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The Treasury Department and the IRS welcome comments about what should be included in their 2019-2020 Priority Guidance Plan. The plan will identify guidance projects that the Treasury and the IRS intend to work on during the 12-month period from July 2019 to July 2020. They made the announcement...
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The pressure to live a secure retirement has led to some counterintuitive views about just what will help workers get themselves there.
While 66% of American workers are still planning to supplement their personal savings with income from Social Security, 42% also don’t believe Social Security...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.
Live Webcasts
ASPPA Webcast: Second Quarter 2019 Washington Update
Wednesday, May 22, 2019
2:00–2:50 p.m. ET
Speaker: Bob Kaplan, Director of...
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Pension plan funding, a perennial issue, was on the rebound as the recovery from the Great Recession took hold, but recent volatility in the financial markets compromised that improvement for many plans. A recent paper argues that one of the keys to buttressing a pension plan’s funding lies in its...
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Plan fiduciaries and retirement plan committees would do well to consider the trends in the ways that retirement plan funds are invested and the behaviors and attitudes of plan participants, recommends a recent analysis.
In “Emerging Trends in 401(k) and 403(b) Fund Menus,” a post on Greenspring...
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It’s said that change is good – and, according to new research, that also applies to 401(k) investment menus.
A new report from Morningstar Research finds “evidence that fund replacements provide significantly higher risk-adjusted returns than the funds that were replaced,” going on to state that...
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If you’re like me, when I hear the word “networking,” I get a little nervous.
It brings up visions of women frantically sticking their business cards in my face and giving me their elevator pitches at some organized luncheon. I prefer the terms, “connecting and collaborating”, because that is what...
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In a major victory for the advocacy efforts of the American Retirement Association, the IRS has expanded its Employee Plans Compliance Resolution System (EPCRS) self-correction program (SCP).
The American Retirement Association (ARA) on April 4, 2018 had submitted a comment letter to the IRS to...
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Terms and words adapt and evolve, including “retirement.” But that shouldn’t be interpreted to mean that financial planning for retirement is also obsolete, argues a recent column.
In “Why You Don’t Want to Retire Retirement Planning,” a piece appearing in Forbes, researcher Bob Carlson writes...
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The times they are a-changin’. At an exciting — and, perhaps in some ways terrifying — pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age.
Joey Coleman, Chief Experience Composer of the Design Symphony recently shared his...
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