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Bill Karbon, MSPA, CPC, QPA, will serve as President of the ASPPA College of Pension Actuaries (ACOPA) for the 2017-2018 year. He was inaugurated as President Oct. 23, at ACOPA’s annual actuarial luncheon at the ASPPA Annual Conference in National Harbor, MD. Karbon succeeds ACOPA’s 2016-2017... READ MORE
Today we are pleased to announce the winners of ASPPA’s first-ever Connect the Dots Contest.We had hundreds of participants participate in our contest, and the winners are:Grand Prize (one free conference registration to the following: Cincinnati Regional (November 2017), ACOPA LA Advanced Pension... READ MORE
The winners in the 4th annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program have been named. PenChecks Trust Company of America (PenChecks Trust®) partners with ASPPA in providing the program. The PenChecks Trust ASPPA QKA Scholarship is awarded to... READ MORE
If you’ve never been part of ASPPA’s “March on the Hill” — or if you’ve done it a dozen times — there’s never been a time when your participation is more needed or more valued. We make it easy — but don’t take our word for it. Some of the nation’s leading retirement voices weigh in on what ASPPA’s... READ MORE
The latest issue of ASPPA’s Plan Consultant magazine has been posted on ASPPA Net. The Fall issue features a cover story by Brad Wexler and Joseph Luscavage, “Better Together,” that explains the complementary relationship of 401(k) plans and health savings accounts (HSAs) and offers tips on how... READ MORE
We are excited to announce this fun opportunity to win a complimentary registration to one of our conferences. There will be a new riddle every Friday in ASPPA Connect for six weeks, ending Oct. 13, 2017. The sixth is: As sol does inexorably after mezzogiorno, so too budget reconciliation... READ MORE
Nearly 800 votes have already been cast. Don’t miss your chance to help shape ASPPA’s advocacy agenda — and a general session focus at ASPPA Annual! Which of these would you think would most help America’s retirement system?   Combining 401(k)s with HSAs to create a tax-preferred universal... READ MORE
We are excited to announce this fun opportunity to win a complimentary registration to one of our conferences.There will be a new riddle every Friday in ASPPA Connect for six weeks, ending Oct. 13, 2017. The fifth is:Out: 37, Ruth record, Foreman title; In: 55, Ford, ERISADon’t have this week’s... READ MORE
Hundreds of votes are already in. Help us shape our advocacy agenda — and a general session focus at ASPPA Annual! Policy makers are telling us that wholesale retirement reform could be on their agenda soon, and are asking for our ideas on solving coverage and benefit security challenges. We’ve... READ MORE
If you’re one of those people who inevitably put things off to the last minute — or maybe you just have a fear of “commitment” — yes, this post is for you. Consider this your call to action. For weeks (months?) now, you’ve seen the promotions about ASPPA Annual, there have been posts from both... READ MORE
We are excited to announce this fun opportunity to win a complimentary registration to one of our conferences.There will be a new riddle every Friday in ASPPA Connect for six weeks, ending Oct. 13, 2017. The fourth is:Critics: Could the name of its more famous lake describe its new state plan,... READ MORE
Don’t worry! I’m not going to set “Ice Ice Baby” to retirement lyrics. Admit it, though, you were sort of hoping I would try. It doesn’t take three minutes of looking at the agenda to know that the ASPPA Annual Conference offers the opportunity to learn from some of the most brilliant minds in... READ MORE
We are excited to announce this fun opportunity to win a complimentary registration to one of our conferences.There will be a new riddle every Friday in ASPPA Connect for six weeks, ending Oct. 13, 2017. The third is:Done by babies, canis familiaris, and funds from expired companies’ qualified... READ MORE
CEFEX was launched 11 years ago with a mission to offer a way for organizations to demonstrate adherence to the industry’s highest standard for investment advisors, the Global Fiduciary Standard of Excellence. A year later, CEFEX and ASPPA introduced the Standard of Practice for Retirement Plan... READ MORE
ASPPA Annual is only a month away — and here is a preview. As attendees, we always look forward to ASPPA Annual as a time to reconnect with colleagues in the retirement industry, network with new contacts and learn from current and up-and-coming industry experts. There is always excitement around... READ MORE
On Sept. 21, 2017, the ASPPA/ARA Government Affairs Committee filed comments with the American Institute of Certified Public Accountants with regard to their release of a Proposed Statement on Auditing Standards. The AICPA is considering modifying the auditing standards that relates to employee... READ MORE
What do they have in common? Believe it or not, they’re all part of the 2017 ASPPA Annual conference. That’s right, ASPPA Annual is just around the corner... and you won't believe what we’ve got in store for you this year! Once a year ASPPA — the American Society of Pension Professionals and... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsASPPA Webcast: The Complex World of RMDs: A Case-Study ApproachTuesday, Sept. 26, 20172:00 - 3:40 p.m. ETSpeaker: William C. Grossman, ERPA,... READ MORE
If you’ve been kicking yourself for missing the early registration deadline (and pricing) for ASPPA Annual, kick no more!We have extended — but only by one week — the early registration deadline for the 2017 ASPPA Annual Conference. That’s right, you can (still) save hundreds of dollars while... READ MORE
My first ASPPA Annual Conference came during my first year of full-time employment, working for a third party administrator.I had, like many of you, stumbled into the retirement field courtesy of a couple of unexpected twists of fate just after college — and now here I was at this enormous... READ MORE

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