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Education and Career Development
Hello ASEA —
Who is excited about the ASEA Advanced Actuarial Symposium in Chicago on Aug. 11-12?
Besides the great classes, you can see Madonna at Chicago’s United Center on Aug. 9 and 10, Bruce Springsteen at Wrigley Field on Aug. 9 and 11, and Reggae Gold on Aug. 10 at Subterranean. That last...
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Hello ASEA —
It has been a challenging March 15 season (if not brain-crushing). It reminds me of planning a 2023 trip with high school friends last winter. We were picking a tentative date, and I advised that before March 15 would not be a good time for me to go ... and neither would before April...
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Hello ASEA!
I recently had the pleasure of attending the “Oscars of pension plans,” also known as ASPPA Annual. The big winners included Tom Finnegan, who was awarded the prestigious Harry T. Eidson Founders Award and Lynn Young who took home both the Educator’s Award and the Edward E. Burrows...
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The 2022 ASPPA Annual Conference was just held at National Harbor, MD near our Nation’s Capital. As always, it was an ideal opportunity to learn, establish new connections and reconnect, hear important updates about the organization and crucial developments affecting it, gain tools by which to...
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The 2022 ASPPA Annual Conference kicks off Sunday, Oct. 23 at the Gaylord National Resort at National Harbor, located in Oxon Hill, MD, just outside our nation’s capital. We'll be there from the start until the conference ends on Wednesday, Oct. 26, reporting on general sessions, workshops and more...
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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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A quarterly tracking survey of experienced investors finds that education costs are having a significant impact on young investors’ ability to save for retirement, but legislative relief could be coming soon.
According to the results from E*TRADE from Morgan Stanley’s most recent wave of...
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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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Earlier in my career, I worked on large corporate pension plans. When I transitioned to a job where I worked on small plans, I was told by my peers that I must attend the ASPPA Annual Conference since this was the premier conference for people who worked in the small plan market. I went that first...
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This year’s TPA Growth Summit will be like the newest improved version of an excellent video game. Here’s how…
When a new video game is released, players review the game. These reviews inform developers on which features are beloved, as well as what are not, and what is not working. Developers...
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Have you—or a fellow member—made a significant contribution to pension education, especially within the last 12 months?
Nominate them to win the prestigious ASPPA Educator’s Award by Aug. 1. Self-nominations also accepted. Complete the application form here to submit a nomination!
Qualifying...
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PenChecks Trust Company of America (PenChecks Trust) and ASPPA are pleased to announce the renewal and expansion of the PenChecks Trust ASPPA Scholarship.
Launched in 2014, this year the PenChecks Trust ASPPA Scholarship will be awarded to 14—up from six in previous years—individuals who make the...
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Are you ready to take things to the next level?
If the ASPPA Credential programs were an arcade game with each level an advancement from the previous, one might say that:
Level 1: Qualified 401(k) Administrator (QKA®)
Level 2: Qualified 401(k) Consultant (QKC)
Level 3: Qualified Pension...
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Last year, more workers took advantage of the convenience of virtual and on-demand 401(k) educational sessions, and it appears this trend will continue even as workplaces move back to in-person work.
According to data from Schwab Retirement Plan Services, participant viewership for virtual live...
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Back by popular demand: ASPPA’s Spring National conference! Join us May 4–5 for relevant presentations on the topics that are top of mind for you, thought-provoking breakout sessions and plenty of chances to interact with national experts and your peers.
Special Features
ASPPA Spring National...
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What was your first day working in the retirement plan industry like? The words “confusing,” “daunting,” or “disorienting” might come to mind.
That’s what makes providing training for new employees—even a basic but useful industry overview—a real challenge. Where should you start? How much should...
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There is work to do regarding increasing teachers’ knowledge and understanding of retirement benefits and plans, according to a recent study. It’s time to educate the educators, they suggest.
In “Teachers’ Knowledge and Preparedness for Retirement: Results from a Nationally Representative...
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For more than two decades, ASPPA’s Qualified 401(k) Administrator/QKA credentials have established a level of professional expertise among those who work with 401(k) plans—a trademark that is now being undermined by another organization.
Because of ASPPA’s extensive and continued support and...
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PenChecks Trust® and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce a major expansion of their Scholarship Program for retirement industry professionals. The original program, started eight years ago, awarded scholarships to individuals pursuing ASPPA’...
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Three industry professionals were honored with the 2021 Martin Rosenberg Academic Achievement Award at the opening session of the 2021 ASPPA Annual Conference in National Harbor, MD.
The 2021 winners are:
Roy Dasilva, QKA, Assistant Team Leader at Nova 401(k) Associates
Bryan Boeck, QKA,...
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