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Inside ASPPA
With retirement issues looming large in the 116th Congress, the American Retirement Association (ARA) has revamped its government affairs leadership team with two key additions.
Will Hansen joins in the new role of Chief Government Affairs Officer, effective Jan. 7, and Allison Wielobob has been...
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The mid-terms are over and the Democrats are taking back control of the House for the first time since 2010, while the GOP slightly expanded its hold on the Senate majority. Believe it or not, while the talk outside the Beltway has largely focused on the prospects for even more gridlock, the...
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ASPPA Connect will not appear on Monday, Dec. 24, as the ASPPA office will be closed. We’ll be back on Wednesday, Dec. 26. We wish you happy holidays — and offer a few little-known facts concerning the holiday season:
The first Christmas card was sent in 1843 and was designed by John Horsley....
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The American Retirement Association (ARA), in a Dec. 12 letter to Joe Canary, Director of the Office of Regulations and Interpretations of the DOL’s Employee Benefits Security Administration, has suggested steps the agency can take to improve retirement security.
The ARA sent the letter as part of...
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The American Retirement Association (ARA) in a Dec. 11 letter to Acting IRS Commissioner David Horton has made suggestions regarding the Employee Plans Compliance Resolution System (EPCRS). Namely, the ARA has suggested that the IRS provide additional examples of “significant” and “insignificant”...
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There have been massive developments in the industry over the past year — the Tax Cuts and Jobs Act of 2017; the 2018 budget bill; the Retirement, Savings, and Other Tax Relief Act of 2018; the Taxpayer First Act of 2018; and so much more.
Each of these has led to significant changes in 401(k)...
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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. 23; however, it will be back to business as usual on Monday, Nov. 26.
Most people are very familiar with the Thanksgiving proclamations George Washington and...
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Thanksgiving has been called a “uniquely American” holiday, and though that is perhaps 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. And so…
I’m thankful that participants, by and...
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In the Fourth Quarter 2018 Washington Update, American Retirement Association Director of Technical Education Robert Kaplan provided an overview of recent executive, regulatory and legislative developments affecting retirement plans.
MEPs
Kaplan highlighted the attention President Trump’s Aug. 31...
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Compliance can be a challenge for any employee benefit plan. But throw in additional factors and it can be even more complex. In an Oct. 24 session at ASPPA’s Annual Conference, Susan Diehl, President of PenServ Plan Services, Inc., looked at just such complications: status as church, governmental...
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The 1,100-plus attendees at this year’s ASPPA Annual Conference, held Oct. 21-25 at National Harbor, MD, were treated to four days of beautiful Washington, DC fall weather – weather that tempted them away from the jam-packed program agenda, networking opportunities and camaraderie that have been...
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Regulatory and legislative changes in the coming months will be spurred by President Trump’s Aug. 31 executive order and several retirement reform bills in Congress, in the view of the American Retirement Association’s Government Affairs staff.
In the regulatory realm, in fact, the action will...
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The American Society of Pension Professionals & Actuaries honored Mark Iwry with the prestigious Harry T. Eidson Founders Award during the Oct. 21 opening session of the 2018 ASPPA Annual Conference in National Harbor, Md.
Iwry is currently a Nonresident Senior Fellow at the Brookings...
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The American Society of Pension Professionals & Actuaries welcomed James R. Nolan, QPA, as the 2019 President of the organization during the Oct. 21 Business Meeting that kicked off the 2018 ASPPA Annual Conference in National Harbor, MD.
Nolan will succeed current ASPPA President Adam Pozek in...
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The 2018 ASPPA Annual Conference kicks off Sunday, Oct. 21 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. 24, reporting on the general sessions, workshops...
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The American Retirement Association filed a comment letter Oct. 19 with the New Jersey Bureau of Securities concerning the fiduciary conduct standards the state government is considering. Gov. Phil Murphy (D) announced plans in September to issue a rule strengthening the standard for investment...
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The latest issue of ASPPA’s Plan Consultant magazine has been posted on ASPPA Net.
“The Cybersecurity Issue” features a trio of in-depth feature articles on the growing threat that cyber crime poses to the retirement industry. The cover story, “Defensive Measures,” profiles steps that several...
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The American Retirement Association has formally requested relief for taxpayers and service providers adversely affected by Hurricane Florence.
Specifically, the letter requests:
Relief for taxpayers who would like to use their retirement assets in qualified retirement plans to alleviate...
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Are you in need of Continuing Education Credits before the 2018 reporting year ends? ASPPA’s Cincinnati Regional Conference on Nov. 12-13 offers up to 17 ASPPA, JBEA and ERPA CE Credits. Here are several hot topics that will be covered at the conference, just to name a few: Living Through IRS...
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At #ASPPA18, discuss topics on relevant and timely hot-button industry issues in six general sessions and 87 workshops. Network with your colleagues, connect with exhibitors and earn CE credits for the 2017–2018 CE cycle!
Retirement policy has received a tremendous amount of attention since last...
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