John Ortman

By John Ortman 10/20/2016

The ASPPA history book — the product of an effort stretching back to 2010 — will be unveiled next week at the 2016 ASPPA Annual Conference. Complimentary copies of the book will be shipped to members who are not attending this year’s conference.Leading the Evolution: ASPPA’s 50 years at the... READ MORE

One Week Left to Share Your Favorite Client Story

By John Ortman 4/21/2016

There's just a week left for you to tell that great client story of yours — that one you like to tell your peers and colleagues — and see how it stacks up against your fellow ASPPA members' stories. In the summer issue of Plan Consultant magazine, the popular “Business Practices” column will be... READ MORE

What’s Your Favorite Client Story?

By John Ortman 4/4/2016

You know that great client story — the one you like to tell peers and colleagues? Here’s your chance to see how it stacks up against client stories from your fellow ASPPA members.In the summer issue of Plan Consultant magazine, the popular “Business Practices” column will be devoted to client... READ MORE

With Fiduciary Rule, DOL Pursues Conflicts of Interest in the Rollover Process

By John Ortman 10/20/2015

The biggest impact of the DOL's proposed fiduciary rule, a.k.a. the "conflict of interest rule," isn't on plans or plan advisors, it's on the IRA market, ERISA attorney Fred Reish told a workshop session at the ASPPA Annual Conference Oct. 20.Reish was joined by Marcy Supovitz, incoming president... READ MORE

Tips and Traps for a Successful DC Plan Takeover

By John Ortman 10/19/2015

For a TPA, the realred flag issues in a DC plan takeover aren't characteristics of the client, says Ilene H. Ferenczy -- they're things the TPA itself does during the takeover process and afterwards.At an Oct. 19 workshop session at the 2015 ASPPA Annual Conference, Ferenczy, founder of the... READ MORE

ASPPA Seeks Level Playing Field in Upcoming DOL Rules on State-Run Plans

By John Ortman 10/19/2015

Impending DOL regulations intended to pave the way for state-run retirement programs for private sector workers may create an unfair playing field and widespread confusion over ERISA preemption, as well other potentially damaging changes, says ASPPA Executive Director Brian Graff.Graff, joined by... READ MORE

SWOT Analysis for the Retirement Industry

By John Ortman 10/15/2015

This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version, please click here.One of the highlights of this year’s Western Benefits Conference, held June 19-22, 2015 in San Francisco, was a general session featuring a panel of industry leaders who shared their... READ MORE

ASPPA Launches PC Online

By John Ortman 9/15/2015

ASPPA’s Plan Consultant magazine has a new online home on ASPPA Net. PC Online, which went live last week in ASPPA Net’s Resources tab, provides selected articles from PC magazine dating back to 2012, when The ASPPA Journal (TAJ) was renamed as Plan Consultant. The articles are organized by general... READ MORE

Reader Poll Results: Missing Participants Top the List

By John Ortman 8/1/2015

Last month we asked ASPPA members to weigh in on what topics they would most like to see covered in Plan Consultant magazine, using a unique voting tool. It’s time to reveal the results.The “wiki” tool uses an algorithm to rank the popularity of the topics. Here are the top 10:1. The Missing... READ MORE

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