Archive for June, 2012
Ethics for the TPA Business Owner
Regina Farmer, an attorney in the law firm of Ferenczy + Paul LLP, spoke to women business leaders at a general session at the ASPPA Women Business Leaders Forum regarding ethics for the Third Party Administrator (TPA) business owner.
High-Level IRS & Retirement Industry Speakers Contribute to Successful ERPA Conference
Reaffirming the need for enrolled retirement plan agents (ERPAs), the third annual ERPA conference was held in Washington, D.C. on June 7 and 8. The conference, designed for ERPAs and by ERPAs, presented a lineup of industry experts that included practicing ERPAs as well as local, regional, and national government representatives from the Internal Revenue Service.
Leadership IQ Hundred-Percenters— Leadership That Achieves Greatness
Employees: We love them, we hate them, we need them, we wish they were more dedicated, we wish they were more talented. The bottom line is, we wish they gave 100 percent all the time. We all want what Mark Murphy calls “hundred-percenters.” Murphy, chairman & CEO of Leadership IQ, spoke to a group of more than 60 attendees at the Women Business Leaders Forum in Charlotte, N.C.
ASPPA and WP&BC Host Western Benefits Conference
Reporters who cover personal finance, retirement, taxes, financial planning, or benefits will hear from practitioners and national representatives from the U.S. Department of Treasury, Department of Labor (DOL), and the Internal Revenue Service (IRS) at this year’s Western Benefits Conference in Seattle.
ASPPA Urges Congress To Protect Retirement Incentives
ASPPA CEO Brian H. Graff issues a statement in response to the 20/20 proposal by the Bipartisan Policy Center during today’s Senate Finance Committee hearing on “Confronting the Looming Fiscal Crisis.” “While changes need to be made to confront the looming fiscal crisis, proposals to make drastic cuts to retirement tax incentives in the name of fiscal reform come at too high a cost to American workers’ retirement security.
Miller Gives Washington Update to ASPPA College of Pension Actuaries
Judy Miller, Chief of Actuarial Issues and Director of Retirement Policy for ASPPA, provided an update on related activities in Washington and at the State level at the ACOPA Advanced Actuarial Conference in Boston. Miller discussed the legislative outlook for pension funding relief, possible impacts on retirement plans of tax reform, and other potential legislation impacting retirement plans.
The Brave New World of Ethics and Professionalism in the Digital Age
PHILADELPHIA (May 22, 2012) - The internet is wonderful, but the internet is not so wonderful … and “it all has to do with people,” said Lauren Bloom as she spoke to the Mid- Atlantic Benefits Conference addressing the issue of Ethics and Professionalism in the Digital Age.
ASPPA & IRS Host Benefits Conference in New York & Boston
The Northeast Area Benefits Conference, co-sponsored by ASPPA and the Internal Revenue Service (IRS), is a one-day, two-city conference focused on employee benefits and pensions.
Ferguson & Finnegan Discuss Testing Issues Specific to Cash Balance Plans
The ASPPA College of Pension Actuaries (ACOPA) held its Advanced Actuarial Conference in Boston June 4-5. The conference provides an opportunity for attendees to learn from various actuarial, legal and accounting experts in addition to networking with professionals working in the pension field.
New White Paper Misstates 401(k) Plan Fees
A white paper, “The Retirement Savings Drain: Hidden & Excessive Costs of 401(k)s” recently released by the liberal think tank Demos is claiming that fees in 401(k) plans are “hidden and excessive.” Although the paper’s findings certainly sound sensational, the reality is much different.
