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Technical competence

BY NAPA Net Staff | 1/12/2015
A regulation that would allow for a “window” period for giving out the annual notice required in most 401(k) plans appears to be heading for a spring 2015 publication date — and... Read More
BY John Ortman | 1/7/2015
Representatives adopted a rule change Jan. 6 that directs Congress’ legislative analysts  — the Joint Committee on Taxation and the Congressional Budget Office — to incorporate... Read More
BY NAPA Net Staff | 1/7/2015
It was not a good year for pension funding. From year-end 2013 to year-end 2014, the estimated aggregate funding level of pension plans sponsored by S&P 1500 companies dropped from 88% to 79%,... Read More
BY John Carl | 1/6/2015
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and... Read More
BY John Ortman | 12/30/2014
For the last three years, a NASA satellite has been tracking the spread of Christmas lighting from 512 miles up. According to the orbital images, nighttime lights around many major U.S. cities shine... Read More
BY NAPA Net Staff | 12/23/2014
U.S. Secretary of Labor Thomas E. Perez has announced the appointment of five new members to the 2015 Advisory Council on Employee Welfare and Pension Benefit Plans — also known as the ERISA... Read More
BY John Carl | 12/23/2014
President Obama has signed into law H.R. 5771, legislation that restores qualified charitable distributions for 2014. We’ve updated our Case of the Week post on the QCD situation, originally... Read More
BY NAPA Net Staff | 12/22/2014
Largely overlooked in the flurry of lame duck activity by Congress is a bill that creates a new kind of savings account for those with disabilities. Congress overwhelmingly passed bipartisan... Read More
BY NAPA Net Staff | 12/19/2014
Just days before the end of the 113th Congress, two senior members of the House Ways & Means Committee introduced a bipartisan, comprehensive retirement bill.  The Small Businesses Add... Read More
BY Nevin E. Adams, JD | 12/17/2014
Another 401(k) revenue sharing lawsuit moved toward settlement this week — hours before the trial was scheduled to begin. Lockheed Martin Corp. agreed on Dec. 16 to settle a federal class-... Read More
BY Nevin E. Adams, JD | 12/17/2014
After what plaintiff’s attorneys describe as “more than 13 years of vigorously contested litigation,” Nationwide has moved to settle a revenue sharing lawsuit for an enormous $140... Read More
BY John Carl | 12/17/2014
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and... Read More
BY NAPA Net Staff | 12/16/2014
The incoming Chairman of the Senate Finance Committee has a recommendation for the Department of Labor as it crafts new fiduciary rules: Stop. “We shouldn’t have DOL writing these sort of... Read More
BY John Iekel | 12/16/2014
It’s no secret that state pension plans are beset by obligations beyond their ability to fulfill them. A new study by State Budget Solutions (SBS) is the latest to outline how serious this... Read More
BY Judy Miller | 12/15/2014
Lawmakers have crafted and approved a sweeping bipartisan solution to address the mammoth funding shortfalls of the multiemployer plan system — a solution that is likely to have a long-term... Read More
BY John Iekel | 12/11/2014
On Dec. 10, Michigan Gov. Rick Snyder (R) announced that beleaguered Detroit is emerging from bankruptcy. This came two days after Detroit Emergency Manager Kevyn Orr issued his final order.Orr... Read More
BY John Carl | 12/9/2014
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and... Read More
BY NAPA Net Staff | 12/8/2014
New Year’s Eve is the deadline for most 2014 required minimum distributions to be made, the IRS reminded retirement professionals Dec. 8. Generally, RMDs from 401(k), 403(b) and 457 plans, as... Read More
BY Nevin E. Adams, JD | 12/8/2014
By a large bipartisan majority, the U.S. House of Representatives last week passed tax-extender relief legislation that would, among other things, impact multiemployer pension plan funding. The Tax... Read More
BY Ray Harmon | 12/4/2014
With time running out on its deadline for providing recommendations, a task force examining alternatives for a possible state-run IRA program in the Old Line State continued to debate the issues.At... Read More
BY John Iekel | 12/3/2014
UPDATED DECEMBER 04, 2014More than a dozen states are at various stages of considering some kind of “automatic IRA” proposal — but the Land of Lincoln may have just leapt to the... Read More
BY John Carl | 12/1/2014
The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and... Read More
BY NAPA Net Staff | 12/1/2014
Just ahead of the Thanksgiving holiday, industry headlines proclaimed that the long-awaited fiduciary regulation reproposal was likely to be published in January. But that “call” may have... Read More
BY John Iekel | 11/29/2014
Two of the states beset by the most intractable state pension problems have hit roadblocks in their efforts to address those issues. A circuit court judge has declared the law enacted in Illinois to... Read More
BY Ray Harmon | 11/21/2014
When President Obama named Loretta Lynch as his nominee to replace U.S. Attorney General Eric Holder, speculation about Secretary of Labor Tom Perez being tapped for the role was put to rest, while... Read More

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