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Education and Career Development
Have you—or a fellow member—made a significant contribution to pension education, especially within the last 12 months?
Nominate them to win the prestigious ASPPA Educator’s Award by Aug. 1. Self-nominations also accepted. Complete the application form here to submit a nomination!
Qualifying...
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PenChecks Trust Company of America (PenChecks Trust) and ASPPA are pleased to announce the renewal and expansion of the PenChecks Trust ASPPA Scholarship.
Launched in 2014, this year the PenChecks Trust ASPPA Scholarship will be awarded to 14—up from six in previous years—individuals who make the...
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Are you ready to take things to the next level?
If the ASPPA Credential programs were an arcade game with each level an advancement from the previous, one might say that:
Level 1: Qualified 401(k) Administrator (QKA®)
Level 2: Qualified 401(k) Consultant (QKC)
Level 3: Qualified Pension...
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Last year, more workers took advantage of the convenience of virtual and on-demand 401(k) educational sessions, and it appears this trend will continue even as workplaces move back to in-person work.
According to data from Schwab Retirement Plan Services, participant viewership for virtual live...
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Back by popular demand: ASPPA’s Spring National conference! Join us May 4–5 for relevant presentations on the topics that are top of mind for you, thought-provoking breakout sessions and plenty of chances to interact with national experts and your peers.
Special Features
ASPPA Spring National...
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What was your first day working in the retirement plan industry like? The words “confusing,” “daunting,” or “disorienting” might come to mind.
That’s what makes providing training for new employees—even a basic but useful industry overview—a real challenge. Where should you start? How much should...
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There is work to do regarding increasing teachers’ knowledge and understanding of retirement benefits and plans, according to a recent study. It’s time to educate the educators, they suggest.
In “Teachers’ Knowledge and Preparedness for Retirement: Results from a Nationally Representative...
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For more than two decades, ASPPA’s Qualified 401(k) Administrator/QKA credentials have established a level of professional expertise among those who work with 401(k) plans—a trademark that is now being undermined by another organization.
Because of ASPPA’s extensive and continued support and...
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PenChecks Trust® and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce a major expansion of their Scholarship Program for retirement industry professionals. The original program, started eight years ago, awarded scholarships to individuals pursuing ASPPA’...
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Three industry professionals were honored with the 2021 Martin Rosenberg Academic Achievement Award at the opening session of the 2021 ASPPA Annual Conference in National Harbor, MD.
The 2021 winners are:
Roy Dasilva, QKA, Assistant Team Leader at Nova 401(k) Associates
Bryan Boeck, QKA,...
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Six industry professionals were selected for the 2020 PenChecks QKA Scholarship after the recent 2020 ASPPA All Access virtual conference. The winners are:
Cara Anderson, Retirement Plan Administrator at Thomas Howell Ferguson
Tamme Ford, Retirement Plan Counselor
Jason Gravlin, Life Agent at...
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Yes, 2020 is in the books—but we’ve extended the reporting deadline—and there’s no time like the present to make sure you’ve gotten all the CE you need for your hard-earned credential and membership in ASPPA.
You can check it out using our online tracking tool—and you can even self-report...
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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.
Live Webcasts
ASPPA Webcast: Ethics—it’s Never the Wrong Time to Do the Right Thing
Wednesday, Dec. 2, 2020
2:00 – 2:50 p.m. ET
Speaker: Bob Kaplan, CFP, CPC,...
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Three industry professionals were honored Oct. 26 with the 2020 Martin Rosenberg Academic Achievement Award at the 2020 ASPPA All Access virtual conference.
The 2020 winners are:
Jennifer Forgey, a Supervising Senior Associate with MHM Retirement Plan Solutions, for her outstanding performance...
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How do we raise our bar through collaboration? At a session of the ASPPA TPA Summit, panelists discussed collaboration, especially in light of the circumstances facing TPAs and other professionals in 2020.
Angie Grissom, owner and Chief Relationship Officer of The Rainmaker Companies, led a panel...
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Fall’s coming up fast! And so is the end of early bird rates for ASPPA All Access, a digital experience that brings the content, expertise, CE—and even networking—of ASPPA Annual to you.
We know how important ASPPA Annual is to our members, and to the retirement industry at large. So in response...
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The Plan Sponsor Council of America (PSCA) has unveiled a new education campaign focused on emphasizing the importance of keeping beneficiary designations up to date.
Unveiled in time for 401(k) Day—the Friday after Labor Day (the anniversary of ERISA’s signing)—the campaign is designed to help...
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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.
Live Webcasts
ASPPA Webcast: Hardship Withdrawal Changes: COVID-19 Impact
Wednesday, August 5, 2020
2:00 - 2:50 p.m ET
Speaker: Michael F. Smith,...
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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.
Live Webcasts
The New Electronic Disclosure Rule Is Here!
Tuesday, June 16, 2020
2:00–2:50 p.m. ET
Speaker: Kelsey Mayo, J.D., Poyner Spruill LLP...
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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.
Live Webcasts
ASPPA Webcast: The Fiduciary Rule, Again?
Wednesday, April 8, 2020
2:00 - 3:40 p.m. ET
Speaker: Kevin Walsh, Principal, Groom Law Group...
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