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Professional Development

We’re gearing up for ASPPA All-Access—and whether you’ve signed up or not, we’d like to know what’s on your mind right now…   We’re all having to do different things in different ways from different places—and some familiar things in different ways as well. We’d barely begun to absorb the... READ MORE
There’s an easy way to get out of that box…   The TPA Growth Summit is a special event, customized for the unique perspectives of TPA business owners and their sales/marketing teams (sometimes the same people!).    You won’t have to travel.   You won’t have to commit a big block of time.  ... READ MORE
ASPPA’s new Qualified 401(k) Consultant (QKC) joins an impressive lineup of designations widely recognized within the retirement plan industry.   The QKC is a midpoint between the QKA and QPA—ideal for someone with extensive DC (defined contributions) knowledge.   The credential complements... READ MORE
On May 21, the Department of Labor (DOL) finalized a new safe harbor for electronic disclosures. A July 9 Plan Sponsor Council of America (PSCA) webcast discussed the new safe harbor, the scope of the rules and what it all means. Panelists in “The New Electronic Disclosure Rule Is Here!” included... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.   Live Webcasts   ASPPA Webcast:  Hardship Withdrawal Changes: COVID-19 Impact   Wednesday, August 5, 2020   2:00 - 2:50 p.m ET   Speaker: Michael F. Smith,... READ MORE
If you love ASPPA Annual, you’ll be amazed at what we’ve done for ASPPA Annual 2020!   Until recently, ASPPA was moving ahead with its plans to hold this year’s ASPPA Annual conference in Chicago this fall. However, Illinois is pursuing a state-wide reopening plan that does not allow hotels to... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.   Live Webcasts   The New Electronic Disclosure Rule Is Here! Tuesday, June 16, 2020   2:00–2:50 p.m. ET     Speaker: Kelsey Mayo, J.D., Poyner Spruill LLP... READ MORE
ASPPA Connect now is running an occasional feature on correcting plan loan failures. The content is taken from “Loans: Correcting Taxation, Qualification and Fiduciary Failures,” an April 15, 2020 ASPPA Webinar presented by Stephen W. Forbes J.D., LL.M. of Forbes Retirement Plan Consulting.   The... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.   Live Webcasts ASPPA Webcast: The Fiduciary Rule, Again? Wednesday, April 8, 2020   2:00 - 3:40 p.m. ET   Speaker: Kevin Walsh, Principal, Groom Law Group... READ MORE
A March 25 ASPPA webcast took a close look at the mechanics of IRS and Pension Benefit Guaranty Corporation (PBGC) audits of pension plans, and how to prepare for them. Clint Blankenship, President of McCloud & Associates, Inc.  and Meredith Sesser of Sesser Law offered their insights on IRS... READ MORE
It’s not over yet, but after six days of intense negotiations, about midnight on March 25, the Senate unanimously approved a sweeping $2 trillion stimulus bill, including retirement relief provisions supported by the American Retirement Association.  The Coronavirus, Aid, Relief and Economic... READ MORE
Data privacy is an emerging concern for ERISA plan fiduciaries and service providers alike—do you know where your liabilities are?   Fraudulent distribution requests are on the rise and it is not always clear who is responsible and/or who is at fault for security breaches that deplete an... READ MORE
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
Where can you find the latest, greatest insights on the implications of the SECURE Act? Why, at ASPPA TE(k), of course! That’s right, ASPPA TE(k)—formerly ASPPA regional conferences—have an agenda chock-full of insights from the nation’s leading voices in retirement plan administration to help... 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.   Live Webcasts   ASPPA Webcast: Cybersecurity: What You Don’t Know – and Do – Will Hurt You Wednesday, Feb. 5, 2020   2:00 - 3:40 p.m. ET  ... READ MORE
That’s the clear message that American Retirement Association Director of Technical Education Robert Kaplan conveyed in a recent webinar on ethical business practices.   Kaplan argued that when looking at a situation, one should always consider:   Is it honest? Is it fair? Are you... READ MORE
You need more than book learning to succeed in 401(k) administration. That’s why the new ASPPA Qualified 401(k) Administrator (QKA)™ credential has not only been updated, but also expanded and improved in ways that will help you not only understand, but also apply your knowledge to real-life... READ MORE
The early bird discount for the L.A. Advanced Pension and 401(k) Conference ends on Friday, Dec. 20! The conference will be held Jan. 23-24, 2020 at the Hilton Los Angeles/Universal City in Universal City, CA. “L.A. Advanced Pension & 401(k) Conference has the topics and speakers you'd expect... READ MORE
The effective dates for the SECURE Act are right around the corner – and we’ve got experts on hand to help you sort it all out. The SECURE Act is expected to become law this week, and the L.A. Advanced Pension & 401(k) Conference is your first opportunity to hear, first-hand, the industry’s... READ MORE

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