Archive for February, 2012
Video: Regulatory Update—DOL Releases Final Fee Disclosure Rules
After a much anticipated wait, the U.S. Department of Labor (DOL) released the final 408(b)(2) fee disclosure regulation that dictates what covered service providers must disclose to plan fiduciaries in conjunction with providing services to a covered plan . But what does the late release of the regulation mean for retirement professionals?
ASPPA Backs America Saves Week
ASPPA joins more than 700 organizations in support of 2012 America Saves Week—a movement designed to encourage Americans take financial action to begin or increase their saving efforts. This is the fourth year that ASPPA will participate as an America Saves Week partner.
NTSAA … the Place to (b)!
The National Tax Sheltered Accounts Association (NTSAA) is the place to be for advisors in the 403(b) and 457(b) marketplace, as evidenced by the hundreds of attendees joining together at their recent NTSAA Advisor Summit, February 8 to 10, 2012. Diverse, encouraging topics, presented by energized, successful advisors and industry leaders, challenged attendees to new levels of service and professionalism.
ASPPA Applauds Bill to Expand Retirement Savings
ARLINGTON, VA (February 21, 2012)—The following is a statement from Brian Graff, Executive Director/CEO of The American Society of Pension Professionals & Actuaries (ASPPA) in response to a retirement security initiative proposed by Congress in HR 4049…
Deferral Nature of Savings Tax Incentives Recognized
ASPPA CEO Brian Graff discusses research that confirms the cash flow approach in federal budget math is misleading.
Brian Graff Talks Retirement Policy at Aspen Institute Congressional Briefing
ASPPA CEO Brian Graff debunks 401(k) plan myths at the Aspen Institute Congressional Briefing on Fiscal Reform and the Future of Lifelong Savings.
ASPPA Applauds Congressional Resolution In Support of the Employer-Based Retirement System
ASPPA responds to the bipartisan resolution in support of current Retirement Tax Incentives that garnered more than 100 sponsors from both sides of the aisle.
Presidential Budget Attacks Small Business 401(k) Plans
ASPPA CEO Brian Graff responds to President Obama’s proposed fiscal year 2013 budget and discusses the impact it would have on small business 401(k) plans.
Jim Phillips & Patrick McGinn
Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist 2012 Jim Phillips, President of Retirement Resources, has been in the investment industry for more than 35 years, the past 17 of which have been focused in the area of qualified retirement plans. Phillips worked for major national investment firms for 14 years prior to going independent […]
Plan Sponsor Advisors
Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist 2012 Jennifer Flodin is a co-founder of PSA. She is responsible for several of the firm’s largest relationships and manages the firm’s retirement benefit consulting practice. Flodin has over 15 years of experience in the industry and was singled out as one of the industry’s “Rising Stars […]
