Archive | January, 2013

Birth of an Industry Leads to Need for Specialization

January 31, 2013

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This week we have a guest post from Sharon Pivirotto, PPC™, AIFA, a Managing Partner of Financial Service Standards. The mission of FSS is to help retirement plan professionals understand the specific regulations surrounding ERISA retirement plans, and identify resources…

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Employment-Don’t Forget: NY Employers Must Provide Wage Notice By February 1

January 31, 2013

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Under section 195.1 of NYS Labor Law, a New York employer is required to provide to each employee a notice explaining his or her wages by each February 1. The notice must be in written in English, and in the…

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Moreton Retirement Partners

January 31, 2013

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NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Moreton Retirement Partners
Chad Larsen is President of Moreton Retirement Partners. He has dedicated the past 20 years to developing and implementing proven processes and strategies for clients seeking to improve their retirement programs.

Related posts:

  1. Best Practices in Client Relationship Management The American Society of Pension Professionals and Actuaries (ASPPA) held…
  2. Plan Sponsor Consultants NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013 Plan…
  3. NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists The American Society of Pension Professionals & Actuaries (ASPPA) and…

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Plan Sponsor Consultants

January 31, 2013

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NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Plan Sponsor Consultants
Michael M. Kane is the founder and managing director of Plan Sponsor Consultants. He has more than 25 years of industry experience and is widely quoted on industry issues and has published extensively on retirement topics.

Related posts:

  1. Plan Sponsor Advisors Honored with 401(k) Advisor Leadership Award The American Society of Pension Professionals & Actuaries announced the…
  2. Fiduciary Consulting Group at PSA Financial NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013 Fiduciary…
  3. NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists The American Society of Pension Professionals & Actuaries (ASPPA) and…

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Fiduciary Consulting Group at PSA Financial

January 31, 2013

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NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Fiduciary Consulting Group at PSA Financial
Jania Stout has more than 18 years of experience working with middle market companies and their corporate sponsored retirement plans.

Related posts:

  1. NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists The American Society of Pension Professionals & Actuaries (ASPPA) and…
  2. Retirement Plan Advisor Group’s Growth Exceeds Expectations The National Association of Plan Advisors (NAPA)—an individual membership organization…
  3. Froelich’s 2012 Financial Market Predictions Dr. Bob Froelich, Executive Vice President and Chief Investment Strategist…

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NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists

January 31, 2013

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The American Society of Pension Professionals & Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA) announced today the names of three finalists in the running for the 401(k) Advisor Leadership Award.

Related posts:

  1. NAPA & ASPPA Open Nominations for 401(k) Advisor Award ARLINGTON, VA, (September 17, 2012) – The National Association of…
  2. Plan Sponsor Advisors Honored with 401(k) Advisor Leadership Award The American Society of Pension Professionals & Actuaries announced the…
  3. Advisor Leaders Discuss 401(k) Industry Trends Finalists for the ASPPA 401(k) Advisor Leadership Award shared their…

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ERISA-EBSA Provides Guidance On Employer Group Waiver Plans

January 31, 2013

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In FAQs about Affordable Care Act Implementation Part XI, the Employee Benefits Security Administration (the "EBSA") provides guidance on the application of the Affordable Care Act to Employer Group Waiver Plans ("EGWPs"). The FAQs say that Medicare Part D is…

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Employer-Based Retirement Savings Work

January 30, 2013

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Judy A. Miller, Executive Director of ACOPA and Director of Retirement Policy at ASPPA issues the following statement ahead of the U.S. Senate Committee of Health Education Labor & Pensions (HELP) hearing on Pension Savings on January 31.

Related posts:

  1. ASPPA Testifies In Support Of Retirement Savings Tax Incentives Read highlights of ASPPA’s Director of Retirement Policy Judy A….
  2. Coalition to Protect Retirement Strongly Supports Sense of the Congress Resolution on Retirement Savings The Coalition to Protect Retirement strongly supports the introduction of…
  3. ASPPA to Testify on Retirement Savings Incentives at House Ways & Means Committee Hearing ASPPA Director of Retirement Policy Judy A. Miller’s will testify…

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Loans in a 401(k) plan may be a double-edged sword.

January 30, 2013

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If your situation requires a loan from your 401(k) plan please seek the advice of an objective adviser. The money spent on this adviser could save you much more down the road. Be certain that this is not a band aide and your financial woes will continue. Remember should bankruptcy be necessary in the future […]

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ERISA-First Circuit Rules That A Risk Of Relapse Can Constitute A Disability, For Purposes Of A Long-Term Disability Benefits Plan

January 30, 2013

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In Colby v. Union Security Insurance Company, No. 11-2270 (1st Cir. 2013), the district court had awarded long-term disability ("LTD") benefits to the plaintiff, under a plan subject to ERISA. The defendant appealed. In this case, the plaintiff, an anesthesiologist,…

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