ASPPA Net Staff
By ASPPA Net Staff 1/6/2020
The ASPPA College of Pension Actuaries (ACOPA) has adopted a new name – the American Society of Enrolled Actuaries (ASEA).
The name change is part of a broader membership-driven initiative designed to refresh the organization’s brand in a way that more clearly reflects its core mission and to more...
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By ASPPA Net Staff 1/3/2020
Just ahead of the holidays, President Trump signed into law the SECURE Act, arguably the most comprehensive retirement plan bill since the Pension Protection Act (PPA) 2006, and one that has many provisions that are effective immediately.
Find out what you need to know from two of the retirement...
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By ASPPA Net Staff 1/2/2020
Brian Graff, CEO of the American Retirement Association, recently chatted with Money Life with Chuck Jaffe to discuss the various benefits of the SECURE Act.
Graff, who’s interviewed by Jaffe for the nearly 20-minute segment, reviews how the SECURE Act will help small businesses offer retirement...
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By ASPPA Net Staff 12/30/2019
ASPPA Connect will not appear on Wednesday, Jan. 1, as the ASPPA office will be closed. We’ll be back on Friday, Jan. 3. We wish you happy new year, and offer some little-known facts concerning new year’s celebrations.
The lyrics of the now-traditional New Year’s song “Auld Lang Syne” began as a...
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By ASPPA Net Staff 12/27/2019
Looking at trends in ASPPA Net’s readership for 2019, one thing becomes clear: articles about regulatory updates and developments dominate the headlines.
In what may come as no surprise, the most-read post of 2019 had to do with the IRS contribution and benefit limits for 2020. This comes even as...
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By ASPPA Net Staff 12/23/2019
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.
Live Webcasts
ASPPA Webcast: Loans: Correcting Taxation, Qualification and Fiduciary Failures
Wednesday, Jan. 15, 2020
2:00 - 3:40 p.m. ET
Speaker:...
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By ASPPA Net Staff 12/23/2019
To understand a new law, it’s often helpful to read the actual law – especially since, in the case of the SECURE Act, we may well be waiting on IRS and DOL regulations for much of 2020. But what if you want to know what that legislative language actually means?
Either way, Pentgra Senior Vice...
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By ASPPA Net Staff 12/20/2019
ASPPA Connect will not appear on Wednesday, Dec. 25, as the ASPPA office will be closed. We’ll be back on Friday, Dec. 27. We wish you happy holidays, and offer a list of community names in the United States that are especially jolly.
Bethlehem, PA
Blitzen, OR
Christmas, FL
Christmas Cove, ME...
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By ASPPA Net Staff 12/19/2019
The early bird discount for the L.A. Advanced Pension and 401(k) Conference ends on Friday, Dec. 20! The conference will be held Jan. 23-24, 2020 at the Hilton Los Angeles/Universal City in Universal City, CA.
“L.A. Advanced Pension & 401(k) Conference has the topics and speakers you'd expect...
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By ASPPA Net Staff 12/18/2019
American workers are saving more than ever in their company sponsored retirement plans, and a growing number are taking advantage of the opportunity to save in a Roth 401(k) option, according to new data from the Plan Sponsor of America (PSCA), part of the American Retirement Association (ARA)....
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By ASPPA Net Staff 12/17/2019
The effective dates for the SECURE Act are right around the corner – and we’ve got experts on hand to help you sort it all out.
The SECURE Act is expected to become law this week, and the L.A. Advanced Pension & 401(k) Conference is your first opportunity to hear, first-hand, the industry’s...
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By ASPPA Net Staff 12/16/2019
The most significant piece of retirement legislation in a decade could become a reality, after all.
Hill staff worked throughout the weekend to put the finishing touches on the nearly $1.4 trillion spending bill for FY 2020, which will likely be the last “legislative vehicle” for 2019 – and things...
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By ASPPA Net Staff 12/16/2019
The new ASPPA Qualified 401(k) Administrator (QKA)™ credential is set to launch. The in-depth program has been redesigned to teach current 401(k) industry best practices and is mobile-ready.
The new program — which officially launches Jan. 8, 2020 — is flexible and interactive, and offers case...
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By ASPPA Net Staff 12/6/2019
U.S. stocks closed out November with their largest monthly gains since June – and that average 401(k) balance?
Not surprisingly then, it was also a good month for the average 401(k) balance. According to estimates – drawn from actual 401(k) accounts and investment allocations – from the...
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By ASPPA Net Staff 12/3/2019
Having developed an expanding array of new education products and a dynamic news and research reach alongside the retirement industry’s most compelling events, the American Retirement Association has tapped Tom Connolly to be its first-ever Chief Sales Officer.
Connolly, who joined the...
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By ASPPA Net Staff 12/2/2019
[UPDATED 12/04/19]
Secretary of the Commonwealth William F. Galvin, Massachusetts’ chief securities regulator, has signed off on new regulations that would impose a uniform fiduciary conduct standard in that state.
A hearing on the proposed regulations, which were filed with Galvin’s Publications...
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By ASPPA Net Staff 11/27/2019
ASPPA Connect wishes its readers a happy Thanksgiving. Thank you for your support! ASPPA Connect will not be appearing on Friday, Nov. 29; however, it will be back to business as usual on Monday, Dec. 2.
The most iconic account of the start of American Thanksgiving celebrations is, or course, that...
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By ASPPA Net Staff 11/11/2019
Your company has a 401(k) plan. You just acquired another company, and it has SIMPLE IRA. You have learned that a company that offers a SIMPLE IRA cannot also sponsor another plan. What do you do?
A recent blog post from DWC – The 401(k) Experts offers some ideas.
“Mixing the worlds of 401(k)...
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By ASPPA Net Staff 11/8/2019
The IRS has issued proposed regulations updating the life expectancy tables that apply for purposes of computing required minimum distributions (RMDs) from qualified retirement plans. The proposed rules under Code Section 401(a)(9) were published in today’s Federal Register.
The life expectancy...
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By ASPPA Net Staff 11/8/2019
The National Tax-deferred Savings Association (NTSA) has launched an exclusive series of podcasts by NTSA Elite Advisors, sharing insights on how they built, expanded and enhanced their practices.
NTSA Elite Advisors are individuals recognized by the NTSA as excelling in advocacy, practice...
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