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Industry Trends & Research

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
You marked your calendar because you didn’t want to miss the Oct. 19, 2019 early bird deadline for registration to attend the ASPPA Cincinnati Regional Conference. Seize the moment! The time is now to complete your registration. We are looking forward to spending Nov. 11-12, 2019 with each and... 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
Hard to believe, but there’s more to getting things done and growing your business than knowing the latest rules and regulations — and #ASPPAannual can help fill in those gaps! Sure, #ASPPAannual has you covered on the latest rules and regulations — what they mean, how they’ll change things, and... 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
Don’t miss out on a chance to further your education, network with colleagues and have fun at the 2019 ASPPA Cincinnati Regional Conference, Nov. 11-12. This year’s conference will have two different workshop paths based on whether one is interested in content concerning third party administrators... READ MORE
Assets in collective investment trusts (CITs) have grown significantly in recent years, but providers will need to address certain shortcomings to maintain that growth, says a new report. Generally priced lower than other retirement plan vehicles — such as mutual funds — costs continue to be the... 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
I can’t believe it’s time again to register for the Cincinnati ASPPA Regional Conference! The 11th annual Conference will be held Nov. 11-12, 2019 at the Cincinnati Marriott RiverCenter. Although I’ve been an employee benefits practitioner for many years, last year was my first attending the... READ MORE
Are you worried — or excited — about the prospects for “open” MEPs? Either way, we’ve got you covered at the TPA Growth Summit!  It’s the second year for this extraordinary gathering of owners, leaders and sales professionals, including some of the nation’s leading third party administrators.... 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: Correcting Missed Elective Deferral Opportunities under EPCRS Wednesday, August 7, 2019 2:00 – 3:40 p.m. ET Speaker:... READ MORE
Are you tired of the everyday grind? Looking for an opportunity to take a step back and re-energize yourself? Earn some CE credits by attending the last ASPPA live conference offered during 2019. The ASPPA Cincinnati Regional Conference will be held Nov. 11-12, 2019 at the Cincinnati Marriott... 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   ACOPA Webcast: Litigation Involving DB Plans Wednesday, July 10, 2019 2–2:50 p.m. ET Speakers: Kelsey N. H. Mayo, J.D., Partner,... READ MORE
Defined contribution plans are practically ubiquitous. But like most things that are common, the mere fact that they are does not necessarily mean that comprehension of investing the funds they contain is. A recently released research paper discusses the problem posed by poor financial literacy and... 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: Late Deferral/Loan Deposits and Form 5330 Thursday, June 6, 2019 2:00–2:50 p.m. ET Speaker: Kristina Kananen, QPA QKA,... READ MORE
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 Update Wednesday, May 22, 2019 2:00–2:50 p.m. ET Speaker: Bob Kaplan, Director of... 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

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