Advertisement
Professional Education and Credentialing
Both options are touted to drive down total costs, alleviate administrative headaches and severely reduce client fiduciary liability — but do they?
These much-talked about “disruptors” promise (threaten?) to change the way TPAs do business. The majority of TPAs are offering some sort of 3(16)...
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
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
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
The July 31, 2019 deadline for most employee benefits plans that must file the Form 5500 for reporting about 2018 is fast approaching. So the June 20 ASPPA Webcast, “Form 5500 Update,” was a well-timed reminder regarding changes that affect the form and its use and filing.
Presenter Stephen Forbes...
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 5330
Thursday, June 6, 2019
2:00–2:50 p.m. ET
Speaker: Kristina Kananen, QPA QKA,...
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 Update
Wednesday, May 22, 2019
2:00–2:50 p.m. ET
Speaker: Bob Kaplan, Director of...
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