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By John Iekel10/30/2014 • 0 Comments

ASPPA’s College of Pension Actuaries (ACOPA) at an Oct. 28 luncheon during ASPPA’s Annual conference, held at National Harbor, Md., awarded its designation of Fellow, Society of Pension Actuaries (FSPA) to 14 outstanding actuaries. READ MORE

By John Iekel10/29/2014 • 0 Comments

ASPPA General Counsel and Director of Regulatory Affairs Craig P. Hoffman and Joe Canary, director of the Office of Regulations and Interpretations for the Employee Benefit Security Administration, discussed some of the recurring and unresolved matters regarding participant disclosures at an Oct. 28 session of the ASPPA Annual Conference at National Harbor, Md. READ MORE

By John Iekel10/29/2014 • 0 Comments

It’s not often that retirement plan professionals have the chance to ask a distinguished panel for their take on sometimes thorny, sometimes complicated, sometimes nagging issues. But attendees at an "ask the experts" session on the last day of ASPPA’s Annual Conference, held in National Harbor, Md., had that opportunity. READ MORE

By Mike Bushnell 10/29/2014 • 0 Comments

Today, third-party administrators are partnering with plan advisors like never before, providing more robust packages to clients than either could support by themselves. But just like any other team, the partnership can easily fall apart if everyone isn’t working together. READ MORE

By Mike Bushnell 10/29/2014 • 0 Comments

Using easy-to-remember best practices, consultant Sarah Simoneaux, CPC, told attendees at the 2014 ASPPA Annual Conference Oct. 28 how they can make a first impression the best impression, and continue a strong relationship with a new client well past the introductory meeting. READ MORE

By John Iekel10/29/2014 • 0 Comments

Remember the kids' game, Hot Potato? Seems like there's a grown-up version too, for plan administrators who perform a fiduciary role. That was what Nicholas J. White, Special Counsel at Trucker Huss, addressed in an Oct. 28 session at ASPPA's 2014 Annual Conference at National Harbor, Md. READ MORE

By John Ortman 10/28/2014 • 0 Comments

Advisors seeking to capture IRA rollovers face a "four-part harmonization" of regulatory and other government entities -- that is, SEC, DOL, FINRA and GAO -- in the words of ERISA attorney Fred Reish. Speaking at a workshop session at the 2014 ASPPA Annual Conference Oct. 28, the Drinker Biddle attorney was joined by fellow panelists Pete Swisher of Pentegra and Yannis Koumantaros of GROUPIRA. READ MORE

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