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Education and Career Development
The last year featured some big bangs — and so will the year to come, for that matter. Not to mention other developments that concern the retirement plan industry and that will take some preparation and adjustment. And even thank-you’s. The popular Current Events Update at this year’s ASPPA Annual...
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What’s the retirement plan industry’s biggest concern in the coming election? ASPPA Executive Director Brian Graff addressed the issue in the opening session of ASPPA’s 2016 Annual Conference at National Harbor, Md. “The biggest concern that we have has to do with tax reform,” said Graff, noting...
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At an Oct. 23 workshop session at the 2016 ASPPA Annual Conference, ERISA attorney Nicholas J. White provided a look at current enforcement activities at the DOL’s Employee Benefits Security Administration.White, a director at Trucker Huss, APC, and member of ASPPA’s Government Affairs Committee,...
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The American Society of Pension Professionals & Actuaries honored Judy A. Miller, MSPA, with the prestigious Harry T. Eidson Founders Award during the Oct. 23 opening session of the 2016 ASPPA Annual Conference in National Harbor, Md.Miller, ASPPA’s (and subsequently the American Retirement...
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The American Society of Pension Professionals & Actuaries welcomed Richard A. Hochman, JD, APM, as the new president of the organization during the Oct. 23 Business Meeting that kicked off the 2016 ASPPA Annual Conference in National Harbor, Md.
Hochman succeeds 2016 ASPPA President Joseph A....
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The 2016 ASPPA Annual Conference kicks off Sunday at the Gaylord National Resort at the National Harbor, located in Oxon Hill, Md., just outside our nation’s capital. We'll be there from the start until the conference ends on Wednesday, reporting on the general sessions, workshops and more. Don't...
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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: ASC 715 for Pensions: What Your Clients and Their Auditors Need to KnowTuesday, Sept. 27, 20162:00 p.m.-3:40 p.m. ETSpeaker:...
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There are two more days to apply for the third annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program, PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals & Actuaries (ASPPA) remind.The PenChecks...
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Americans’ top financial concern for at least the last 15 years: retirement security. And that raises many eyebrows, including those of government leaders. “Politicians look at that and wonder what to do to alleviate that concern,” says Andrew Remo, Director of Legislative Affairs for the American...
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Americans’ top financial concern for at least the last 15 years: retirement security. And that raises many eyebrows, including those of government leaders. “Politicians look at that and wonder what to do to alleviate that concern,” says Andrew Remo, Director of Legislative Affairs for the American...
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Workers who listed their employers as their first or second source of retirement education have more money saved for retirement than those who listed parents or family members as their top source, according to a new survey by Ramsey Solutions.Additionally, the survey finds that employees with...
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PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the third annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.The PenChecks Trust ASPPA QKA...
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The American Retirement Association is looking for a Director of Technical Education and Content to join our Retirement Plan Academy team, and we are reaching out to our great member community to help us find the right person!Qualified candidates would serve as a “Technical Expert,” with...
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Do you need to register for a spring proctored exam in order to earn an ASPPA credential? The registration deadline for the spring series of proctored exams ends Friday, May 13, 2016.Registration is available for the following exams: DC-1 DC-2 DC-3 DB CPC A-4Want to be prepared...
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In an industry in which many have taken a “sink or swim” approach to employee training, a key ASPPA business partner has taken a different approach.
Nationwide Financial has a long history of supporting ASPPA education. Beginning in 2014, Nationwide made an even deeper commitment, reflecting their...
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The ASPPA Women Business Leadership Forum (WBLF) will be held in New Orleans June 6 through June 9 at the Ritz Carlton. The WBLF is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry.The...
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Retirement providers spend approximately one-third of their total costs on participant communication-related activities — and in recent months, a third of a shrinking budget due to significant fee compression across the industry, according to a new report.A new report by Broadridge, in association...
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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 WebcastsACOPA Webcast: IRC §412(d)(2): What We Know and What We Don’tTuesday, March 22, 20162:00-2:50 p.m. ETSpeaker: Judy Miller, MSPA, Director of...
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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 WebcastsASPPA Webcast: Analyzing Controlled and Affiliated Service GroupsTuesday, Feb. 9, 20162:00-3:40 p.m. ETSpeaker: Kelsey Mayo, J.D., Partner,...
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Whether one’s focus is defined benefit plans or 401(k) plans, the L.A. Advanced Pension Conference is the West Coast’s premiere conference for actuaries and TPAs. And there are only 10 days left to register for the 2016 Los Angeles Advanced Pension Conference. If you haven’t done so yet, make sure...
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