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Professional Development

The new ASPPA Qualified 401(k) Administrator (QKA)™ credential is set to launch. The in-depth program has been redesigned to teach current 401(k) industry best practices and is mobile-ready. The new program — which officially launches Jan. 8, 2020 — is flexible and interactive, and offers case... 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.   ACOPA Webcast: The Weighty Aspects of Top-Heavy Wednesday, Nov. 6, 2019 2:00 – 2:50 p.m. ET Speaker: David Kupstas, FSA, EA, MSPA Chief Actuary,... READ MORE
The 2019 ASPPA Annual Conference kicks off Sunday, Oct. 20 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, Oct. 23 reporting on the general sessions, workshops... 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
Amanda Iverson joined Pinnacle Plan Design, LLC, a TPA and actuarial firm, in 2010. At that time, she was already a CPA in public practice, specializing in auditing employee benefit plans. Upon joining Pinnacle, Amanda focused her efforts on internal operations. Her firm’s managing partner was... 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
You may have missed National Dance Day (Sept. 21 — mark your calendars for next year) — but here’s something you won’t want to miss. After all, what better time to remember how we tore it up at that event’s ’80s concert last year (and to share with potential 2019 attendees what you missed)?   That... READ MORE
Sooner or later, every plan has some kind of operational error or misstep – but there’s some gray in the new guidance from the IRS. Ever since Rev. Proc. 2019-19 made its appearance, there are some new options – notably the increased availability of the self-correction program (SCP) for loans and... READ MORE
At a recent meeting of the Department of Labor’s 2019 Advisory Council on Employee Welfare and Pension Benefit Plans, American Retirement Association Chief Content Officer Nevin Adams offered a look at a new ARA effort to help plan sponsors better understand and fulfill their obligations as sponsor... 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
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
ASPPA and PenChecks Trust Company of America are accepting 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 acknowledge six individuals... READ MORE
A recent ASPPA webcast included questions and answers on the nuts-and-bolts issues involved in missed deferrals and how to correct them. While one may not encounter these specific situations, the Q&As serve as a reminder of the compliance-related reasons why it is important to not miss a... READ MORE
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

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