John Ortman

Editor’s note: This panel discussion at the 2022 NAPA 401(k) Summit provides an interesting perspective on the relationship between TPAs and advisors, their work and connections, and the approach and mindset advisors follow. TPAs may find this information and insight useful and instructive.   What... READ MORE

The American Society of Pension Professionals & Actuaries welcomed Natalie Wyatt, QPA, QPFC, as the new president of the organization during the Oct. 17 Business Meeting that kicked off the 2021 ASPPA Annual Conference in National Harbor, MD. Wyatt succeeds 2020 ASPPA President Frank Porter,... READ MORE

Jack Towarnicky, Executive Director of the Plan Sponsor Council of America, shared some some highlights of the organization’s recently completed 2017 Annual Survey of Profit Sharing and 401(k) Plans in an April 16 workshop session at the NAPA 401(k) Summit. Joined by moderator Doug Prince, CEO of... READ MORE

Todd Larson is the Chief Information Officer at Sentinel Benefits and Financial Group. What are the IT vulnerabilities that keep him up at night?   Larson shared his biggest cybersecurity concerns at an Oct. 22 workshop session at the 2017 ASPPA Annual Conference: intentional hacking of files;... READ MORE

Work on the Labor Department’s effort to expand, streamline and modernize the Form 5500 Series has been halted until a new head of the DOL’s Employee Benefits Security Administration (EBSA) is in place, according to ERISA attorney S. Derrin Watson.   Leading a workshop session at the 2017 ASPPA... READ MORE

The American Society of Pension Professionals & Actuaries honored Joan A. Gucciardi, MSPA with the prestigious Harry T. Eidson Founders Award during the Oct. 22 opening session of the 2017 ASPPA Annual Conference in National Harbor, MD. The award was presented to Gucciardi by Ilene Ferenczy... READ MORE

What a year this has been. As 2016 recedes in the rear view mirror, let’s take a quick look back at what turned out to be a remarkable year for the world, the nation and ASPPA. In the world of sports, for starters, the Chicago Cubs — the Chicago Cubs — won the World Series. In the realm of politics... READ MORE

How many of your plan sponsor clients make zero mistakes? Just kidding, of course. We all know there’s only one answer to that question: None. Which is essentially why the IRS created the Employee Plans Compliance Resolution System (EPCRS) to correct mistakes in plan administration.At an EPCRS... READ MORE

The retirement industry is changing rapidly and profoundly. How can TPAs and record keepers adapt and remain relevant? An interactive workshop session at the 2016 ASPPA Annual Conference Oct. 24 explored emerging opportunities for business development and expansion.Led by speaker Scott Betts, SVP... READ MORE