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Nominations are now being accepted for American Retirement Association’s 2024 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.
Submit a nomination today! Click...
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A bill that would establish a state-run retirement plan to provide coverage for employees whose private-sector employers do not is working its way through the Pennsylvania legislature.
The Commerce Committee of the House of Representatives on May 3 voted in favor of HB 577 in a 12-8, party-line...
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Nominations are now being accepted for the 2024 ASPPA 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!...
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A bill to establish the Minnesota Secure Choice Retirement Program (HF 782), a state-sponsored auto-IRA, passed through the Ways and Means Committee in the Minnesota House on Monday with the bill’s author praising “nerdy group” American Retirement Association (ARA) for its help and support.
Rep....
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The American Retirement Association applauds the Department of Labor’s proposed addition of a self-correction option for delinquent participant contributions and loan repayments under the Voluntary Fiduciary Correction Program (VFCP) but contends that important clarifications are needed for plan...
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Harry T. Eidson, FSPA, CPC, a Texas-based actuary, truly embodied vision and grit coming out of the wild west of pension plans from the 1940s until ERISA was enacted in 1974 by collaborating to found ASPA on Halloween 1966!
In memory, honor, and recognition of the mission and values that have...
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Even though the ink is barely dry on the SECURE 2.0 Act, there’s no rest for the weary, as some in Washington are pushing a federal government-run retirement system that would unfairly compete with the private sector, warned Brian Graff on April 2.
Graff, who serves as CEO of the American...
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The newest digital edition of ASPPA’s members-only magazine has been posted online!
SECURE 2.0 was enacted on the cusp of 2023. It’s complex and confusing — but also filled with opportunity. In this issue’s cover story, John Sullivan and Nevin E. Adams, JD take a look at what retirement...
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The U.S. Department of Labor, the IRS and the Pension Benefit Guaranty Corporation on Feb. 23 released changes to the 2023 Form 5500 and Form 5500-SF. These are the third — and final — revisions that implement a Sept. 2021 regulatory proposal, which included changes related to provisions in the...
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In observance of Presidents Day on Monday, Feb. 20, the ASPPA offices will be closed. Accordingly, ASPPA Connect will not be published on that day. ASPPA Connect will reappear on Wednesday, Feb. 22.
The occupants of the White House are no secret. Some — but not all — of the First Ladies are...
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ASPPA Connect will not be appearing on Monday, Jan. 16 as ASPPA’s offices will be closed in observance of Martin Luther King, Jr. Day. Our next edition will next appear on Jan. 18.
To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here.
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ASPPA Connect will not be published on Monday, Jan. 2, as the ASPPA Office will be closed. ASPPA Connect will resume publication on Wednesday, Jan. 4.
New Year’s Eve is a famed time for a big party and celebration, as residents in these communities are aware.
Beer Bottle Crossing, ID...
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ASPPA Connect will not be published on Friday, Dec. 23, nor on Monday, Dec. 26, as the ASPPA Office will be closed. ASPPA Connect will resume publication on Wednesday, Dec. 28.
And since it’s that time of year, here’s a look at some of the communities in the United States that have names that are...
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The newest digital edition of ASPPA’s members-only magazine has been posted online!
Several long-term trends are making the need for retirement planning more acute and the involvement of retirement professionals much more important. In this issue’s cover story, John Iekel takes a closer look. In...
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The American Retirement Association (ARA) in a Dec. 5, 2022 letter to the IRS has expressed strong support for the electronic submission of Form 5558 via the Department of Labor’s (DOL) ERISA Filing Acceptance System (EFAST2).
The ARA sent the letter in response to a request for comments from the...
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ASPPA Connect will not be appearing on Friday, Nov. 25 as our offices will be closed in observance of Thanksgiving. The NTSA Advisor will return on Monday, Nov. 28. We wish you a Happy Thanksgiving!
The famed first Thanksgiving took place a mere 401 years ago. So what was it really like?
In a...
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The newest digital edition of ASPPA’s members-only magazine has been posted online!
How do you communicate with clients about complex administrative topics? In our Fall cover story, Shannon Edwards and Justin Bonestroo offer some valuable tips in four key areas. In this issue’s feature articles,...
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The 2022 ASPPA Annual Conference was just held at National Harbor, MD near our Nation’s Capital. As always, it was an ideal opportunity to learn, establish new connections and reconnect, hear important updates about the organization and crucial developments affecting it, gain tools by which to...
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ASPPA has honored Thomas (Tom) Finnegan with the prestigious Harry T. Eidson Founders Award during the association’s 2022 ASPPA Annual Conference. The award recognizes retirement professionals that have made a lasting impact on the industry.
Finnegan’s career spans over 30 years in the employee...
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The American Society of Pension Professionals & Actuaries (ASPPA) honored Lynn Young, EA, FSEA, with the 2022 Educator’s Award during the ASPPA Annual Conference at the Gaylord National Resort and Convention Center in National Harbor, MD.
Lynn Young is a partner at Pinnacle Plan Design, LLC....
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