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The 2019 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, May 9 and Friday, May 10. One of only two live regional conferences to be sponsored by ASPPA in 2019, the Eastern Regional Conference has been designed to educate retirement plan... READ MORE
Having a retirement plan and a commitment to facilitating employees’ saving for their retirement is important. But the good that accomplishes can be blunted if the employer and the plan administrators don’t communicate about the plan effectively. In “Effectively Communicating Your Retirement Plan... READ MORE
It is customary when sharing (or reading) the portents of a survey to focus on the actions that respondents say they have, or will undertake. But what about the things they say they will not do? Human beings gravitate toward “norms,” of course. Plan sponsors, certainly those conscious of the... READ MORE
Clients’ expectations have changed. And that is in part explained, and fueled by, technology. In a Jan. 29 session of the NTSA 30th Anniversary Summit in Tampa, FL, Lincoln Investment Vice President of Branch Development Tom Lakatos offered his insights on this development. Lakatos was definitive... READ MORE
Another state has moved to impose its own fiduciary standard with no ERISA exemption. The Maryland legislature aims to implement a state level fiduciary standard through a comprehensive consumer protection bill introduced this week by State Sen. Jim Rosapepe (D-Prince George’s). The bill grants... READ MORE
Health savings accounts (HSAs) have become a significant and growing part of American workers’ benefit programs, and, increasingly a significant component of their retirement savings strategy.  To better understand how these programs are designed and administered, the Plan Sponsor Council of... READ MORE
The American Retirement Association (ARA) on Feb. 4 submitted a comment letter to the Pension Benefit Guaranty Corporation (PBGC) on the agency’s proposed form and instructions that would enable it to obtain information it needs in order to make coverage determinations. The PBGC had announced Dec... READ MORE
At the first hearing on retirement security issues in the 116th Congress on Feb. 6, enactment of the Retirement Enhancement and Savings Act (RESA) again took center stage as a vital step in expanding access and addressing the coverage gap. Featuring a single panel of witnesses, the four-hour... READ MORE
The Retirement Enhancement and Savings Act (RESA) has been reintroduced in the new Congress. The bill introduced on Feb. 6 is bipartisan – sponsored by Reps. Ron Kind (D-WI) and Mike Kelly (R-PA) – as was the one introduced nearly a year ago by the same duo. The bill, which is a replica of last... READ MORE
The Pension Benefit Guaranty Corporation (PBGC) has issued proposed amendments to its regulations on allocating unfunded vested benefits to withdrawing employers and notice, collection, and redetermination of withdrawal liability. The PBGC says that these amendments are needed in order to... READ MORE

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