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On Sept. 27, 2016, the American Retirement Association Government Affairs Committee (ARA GAC) filed a comment letter in response to a proposed regulation promulgated by the Department of Labor that would expand the non-ERISA safe harbor to payroll deduction savings arrangements mandated by the laws...
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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 WebcastsASPPA Webcast: Attract, Retain, and Retire the Workforce of TomorrowWednesday, Sept. 14, 20162:00 - 3:40 P.M. ETSpeakers: Meghan Murphy, Andy...
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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 ACOPA Webcast: ASC 715 for Pensions: What Your Clients and Their Auditors Need to KnowTuesday, Sept. 27, 20162:00 p.m.-3:40 p.m. ETSpeaker:...
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There are two more days to apply for the third annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program, PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals & Actuaries (ASPPA) remind.The PenChecks...
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On Sept. 14, 2016, the American Retirement Association Government Affairs Committee (GAC) filed an initial comment letter with the IRS, Department of Labor and Pension Benefit Guaranty Corporation regarding the agencies’ joint proposal for changes to Form 5500 and the related schedules.In the...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. The month of September featured:1974: ERISA enacted1982: Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) enactedWhat did we miss? Use the...
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The third annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program is open, say PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals & Actuaries (ASPPA).The PenChecks Trust ASPPA QKA Scholarship will be...
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Labor Day, observed in the United States on the first Monday in September, is a yearly national tribute to the contributions workers have made to our country. ASPPA Connect will not appear on Labor Day; however, following are some facts concerning the establishment of this holiday. ASPPA Connect...
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Americans’ top financial concern for at least the last 15 years: retirement security. And that raises many eyebrows, including those of government leaders. “Politicians look at that and wonder what to do to alleviate that concern,” says Andrew Remo, Director of Legislative Affairs for the American...
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Americans’ top financial concern for at least the last 15 years: retirement security. And that raises many eyebrows, including those of government leaders. “Politicians look at that and wonder what to do to alleviate that concern,” says Andrew Remo, Director of Legislative Affairs for the American...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. The month of August featured:1981: Economic Recovery Tax Act of 1981 (ERTA) enacted1984: Retirement Equity Act of 1984 (REA)1987: E&E Chair Martin...
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The ASPPA Annual Business Meeting will be held on Sunday, Oct. 23, 2016, at 3:00 p.m. during the 2016 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by ASPPA’s 2016 President, Joseph A. Nichols, MSPA; a look toward the future by incoming President...
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Live WebcastsACOPA Webcast: The Final 430 Regulations: Changes in Funding Rules Thursday, August 11, 20162:00 p.m.-3:00 p.m. ETSpeaker: Larry Deutsch, FSPA, President, Larry Deutsch Penguin Consulting and DesignThis webcast will cover the final 430 regulations issued in September 2015, with a...
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States across the nation are enacting laws that aim to increase saving for retirement in the private workforce. Overall, over 30 states are considering this issue and eight states to date have passed laws of various types addressing this issue.In “Retirement Policy Initiatives in the States: How...
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We’ve just expanded the list of documents posted on the ASPPA history website, adding three important publications from the 1970s and 1980s: Transcript of 1986 “ASPA, The First 20 Years” panel. The 1986 ASPA Annual Conference featured a presentation by Harry Eidson, Carl Duncan, Bill Hand and Ed...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. The month of July featured:1984: Deficit Reduction Act of 1984 (DEFRA) enacted1988: ASPA joins Council of Presidents (COP)1988: First 401(k) regs...
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We’ve just posted the latest issue of Plan Consultant magazine on ASPPA Net. The Summer issue features a cover story on the rise of robo record keeping and addresses whether today’s tech-based start-ups constitute an opportunity or a threat to traditional players.In addition, an excerpt from...
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The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
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A new video traces the development of ASPPA’s government affairs program, featuring recollections by GAC members and others. The video is now live on the ASPPA history website.Featuring photos from the ASPPA archives, videos, and documents from past presidents, members and other sources, the ASPPA...
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PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the third annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.The PenChecks Trust ASPPA QKA...
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