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Inside ASPPA
Thanksgiving has been called a “uniquely American” holiday, and while that may be something of an overstatement, it is unquestionably a special holiday, and one on which it seems appropriate to reflect on all for which we should be thankful.
So, as I look back at this past year:
I’m thankful that...
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ASPPA Connect wishes its readers a happy Thanksgiving. Thank you for your support! ASPPA Connect will not be appearing on Friday, Nov. 29; however, it will be back to business as usual on Monday, Dec. 2.
The most iconic account of the start of American Thanksgiving celebrations is, or course, that...
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On Nov. 22, the American Retirement Association weighed in on the Labor Department’s e-delivery proposal.
The proposal – which fulfills a key component of President Trump’s August 2018 retirement security Executive Order – would allow plan administrators who satisfy specified conditions to provide...
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On Nov. 22, the American Retirement Association provided information to the Labor Department on the general disclosure framework under the Employee Retirement Income Security Act of 1974 (ERISA), focusing on “design, delivery, and content.”
The Request for Information (RFI) accompanied a proposal...
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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.
ACOPA Webcast: The Weighty Aspects of Top-Heavy
Wednesday, Nov. 6, 2019
2:00 – 2:50 p.m. ET
Speaker: David Kupstas, FSA, EA, MSPA Chief Actuary,...
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The American Retirement Association has submitted a comment letter recommending that the Department of Labor amend its regulations under Section 3(5) of ERISA in order to facilitate the sponsorship of DC plans maintained on behalf of multiple unrelated employers – open MEPs.
The Oct. 29 letter was...
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TPAs and advisors can and should collaborate, argued Jeffrey Acheson, Chief Business Development Officer/Divisional President, Independent Financial Partners, at an Oct. 21 session of the ASPPA Annual Conference.
Acheson stressed the importance of “cross-pollination,” telling attendees, “People...
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The American Society of Pension Professionals & Actuaries honored Rich Hochman with the prestigious Harry T. Eidson Founders Award during the Oct. 20 opening session of the 2019 ASPPA Annual Conference in National Harbor, MD.
Hochman is the Director of Retirement Plan Services at Actuarial...
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The American Society of Pension Professionals & Actuaries welcomed Miriam (“Missy”) Matrangola, Esq., QKA, QPA, as the 2020 President of the organization during the Oct. 20 Business Meeting kicking off the 2019 ASPPA Annual Conference in National Harbor, MD.
Matrangola will succeed current...
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The 2019 ASPPA Annual Conference kicks off Sunday, Oct. 20 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, Oct. 23 reporting on the general sessions, workshops...
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Normally, if something is easy in a cash balance plan, it means you’re probably doing it wrong.
At least that’s what David J. Kupstas, MSPA, Actuary, Actuarial Consulting Group, Inc., says. And if you don’t believe it, he admits to being a bit surprised that determining the top-heavy ratio in a...
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The American Retirement Association in an Oct. 8 letter to IRS Employee Plans Division Director Robert Choi reiterated its concern over aspects of the final hardship distribution regulations. Those regulations were issued in September.
Terming it an “urgent matter,” the ARA told Choi that “the...
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You marked your calendar because you didn’t want to miss the Oct. 19, 2019 early bird deadline for registration to attend the ASPPA Cincinnati Regional Conference. Seize the moment! The time is now to complete your registration. We are looking forward to spending Nov. 11-12, 2019 with each and...
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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.
ASPPA Webcast: Managing in an Uncertain Economy
Thursday, Oct. 31, 2019
2:00 - 2:50 p.m. ET
Speaker: Alex Chausovsky, Director of Speaking Services...
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Hard to believe, but there’s more to getting things done and growing your business than knowing the latest rules and regulations — and #ASPPAannual can help fill in those gaps!
Sure, #ASPPAannual has you covered on the latest rules and regulations — what they mean, how they’ll change things, and...
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Both options are touted to drive down total costs, alleviate administrative headaches and severely reduce client fiduciary liability — but do they?
These much-talked about “disruptors” promise (threaten?) to change the way TPAs do business. The majority of TPAs are offering some sort of 3(16)...
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ASPPA has received several reports of incorrect Form 5558 acknowledgments or extension denials being received by plans that had timely filed to extend the filing deadline for their 2018 Form 5500. In some instances, the acknowledgments are reflecting the extension deadline of Oct. 15, 2019 for off-...
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In the cover story of our Fall issue, Goldleaf Partners’ Michael E. King and Jessica Marston explain why TPAs must adapt their service models to deal with the disruption – both good and bad – that technological innovation is bringing. You’ll also find feature articles by Brian Kallback of Loras...
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Your defined benefit client has been selected for an audit – now what?
“The qualified pension field is technical and too vast for any one person to know all of it – except for Sal Tripodi,” notes Clint Blankenship, EA, MSPA, MAAA, of McCloud & Associates, Inc.
Things to keep in mind as you...
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Amanda Iverson joined Pinnacle Plan Design, LLC, a TPA and actuarial firm, in 2010. At that time, she was already a CPA in public practice, specializing in auditing employee benefit plans. Upon joining Pinnacle, Amanda focused her efforts on internal operations. Her firm’s managing partner was...
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