ASPPA
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
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By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 7/12/2016
The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
READ MORE
By ASPPA 6/9/2016
Another group of litigants has weighed in on the fiduciary regulation, claiming that will injure American workers, is “contrary to law, arbitrary and capricious, and violates the First Amendment.” This third lawsuit was brought by the American Council of Life Insurers, the National Association of...
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By ASPPA 3/9/2016
A new report asserts that today’s consumers do not want “communication,” they want personal guidance. They want to do things when, where and how they prefer. They want things easy and convenient. And they want the whole experience to be enjoyable. So, how are today’s retirement service providers...
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By ASPPA 12/16/2015
Individualized transactions, and advisors focused on 403(b)s, remain central to the 403(b) market, says a recent report. In “Targeting Opportunities for Managed Accounts in Defined Contribution,” Cerulli Associates says that professionals that offer expertise and specialization figure prominently...
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By ASPPA 8/13/2015
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...
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By ASPPA, NTSA Net Staff 7/22/2015
The Pushmi-Pullyu, a two-headed animal character from author Hugh Lofting’s Doctor Dolittle series of children’s books, does not actually exist. But the back-and-forth over the Department of Labor’s proposed fiduciary rule is enough to make one wonder if maybe they really do after all.July 21...
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By ASPPA, NTSA Net Staff 6/5/2015
A school district elects to change from a multi-vendor 403(b) platform to a single vendor. It allows transfers between vendors, but only if going to the single-provider solution. In Tech Talk, Ellie Lowder tells us if this kind of restriction is allowed.
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By ASPPA 3/18/2015
Your plan sponsor clients just got a little more breathing room on those annual 401(k) plan investment notices.The U.S. Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) has announced a direct final rule that provides a two-month grace period for participant-directed...
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By ASPPA 3/6/2015
Can a portion of retirement benefits paid from a church’s 403(b) or 401(k) plan be treated as a tax-free housing allowance for a retired minister? In this week’s Tech Talk, Ellie Lowder has some good news for such retirees, and outlines the conditions that must be fulfilled.
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