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Inside ASPPA
The July 31, 2019 deadline for most employee benefits plans that must file the Form 5500 for reporting about 2018 is fast approaching. So the June 20 ASPPA Webcast, “Form 5500 Update,” was a well-timed reminder regarding changes that affect the form and its use and filing.
Presenter Stephen Forbes...
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Nominations are now being accepted for ASPPA’s 2020 Leadership Council.
Elected at-large members of the Leadership Council serve for one term of four calendar years. Nominees must be credentialed ASPPA members nominated by at least two members to be considered. Submit a nomination today!
To...
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Nominations are now being accepted for American Retirement Association’s 2020 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.
To view the nomination form, click...
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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: Late Deferral/Loan Deposits and Form 5330
Thursday, June 6, 2019
2:00–2:50 p.m. ET
Speaker: Kristina Kananen, QPA QKA,...
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We won’t be bringing you an ASPPA Connect newsletter on Monday due to the observance of Memorial Day, but we would like to share some little-known facts related to the holiday.
Arlington National Cemetery is located in Arlington, VA on the estate that had belonged to Robert E. Lee and his wife,...
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Mothers give us a lot, not the least of which is life itself. But as I was reading through all the accolades on social media over the weekend, I couldn’t help but be reminded of all my mother gave me.
As is the case in many families, “Mom” was our family’s CFO. See, like many in his generation, my...
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Former American Retirement Association President Marcy L. Supovitz has been named to the ERISA Advisory Council, which advises the Labor Department on policies and regulations regarding ERISA plans.
The 15-member council (formally titled the Advisory Council on Employee Welfare and Pension Benefit...
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New proposed legislation could help close the retirement savings coverage gap — and you can help make it a reality.
Small business owners face real challenges — costs, administrative burdens, and increased liability for mistakes — in the decision to provide retirement benefits for their workers....
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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: Second Quarter 2019 Washington Update
Wednesday, May 22, 2019
2:00–2:50 p.m. ET
Speaker: Bob Kaplan, Director of...
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The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is giving retirement plan sponsors at nonprofit organizations an opportunity to participate in, and receive benchmarking data from, its annual 403(b) Benchmarking Survey.
Embarking on its second decade,...
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We are excited to offer CFP Continuing Education credit hours for Certified Financial Planners at the ASPPA Eastern Regional Conference!
The conference, scheduled for May 9-10, 2019, in Philadelphia, is a great opportunity for networking and obtaining answers to your work problems. But one of the...
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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: IRS Audits and DOL Investigations of Plans and TPAs
Tuesday, April 23, 2019
2:00–3:40 p.m. ET
Speaker: Fred Reish, APM,...
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David Levine of Groom Law Group will be covering this hot topic during his session at ASPPA Eastern Regional Conference to be held May 9-10 in Philadelphia PA.
The problem of plan participants who go missing after leaving their employers is a challenge for plan fiduciaries attempting to:
comply...
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In response to unilateral actions taken by the American Academy of Actuaries, the ASPPA College of Pension Actuaries (ACOPA), part of the American Retirement Association (ARA) has taken steps in defense of its members, and the actuarial profession at large.
In September 2018, the American Academy...
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Why is it important to know if a controlled group or affiliated group exists? Why is it important to know when certain children celebrate their 21st birthday?
Those questions and more will be covered in detail at the ASPPA Eastern Regional Conference to be held May 9-10 at the Doubletree Center...
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You’ve already decided you want to learn from the expert speakers at ASPPA’s Eastern Regional Conference, May 9-10 on topics you can use in your work . So it’s no breach of your fiduciary responsibilities if you also get some “me” time – or “us” time – in the evenings or on the weekend....
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In his First Quarter 2019 Washington Update, Robert Kaplan, the American Retirement Association’s Director of Technical Education, provided an overview of the new climate on Capitol Hill as well as recent regulatory developments affecting retirement plans.
On the Hill
With the changes that took...
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In observance of Presidents Day on Monday, Feb. 18, the ASPPA offices will be closed. Accordingly, ASPPA Connect will not be published on Feb. 18. ASPPA Connect will reappear on Wednesday, Feb. 20.
Everyone is familiar with the pantheon of U.S. presidents, but there is more to them than that they...
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The American Retirement Association (ARA) on Feb. 4 submitted a comment letter to the Pension Benefit Guaranty Corporation (PBGC) on the agency’s proposed form and instructions that would enable it to obtain information it needs in order to make coverage determinations.
The PBGC had announced Dec...
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ASPPA’s offices will be closed on Monday, Jan. 21 in observance of Martin Luther King, Jr. Day. Our next edition will next appear on Jan. 23.
To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here.
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