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Inside ASPPA
Over the past several years, we have heard from our members that the IRS had taken issue with “412(d)(2)” plan amendments in the determination letter application review process — but an internal memorandum from the IRS contains some good news.Some plan sponsors were being told that the amendments...
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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. This post marks the debut of a regular series that will run throughout 2016.The month of January featured:1968: First publication, Actuarial...
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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: Analyzing Controlled and Affiliated Service GroupsTuesday, Feb. 9, 20162:00-3:40 p.m. ETSpeaker: Kelsey Mayo, J.D., Partner,...
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ASPPA’s offices will be closed on Monday, Jan. 18 in observance of Martin Luther King, Jr. Day. Consequently, after the Jan. 15 edition, ASPPA Connect will next appear on Jan. 20.
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March 20-22, 2016 marks the dates for the second annual ASPPA Business Managers and Owners Council (BMOC) Conference. This year’s conference has been moved to a new location, the Hilton Rosemont Hotel in Rosemont, Ill. — just a short distance from the easily accessible Chicago O’Hare airport. The...
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Among the keys to providing excellent service to clients is to do so in an ethical and professional manner. And one of the ways to do that is to understand Circular 230.“Ethics 2015: Circular 230, Professionalism and Case Studies,” a webinar which aired on Dec. 3, featured an overview of Circular...
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Whether one’s focus is defined benefit plans or 401(k) plans, the L.A. Advanced Pension Conference is the West Coast’s premiere conference for actuaries and TPAs. And there are only 10 days left to register for the 2016 Los Angeles Advanced Pension Conference. If you haven’t done so yet, make sure...
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It wouldn’t be a surprise for an update on trends and regulations affecting retirement plans to be, well, a bit dry. But the “Current Events” general session at this year’s ASPPA Annual Conference featured a refreshing twist that’s sure to become the stuff of ASPPA legend — delivered by characters...
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After the Dec 23 edition, ASPPA Connect will next appear on Dec. 28. In the meantime, we wish our readers and members a very happy Holiday season.In keeping with the season, we found a sampling of U.S. place names that resonate at this time of year interesting.Angel City, TexasBells, Pa.Blitzen,...
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Often, correction of a plan’s disqualifying defect(s) can be done only with IRS approval. The IRS may have discovered the defect during an audit, requiring that the problem be resolved through an IRS-approved closing agreement. Or the defect may have been submitted to the IRS for resolution under...
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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 WebcastsEPCRS Corrections: Strategies and Negotiation Tips When Dealing with the IRSThursday, Jan. 14, 20162 p.m. - 3:40 p.m. ETSpeakers: Ilene H....
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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 WebcastsHandling Participant Claims and InquiriesWednesday, Dec. 16, 20152 p.m. - 3:40 p.m. ETSpeakers: Kelsey H. Mayo, Attorney, Employee Benefits,...
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Congress has passed the Fixing America’s Surface Transportation (FAST) Act of 2015, which is expected to be signed into law Dec. 4 by President Obama — and which, thanks to ASPPA GAC input, includes a vital change for Form 5500 filers.The bill sets policy and funding levels for transportation...
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Interacting with participants can take many forms, and sometimes seemingly innocuous interactions become the subject of later scrutiny. In the webcast “Handling Participant Claims and Inquiries,” which will be held on Wednesday, Dec. 16 from 2:00 p.m. to 3:40 p.m. EST, Kelsey H. Mayo, an attorney...
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ASPPA Connect wishes its readers a happy Thanksgiving and wants to express gratitude to them — you! ASPPA Connect will not be appearing on Friday, Nov. 27; however, it will be business as usual on Monday, Nov. 30.In keeping with the season, here are a few unusual facts about Thanksgiving. No...
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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 WebcastsACOPA Webcast: Ethics for Actuaries: Don't Get Caught in the Middle!Wednesday, Dec. 2, 20152 p.m. - 3:40 p.m. ETSpeakers: Michael B. Preston,...
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The process of selecting party nominees for president can be unpredictable, and few years put that in as sharp relief as this one — and the election is still a year off!The lure of one particular candidate can be simply too much to resist. Accordingly, he kindly agreed to make a special appearance...
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The process of selecting party nominees for president can be unpredictable, and few years put that in as sharp relief as this one — and the election is still a year off!The lure of one particular candidate can be simply too much to resist. Accordingly, he kindly agreed to make a special appearance...
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The American Retirement Association (ARA) Board of Directors has amended the Professional Code of Conduct (the Code) to provide that a member of the American Retirement Association is an actuary for purposes of the Code only if they hold an actuarial credential from the ASPPA College of Pension...
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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: Forfeiture Stories for a Late Night CampfireThursday, Nov. 12, 20152 p.m. - 3:40 p.m. ETSpeakers: Adam C. Pozek, ERPA, QPA,...
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