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Professional Development
There are two more days to apply for the third annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program, PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals & Actuaries (ASPPA) remind.The PenChecks...
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In an industry in which many have taken a “sink or swim” approach to employee training, a key ASPPA business partner has taken a different approach.
Nationwide Financial has a long history of supporting ASPPA education. Beginning in 2014, Nationwide made an even deeper commitment, reflecting their...
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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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Editor’s Note: This is the second of a three-part series by Peter Preovolos on being a 3(16) plan administrator. The first addressed the growing interest in the third party administrator (TPA) community about offering 3(16) plan administrator services to our clients.Some TPAs are looking at 3(16)...
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Employees come and go. And some even come back. There are good things about second-time-around employees; for instance, they are known quantities and they are familiar with an employer, what it does and how it functions.But there are complications, too — such as whether they are eligible to enter...
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ASPPA and PenChecks are partnering to offer four scholarships to individuals interested in pursuing ASPPA’s Qualified 401(k) Administrator (QKA) credential. The deadline fast approaches — Sept. 15!Scholarships will be awarded to four individuals to cover the QKA exam registration fees, related exam...
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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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Having regained their Senate majority and deepened their hold on the House, the GOP — with a wary eye on the 2016 elections — may be ready to deal.In a recent webcast, ASPPA Executive Director Brian Graff and Political Director Jim Dornan discussed the shifts in power in the Nation’s Capital and...
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The nation’s private pension insurer wants a heads-up from employers about offers to participants to convert their monthly pensions to lump sum benefits.In a recent Federal Register filing, the Pension Benefit Guaranty Corporation (PBGC) said it plans to revise the 2015 PBGC premium filing...
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We’re just weeks away from the announcement of the 2015 limits — but not so far away that we can’t speculate.The annual cost of living adjustments (COLAs) for most limits are measured using the CPI-U announced by the Bureau of Labor Statistics (BLS) for July, August and September. Those numbers are...
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Whether you were a “dazed and confused” high schooler, worried about Watergate, or no more than a twinkle in your parents’ eyes – 1974 – and the Employee Retirement Income Security Act – would (thankfully) prove to have more staying power than puka shell necklaces, bell bottoms, or polyester...
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Growing professionally, making new connections and strengthening existing ones, exchanging ideas on actions you can take to build your business — there’s never a bad time for any of these. But the start of a new year is an especially good time, and ASPPA will be offering an ideal opportunity in the...
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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...
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