Safe Harbor 401(k) Deadline Fast Approaching
The Safe Harbor enables small-business owners and any highly compensated employees to make the maximum contributions either tax-deferred or after tax regardless of income.
Retirement Pros Weigh In on DOL’s Lifetime Income Plan
DOL’s plan would require that lifetime income illustrations be given to participants in defined contribution plans, such as 401(k)s and 403(b)s.
Triche Named ASPPA’s Director of Government Affairs
ASPPA announced Thursday that Ronald Triche will join ASPPA as assistant general counsel and director of government affairs.
Time’s Up on DOL’s 408(b)(2) Deadline
The July 1 compliance date for the Department of Labor’s (DOL) final 408(b)(2) fee disclosure rule has finally arrived, and even though the final rule was a long time coming, covered service providers have been ramping up their compliance efforts for months.
ASPPA’s Hoffman to Obama: Preserve Retirement Plan Tax Benefits
Craig Hoffman, ASPPA’s general counsel and director of regulatory affairs, sat with AdvisorOne on Sunday for an exclusive interview at the organization’s 401(k) summit in New Orleans.
DOL Fiduciary Rule Set for First-Half 2012 Release
Department says it is working on cost-benefit analysis for reproposal to ‘get this rule right’
Providers of 403(b) Plans Gear Up for Regulatory Challenges
Providers of 403(b) plans that are subject to ERISA will face regulatory challenges this year–namely complying with the Department of Labor’s fee disclosure rule as well as the expanded Form 5500 reporting requirements.
DOL to AdvisorOne: Department ‘Has Not Signaled’ Extension of April 1 Fee Disclosure Deadline
While rumors were flying that Labor’s Employee Benefits Security Administration planned to push back the April 1 deadline for compliance with its fee disclosure regulations, a DOL spokesman told AdvisorOne on Thursday that the department had 'not signaled' that the deadline would be extended.
ASPPA to DOL: Extend Fee Disclosure Rule Deadline
The American Society of Pension Professionals and Actuaries (ASPPA) is urging the Department of Labor to extend the deadline for complying with fee disclosure regulations as the department has yet to issue final guidance on either.
The New Rules for Advisors to Municipal Retirement Plans
What you need to know if you’ve ever considered entering the municipal retirement plan business.