In This Issue IMPORTANT: Changes Coming to ASPPA CPE Conference Calendar
Education Calendar 401(k) SUMMIT Government Affairs Lifetime Income Summit Wrap-up Education & Examination News New Credentialed & Affiliate Members ASPPA in the News Social Media
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Changes Coming to ASPPA CPE To ensure that ASPPA meets our educational and organizational goals in a way that is comparable with other relevant professional associations, the ASPPA Board of Directors reviewed our Continuing Professional Education (CPE) policy and plans to adopt the following modifications effective with the 2011/2012 reporting cycle: - Verification of individual session attendance will be required at meetings/conferences.
- CPE for Web-based education will require individual attendance verification.
- CPE for qualified in-house training and qualified study groups will require an ASPPA member verify and submit outline and attendance listing to the ASPPA office.
Before these modifications are implemented, we welcome your feedback. See www.asppa.org/2011CPE for more details.
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| Conference Calendar | Save $100! Tomorrow is the last day to get the early registration discount for the Western Benefits Conference! 
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| Education Calendar
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The launch of ASPPA's Advisor Webcast Series (see above) is just the beginning. Soon to follow is an exciting array of programs and services designed specifically for investment professionals involved in the growing retirement plan market. You're well aware of The ASPPA 401(k) SUMMIT, our highly acclaimed spring conference. Beginning this month, we will expand the 401(k) SUMMIT brand beyond the three-day conference to an ongoing initiative offering support and resources for all retirement plan advisors. Later this month, ASPPA will circulate its premier issue of the 401(k) SUMMIT Advisor Update, an e-newsletter filled with news, transferable ideas, best practices and more. Everyone who signs up for our complimentary first quarterly Advisor Webcast on June 22 will automatically receive the first issue, so let us know what you think! |
Government Affairs June 8, 2010 — ASPPA submitted comments to the IRS with respect to the safe harbor model notice to participants under IRC §402(f). The comments provide recommendations for areas needing clarification as well as ways the model language could be improved. [Comment] June 7, 2010 — VIDEO: Washington Update (2:04 long) June 4, 2010, ASPPA submitted comments to the IRS requesting that guidance be issued with respect to the impact of mid-year plan design changes on the status of a safe harbor 401(k) plan. ASPPA had previously provided comment to the IRS on this issue on November 16, 2007. [Comment]
May 26, 2010 — VIDEO: Lifetime Income Summit (1:37 long)
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Lifetime Income Summit 
(From left: Brian Graff, Debra Whitman, Mark Iwry and Greg Dean)
AARP, ASPPA and WISER presented a day-long Lifetime Income Summit on Thursday, May 20 to examine public policy recommendations and investment innovations aimed at better management of retirement income. The summit served as a forum to raise the challenges faced by both employees preparing for retirement and employers trying to assist them. Panelists discussed how insurance and financial markets might respond to these challenges and specifically addressed questions recently raised by the U.S. Departments of Labor and Treasury on lifetime income. Speakers included Members of Congress, congressional and administration staff, researchers and representatives from the financial and insurance industries. For more information on the Lifetime Income Summit, visit www.lifetimeincomesummit.org.
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Education & Examination EA-2A Review Course — The upcoming EA-2A Review Course will be held in Washington, DC from October 1-4, 2010. The class will be taught by David B. Farber, MSPA, EA, ASA. Enrollment is limited. For information about materials and registration, visit http://www.asppa.org/Main-Menu/edpubs/EE/Courses/EA-review-courses.aspx. RPF-1 and RPF-2 — Did you know you earn 7.5 CPE credits when you pass either of the Retirement Plan Fundamentals (RPF) exams? The RPF exams are the backbone of nearly all ASPPA credentials. They are also incredible education tools for professionals looking to advance their careers. CPC Modules — Registration for ASPPA's CPC 3rd quarter modules is currently open. Register today and complete by September 30 to earn 3 CPE credits per module while mastering topics such as Distributions & Loans, Fiduciary Topics, Investments, Related Groups & Business Transactions, Nonqualified Plans and ESOPs. CPC modules available for $100 each (includes study material) during each calendar quarter. Sign up for this advanced, topical education today! 2nd Semester Webcourses — Registration is now open for the July 1 - December 30 window. In addition to RPF-1 and RPF-2 webcourses (offered year-round), you may take DC-1, DC-2, DC-3 and DB webcourses beginning July 1. Did we mention you can earn a maximum of 15 CPE credits per webcourse? |
Congratulations! To view the list of newly credentialed and new affiliate ASPPA members, click here.
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