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Education and Career Development

There are many important topics to cover when educating plan participants about a 401(k) plan and saving for retirement. In the process, it’s not hard to miss some matters that should be covered. A recent blog entry argues that five important topics often are omitted. In “5 Top Education Topics... READ MORE
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 ACOPA Webcast: Litigation Involving DB Plans Wednesday, July 10, 2019 2–2:50 p.m. ET Speakers: Kelsey N. H. Mayo, J.D., Partner,... READ MORE
ASPPA and PenChecks Trust Company of America are pleased to announce the opening of applications for the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program. Launched in 2014, the PenChecks Trust ASPPA QKA Scholarship will again be offered this year to... READ MORE
So much happening – and there’s an easy way to catch up. A week ago, the IRS made significant changes to EPCRS by issuing Revenue Procedure (Rec. Proc.) 2019-19, effective immediately – we’re talking self-correction of some of the more common failures relating to participant loans and plan... READ MORE
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: Second Quarter 2019 Washington UpdateWednesday, May 22, 2019 2:00–2:50 p.m. ET Speaker: Bob Kaplan, Director of Technical... READ MORE
We are excited to offer CFP Continuing Education credit hours for Certified Financial Planners at the ASPPA Eastern Regional Conference! The conference, scheduled for May 9-10, 2019, in Philadelphia, is a great opportunity for networking and obtaining answers to your work problems. But one of the... READ MORE
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: IRS Audits and DOL Investigations of Plans and TPAsTuesday, April 23, 2019 2:00–3:40 p.m. ETSpeaker: Fred Reish, APM,... READ MORE
The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), has launched a new and innovative education program and credential: the Certified Plan Sponsor Professional (CPSP™). Developed by plan sponsors in collaboration with education experts at ARA and some of... READ MORE
Why is it important to know if a controlled group or affiliated group exists? Why is it important to know when certain children celebrate their 21st birthday? Those questions and more will be covered in detail at the ASPPA Eastern Regional Conference to be held May 9-10 at the Doubletree Center... READ MORE
Employees’ financial literacy — and its relevance to financial preparedness for retirement — is generating increasing concern and attention. But if it’s good to start saving young, why not foster financial literacy at a young age as well? Some schools and programs are doing just that. And they’re... READ MORE
You know your clients – but how well do you know yourself?   As leaders and as women, we all strive to improve, and, like many of you, I have spent considerable time on self-awareness during my career in financial services. Along the way, I’ve been challenged to understand and define my leadership... READ MORE
You’ve already decided you want to learn from the expert speakers at ASPPA’s Eastern Regional Conference, May 9-10 on topics you can use in your work . So it’s no breach of your fiduciary responsibilities if you also get some “me” time – or “us” time – in the evenings or on the weekend.... READ MORE
Are you in need of Continuing Education Credits before the 2018 reporting year ends? ASPPA’s Cincinnati Regional Conference on Nov. 12-13 offers up to 17 ASPPA, JBEA and ERPA CE Credits. Here are several hot topics that will be covered at the conference, just to name a few:Living Through IRS Audits... READ MORE
At #ASPPA18, discuss topics on relevant and timely hot-button industry issues in six general sessions and 87 workshops. Network with your colleagues, connect with exhibitors and earn CE credits for the 2017–2018 CE cycle! Retirement policy has received a tremendous amount of attention since last... READ MORE
Much is happening in Washington that will soon affect retirement plan sponsors and the professionals who advise them. These late-breaking developments will be covered in depth at the Cincinnati Regional Conference scheduled for Nov. 12-13.On Aug. 31, 2018, President Trump signed an Executive Order... READ MORE
Would you, or someone you know, like to receive the Qualified 401(k) Administrator (QKA) credential? This credential is ideal for retirement plan professionals looking to further their careers. PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals... READ MORE
Join us for the 10th Annual Cincinnati ASPPA Regional Conference on Nov. 12-13, 2018. Register now to save $100 off the regular registration fee. Registration materials can be found at and hotel reservations may be made at READ MORE
Summer can be a great time to catch up on continuing education credits — and ASPPA has plenty of easy-to-access alternatives. We’ve got great information on compelling topics — and you can do it all without leaving your desk (or hammock).Upcoming Live Webcasts August 29 — How a Defined Benefit Plan... READ MORE
Are you tired of the everyday grind? Looking for an opportunity to take a step back and re-energize yourself? Earn those final CE credits needed by attending the last of the only two live regional conferences offered during the 2018 continuing education reporting cycle. The ASPPA Cincinnati... READ MORE
The American Retirement Association will be performing scheduled maintenance on its digital learning products. Beginning at 8:00 a.m. EDT on Friday, July 20 through 9:00 a.m. EDT on Monday, July 23, online exams, modules, recorded webcasts and digital study material will be unavailable.Programs... READ MORE