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BY John Iekel | 2/23/2022
The IRS on Feb. 23 issued a proposed rule addressing the required minimum distribution (RMD) requirements for plans qualified under Code Section 401(a) that will update applicable... Read More
BY NAPA Net Staff | 12/15/2021
A record number of employees are eligible for and participating in 401(k) plans, and employers are increasing their default deferral limits in the wake of the SECURE Act, the Plan Sponsor Council of... Read More
BY John Iekel | 9/15/2021
The Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) on Sept. 14 issued proposed revisions to the Form 5500. The changes primarily relate to statutory... Read More
BY Pete Swisher | 9/15/2021
The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14  might effectively... Read More
BY Ted Godbout | 8/2/2021
Proposed regulations to implement changes under the SECURE Act that allow a group of plans to file a single Form 5500 annual return are nearing public release.  According to the regulatory... Read More
BY NAPA Net Staff | 5/26/2021
There’s a lot to unpack in what’s been called “SECURE 2.0”—but here are some aspects you may have missed. Building on a wide-ranging series of retirement plan design enhancements... Read More
BY Ted Godbout | 5/24/2021
The American Retirement Association is calling on the IRS to issue guidance immediately addressing the SECURE Act’s long-term part-time employee rule that has immediate impacts on plan sponsors... Read More
BY Ted Godbout | 5/5/2021
The “SECURE Act 2.0” legislation that the House Ways & Means Committee will mark up May 5 includes several new provisions, including those championed by the ARA, as well as changes to some of the... Read More
BY Ted Godbout | 5/5/2021
The bill, which builds on the 2019 SECURE Act and includes several provisions advanced by the American Retirement Association, now goes to the House floor for a vote. The House Ways &... Read More
BY Ted Godbout | 5/3/2021
New results from a survey of financial advisors reveal that nearly all are in favor of the proposed SECURE Act 2.0, believing the legislation will make it easier for their clients to save for... Read More
BY Ted Godbout | 5/3/2021
Tomorrow the U.S. House Ways & Means Committee will be focusing on a markup of what’s been called SECURE 2.0, legislation that includes a number of key provisions championed by the American... Read More
BY Ted Godbout | 4/20/2021
A new survey of plan sponsors—mainly small employers—finds broad-based support for several provisions, but only lukewarm support for others. The latest quarterly Principal Retirement Security... Read More
BY John Iekel | 2/3/2021
How do third party administrators and pooled employer plans interact? A recent webcast took a deep dive into the question.  In the ASPPA-produced “TPAs and PEPs: Structure and Service Options... Read More
BY Ted Godbout | 11/20/2020
For those interested in getting a head start in registering as a pooled plan provider, the Department of Labor has released an informational version of the form and instructions.  Unveiled by... Read More
BY Nevin E. Adams, JD | 11/20/2020
A primary sponsor of the SECURE Act—and Chairman of the House Ways & Means Committee—has a bone to pick with the Labor Department and a key assumption in its interim final rules regarding... Read More
BY Ted Godbout | 11/18/2020
In a Nov. 17 comment letter on the Department of Labor’s interim final rule on lifetime income illustrations (LIIs), the American Retirement Association offers support for the rule, but recommends... Read More
BY John Iekel | 11/13/2020
The American Retirement Association has submitted a comment letter to the IRS about long-term, part-time (LTPT) employees.  The Nov. 2 letter was in response to the IRS invitation in ... Read More
BY John Iekel | 11/12/2020
In a Nov. 11 webinar, American Retirement Association Director of Legislative Affairs Andrew Remo took at look at where current legislative proposals stand in the wake of the elections. ... Read More
BY Ted Godbout | 11/12/2020
Pooled plan providers (PPPs) are now one step closer to being able to offer pooled employer plans (PEPs) under guidance released Nov. 12 by the Department of Labor.  The final rule ... Read More
BY Ted Godbout | 11/11/2020
Release by the Department of Labor of final regulations implementing the registration requirements for Pooled Plan Providers (PPPs) to market Pooled Employer Plans (PEPs) could come any day now.... Read More
BY Judy Ward | 11/11/2020
For advisors, pooled employer plans are a new market with promise, but also uncertainties. Will they be a game-changer? This feature article in the latest issue of NAPA Net the Magazine takes a look... Read More
BY Nevin E. Adams, JD | 11/6/2020
Last week the “dynamic” congressional duo of House Ways & Means Chairman Richie Neal (D-MA) and Ranking Member Kevin Brady (R-TX) unveiled legislation dubbed “SECURE 2.0.” While it’s early yet—... Read More
BY Ted Godbout | 10/6/2020
In an Oct. 1 comment letter to the Department of Labor, the American Retirement Association raised several concerns with the proposed Pooled Plan Provider registration requirements under... Read More
BY Nevin E. Adams, JD | 9/18/2020
A month ago, the Labor Department unveiled an interim final rule on lifetime income disclosures on participant statements. Today the window for comments opens. Under the Interim Final Rule,... Read More
BY Ted Godbout | 9/14/2020
Thinking about entering the small-business market? A Sept. 10 workshop session at the 2020 NAPA 401(k) Cyber Summit offered insights on how and why advisors might focus on small plan opportunities—... Read More