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Business Growth Strategies

I can’t believe it’s time again to register for the Cincinnati ASPPA Regional Conference! The 11th annual Conference will be held Nov. 11-12, 2019 at the Cincinnati Marriott RiverCenter. Although I’ve been an employee benefits practitioner for many years, last year was my first attending 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: Second Quarter 2019 Washington UpdateWednesday, May 22, 2019 2:00–2:50 p.m. ET Speaker: Bob Kaplan, Director of Technical... READ MORE
If you’re like me, when I hear the word “networking,” I get a little nervous. It brings up visions of women frantically sticking their business cards in my face and giving me their elevator pitches at some organized luncheon. I prefer the terms, “connecting and collaborating”, because that is what... 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
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
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
The 2019 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, May 9 and Friday, May 10. One of only two live regional conferences to be sponsored by ASPPA in 2019, the Eastern Regional Conference has been designed to educate retirement plan... READ MORE
At the Oct. 22 DB regulatory update session at ASPPA’s 2018 Annual Conference, Tom Finnegan, EVP at CBIZ Savitz, explained the workings of the new Code Section 199A affecting qualified business income. Created by the Tax Cuts and Jobs Act of 2017, the Section 199A generally provides a deduction of... 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
Ascensus announced June 19 the acquisition of Swerdlin & Company and SES Advisors. Both firms will become part of the firm’s TPA Solutions division.Swerdlin & Company provides actuarial, consulting, administrative and recordkeeping services for all types of retirement, health and cafeteria... READ MORE
June 10 through June 12, 2018, the all-new ARA Women in Retirement Conference (WiRC) will be held in Burlington, VT at the Hilton hotel. This conference will be a gathering of some of the best, brightest and most innovative women business owners and managers in the retirement plan service industry... READ MORE
Is your firm still using outdated marketing practices to try to generate new leads? That apparently won’t cut it if you want to survive in today’s market.    To increase your reach with potential clients and solidify your brand, it is essential to move beyond outdated marketing efforts by... READ MORE
If you’re “on the fence” about whether to commit your time, don’t hesitate to register for ASPPA’s Eastern Regional Conference.The topics and expert speakers’ explanations will give you information you can use right away. Beyond points that always matter in your work with retirement plans, some... READ MORE
This year, ASPPA joins forces with NAPA for the inaugural Women in Retirement Conference (WiRC).WiRC is designed exclusively for female TPA firm employees who want to network with their peers and women advisors. The agenda was a collaborative effort by a committee of top industry women from both... READ MORE
The 2018 ASPPA Eastern Regional Conference, which will be held in Philadelphia on April 26-27, has been designed to educate retirement plan practitioners of all types and levels of experience on the latest developments in our industry.The lineup of notable speakers includes Don Kieffer from the IRS... READ MORE
In a 2017 report by PricewaterhouseCoopers (PwC), a survey of 1,600 workers found that 53% are feeling financial stress, which results in negative impacts that impose costs in the form of less productive employees who may take more time off to deal with financial matters. Additionally, financially... READ MORE
While 401(k)s are ubiquitous in the for-profit sector, 403(b)s and 457 plans rule the roost among non-profits. At an Oct. 24 session of the ASPPA Annual Conference, PenServ Plan Services, Inc. President Susan Diehl provided a glimpse into the world of 403(b)s.  Diehl addressed revenue streams from... READ MORE
If you’re one of those people who inevitably put things off to the last minute — or maybe you just have a fear of “commitment” — yes, this post is for you. Consider this your call to action. For weeks (months?) now, you’ve seen the promotions about ASPPA Annual, there have been posts from both... READ MORE