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Mothers give us a lot, not the least of which is life itself. But as I was reading through all the accolades on social media over the weekend, I couldn’t help but be reminded of all my mother gave me. As is the case in many families, “Mom” was our family’s CFO. See, like many in his generation, my... 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
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
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: Operating Under the IRS Pre-Approved Plan Document Program  Tuesday, October 30, 2018 2:00 - 3:40 p.m. ETSpeaker: Richard A.... 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
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
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
Guess how many CE credits you can get at the ASPPA Annual Conference.This year you can earn up to 25 ASPPA CE credits — with three ethics credits available — for the 2017–2018 CE cycle. Sessions offer up to two credit hours each.At “ASPPA Annual” — one of the retirement industry’s longest-running... READ MORE
The ACOPA Chicago Symposium is coming up!It is an honor to serve on the symposium conference committee with such dedicated volunteers, who want to bring the best educational experience to all who attend the symposium. If comments from attendees at prior conferences are any guide, the reasons one... 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
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
Next month, ASPPA brings you up-to-date information on the most recent and relevant topics straight to your desktop with our Spring 2018 Virtual Conference.For May 10, we’ve put together a single-day program jam-packed with information and insights from the nation’s leading retirement plan experts... READ MORE