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Compliance can be a challenge for any employee benefit plan. But throw in additional factors and it can be even more complex. In an Oct. 24 session at ASPPA’s Annual Conference, Susan Diehl, President of PenServ Plan Services, Inc., looked at just such complications: status as church, governmental...
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While some studies show that health savings accounts continue to struggle to gain traction, a new analysis finds encouraging signs for future financial wellness for individuals the longer they have and contribute to an HSA.
The Employee Benefit Research Institute’s updated analysis, “Health...
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A federal grand jury in Texas has indicted Jeffrey and Wendy Richie on claims that they stole $14.5 million from at least 1,000 plan participants in at least 20 retirement plans.
The Richies – Jeffrey, the President and CEO of Vantage Benefits Administrators Inc., and Wendy, VP of Administration...
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Is the glass half full or half empty? When it comes to retirement policy, in Washington it’s a little of both, according to government representatives who spoke at an Oct. 23 general session at ASPPA’s Annual Conference.
PBGC Insurance
“It’s not all bad news,” said Pension Benefit Guaranty...
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Internal culture, and how central it is to training and performance, was the focus of an Oct. 23 session of the 2018 ASPPA Annual Conference led by JJ McKinney, Chief Operations Officer at Retirement Strategies, Inc.
Culture is not about how an employer markets itself. “The culture has to be...
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At the DB Regulatory Update workshop session at the 2018 ASPPA Annual Conference, Marty Pippins, Executive Director of ACOPA, provided an update on legislation on Capitol Hill that if enacted, would have significant impacts on defined benefit plans. Pippins also serves as the American Retirement...
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The structure of your organization defines the way you serve your clients. Two industry CEOs led an active discussion of what that really means at an Oct. 23 workshop session at ASPPA 2018 Annual Conference.
Petros Koumantaros, Managing Director /CEO of Spectrum Pension Consultants, and Sam...
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How do you measure success? In an Oct. 22 session at ASPPA’s 2018 Annual Conference, Pinnacle Plan Design COO Amanda Iverson offered advice on choosing the right metrics for that key function.
Iverson told attendees that the key to approaching the measurement of success is “ICE” — income, clients...
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Across the financial services industry, women are commanding a greater role in key decisionmaking. Where do today’s recordkeepers stand in that context? What are today's trends, and where is the industry headed tomorrow?
Two women of influence explored those questions at an Oct. 22 workshop session...
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At the Oct. 22 DB regulatory update session at ASPPA’s 2018 Annual Conference, Tom Finnegan, EVP at CBIZ Savitz, explained the workings of the new Code Section 199A affecting qualified business income.
Created by the Tax Cuts and Jobs Act of 2017, the Section 199A generally provides a deduction of...
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