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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: Keeping Current: ERISA Exempt PlansThursday, June 29, 20172:00 - 3:40 p.m. ET Speaker: Thomas E. Clark, Jr., JD, LLM, Of...
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That may seem an odd equation. And yet, a speaker at a recent retirement industry conference argues exactly that.A handful of states have put in place plans intended to help make sure that retirement plan coverage and participation expands. But the fact that states are acting to fill the coverage...
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Noted journalist Horace Greeley once famously commented “Go West, Young Man.” What’s not often repeated is the rest of that quote.Regardless of where you live, this year’s Western Benefit Conference is, once again, shaping up to be an amazing event. It’s one of the few events in the nation to span...
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Early registration for the 2017 ASPPA Women Business Leaders Forum has been extended to this Friday, May 12. Don’t miss your chance to save. You won’t regret it.The ASPPA WBLF will be held in Denver, CO at the Brown Palace Hotel June 5-8. This conference is a gathering of some of the best,...
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The obvious: Mergers create something new out of the original corporations or funds. But there are many other effects that are less than obvious — and among them is the impact on the investments into which those entities’ associated defined contribution plans have been placed and how the funds in...
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In case you haven’t heard, the ASPPA Women Business Leaders Forum (WBLF) is being held on June 5-8 in Denver, CO at the beautiful Brown Palace. And it will include a session led by John Formica.It has been an amazing experience working on this committee the past three years with so many smart and...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsWebcast: What Is Plan Compensation?Tuesday, March 14, 20172:00 - 3:40 p.m. ETSpeaker: James E. Holland, Jr., FSPA, FCA, MAAA, ASA, EA, Chief...
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June 5-8, 2017, the ASPPA Women Business Leaders Forum (WBLF) will be held in Denver, CO at the Brown Palace Hotel. This conference is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry...
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You know you plan to attend the Business Managers and Owners Council (BMOC) Conference! So register now and take advantage of the reduced, early bird registration fee.At past BMOC conferences, I’ve found valuable insights into running my business, opportunities to share ideas (and war stories) with...
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Beyond ownership. That’s my business! Heard enough takes on the fiduciary rule? Us too. Susan Wilhelmsen from EMyth is stepping in to replace the fiduciary regulation session at the upcoming BMOC Conference with an informative, hard-hitting and entertaining focus on business leadership to help you...
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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...
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The 2016 ASPPA Annual Conference kicks off Sunday at the Gaylord National Resort at the 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, reporting on the general sessions, workshops and more. Don't...
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Today’s workforce is more skilled, more productive and more mobile than ever before — and tomorrow’s workforce will only continue the trend.In “Attract, Retain, and Retire the Workforce of Tomorrow,” a webcast to be held from 2:00-3:40 p.m. on Sept. 14, three thought leaders from Fidelity...
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Retirement expectations vary by age and income — but not as much as you might think.Lower-income workers plan to retire a bit later, on average, than those earning $75,000 or more annually. Specifically, those making less than $30,000 annually anticipate retiring at age 70, while those earning...
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The ASPPA Women Business Leadership Forum (WBLF) will be held in New Orleans June 6 through June 9 at the Ritz Carlton. The WBLF is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry.The...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsASPPA Webcast: Analyzing Controlled and Affiliated Service GroupsTuesday, Feb. 9, 20162:00-3:40 p.m. ETSpeaker: Kelsey Mayo, J.D., Partner,...
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March 20-22, 2016 marks the dates for the second annual ASPPA Business Managers and Owners Council (BMOC) Conference. This year’s conference has been moved to a new location, the Hilton Rosemont Hotel in Rosemont, Ill. — just a short distance from the easily accessible Chicago O’Hare airport. The...
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It is something of a tradition this time of year to look back, to reminiscence about past events and lessons learned, and sometimes to look ahead. Here are some insights that should help lay the groundwork for a productive and prosperous 2016.Things Everyone Who Works With/For Retirement Plans...
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There’s an unspoken etiquette on elevators that would make Marian the Librarian very happy — it can be summed up with “shhh!” And that’s too bad, because an elevator affords one a unique opportunity, and a captive audience, for whatever you want to say — but in a short span of time.Even if one is...
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To reach students, prepare materials that will encourage them to choose to want to learn. That principle applies regardless of whether the audience is teenagers sitting in desks or retirement professionals. In “Focus on Teaching First, Then Finance,” an article in the Fall 2015 edition of Plan...
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