News Archive

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. One of the worksheets concerns RMDs from traditional IRAs, and the other concerns RMDs if a spouse who is more than 10 years younger than the IRA holder is the... READ MORE

The public comment period may have closed, but a group of U.S. Senators has weighed in on the proposed fiduciary regs — and lent their support to a recommendation of the American Retirement Association.The letter, signed by Senate Finance Committee ranking member Ron Wyden (Ore.), as well as fellow... READ MORE

If you’re looking for evidence that efforts to enhance participation in, and engagement with, defined contribution plans are registering, a recent study will satisfy that curiosity. In its 2015 Deloitte Defined Contribution Benchmarking Survey, Deloitte has some good news in that regard. The study... READ MORE

The debate over how to address the problems facing the Keystone State’s pension woes appears deadlocked. But try, try again — a bill has been reintroduced in the state House of Representatives in the wake of a recent veto of pension reform legislation.Ray Harmon, Government Affairs Counsel for NTSA... READ MORE

The first day of the Department of Labor’s (DOL) public hearing on its re-proposed fiduciary rule Aug. 10 veered from the informative to the absurd as the department’s rule makers heard from a broad array of stakeholders on the complex subject. Labor Secretary Thomas Perez has repeatedly promised... READ MORE

The mark of a true professional is the determination to take your practice to the next level. One surefire step toward that goal is membership in NTSA and attendance at its annual NTSA 403(b) Summit. PlanMember Services has been a strategic industry partner of NTSA since 1997, and as part of our... READ MORE

A client wants to transfer money from his 403(b) account to buy years of service in his state retirement system. In Tech Talk, Ellie Lowder tells whether he can. READ MORE

The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by American Retirement Association’s 2015 President, Thomas J. Finnegan, MSPA, CPC,... READ MORE

There has been no shortage of bad news for public pension systems from coast to coast. But the U.S. Census Bureau has just released some good news — the assets of state and local public pension systems grew in 2014.The report, “2014 Annual Survey of Public Pensions: State and Locally Administered... READ MORE