American Society of Pension Professionals and Actuaries

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  Online Sales Tax Bill Seen as Rife With Unintended Consequences

  By Melanie Waddell, AdvisorOne  |  April 23, 2013

  Lawmakers and officials from the retirement planning and securities industries are coming out against an online financial transaction tax bill that they say would hurt retirement savers, small businesses and investors.

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  Critics Slam Obama Budget Over Entitlement Cuts, Retirement Savings Cap

  By Melanie Waddell, AdvisorOne  |  April 10, 2013

  President Obama called his just-released budget a “fiscally responsible blueprint for middle-class jobs and growth,” but critics derided it for cutting Social Security and Medicare and capping retirement savings.

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  Altering of 401(k) Tax Incentives Alarms Retirement Industry

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.

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  Senators’ SEAL Act Would Ease 401(k) Loan Paybacks

  By Melanie Waddell, AdvisorOne  |  March 19, 2013

  The bipartisan Shrinking Emergency Account Losses (SEAL) Act would give workers who leave their jobs until they file their federal taxes to repay 401(k) loans.

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  Have 401(k)s Failed Investors?

  By Danielle Andrus, AdvisorOne  |  March 3, 2013

  A panel of experts asked whether 401(k)s were a “failed experiment” at the 2013 NAPA/ASPPA 401(k) Summit in Las Vegas on Sunday.

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  Tax Reform ‘Threat’ Will Hurt 401(k)s, ASPPA Warns

  By John Sullivan, AdvisorOne  |  November 27, 2012

  It doesn’t have quite the emotional resonance of “Save the Whales,” but it’s endangered nonetheless.

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  Obama vs. Romney on Regulation: DOL Fiduciary DOA? Yes or No to SRO? Borzi Gets Boot?

  By Melanie Waddell, AdvisorOne  |  October 18, 2012

  While the regulatory and legislative landscapes remain sketchy until after the election, industry officials say there are some sure bets advisors can count on.

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  Retirement Planning Groups to SEC: Stop Messing With Money-Market Funds

  By Melanie Waddell, AdvisorOne  |  August 21, 2012

  In a joint letter to the SEC Tuesday, the ICI, FSI and others said the proposed changes would render the funds "far less desirable—if not unusable—for retirement savers."

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  Time’s Up on DOL’s 408(b)(2) Deadline

  By Melanie Waddell, AdvisorOne  |  June 26, 2012

  The July 1 compliance date for the Department of Labor’s (DOL) final 408(b)(2) fee disclosure rule has finally arrived, and even though the final rule was a long time coming, covered service providers have been ramping up their compliance efforts for months.

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  The Fight Over 401(k) Fees

  By Danielle Andrus, AdvisorOne  |  June 8, 2012

  Retirement plan fees can cost participants nearly $155,000 over the life of the plan, said a recent white paper by Demos, a liberal think tank. ASPPA says the paper is wrong.