ICI: Don’t Curb ‘Death Master File’ Access for 401(k)s Excerpt: “The Department of Commerce seems to intend for access to continue as groups go through the certification process, says Judy Miller, director of retirement policy at the American Society of Pension Professionals & Actuaries, another signatory to the letter. “But [the department’s intention] wasn’t clear,”… Continue reading
The Wall Street Journal: Do you know what’s wrong with your 401(k)?
Do you know what’s wrong with your 401(k)? Excerpt: “Experts also say that good advice is personalized and customized. And one way of telling whether the advice personalized is “if the adviser asks questions about (your) situation whether online, on phone, or in person,” said Fred Barstein, the founder and the CEO of the Retirement… Continue reading
POTUS Attacks Tax Incentives for Retirement; ASPPA’s CEO Responds
ASPPA CEO/Executive Director Brian Graff issued the following statement in response to President Obama’s attack on the tax incentives for retirement savings in his State of the Union Address. “It is extremely unfortunate that while promoting the importance of retirement savings in the State of the Union, President Obama chose to attack the 401(k) plan,… Continue reading
Plan Consultant Magazine Releases Winter Issue; Protecting Your Retirement Egg
Arlington, VA (January 17, 2014)-As the economy slowly recovers from recession, many retirement industry professionals are strategizing to improve financial security for their plan participants while attempting to maintain strong returns on investments. It’s a fine line to walk when balancing security and returns, and plan sponsors have to be well-informed to maximize both, improve… Continue reading
The Wall Street Journal: For retirement, are R-Bonds right for you?
For retirement, are R-Bonds right for you? MarketWatch Excerpt: “And Judy Miller, the executive director of American Society of Pension Professionals and Actuaries (ASPPA), a national organization for career retirement-plan professionals based in Washington, D.C., said the following: “I don’t see this expanding the number of people who have retirement savings, but I do see… Continue reading
The Wall Street Journal: Duly Noted
Market Watch - Duly Noted Excerpt: “U.S. workers could see their retirement savings tumble 20% if Congress and the president fail to craft a deal to raise the federal government’s $16.7 trillion debt ceiling, a new report shows. According to the Association of Pension Professionals & Actuaries’ (ASPPA) “Retirement Savings Will Suffer if Congress Does… Continue reading
Plan Consultant Releases Summer 2013 Issue
Read John Ortman’s Letter from the Editor and the excellent cover story by Marcia S. Wagner, “Buyer Beware,” in the brand new issue of Plan Consultant.
Plan Consultant Releases Spring 2013 Issue
In the cover story of Plan Consultant magazine, Cleo Chang, managing director and head of Wilshire Funds Management’s Investment Research Group, discusses recent developments in Baby Boomers’ retirement-preparedness strategies and how their actions will impact the economy.