To gain the knowledge and understanding of the material needed to pass an ASPPA examination, candidates are required to read textbooks, study guides, sections of legislation, the Internal Revenue Code and regulations, and various other government releases, as detailed in the syllabus for each examination.

As needed, errata to required reading material,practice examinations and online examinations will be posted on this Web page. It is the candidate’s responsibility to check this page regularly for any updates prior to taking an examination. Also included below are additional resources to assist candidates in exam preparation.

Online Examination, Publication & Practice Exam Errata
Webcourse & CPC Module Errata
Report Errata
Study Guide & Textbook References 
Additional Resources 


Online Examination, Publication & Practice Exam Errata

Webcourse & CPC Module Errata

Webcourse errata is provided within the Access Webcourse page (available once your purchase the webcourse and access); CPC module errata (if applicable) is provided within the module software.

Report Errata

To report errata not identified in the documents above please review the and complete the Candidate Inquiry Review Form. 

Study Guide & Textbook References

RPF-1 Course Additional Reading

• “Reviewing Your Fidelity Bond: What You Need to Know” by David C. Kaleda in The ASPPA Journal, Summer 2009, Vol. 39, No 3.
• “Should You Be Trustee of Your Corporate Retirement Plan?” by James T. Comer in The ASPPA Journal, Winter 2010, Vol. 40. No 1.
• “The Ethics of conflict of Interest” by Lauren Bloom, in The ASPPA Journal, Spring 2010, Vol. 40, No 2.
• “Ethics and Professionalism in the Retirement Plan Services Arena” by Richard a. Hochman, APM, in The ASPPA Journal, Summer 2010, Vol. 40, No 3.
• “Summary Comparison of Qualified Plans, IRAs, TSAs and 457s” The ASPPA Journal, Winter 2011, Vol. 41. No 1 Supplement.
• When is a Domestic Relations Order a Qualified Domestic Relations Order? David C. Newman, QPA, and Sal Tripoli, APM
• Document Restatement Strategies, Amy L. Cavanaugh, CPC
• “Pension Plans: Lump Sum or Annuity – or Both?” by Richard F. McCleary, MSPA, COPA, The ASPPA Journal, Winter 2010, Vol. 40, No 1.

• “Back-to-Basics: Average Deferral percentage Test” by William C. Grossman, QPA in The ASPPA Journal, Spring 2010, Vol. 40. No 2.
• “Compliance-A Year in Review-January to December” by Lisa Scalia, CPC, QPA, QKA in The ASPPA Journal, Fall 2010, Vol. 40. No 4.
• “Impact of the 408(b)(2) Regulations on TPAs” by Bruce L. Ashton, APM and Fred Reish, APM in the ASPPA Journal, Winter 2011, Vol. 41, No1.
• “Partial Plan Terminations of Qualified Plans” by Marcia S. Wagner and Jon C. Schultze in the ASPPA Journal, Winter 2011, Vol. 41, No1.
• “Practical ERISA 408(b)(2) Guidance for Service Agreements” by Laura S. Moskwa, CPC, QPA and Carlos Panksep, in The ASPPA Journal, Spring 2011, Vol. 41, No 2.
• Emerging Trends for PPA Fiduciary Advisers, Jason C. Roberts
•  “DOL Finalizes Participant Disclosure Regulation for Participant-directed Individual Account Plans” by Stephen M. Saxon, in The ASPPA Journal, Spring 2011, Vol. 41, No 2.
• Education with IMPACT-The Edu-tainment™ Experience, Charles D. Epstein and Sue Ellen Lovejoy  
• “Chart a Path to Target Date Fund Selection with a Fiduciary Process” by Glenn A. Dial in The ASPPA Journal, Winter 2010, Vol. 40. No 1.

TGPC-1 Course Additional Reading (available for download in the TGPC-1 syllabus)

Additional Resources

• ASPPA Exam Abbreviation List
• ASPPA Exam Internal Revenue Code Definitions
• Updated Qualified Plan Limits (ASPPA Exam COLA Summary)
• Safe Harbor Table
• Glossary of Terms
• Uniform Lifetime Table and Joint and Last Survivor Table (used to calculate required minimum distributions under IRC §401(a)(9)