2017 ASPPA Annual Conference


Once a year ASPPA brings together leading retirement industry leaders who will, over a three-day period (Oct. 22-25, 2017) descend on our nation’s capitol and be immersed in the most intensive and extensive networking, informational and educational event for retirement plan professionals in the nation. We’re talking six educational tracks (including a NEW recordkeeping track!), five general sessions and over 75 workshops.



Online Registration has now closed. If you are interested in attending, please register on-site at the registration desk.
Member $1,680
Non-Member $1,985

    The conference brochure for the 2017 ASPPA Annual Conference – October 22-25th – including an agenda, registration pricing and hotel information is here.

    Cancellation Refund Policy
    All registration cancellations and refund requests must be made in writing by October 13, 2017. A refund of the conference fee, minus a $100 processing fee, will be given for cancellations received by that date. No refunds will be granted for requests received after October 13, 2017. Submit all requests to accountsreceivable@usaretirement.org. Please note that refunds will not be given for no-shows.


    Hotel & Travel

    Gaylord National Resort & Convention Center
    201 Waterfront Street
    National Harbor, MD 20745
    $299/night – BOOK TODAY

    Booking Cut-off Date: Friday, September 29, 2017

    Travel Discounts
    Earn up to 10% off when you book through Delta when flying into Washington National Airport (DCA), Washington Dulles Airport (IAD), or Baltimore Washington International Airport (BWI). Reservations and ticketing are available by clicking here, select book your flight and entering meeting event code NMQMT.

    Earn up to 10% off when you book through United when flying into Washington National Airport (DCA). You may book online by clicking here, select all search options and entering offer code ZYV2246930.

    SuperShuttle: Receive 10% off when you make your reservation online by clicking here and entering discount code 7UPDR.


    Conference Agenda

    The conference brochure for the 2017 ASPPA Annual Conference – October 22-25th – including an agenda, registration pricing and hotel information is here.

    Submit Your Questions!
    Some of the most in-demand sessions at ASPPA Annual are the DB and DC Ask the Experts Panels! Get answers to the most difficult questions. Submit your questions in advance!

    Herr Metal Concert
    Rock out at our very own private concert with Herr Metal as they perform rock hits recorded and popularized by Guns 'n' Roses, Bon Jovi, Poison, Mötley Crüe, Def Leppard, the Scorpions, and others. Check them out on Instagram, Facebook, YouTube and Twitter and get ready to ROCK!

    Experience D.C. at Dark – Optional Tours & Activities (Sign up
    After a full day of conference education, make plans to experience DC with your colleagues on Monday, October 23, 2017. Whether you want to experience a unique team building activity, take a behind-the-scenes look at the U.S. Capitol or enjoy a nighttime tour of the city’s monuments, we have options for you. Tours have limited capacity so book your tickets early before they sell out!


    • Escape Room – Cost $135 per person; Only 20 tickets available!
    • Afterhours Capitol Collection Tour – Cost $115 per person; Only 20 tickets available!
    • Monuments by Moonlight – Cost $80 per person

    Click here to register and learn more!

    Get Involved!
    On Tuesday, October 24 from 11:15 a.m. – 2:30 p.m. ASPPA members will march on Capitol Hill to help educate, inform, and influence members of Congress on the importance of the employer-sponsored retirement system! Join your fellow members by registering now!


    Continuing Education

    ASPPA Members
    The ASPPA Annual Conference offers up to 25 hours of ASPPA CE credit, including up to 3 hours of Ethics credit.

    Accountants (CPE Credit)
    This conference is a “group-live” event and will grant up to 24 CE credits (12 – Taxes, 12 – Administrative Practice).

    Attorneys (CLE Credit)
    Approved: California, Georgia, Iowa, Missouri, Pennsylvania, Tennessee, Washington
    *Pending Approval: Colorado, Illinois, Indiana, Ohio, Texas

    Certified Financial Planners (CFP® Credit)
    CFP® credit is approved for the following sessions: Workshop 6, Workshop 9, Workshop 21, Workshop 22, Workshop 35, Workshop 41, Workshop 48, Workshop 53, Workshop 62, Workshop 67, and Workshop 72.

    Enrolled Actuaries (JBEA Credit)
    The conference is designed to provide up to 24 JBEA credits for Enrolled Actuaries with Core and Non-Core workshops offered. All sessions qualify for Formal credit. The final approval as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

    Enrolled Agents
    ASPPA is an approved provider of CE credit for courses in Federal Taxation or Federal Tax related matters.

    Enrolled Retirement Plan Agents (ERPA Credit)
    The conference is designed to provide up to 24 ERPA credits and 3 ERPA Ethics credits. The final approval as to the number of ERPA credits rests solely with the Internal Revenue Service (IRS).

    Approved: Arizona, Maryland, Pennsylvania
    *Pending Approval: California, Ohio, Oregon, Wisconsin

    *If the status is listed as pending, ASPPA cannot guarantee approval.


    Sponsors & Exhibitors

    Platinum Sponsors
    ASC- Actuarial Systems Corp
    VOYA Financial

    Gold Sponsors
    FIS Wealth & Retirement
    John Hancock

    Silver Sponsors
    Lincoln Financial Group
    Vertical Management Systems

    American Funds
    CEFEX- Center for Fiduciary Excellence
    CUNA Mutual Retirement Solutions
    DATAIR Employee Benefit Systems, Inc.
    Dietrich & Associates
    Document Agility
    EBG Systems, Inc.
    Empower Retirement
    Enterprise Iron FIS
    Fidelity Clearing & Custody Solutions
    GoldStar Trust Company
    JP Morgan Asset Management
    July Business Services
    MassMutual Retirement Services
    Millennium Trust Company
    Mutual of Omaha
    North American KTRADE Alliance, LLC
    OneAmerica Retirement Services LLC
    Optimal Office Solutions
    ParkereSSe Ltd.
    PenChecks, Inc.
    Pension Assurance LLP
    Thomson Reuters
    Unified Trust Company
    vWise, Inc.
    Wolters Kluwer

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