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Education and Career Development
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsForm 5500 UpdateTuesday, May 26, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.This webcast...
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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 for ASPPA members.Live WebcastsMaking Sense of MEPs and Other Fiduciary Delegation ModelsWednesday, April 8, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Robert J...
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Update (9/11/15): The CE guidelines have been updated for the 2015/16 credentialing period. You may view them here.The deadline for earning and reporting your 2013-2014 Continuing Education (CE) credits has been extended to Feb. 28, 2015.If you still need to earn CE credits for this cycle, visit...
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Saving for retirement in a workplace savings plan or IRA is the top long-term financial goal, according to a new survey. More good news: More than one-in-four (42%) said sticking to financial resolutions is easier than sticking to other common resolutions, such as exercising regularly or pledging...
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Those who don't have a retirement plan had better figure out a plan B for retirement, because a new study suggests that they're more likely to misjudge their expected retirement date.While a number of studies have found a gap in retirement expectations, “The Gap Between Expected and Actual...
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Having regained their Senate majority and deepened their hold on the House, the GOP — with a wary eye on the 2016 elections — may be ready to deal.In a recent webcast, ASPPA Executive Director Brian Graff and Political Director Jim Dornan discussed the shifts in power in the Nation’s Capital and...
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Having regained their Senate majority and deepened their hold on the House, the GOP — with a wary eye on the 2016 elections — may be ready to deal.In a recent webcast, ASPPA Executive Director Brian Graff and Political Director Jim Dornan discussed the shifts in power in the Nation’s Capital and...
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Though I’ve now spent more than three decades working with employment-based benefit plans, I’ve also worked for some very different employers, ranging from organizations that employed tens of thousands of workers to those that were a fraction of that size. Those organizations were all very...
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The 2014 ASPPA Annual Conference was our biggest yet, and ASPPA Net had the coverage befitting such an event. Check out a full recap of the sessions and speakers that educated and entertained attendees during the last week of October:
ASPPA Inaugurates Kyla Keck as 46th President
3(16)...
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More than two and a half years after the city of Stockton, Calif. declared insolvency, Chief United States Bankruptcy Judge Christopher Klein on Oct. 30 confirmed the city’s proposal for exiting Chapter 9 bankruptcy.The city says it saved $2 billion through agreements with creditors, employee...
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The Government Accountability Office (GAO) recently reissued its preliminary report on individual retirement account (IRA) accumulations.As it had indicated in a statement to the Senate Finance Committee in September, for tax year 2011 (the most recent year available) GAO noted that an estimated 43...
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ASPPA’s College of Pension Actuaries (ACOPA) at an Oct. 28 luncheon during ASPPA’s Annual conference, held at National Harbor, Md., awarded its designation of Fellow, Society of Pension Actuaries (FSPA) to 14 outstanding actuaries. ACOPA bestows the FSPA designation on actuaries who have...
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The world has never been smaller, but the opportunities to say or write something that could undermine an entire career have never been greater. Conference keynoter Lauren Bloom, an attorney in Washington, D.C., told attendees at the 2014 ASPPA Annual Conference Oct. 27 how ASPPA’s Code of Conduct...
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If you are a 3(16) plan administrator, one of the keys to success — if not survival — is to know what your responsibilities are. And where can that be found? “Where it really lies is the plan document,” says Ilene Ferenczy of the Ferenczy Benefits Law Center. She made her remarks at an Oct. 26...
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The American Society of Pension Professionals & Actuaries inaugurated Kyla Keck, CPC, QPA, QKA, ERPA, as the new President of the organization during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, MD.Keck, a Principal of SageView...
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The American Society of Pension Professionals & Actuaries announced three annual industry awards during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, Md.Harry T. Eidson Founders Award The 2014 Harry T. Eidson Founders Award was...
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There were some mixed messages in a new survey about retirement savings.The headlines were (as usual) all about retirement non-saving: the 34% reportedly not currently contributing anything to a 401(k), an IRA or other retirement savings vehicle, according to the fifth annual Wells Fargo Middle-...
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At some level, we all know that the types of jobs that define entire regions of the sprawling U.S. economy are as a diverse as the geographies that shape borders and the people who live within them. The actuarial profession has long been ranked as one of the best jobs, and has even managed to gain...
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A new survey suggests that Millennials are “getting it” when it comes to retirement savings — or maybe as newer hires, they’re just “automatic” beneficiaries. Regardless, during the first half of 2014, the number of first-time contributors among Millennials jumped 55% during the first half of the...
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With more and more defined benefit plan sponsors exploring — and undertaking — pension de-risking, a pair of leading U.S. Senators have asked regulators to establish some guidelines to ensure that those covered by those programs are protected.Senate Finance Committee Chairman Ron Wyden (D-Ore.) and...
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