ASPPA Net Staff
By ASPPA Net Staff 10/25/2022
After a career in employee benefits spanning more than three decades, Nevin Adams, Chief Content Officer of the American Retirement Association, has announced his “retirement” from that position, effective March 1, 2023.
During his eight-year tenure at ARA, Adams, one of the retirement industry’s...
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By ASPPA Net Staff 10/25/2022
The American Retirement Association (ARA) and ASPPA have announced the officers who will lead the organizations, effective Jan. 1, 2023.
ARA
President: Missy Matrangola
President-Elect: Jeff Acheson
Treasurer: Marjorie Mann
Secretary: Sam Brandwein
Immediate Past President: Joe DeNoyior
ASPPA...
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By ASPPA Net Staff 9/20/2022
As planned, another state-run IRA program for private sector workers has launched—with some good news for early employer adopters.
The announcement notes that while the services are free for businesses, employers that enroll with MarylandSaves by December 1st of this year won’t have to pay the...
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By ASPPA Net Staff 9/20/2022
With recent volatility in the markets altering perceptions around what it means to have a secure retirement, a new survey finds that more Americans are interested in having a guaranteed stream of retirement income.
According to a new joint poll from Kiplinger and Athene, three-fourths of...
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By ASPPA Net Staff 9/14/2022
Inflation worries and realities are weighing on lots of decisions of late—and a new survey suggests it will carry over into benefit decisions.
That new survey from Voya Financial, Inc. found that, specifically, due to inflation, the majority of employed individuals (70%) agree they plan to spend...
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By ASPPA Net Staff 8/30/2022
Applications for the PenChecks Trust ASPPA Scholarship are now being accepted, and will be accepted through Sept. 15. The PenChecks Trust Company of America (PenChecks Trust) and ASPPA expanded the PenChecks Trust ASPPA Scholarship this year.
Launched in 2014, this year the PenChecks Trust ASPPA...
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By ASPPA Net Staff 8/23/2022
Many retirement plan professionals are still learning the ins and outs of how to design safe harbor 401(k) plan to ensure they’re as advantageous as possible or what rules apply to them.
So the ASPPA Webcast “Safe Harbor 401(k) Plan Workshop: Plan Design, Troubleshooting and Correction” is well-...
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By ASPPA Net Staff 8/22/2022
After being blasted by various industry stakeholders, the Department of Labor is reopening the comment period on the proposed amendment to its prohibited transaction exemption (PTE) filing and processing procedures.
In its Aug. 22 announcement, the DOL’s Employee Benefits Security...
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By ASPPA Net Staff 8/17/2022
Expanding the scope of CalSavers is one step closer to happening. The state Assembly has passed a measure that would do so.
S. 1126, a measure that would expand the definition of “eligible employer” for purposes of the CalSavers Retirement Savings Trust Act—the measure that establishes the...
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By ASPPA Net Staff 8/11/2022
The Plan Sponsor Council of America (PSCA) has released a new campaign to help American workers better understand their retirement plan and retirement readiness by “Knowing Your Numbers.”
The Friday after Labor Day has been designated 401(k) Day—a day to focus on retirement planning and...
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By ASPPA Net Staff 8/2/2022
Employers in California, Illinois and Oregon, three of the first states to launch programs to help private sector workers save for retirement, were still creating new plans in 2020 and were shedding existing plans at rates slower than or largely comparable to the national average, according to a...
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By ASPPA Net Staff 8/1/2022
ASPPA and the American Retirement Association have scheduled their annual Business Meetings at this year’s ASPPA Annual Conference at the Gaylord National hotel in National Harbor, MD.
ARA Business Meeting
The ARA will hold its Business Meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET at the...
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By ASPPA Net Staff 7/28/2022
Employers in California, Illinois and Oregon, three of the first states to launch programs to help private sector workers save for retirement, were still creating new plans in 2020 and were shedding existing plans at rates slower than or largely comparable to the national average, according to a...
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By ASPPA Net Staff 7/26/2022
The ASPPA Annual Business Meeting will take place in installments over three days at this year’s ASPPA Annual at the Gaylord National in National Harbor, MD.
Oct. 23, 2022, at 4:30 p.m. Eastern: Addresses by ASPPA President, Natalie Wyatt, QKA®, QPFC, and ASPPA President-Elect, Justin Bonestroo...
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By ASPPA Net Staff 7/22/2022
NTSA 2023 Elite Advisor Awards nominations are open! The NTSA Elite Advisor Awards are significant lifetime achievement awards that honor NTSA financial advisor members who display the above characteristics.
Please nominate NTSA financial advisors with these attributes:
Best of the Best...
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By ASPPA Net Staff 7/22/2022
More Americans (37%) spanning generations and demographics feel unprepared or unsure if they are on track for retirement compared to the previous three years—and women are even less certain, according to a new survey.
Nearly half of women (47%) report a lack of confidence, according to BlackRock’s...
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By ASPPA Net Staff 7/20/2022
The ARA will hold its annual business meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET during the ASPPA Annual Conference at the Gaylord National in National Harbor, MD.
The business meeting will include addresses by ARA President Joe DeNoyior, CPFA®; ARA President-Elect Missy Matrangola, QPA,...
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By ASPPA Net Staff 7/14/2022
Ascensus announced July 14 that Kasey Price, the firm’s head of Sales, will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022.
She will succeed Teresa Hassara, who is leaving the company at the end of July to assume a new leadership role in the financial services industry...
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By ASPPA Net Staff 7/8/2022
Applications for the PenChecks Trust ASPPA Scholarship are now being accepted, and will be accepted through Sept. 15. The PenChecks Trust Company of America (PenChecks Trust) and ASPPA expanded the PenChecks Trust ASPPA Scholarship this year.
Launched in 2014, this year the PenChecks Trust ASPPA...
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By ASPPA Net Staff 6/30/2022
The newest digital edition of ASPPA’s members-only magazine has been posted online for you!
A working group of TPA business owners and execs is exploring ways to bridge the long-standing gap in understanding between advisors and TPAs. In Summer’s cover story, John Ortman profiles the group’s...
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