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Conferences
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: Win New Clients Using Point-of-Sale Plan DesignWednesday, August 16, 20172:00 - 3:40 p.m. ETSpeaker: Pete Swisher, CPC, QPA,...
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Join me in Chicago on Aug. 18 and 19 for a great symposium with presentations by pension actuarial experts. Chicago in August is beautiful, although I may be biased. I promise no snow.The location is the historic Palmer House, a Hilton Hotel, centrally located in Chicago and very near Millennium...
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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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The ASPPA Annual Business Meeting will be held on Sunday, Oct. 22, 2017, at 3:20 p.m. during the 2017 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by ASPPA’s 2017 President, Richard A. Hochman, APM; a look toward the future by incoming President...
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The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 22, 2017, at 3:00 p.m. during the 2017 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by American Retirement Association’s 2017 President, Robert M. Richter,...
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Registration for the 2017 ASPPA Annual Conference — the nation’s premier gathering of retirement industry professionals — is now open!From Sunday, Oct. 22 to Wednesday, Oct. 25, the nation’s retirement industry elite will converge at the Gaylord National Resort & Convention Center at National...
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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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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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Spring is here, and the ASPPA Women Business Leaders Forum (WBLF) is right around the corner. As you may know, this year’s conference is being held at the acclaimed Brown Palace in Denver, CO on June 5-8.Do you lose sleep at night worrying about the privacy and security of the sensitive data your...
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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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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: Civility and ProfessionalismTuesday, Nov. 29, 20162:00 - 3:40 p.m. ETSpeaker: Lauren M. Bloom, J.D., LL.M.This webcast will...
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“If you can remember the Sixties, you probably weren’t there.” That quote, variously attributed to a range of people from comedian Robin Williams to Jefferson Airplane guitarist Paul Kantner, might apply to someone you know. In ASPPA Nation, the Sixties were back this week, if only for three days....
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The IRS has made big changes to the Determination Letter (DL) program. It’s new, but is it improved? An Oct. 25 panel at the ASPPA Annual Conference held at National Harbor, Md. discussed this year's changes in the program. Richard Hochman, 2017 ASPPA President, was joined by 2012 Past President...
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Much-anticipated guidance on the DOL fiduciary rule will be coming soon, according to Phyllis Borzi, head of the DOL’s Employee Benefits Security Administration (EBSA). She made the remarks Oct. 25 during the Government Update session at the ASPPA Annual Conference.Borzi was joined by PBGC Director...
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Kurt F. Piper, FSPA, will serve as President of the ASPPA College of Pension Actuaries (ACOPA) for the 2016-2017 year. He was inaugurated as President Oct. 25, at ACOPA’s annual actuarial luncheon at the ASPPA Annual Conference in National Harbor, Md.Piper succeeds ACOPA’s 2015-2016 President,...
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How many of your plan sponsor clients make zero mistakes? Just kidding, of course. We all know there’s only one answer to that question: None. Which is essentially why the IRS created the Employee Plans Compliance Resolution System (EPCRS) to correct mistakes in plan administration.At an EPCRS...
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Mistakes are inevitable for anyone — retirement professionals included. But while it is predictable that people will make mistakes, how they will respond is not. If they’re wise, they’ll consider making an apology, argued Lauren Bloom of Elegant Solutions Consulting, LLC, in the Oct. 24 keynote...
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Attendees at an Oct. 24 workshop session got an update on IRS and PBGC regulatory initiatives in the defined benefit world from two highly regarded experts. Co-presenters James E. Holland, Jr., Chief Research Actuary at Cheiron, Inc., and Judy A. Miller, Executive Director of the ASPPA College of...
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The last year featured some big bangs — and so will the year to come, for that matter. Not to mention other developments that concern the retirement plan industry and that will take some preparation and adjustment. And even thank-you’s. The popular Current Events Update at this year’s ASPPA Annual...
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