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Professional Education and Credentialing
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: IRS Audits and DOL Investigations of Plans and TPAs
Tuesday, April 23, 2019
2:00–3:40 p.m. ET
Speaker: Fred Reish, APM,...
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Why is it important to know if a controlled group or affiliated group exists? Why is it important to know when certain children celebrate their 21st birthday?
Those questions and more will be covered in detail at the ASPPA Eastern Regional Conference to be held May 9-10 at the Doubletree Center...
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Employees’ financial literacy — and its relevance to financial preparedness for retirement — is generating increasing concern and attention. But if it’s good to start saving young, why not foster financial literacy at a young age as well?
Some schools and programs are doing just that. And they’re...
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You know your clients – but how well do you know yourself?
As leaders and as women, we all strive to improve, and, like many of you, I have spent considerable time on self-awareness during my career in financial services. Along the way, I’ve been challenged to understand and define my leadership...
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The 2019 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, May 9 and Friday, May 10. One of only two live regional conferences to be sponsored by ASPPA in 2019, the Eastern Regional Conference has been designed to educate retirement plan...
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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 Webcasts
ASPPA Webcast: Operating Under the IRS Pre-Approved Plan Document Program
Tuesday, October 30, 2018
2:00 - 3:40 p.m. ET
Speaker: Richard...
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Are you in need of Continuing Education Credits before the 2018 reporting year ends? ASPPA’s Cincinnati Regional Conference on Nov. 12-13 offers up to 17 ASPPA, JBEA and ERPA CE Credits. Here are several hot topics that will be covered at the conference, just to name a few: Living Through IRS...
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At #ASPPA18, discuss topics on relevant and timely hot-button industry issues in six general sessions and 87 workshops. Network with your colleagues, connect with exhibitors and earn CE credits for the 2017–2018 CE cycle!
Retirement policy has received a tremendous amount of attention since last...
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Much is happening in Washington that will soon affect retirement plan sponsors and the professionals who advise them. These late-breaking developments will be covered in depth at the Cincinnati Regional Conference scheduled for Nov. 12-13.On Aug. 31, 2018, President Trump signed an Executive Order...
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Would you, or someone you know, like to receive the Qualified 401(k) Administrator (QKA) credential? This credential is ideal for retirement plan professionals looking to further their careers. PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals...
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Join us for the 10th Annual Cincinnati ASPPA Regional Conference on Nov. 12-13, 2018.
Register now to save $100 off the regular registration fee.
Registration materials can be found at http://aspparegionals.org/ and hotel reservations may be made at https://book.passkey.com/event/49638425/owner/...
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Summer can be a great time to catch up on continuing education credits — and ASPPA has plenty of easy-to-access alternatives. We’ve got great information on compelling topics — and you can do it all without leaving your desk (or hammock).
Upcoming Live Webcasts
August 29 — How a Defined Benefit...
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The American Retirement Association will be performing scheduled maintenance on its digital learning products. Beginning at 8:00 a.m. EDT on Friday, July 20 through 9:00 a.m. EDT on Monday, July 23, online exams, modules, recorded webcasts and digital study material will be unavailable.Programs...
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Would you, or someone you know, like to receive the Qualified 401(k) Administrator (QKA) credential? This credential is ideal for retirement plan professionals looking to further their careers. PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals...
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Guess how many CE credits you can get at the ASPPA Annual Conference.This year you can earn up to 25 ASPPA CE credits — with three ethics credits available — for the 2017–2018 CE cycle. Sessions offer up to two credit hours each.At “ASPPA Annual” — one of the retirement industry’s longest-running...
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The ACOPA Chicago Symposium is coming up!It is an honor to serve on the symposium conference committee with such dedicated volunteers, who want to bring the best educational experience to all who attend the symposium. If comments from attendees at prior conferences are any guide, the reasons one...
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June 10 through June 12, 2018, the all-new ARA Women in Retirement Conference (WiRC) will be held in Burlington, VT at the Hilton hotel. This conference will be a gathering of some of the best, brightest and most innovative women business owners and managers in the retirement plan service industry...
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If you’re “on the fence” about whether to commit your time, don’t hesitate to register for ASPPA’s Eastern Regional Conference.The topics and expert speakers’ explanations will give you information you can use right away. Beyond points that always matter in your work with retirement plans, some...
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Next month, ASPPA brings you up-to-date information on the most recent and relevant topics straight to your desktop with our Spring 2018 Virtual Conference.For May 10, we’ve put together a single-day program jam-packed with information and insights from the nation’s leading retirement plan experts...
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This year, ASPPA joins forces with NAPA for the inaugural Women in Retirement Conference (WiRC).WiRC is designed exclusively for female TPA firm employees who want to network with their peers and women advisors. The agenda was a collaborative effort by a committee of top industry women from both...
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