3 Comments

Proposals to scale back or eliminate retirement savings incentives in 401(k) plans not only endanger the ability of low- and moderate-income workers to enjoy secure retirements but are based on faulty math, according to new research from ASPPA. Analysis shows the real cost of retirement savings incentives to be 55 to 75 percent lower than claimed by budget hawks…

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AIRE Hosts Enrolled Retirement Plan Agent Conference in Los Angeles

AIRE Hosts Enrolled Retirement Plan Agent Conference in Los Angeles

| May 25, 2011 | 0 Comments

MEDIA ADVISORY Event: Enrolled Retirement Plan Agents (ERPA) who practice before the Internal Revenue Service (IRS) meet for the second annual conference to discuss regulatory, legislative, and administrative issues in the retirement arena. Participants include accountants, attorneys, actuaries, and investment professionals, and third party administrators. Journalists who cover taxes, retirement, or financial planning will hear […]

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IRS Proposes Interim Amendment Solution

IRS Proposes Interim Amendment Solution

| May 20, 2011 | 0 Comments

Interim amendments could possibly be replaced by a system of notices to employees, according to an IRS official.

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NTSAA 403(b) Advisor—Read all about it

NTSAA 403(b) Advisor—Read all about it

| May 13, 2011 | 0 Comments

Two teachers entered the profession at the same time. Sarah taught English. Her academic record, which had been stellar all through high school and university, had gotten her hired. She was studious, soft-spoken and earnest. She lasted one year…

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NTSAA Discusses Best Practices at 403(b) Compliance Resolution Summit

| May 12, 2011 | 0 Comments

The National Tax Sheltered Accounts Association (NTSAA) and American Society of Pension Professionals & Actuaries (ASPPA) held the third annual 403(b) Compliance Resolution Summit in Dallas May 9 – 11. The purpose of the annual summit is to provide opportunities for practitioners to work through service issues within the 403(b) marketplace…

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ASPPA to Hold Benefits Conference of the South

ASPPA to Hold Benefits Conference of the South

| May 5, 2011 | 0 Comments

ASPPA and the IRS will host the conference in Atlanta Georgia on May 12-13…

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ASPPA Hosts 2011 Mid-Atlantic Benefits Conference

ASPPA Hosts 2011 Mid-Atlantic Benefits Conference

| May 2, 2011 | 0 Comments

The Mid-Atlantic Benefits Conference is a national conference with experts from DOL, IRS and ASPPA members…

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