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Inside ASPPA

Jeff Acheson, CPFA®, NQPA®, is assuming the 2024 presidency of the American Retirement Association (ARA).  Missy Matangola, QPA, QKA®, 2023 ARA President, at the Oct. 22 opening of the 2023 ASPPA Annual Conference at National Harbor, MD, expressed confidence in Acheson. “He will be a fabulous... READ MORE
Justin Bonestroo, MSEA, EA, CPC, QPA, QKA®, CPFA®, 2023 ASPPA President, in remarks at the Oct. 22 opening of the 2023 ASPPA Annual Conference at National Harbor, MD, noted the role the organization has played in the last year.  ASPPA has a positive influence, he said, and noted its work with... READ MORE
Adam C. Pozek, QPA®, QKC®, QKA®, CPFA® was announced as the recipient of the 2023 Thomas J. Finnegan III Educator of the Year Award. The announcement was made on Oct. 23 at the ASPPA Annual Conference at National Harbor, MD.  Pozek “dedicates a great amount of time to educating not only staff in... READ MORE
The 2023 ASPPA Annual Conference kicks off Sunday, Oct. 22 at the Gaylord National Resort at 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, Oct. 25, reporting on general sessions, workshops and more... READ MORE
The newest digital edition of ASPPA’s members-only magazine has been posted online! SECURE 2.0, enacted as 2022 ground to a close, imposes requirements but also affords opportunity. In this issue’s cover story, Robert Richter and Fred Reish discuss the provisions of SECURE 2.0 that address Roths.... READ MORE
Have you—or a fellow member—made a significant contribution to retirement plan education, especially within the last 12 months? Sept. 11 is the LAST DAY to nominate them to win the prestigious ASPPA Educator’s Award. Self-nominations are also accepted. Complete the application form here to submit... READ MORE
ASPPA Connect will not be published on Monday, Sept. 4, as the ASPPA offices will be closed in observance of Labor Day. It will return on Wednesday, Sept. 6. And in keeping with the theme, here are some facts concerning labor in the United States.  The Department of Labor was established on... READ MORE
Tom Finnegan, the first American Retirement Association President, has passed away. A dear friend and colleague to many in the organization and the industry, he also served as president of both ASPPA and the ASPPA College of Pension Actuaries (ACOPA), now the American Society of Enrolled Actuaries... READ MORE
We’ve been calling on all ASPPA members to join us at ASPPA Annual as agents of change to ensure that all working Americans have the ability to save for a dignified retirement. To help us achieve this goal, we’ll give you the resources you need at this event:  presentations that will help you... READ MORE
By now, almost every state has at least considered legislation that would establish a state-run retirement plan, and this year alone almost half the state legislatures have considered legislation about one. A panel of key players in the plans established in some states offer an insider’s look. ... READ MORE
Fifty retirement-related organizations sent a letter to the Treasury Department and specifically the IRS on July 19 requesting “transition relief” for Section 603 under the SECURE 2.0 Act. The signers—representing advocacy organizations (including the American Retirement Association), large... READ MORE
The American Retirement Association (ARA) and its affiliates sent a letter to the Massachusetts legislature opposing its House Bill No. 3031 and Senate Bill No. 2025, legislation that makes available the Massachusetts Defined Contribution CORE Plan to nonprofit organizations of any size in the... READ MORE
The lack of guidance to help implement a major new retirement plan design requirement contained in the new SECURE 2.0 Act is causing increased heartburn in the retirement plan stakeholder community.    Over 200 organizations recently wrote a letter to the four leaders of the tax law writing... READ MORE
On June 28, Sen. Bill Cassidy (R-LA), ranking member of the Senate Health, Education, Labor, and Pensions (HELP) Committee, and Rep. Virginia Foxx (R-NC), chairwoman of the House Education and the Workforce Committee, criticized the Biden administration’s hard close proposed rule that they said “... READ MORE
The American Retirement Association joined over 100 organizations—including major corporations, law firms, and advocacy organizations—in sending a letter June 29 to the House Ways & Means Committee seeking a two-year delay of the Roth catch-up requirement in SECURE 2.0 that requires anyone who... READ MORE
The newest digital edition of ASPPA’s members-only magazine has been posted online! For the self-employed and small business owners with a Solo 401(k) plan, important rules need to be carefully considered in the coming years. In this issue’s cover story, an expert panel—Nevin Adams, Dick Billings... READ MORE
ASPPA Connect will not be published on Monday, June 19 as our offices will be closed on Juneteenth. ASPPA Connect will resume publication on Wednesday, June 21.  Juneteenth, our newest federal holiday, is the oldest known celebration commemorating the end of slavery in the United States. Union... READ MORE
We won’t be bringing you an ASPPA Connect newsletter on Monday, May 29, as our offices will be closed  due to the observance of Memorial Day; it will return on Wednesday, May 31. In the meantime, we would like to share some presidential quotes related to the holiday. “Each of the patriots whom we... READ MORE
Registration is now open for the 2023 ASPPA Annual! Join us October 22-25!   In the ever-evolving landscape of retirement plan services, change is the only constant. It's time to embrace this change and transform it into an opportunity for growth and progress. This year's theme, "Agents of Change... READ MORE
Harry T. Eidson, FSPA, CPC, a Texas-based actuary, truly embodied vision and grit coming out of the wild west of pension plans from the 1940s until ERISA was enacted in 1974 by collaborating to found ASPA on Halloween 1966! In memory, honor, and recognition of the mission and values that have... READ MORE

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