Technical Competence

This station houses posts and commentary about the challenges facing state and municipal DB pension plans — funding, municipal bankruptcies, litigation, etc.

Technical Competence

Technical Competence

By NAPA Net Staff5/11/2015 • 0 Comments

Necessity may be the mother of invention, but economic necessity isn’t enough to trump pension benefits, at least not in the Land of Lincoln. READ MORE

By Nevin Adams5/8/2015 • 0 Comments

Bipartisan legislation backing S-Corp employee stock ownership plans has been introduced in the U.S. Senate. READ MORE

By NAPA Net Staff5/8/2015 • 0 Comments

In testimony at a recent hearing held by the Rhode Island House Committee of Labor, the American Retirement Association expressed strong support for a bill that would establish a private-sector employer IRA program in the Ocean State. READ MORE

By NAPA Net Staff5/6/2015 • 0 Comments

Though it sometimes seems that there are an infinite number of ways in which you can run afoul of fiduciary responsibilities, there are some relatively simple steps that could substantially minimize employers’ fiduciary risk. READ MORE

By John Carl5/5/2015 • 0 Comments

Responding to a question from an advisor in Massachusetts, the ERISA consultants at the Learning Center Resource Desk addressed a common inquiry involving Roth IRAs vs. designated Roth contributions in 401(k) plans. READ MORE

By Fred Barstein5/5/2015 • 0 Comments

UCLA Professor Shlomo Benartzi argues in a recent Harvard Business Review article that how we present information digitally has a dramatic impact on investors, and could affect the fiduciary landscape for plan sponsors. READ MORE

By NAPA Net Staff5/4/2015 • 0 Comments

A bipartisan bill to encourage the creation of employee stock ownership plans (ESOPs) has been introduced in the U.S. House of Representatives. READ MORE

By NAPA Net Staff5/4/2015 • 0 Comments

It’s Small Business Week, and the IRS has issued a reminder about a special penalty relief program for certain required retirement plan returns — and it could be useful for your plan sponsor clients. READ MORE

By NAPA Net Staff4/30/2015 • 0 Comments

The U.S. Department of Labor has filed a lawsuit alleging that a profit-sharing plan lost more than $4 million when fiduciaries engaged in self-dealing and conflicted transactions involving plan assets when they caused the plan to pay excessive fees. READ MORE

By John Carl4/28/2015 • 0 Comments

Responding to a question from a financial advisor in Texas, the ERISA consultants at the Learning Center Resource Desk addressed a common inquiry involving state-sponsored retirement plan programs. READ MORE

By NAPA Net Staff4/27/2015 • 0 Comments

A new legislative proposal wouldn’t just require employers to offer a retirement plan — it would mandate employer contributions too.

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By NAPA Net Staff4/24/2015 • 0 Comments

The Department of Labor will not extend the 75-day comment period for its conflict-of-interest rule, Labor Secretary Thomas Perez said April 23. READ MORE

By John Carl4/22/2015 • 0 Comments

Responding to a question from a financial advisor in Ohio, the ERISA consultants at the Learning Center Resource Desk addressed a common inquiry involving the definition of an investment advice fiduciary.  READ MORE

By Alisa Wolking4/20/2015 • 0 Comments

On April 15, the American Retirement Association joined with other industry stakeholders in releasing a statement to the Senate Finance Committee working group on Savings and Investment. READ MORE

By NAPA Net Staff4/15/2015 • 0 Comments

The Investment Company Institute says that research relied upon by the Obama administration in supporting its push for an expansion of the “conflicted advice” rule released April 14 is “fatally flawed,” and that the claim that retirement savers pay “billions of dollars a year” in excess costs “does not stand up to the facts.” READ MORE

By John Carl4/14/2015 • 0 Comments

Responding to a question from a financial advisor in Illinois, the ERISA consultants at the Learning Center Resource Desk addressed a common inquiry related to plan compliance errors. READ MORE

By Nevin Adams4/13/2015 • 0 Comments

In a new report, Democratic staff members of the Senate Finance Committee take aim at what the report calls “tax avoidance strategies,” including non-qualified deferred compensation (NQDC) plans. READ MORE

By Andrew Remo4/10/2015 • 0 Comments

Legislators in the Bay State have been busy developing bills that could impact the private employer sponsored retirement system should they become state law. READ MORE

By Nevin Adams4/9/2015 • 0 Comments

We live in an era of expanding electronic communications — but there are limits for ERISA plans, as a recent federal court ruling reminds us. READ MORE

By NAPA Net Staff4/7/2015 • 0 Comments

The United States Supreme Court recently agreed to hear another ERISA case, this one dealing with the ability of a plan fiduciary to recover an overpayment. READ MORE

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