Archive for July, 2012
Experts Discuss EPCRS Procedures in Seattle
SEATTLE (July 17, 2012) — The 2012 Western Benefits Conference was recently held at the Seattle Convention Center on July 15-18 and was jointly sponsored by the Western Pension & Benefits Conference (WP&BC) and the American Society of Pension Professionals & Actuaries (ASPPA).
Hoffman Gives Washington Update on Retirement Plans
CHICAGO (June 21, 2012)— The American Society of Pension Professionals & Actuaries (ASPPA) and Internal Revenue Service (IRS) held the 11th annual Great Lakes Benefits Conference at the Hotel Allegro in Chicago. The first session kicked off with an update on current retirement plan legislation and regulations.
Video—Regulatory Update
ASPPA’s General Counsel and Director of Regulatory Affairs, Craig Hoffman, discusses FAQ # 37 from the Department of Labor’s Field Assistance Bulletin 2012-02.
ERISA Accounts—New Concerns Noted
It should not come a surprise to anyone that fee disclosure was a recurring topic at the 2012 Great Lakes Benefits Conference in Chicago. Jeffrey J. Turner, Esq., deputy director of the Office of Regulation and Interpretations at the Department of Labor (DOL) put us on notice that DOL will be looking at Employee Retirement Income Security Act (ERISA) accounts.
Expanding Savings & Retirement Opportunities
This forum—presented by the WISER Policy Forum in partnership with ACLI, ASPPA, iOME Challenge and PAi—provides an all-round view of retirement & savings. The discussion will include an overview of the current retirement picture and examine legislative and regulatory initiatives that could impact the future.
Plan Consultant Releases Summer Issue
We took a chance with the cover of this issue of Plan Consultant. The cover story, by Joseph Faucher, Bruce Ashton, and Fred Reish, is all about what TPAs need to know about 408(b)(2), the new, final disclosure regulations the industry has been anxiously awaiting for months.
