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Inside ASPPA
The American Retirement Association has outlined a number of high priority clarifications needed following passage of the SECURE Act.
In a letter dated Feb. 12, the ARA submitted to Carol Weiser, Benefits Tax Counsel at the U.S. Department of the Treasury, a list of “certain issues related to...
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Following up on a recent meeting with the Department of Labor, the American Retirement Association has outlined a number of items requiring additional guidance under the SECURE Act.
In the Feb. 12 letter, ARA recommended that the items listed below be the subject of DOL guidance, in the...
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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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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: Cybersecurity: What You Don’t Know – and Do – Will Hurt You
Wednesday, Feb. 5, 2020
2:00 - 3:40 p.m. ET
...
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Ironically, one of the most popular provisions in the SECURE Act also turns out to be one of the most controversial among industry professionals.
Specifically, that’s the provision regarding “opening” multiple employer plans, or MEPs. Called Pooled Employer Plans (PEPs) in the SECURE Act,...
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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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ASPPA’s offices will be closed on Monday, Jan. 20 in observance of Martin Luther King, Jr. Day. Our next edition will next appear on Jan. 22.
To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here.
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It’s been almost five years since the American Retirement Association “launched,” along with new logos for each of our member associations. This week we unveil an updated and refreshed look for those brands.
In 2018, we undertook a review of the American Retirement Association brand, along with...
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In the cover story of our Winter 2020 issue, Philip Long shares nine best practices for navigating the IRS’s EPCRS correction program. The feature articles report on two important conferences: the 2019 ASPPA Annual Conference and the Women in Retirement (WiRC) conference in Chicago, which marked a...
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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 ASPPA College of Pension Actuaries (ACOPA) has adopted a new name – the American Society of Enrolled Actuaries (ASEA).
The name change is part of a broader membership-driven initiative designed to refresh the organization’s brand in a way that more clearly reflects its core mission and to more...
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Just ahead of the holidays, President Trump signed into law the SECURE Act, arguably the most comprehensive retirement plan bill since the Pension Protection Act (PPA) 2006, and one that has many provisions that are effective immediately.
Find out what you need to know from two of the retirement...
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ASPPA Connect will not appear on Wednesday, Jan. 1, as the ASPPA office will be closed. We’ll be back on Friday, Jan. 3. We wish you happy new year, and offer some little-known facts concerning new year’s celebrations.
The lyrics of the now-traditional New Year’s song “Auld Lang Syne” began as a...
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Let’s say you are a plan advisor with experience advising on cash balance, age-weighted profit-sharing, or similarly designed retirement plans – and your client’s accountant calls in April with a problem.
Your shared client (with just a 401(k) plan) had a banner year and they are getting...
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ASPPA Connect will not appear on Wednesday, Dec. 25, as the ASPPA office will be closed. We’ll be back on Friday, Dec. 27. We wish you happy holidays, and offer a list of community names in the United States that are especially jolly.
Bethlehem, PA
Blitzen, OR
Christmas, FL
Christmas Cove, ME...
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The early bird discount for the L.A. Advanced Pension and 401(k) Conference ends on Friday, Dec. 20! The conference will be held Jan. 23-24, 2020 at the Hilton Los Angeles/Universal City in Universal City, CA.
“L.A. Advanced Pension & 401(k) Conference has the topics and speakers you'd expect...
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In a major victory for the advocacy efforts of the American Retirement Association, the most comprehensive retirement savings policy bill since the Pension Protection Act of 2006 took another big step toward becoming law yesterday.
Years in the making, the Setting Every Community Up for Retirement...
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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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Having developed an expanding array of new education products and a dynamic news and research reach alongside the retirement industry’s most compelling events, the American Retirement Association has tapped Tom Connolly to be its first-ever Chief Sales Officer.
Connolly, who joined the...
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