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Conferences
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 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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What’s the retirement plan industry’s biggest concern in the coming election? ASPPA Executive Director Brian Graff addressed the issue in the opening session of ASPPA’s 2016 Annual Conference at National Harbor, Md. “The biggest concern that we have has to do with tax reform,” said Graff, noting...
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At an Oct. 23 workshop session at the 2016 ASPPA Annual Conference, ERISA attorney Nicholas J. White provided a look at current enforcement activities at the DOL’s Employee Benefits Security Administration.White, a director at Trucker Huss, APC, and member of ASPPA’s Government Affairs Committee,...
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The American Society of Pension Professionals & Actuaries honored Judy A. Miller, MSPA, with the prestigious Harry T. Eidson Founders Award during the Oct. 23 opening session of the 2016 ASPPA Annual Conference in National Harbor, Md.Miller, ASPPA’s (and subsequently the American Retirement...
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The American Society of Pension Professionals & Actuaries welcomed Richard A. Hochman, JD, APM, as the new president of the organization during the Oct. 23 Business Meeting that kicked off the 2016 ASPPA Annual Conference in National Harbor, Md.
Hochman succeeds 2016 ASPPA President Joseph A....
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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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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 ACOPA Webcast: ASC 715 for Pensions: What Your Clients and Their Auditors Need to KnowTuesday, Sept. 27, 20162:00 p.m.-3:40 p.m. ETSpeaker:...
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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 WebcastsACOPA Webcast: IRC §412(d)(2): What We Know and What We Don’tTuesday, March 22, 20162:00-2:50 p.m. ETSpeaker: Judy Miller, MSPA, Director of...
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The Department of Labor is seeking to make it easier for states to fit within the framework of ERISA in their efforts to establish state-run retirement plans, says Phyllis C. Borzi, head of the Employee Benefits Security Administration.Borzi spoke at an Oct. 20 session of the 2015 ASPPA Annual...
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The IRS will not backtrack on its recent decision to stop answering questions by email and no longer forward questions sent to IRS Customer Account Services, Commissioner of the IRS Tax Exempt and Government Entities Division Sunita Lough said at an Oct. 20 update on federal agency activity at the...
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The biggest impact of the DOL's proposed fiduciary rule, a.k.a. the "conflict of interest rule," isn't on plans or plan advisors, it's on the IRA market, ERISA attorney Fred Reish told a workshop session at the ASPPA Annual Conference Oct. 20.Reish was joined by Marcy Supovitz, incoming president...
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Choice architecture – a behavioral science application that includes things like automatic enrollment – works, but it is not the entire solution to worker savings behavior.That was one of the points made by Dr. Julie Agnew, Associate Professor of Finance and Economics at William & Mary at this...
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Current regulatory issues facing the retirement industry, its professionals and participants were highlighted in a lively Oct. 19 general session at the 2015 ASPPA Annual Conference.American Retirement Association General Counsel Craig Hoffman, who headlined the session, noted at the outset the...
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For a TPA, the realred flag issues in a DC plan takeover aren't characteristics of the client, says Ilene H. Ferenczy -- they're things the TPA itself does during the takeover process and afterwards.At an Oct. 19 workshop session at the 2015 ASPPA Annual Conference, Ferenczy, founder of the...
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“Ethics is in our daily life,” says Michael P. Coyne, President of Waldheger Coyne, at “Professionalism and Ethics Case Studies: Going Beyond Circular 230,” a workshop session he presented at the 2015 ASPPA Annual Conference Oct. 19.Coyne observed that Circular 230 is central to government...
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Impending DOL regulations intended to pave the way for state-run retirement programs for private sector workers may create an unfair playing field and widespread confusion over ERISA preemption, as well other potentially damaging changes, says ASPPA Executive Director Brian Graff.Graff, joined by...
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Hardship distributions are intended to serve as an emergency source of revenue to meet an immediate need. But they are not a panacea and are not to be taken lightly — by plan participants and their employers. Robert M. Kaplan, Vice President, National Training Consultant at Voya Financial, offered...
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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 WebcastsForm 5500 UpdateTuesday, May 26, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.This webcast...
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