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That’s right—this year’s TPA Growth Summit will be like the newest improved version of an excellent video game. Here’s how…  Last week we explained that when a new video game is released, players review the game. These reviews inform developers on what features are beloved, as well as what is not... READ MORE
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... READ MORE
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... READ MORE
We’re getting the “band” back together! Registration for ASPPA Annual is open! That’s right, registration for ASPPA2021—where you can Reconnect, Recharge & Reunite—is now open at WHAT: ASPPA 2021 WHEN: Oct. 17–20 WHERE: Gaylord National Resort & Convention Center WHO:... READ MORE
Industry experts in a Nov. 11 session of ASPPA All Access discussed ways to measure return on the investment of resources that is entailed in business activity. Megan Crawford, partner at Williams Benefit Consulting, LLC and who also serves as Co-Chair for the ASPPA Women in Retirement Conference... READ MORE
An ASPPA All Access session featured a discussion by industry executives on how best to build a workforce that will serve an employer well.  In the Nov. 4 session “Employee Opportunities and Challenges,” Kirsten Curry, CEO of Leading Retirement Solutions, and Genelle Brakefield, Vice President of... READ MORE
With the enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, the climate changed for multiple employer plans (MEPs) and pooled employer plans (PEPs). A Nov. 2 session of ASPPA All Access discussed factors facing service providers concerning these arrangements.  The... READ MORE
The current climate of sharply increased online and virtual activity courtesy of the COVID-19 pandemic brings into sharper relief the need to be vigilant and put controls in place to head off fraud. An Oct. 27 session of ASPPA All Access took a look at the problem and what can be done.  “In some... READ MORE
It’s been… quite a year. An expert panel at an Oct. 26 session of ASPPA All Access discussed what the developments this year have meant for retirement plan professionals, as well as participants.  The panel featured Robert Kaplan, Director of Technical Education for the American Retirement... READ MORE
Within the space of three months, two major pieces of legislation were enacted—the SECURE Act and the CARES Act. A panel at an Oct. 27 session of ASPPA All-Access discussed these measures and the opportunities they offer service providers.   Justin Bonestroo, Senior Vice President, CBIZ Retirement... READ MORE
Kicking off the ASPPA All Access virtual conference Oct. 26, Brian Graff, CEO of ARA and Executive Director of ASPPA, ARA General Counsel Allison Wielobob and ARA Chief Government Affairs Officer Will Hansen offered their insights into some of the most important legislative and regulatory... READ MORE
The American Society of Pension Professionals & Actuaries honored Sarah Simoneaux with the prestigious Harry T. Eidson Founders Award during the Oct. 26 opening session of the 2020 ASPPA Annual Conference. Simoneaux is a founding partner of Simoneaux & Stroud Consulting Services. She... READ MORE
Three industry professionals were honored Oct. 26 with the 2020 Martin Rosenberg Academic Achievement Award at the 2020 ASPPA All Access virtual conference. The 2020 winners are: Jennifer Forgey, a Supervising Senior Associate with MHM Retirement Plan Solutions, for her outstanding performance... READ MORE
How do we raise our bar through collaboration? At a session of the ASPPA TPA Summit, panelists discussed collaboration, especially in light of the circumstances facing TPAs and other professionals in 2020.  Angie Grissom, owner and Chief Relationship Officer of The Rainmaker Companies, led a panel... READ MORE
Actually, there may be more than one… In a year unlike any in recent memory, 2020 has brought with it an extraordinary amount of change and challenges. But there’s an easy way to get a jump on 2021, and close out 2020 on a strong note—but the “window” to do so is closing… You can get plugged in... READ MORE
We’re gearing up for ASPPA All-Access—and whether you’ve signed up or not, we’d like to know what’s on your mind right now…   We’re all having to do different things in different ways from different places—and some familiar things in different ways as well. We’d barely begun to absorb the... READ MORE
There’s an easy way to get out of that box…   The TPA Growth Summit is a special event, customized for the unique perspectives of TPA business owners and their sales/marketing teams (sometimes the same people!).    You won’t have to travel.   You won’t have to commit a big block of time.  ... READ MORE
If you love ASPPA Annual, you’ll be amazed at what we’ve done for ASPPA Annual 2020!   Until recently, ASPPA was moving ahead with its plans to hold this year’s ASPPA Annual conference in Chicago this fall. However, Illinois is pursuing a state-wide reopening plan that does not allow hotels to... READ MORE
Data privacy is an emerging concern for ERISA plan fiduciaries and service providers alike—do you know where your liabilities are?   Fraudulent distribution requests are on the rise and it is not always clear who is responsible and/or who is at fault for security breaches that deplete an... READ MORE
What’s the most common issue in retirement administration? One of the most common issues encountered in retirement administration is when compensation is not applied the same way operationally as it is defined in the plan document. At the newly rebranded ASPPA TE(k), you’ll have an opportunity to... READ MORE