Conferences

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

We’re rebranding—and reinvigorating—ASPPA’s delivery of the retirement industry’s most robust content. Simply stated, ASPPA TE(k) is a new name—and brand—for ASPPA’s regional conferences. But it’s more than just a new name. We’re repositioning the purpose of these events to provide 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.   ACOPA Webcast: The Weighty Aspects of Top-Heavy Wednesday, Nov. 6, 2019 2:00 – 2:50 p.m. ET Speaker: David Kupstas, FSA, EA, MSPA Chief Actuary,... READ MORE

Normally, if something is easy in a cash balance plan, it means you’re probably doing it wrong. At least that’s what David J. Kupstas, MSPA, Actuary, Actuarial Consulting Group, Inc., says. And if you don’t believe it, he admits to being a bit surprised that determining the top-heavy ratio in a... 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.   ASPPA Webcast: Managing in an Uncertain Economy Thursday, Oct. 31, 2019 2:00 - 2:50 p.m. ET Speaker: Alex Chausovsky, Director of Speaking Services... READ MORE

Both options are touted to drive down total costs, alleviate administrative headaches and severely reduce client fiduciary liability — but do they? These much-talked about “disruptors” promise (threaten?) to change the way TPAs do business.  The majority of TPAs are offering some sort of 3(16)... READ MORE

Defined benefit plan restatements are happening RIGHT NOW, and there are things you can be putting in your plan documents to make required minimum distributions (RMDs) better for your clients. Have you – or those in your firm – struggled with RMDs in your DB plans? Help is here. Or more precisely... READ MORE

Sooner or later, every plan has some kind of operational error or misstep – but there’s some gray in the new guidance from the IRS. Ever since Rev. Proc. 2019-19 made its appearance, there are some new options – notably the increased availability of the self-correction program (SCP) for loans and... READ MORE

Early registration is now open for the Cincinnati Regional Conference, which will be held on Nov. 11-12. The Cincinnati Regional Conference has been a consistent, dependable venue in which to network and gain valuable industry insight all in a central Midwest setting. New to the conference this... READ MORE