Professional Education and Credentialing

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

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

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

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

Just ahead of the holidays, President Trump signed into law the SECURE Act, arguably the most comprehensive retirement plan bill since the Pension Protection Act (PPA) 2006, and one that has many provisions that are effective immediately.  Find out what you need to know from two of the retirement... 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

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

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

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