American Society of Pension Professionals and Actuaries

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  Online transaction tax rife with unintended consequences

  By Melanie Waddell  |  April 23, 2013

  Lawmakers and industry officials say an online financial transaction tax bill would hurt retirement savers, small businesses and investors.

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  Altering of 401(k) tax incentives alarms retirement industry

  By Danielle Andrus, AdvisorOne  |  March 26, 2013

  Impending changes, and concerns about possible changes, have the industry scrambling.

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  ASPPA and ACOPA Seek Clarification on Regs Modifying Partial Annuity Distribution Options

  By Warren S. Hersch  |  May 4, 2012

  Final regulations respecting partial annuity distribution options under defined benefit plans should specify that the addition of rules for bifurcated benefits does not void approaches for handling these benefits in previous periods.

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  Industry Officials to House Ways and Means Committee: "Do No Harm"

  By Arthur D. Postal  |  April 17, 2012

  Industry officials cautioned members of the House Ways and Means Committee that the first step in reforming the tax code as it relates to individual retirement tax policy should be to “do no harm.”

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  DOL Faces Bi-Partisan Pushback Against Proposed Fiduciary Standard

  By Arthur D. Postal  |  December 5, 2011

  Fifty-five House Republicans today joined 30 House Democrats in requesting that the Department of Labor significantly narrow its definition of "fiduciary" in a rule the agency is currently drafting that would impact the sale of retirement products.

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  Dems Laud DOL on Fiduciary Rule

  By Arthur D. Postal  |  November 9, 2011

  Democrats expressed their delight with a decision by the Department of Labor to withdraw a proposed rule defining the term fiduciary.

• DOL's Borzi: Retirement Fiduciary Re-Proposal Out Early Next Year (Advisor One)

  By Melanie Waddell, AdvisorOne  |  October 26, 2011

  Re-proposal will include 'same structure,' but modifications to be made to controversial 'seller's exception,' rollovers, Borzi says

• Witnesses to Congress: Be Careful with Retirement Accounts

  By Elizabeth Festa  |  September 15, 2011

  Lawmakers should think twice before meddling with 401(k) plans, individual retirement accounts and other retirement savings programs, witnesses told the Senate Finance Committee today.

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  Interesting Times

  By Bill Coffin  |  July 21, 2011

  There is an ancient Chinese curse that goes, "may you live in interesting times." To an American mind, this hardly seems like such a bad ...

• Pension Experts, Hawks Duel over Nest Eggs

  By Allison Bell  |  June 2, 2011

  Reducing retirement savings incentives would hurt working families while doing less to cut the federal deficit than the budget hawks predict, pension experts say.