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Education and Career Development
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...
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Where can you find the latest, greatest insights on the implications of the SECURE Act?
Why, at ASPPA TE(k), of course!
That’s right, ASPPA TE(k)—formerly ASPPA regional conferences—have an agenda chock-full of insights from the nation’s leading voices in retirement plan administration to help...
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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...
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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...
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You need more than book learning to succeed in 401(k) administration.
That’s why the new ASPPA Qualified 401(k) Administrator (QKA)™ credential has not only been updated, but also expanded and improved in ways that will help you not only understand, but also apply your knowledge to real-life...
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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...
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The new ASPPA Qualified 401(k) Administrator (QKA)™ credential is set to launch. The in-depth program has been redesigned to teach current 401(k) industry best practices and is mobile-ready.
The new program — which officially launches Jan. 8, 2020 — is flexible and interactive, and offers case...
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The National Tax-deferred Savings Association (NTSA) has launched an exclusive series of podcasts by NTSA Elite Advisors, sharing insights on how they built, expanded and enhanced their practices.
NTSA Elite Advisors are individuals recognized by the NTSA as excelling in advocacy, practice...
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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...
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There are many important topics to cover when educating plan participants about a 401(k) plan and saving for retirement. In the process, it’s not hard to miss some matters that should be covered. A recent blog entry argues that five important topics often are omitted.
In “5 Top Education Topics...
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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
ACOPA Webcast: Litigation Involving DB Plans
Wednesday, July 10, 2019
2–2:50 p.m. ET
Speakers: Kelsey N. H. Mayo, J.D., Partner,...
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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...
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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...
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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: Second Quarter 2019 Washington Update
Wednesday, May 22, 2019
2:00–2:50 p.m. ET
Speaker: Bob Kaplan, Director of...
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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...
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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: 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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The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), has launched a new and innovative education program and credential: the Certified Plan Sponsor Professional (CPSP™).
Developed by plan sponsors in collaboration with education experts at ARA and some of...
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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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