Archive - ARA Advocacy

Recommendations for DOL Fiduciary Rule Proposal

Jul 20, 2015

The American Retirement Association wrote to the Department of Labor with key recommendations to improve the Department’s Fiduciary or Conflict of Interest Rule (more…)

ACOPA Letter to DOL on Small Plan Audit Notice

Jul 7, 2015

The ASPPA College of Pension Actuaries, part of the American Retirement Association, wrote to the Department of Labor in response to a change in the instructions for providing notice to employees that the employer will take advantage of small plan audit relief in the Annual Funding Notice (AFN). The Association recommends that inclusion of the...

ASPPA Expresses Form 5500-SUP Data Collection Concerns

Jun 8, 2015

The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Office of Management and Budget to express concern about certain representations the Internal Revenue Service made to the Office regarding the 2015 Form 5500 series reports, including the new Form 5500-SUP. ASPPA submitted written comments to the IRS...

IRS 2015-2016 Priority Guidance Plan

Apr 30, 2015

The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Internal Revenue Service to recommend an order of priority for Retirement Benefit items to be included on the 2015-2016 Priority Guidance Plan in response to IRS Notice 2015-27. (more…)

Joint Letter to Request Extension of DOL Fiduciary Comment Period

Apr 21, 2015

A group of Associations, including the American Retirement Association, wrote to the Department of Labor to request a 45-day extension of the comment period for the Department’s Fiduciary or Conflict of Interest Rule. (more…)

NTSA Letter on 403(b) Plan Terminations to DOL

Apr 19, 2015

The National Tax-deferred Savings Association, part of the American Retirement Association, wrote to the Department of Labor to share concerns and comments on the proper treatment of distributed contracts and custodial accounts in the context of a 403(b) plan termination. Clarifying guidance is badly needed to resolve the issue with respect to plan subject to...

ASPPA Letter on EPCRS Loan Corrections to IRS

Mar 19, 2015

The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Internal Revenue Service in response to the Service’s request for specific recommendations regarding operational failures related to participant loans that should be eligible for correction under the Self-Correction Program (SCP) component of the Employee Plans Compliance Resolution System...

ASPPA Requests IRS Extend Deadline for Pre-approved Defined Benefit Plans

Mar 3, 2015

The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Internal Revenue Service to request that the Service extend the submission deadline for pre-approved defined benefit plans and to consider various other changes to the defined benefit pre-approved plan program. (more…)

ASPPA Letter Concerning IRS Form 5500-SUP

Feb 23, 2015

The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Internal Revenue Service to comment regarding the notice of proposed expanded data collection and revisions to the Form 5500 series, which includes the introduction of the Form 5500-SUP. (more…)