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Professional Development

We’re interested in you — and what you’re looking for in programming to support your personal and professional development.  Please take a couple of minutes to respond to our anonymous survey and let us know what’s on your mind — and how we can help!  The survey is at https://www.research.net/r/... READ MORE
NTSA proudly announces the inaugural NTSA Richard Ford Volunteer Service Award.   This new award honors and promotes NTSA members’ volunteer and service work in two areas: both with NTSA in their tax-exempt retirement industry markets and also with the member’s local governmental and nonprofit... 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
Do you know of an ASPPA member who has made a significant contribution to pension education, especially in the last 12 months? You can help make it possible for him or her to receive recognition! Nominations are now being accepted by the ASPPA Retirement Plan Academy Advisory Group for ASPPA’s... 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
ASPPA and PenChecks Trust Company of America are pleased to announce the opening of applications for the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program. Launched in 2014, the PenChecks Trust ASPPA QKA Scholarship will again be offered this year to... 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 5330Thursday, 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 UpdateWednesday, May 22, 2019 2:00–2:50 p.m. ET Speaker: Bob Kaplan, Director of Technical... 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
We are excited to offer CFP Continuing Education credit hours for Certified Financial Planners at the ASPPA Eastern Regional Conference! The conference, scheduled for May 9-10, 2019, in Philadelphia, is a great opportunity for networking and obtaining answers to your work problems. But one of the... 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: IRS Audits and DOL Investigations of Plans and TPAsTuesday, April 23, 2019 2:00–3:40 p.m. ETSpeaker: Fred Reish, APM,... READ MORE
Why is it important to know if a controlled group or affiliated group exists? Why is it important to know when certain children celebrate their 21st birthday? Those questions and more will be covered in detail at the ASPPA Eastern Regional Conference to be held May 9-10 at the Doubletree Center... READ MORE
Employees’ financial literacy — and its relevance to financial preparedness for retirement — is generating increasing concern and attention. But if it’s good to start saving young, why not foster financial literacy at a young age as well? Some schools and programs are doing just that. And they’re... READ MORE
You know your clients – but how well do you know yourself?   As leaders and as women, we all strive to improve, and, like many of you, I have spent considerable time on self-awareness during my career in financial services. Along the way, I’ve been challenged to understand and define my leadership... READ MORE
The 2019 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, May 9 and Friday, May 10. One of only two live regional conferences to be sponsored by ASPPA in 2019, the Eastern Regional Conference has been designed to educate retirement plan... READ MORE

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