Archive for May, 2012
Biased Analysis Maligns 401(k) Plans
Brian H. Graff, CEO and Executive Director of The American Society of Pension Professionals & Actuaries (ASPPA) in response to Demos report, “The Retirement Savings Drain: Hidden & Excessive Costs of 401(k)s.”
ASPPA & IRS to Hold 2012 Great Lakes Benefits Conference
The Great Lakes Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a forum for in-depth discussion on the state of pensions, employee benefits, and retirement planning.
The 2012 ERPA Conference in Washington, D.C.
The ERPA Conference is a forum focused on issues facing Enrolled Retirement Plan Agents (ERPAs) in the pension plan industry.
Davis & Zuckerman Give Washington Update at Atlanta Benefits Conference
ATLANTA (May 17, 2012)–Pension professionals expect Congress to look to retirement plan funds and IRAs for potential sources of additional revenue for the federal government in the next year. Retirement professionals know that retirement funds will eventually be taxed when individuals take the funds in retirement, but the federal government’s method of accounting…
The 2012 ACOPA Advanced Actuarial Conference
The ACOPA Advanced Actuarial Conference is a forum focused on issues facing actuaries in the pension marketplace. The program will feature a legislative and regulatory update as well as several sessions on specific, practical approaches to issues including pension deduction and cash balance plan testing.
NTSAA Compliance Conference 2012
he National Tax Sheltered Accounts Association (NTSAA) Compliance Conference in Las Vegas was by all accounts a real success. Practitioners from all segments of the tax-exempt and governmental plans community gathered to discuss issues ranging from the highly technical to the contextual as the industry clearly continues to deal with the aftermath of the significant regulatory reform of 2007.
403(b) Advisor Releases Spring Issue
If you read nothing else in the spring issue of 403(b) Advisor, I urge you to take a look at Neil Wernick’s “Philadelphia Story” on page 24. It serves as a model for how NTSAA and ASPPA operate in protecting the legitimate interests of advisors in the 403(b) marketplace.
NTSAA Defends Public School Employees Retirement Choices
The 2012 NTSAA Compliance Conference kicked off this morning with a presentation by Chris DeGrassi, Executive Director of NTSAA, on the state of the 403(b) market. In reviewing some of the events of the past year, DeGrassi made it clear that our business is under attack.
Retirement Plan Advisor Group’s Growth Exceeds Expectations
The National Association of Plan Advisors (NAPA)—an individual membership organization created by and for retirement plan advisors—today announced it has exceeded its first-year membership goal just six months after its launch
