American Society of Pension Professionals and Actuaries

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  Time Bombs Lurk in Retirement Overhaul: Lawmakers, Experts

  By Melanie Waddell, AdvisorOne  |  April 17, 2012

  House Ways and Means Committee Chairman Dave Camp warned Tuesday that a retirement overhaul in efforts to reform the tax code could "threaten the retirement security of ordinary families."

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  Lawmakers Grill DOL’s Solis on Fiduciary Duty Redraft

  By Melanie Waddell, AdvisorOne  |  March 21, 2012

  At a House hearing, lawmakers took Labor Secretary Hilda Solis to task Wednesday over how the DOL’s recrafting of its fiduciary rule is progressing—specifically on the timing of the re-proposed rule and the rule’s inclusion of IRAs.

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  Senate Bill Threatens Life of Stretch IRAs

  By Melanie Waddell, AdvisorOne  |  February 21, 2012

  Industry trade groups are up in arms over a provision in a Senate highway bill that would reduce the value of inherited IRAs, commonly referred to as stretch IRAs, and are determined to have it removed.

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  No Tax Reform Without Incentives for Retirement Savings, Argue 2 Congressmen

  By Melanie Waddell, AdvisorOne  |  February 16, 2012

  At Washington event, two members of the House Ways and Means Committee pushed a resolution to retain current tax incentives for retirement savings. One of the two, GOP Rep. Jim Gerlach, introduces two retirement bills. Putnam's Reynolds, ASPPA's Graf lend support.

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  Retirement Officials Blast Obama Budget Proposal

  By Melanie Waddell, AdvisorOne  |  February 14, 2012

  Retirement planning officials, including ASPPA's CEO Brian Graff, said that Obama’s proposal to limit the tax benefit for retirement savings for families earning more than $250,000 is “a bad proposal based on bad math.”

• DOL Fiduciary Rule Set for First-Half 2012 Release

  By Melanie Waddell, AdvisorOne  |  February 1, 2012

  Department says it is working on cost-benefit analysis for reproposal to ‘get this rule right’

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  Providers of 403(b) Plans Gear Up for Regulatory Challenges

  By Melanie Waddell, AdvisorOne  |  January 12, 2012

  Providers of 403(b) plans that are subject to ERISA will face regulatory challenges this year–namely complying with the Department of Labor’s fee disclosure rule as well as the expanded Form 5500 reporting requirements.

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  DOL to AdvisorOne: Department ‘Has Not Signaled’ Extension of April 1 Fee Disclosure Deadline

  By Melanie Waddell, AdvisorOne  |  January 5, 2012

  While rumors were flying that Labor’s Employee Benefits Security Administration planned to push back the April 1 deadline for compliance with its fee disclosure regulations, a DOL spokesman told AdvisorOne on Thursday that the department had 'not signaled' that the deadline would be extended.

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  Retirement Master

  By Jane Wollman Rusoff  |  December 26, 2011

  At 31, Marcia Mantell was thrilled to step into retirement. Not her own — but the burgeoning financial services’ retirement industry. The year was 1992.

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  ASPPA to DOL: Extend Fee Disclosure Rule Deadline

  By Melanie Waddell, AdvisorOne  |  December 20, 2011

  The American Society of Pension Professionals and Actuaries (ASPPA) is urging the Department of Labor to extend the deadline for complying with fee disclosure regulations as the department has yet to issue final guidance on either.