Recent Articles From John Iekel

John Iekel

John Iekel

John Iekel

By John Iekel1/12/2017 • 0 Comments

Awareness of fiduciary status and the DOL fiduciary rule is more widespread among 403(b) plan sponsors than preparations for its effective date, according to a recent study by the Plan Sponsor Council of America (PSCA).

By John Iekel1/9/2017 • 0 Comments

In the second of a two-part series, several experts tell us that MEPs, state plans and financial education are areas in 2017 in which the exuberance of the start of a new year will be especially pronounced.

By John Iekel12/19/2016 • 0 Comments

In the first of a two-part series in which experts share their expectations for the coming year regarding retirement plans, they discuss the DOL's fiduciary rule.

By John Iekel12/13/2016 • 0 Comments

“Washington didn’t see this coming,” NTSA Executive Director Chris DeGrassi said about the results of the 2016 elections in a Dec. 12 webcast.

By John Iekel12/7/2016 • 0 Comments

A new study discusses inconsistencies entailed in providing services to governmental retirement plans as well as the antidote to that and to lackluster participation and deferral rates.

By John Iekel11/2/2016 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation released the advance copies of the 2016 Form 5500 and Form 5500-SF on Nov. 1.

By John Iekel10/27/2016 • 0 Comments

The IRS on Oct. 27 in Notice 2016-62 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017.

By John Iekel10/26/2016 • 0 Comments

Much-anticipated guidance on the DOL fiduciary rule will be coming soon, according to Phyllis Borzi, head of the DOL’s Employee Benefits Security Administration (EBSA). She made the remarks Oct. 25 during the Government Update session at the ASPPA Annual Conference.

By John Iekel8/30/2016 • 0 Comments

A network in Arizona has found a way to increase financial literacy, employee participation in retirement plans and employer action to boost options available to employees all at once.

By John Iekel7/12/2016 • 0 Comments

In private letter ruling (PLR) 201628006, released on July 8, the IRS says that the required minimum distribution (RMD) rules apply to a designated IRA beneficiary even though a state court modified the beneficiary designations.

By John Iekel7/7/2016 • 0 Comments

In a recent study, the Society of Human Resource Management (SHRM) reports that some aspects of employer-provided retirement benefits have grown in the last one to four years, while others have declined slightly and many have held steady.

By John Iekel6/27/2016 • 0 Comments

A June 20 session of the SPARK National Conference held in Washington, DC. featured a discussion of data security.

By John Iekel6/27/2016 • 0 Comments

Panel discussions at the June 20-21 SPARK National Conference in Washington, DC offered insights into the effects the DOL fiduciary rule is already having and how the retirement industry can prepare in the less than 10 months remaining before its effective date.

By John Iekel6/21/2016 • 0 Comments

There are plenty of financial pressures on DC plans, providers and sponsors. Not to mention the importance clients place on fees when considering whether to drop an investment manager. In a June 20 session at the 2016 SPARK National Conference held in Washington, D.C., Tom Kmak, CEO of Fiduciary Benchmarks, offered some ideas on how it can be addressed.

By Andrew Remo, John Iekel6/3/2016 • 0 Comments

Connecticut Gov. Dannel Malloy (D) on May 27 signed into law the legislation that establishes a state-run retirement plan.

By John Iekel5/26/2016 • 0 Comments

Some background information about state and local pension plans helps illustrate their struggles with funding and brings into sharper relief the importance of those plans, their solvency and strength.

By John Iekel5/24/2016 • 0 Comments

Increasingly, a plan’s digital platform is becoming participants’ main point of contact with the plan. What can consumer research tell us about doing a better job of fulfilling users’ digital expectations?

By John Iekel5/9/2016 • 0 Comments

Recent research about the development of annuity products and certain life insurance products used for retirement purposes provided food for thought at a May 6 session of LIMRA’s 2016 Retirement Industry conference.

By Ray Harmon, John Iekel7/10/2015 • 0 Comments

Pennsylvania Gov. Tom Wolf (D) on July 9 vetoed the pension reform bill, which was designed to modernize Pennsylvania’s retirement systems in order to update the funding, sustainability and practices followed by the two main state pension funds.

By John Iekel6/18/2015 • 0 Comments

The June 17 Health, Employment, Labor and Pensions Subcommittee hearing provided ample illustration that the debate on the Department of Labor’s fiduciary proposal is far from over.

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