Advertisement
Inside ASPPA
Halloween may be over, but things can still get scary for a practitioner when a forfeiture is involved.In “Forfeiture Stories for a Late Night Campfire,” a webcast that will be held from 2:00-3:40 p.m. on Thursday, Nov. 12, Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC; 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 WebcastsACOPA Webcast: Actuarial 101 for Non-ActuariesTuesday, Nov. 3, 20152 p.m. - 3:40 p.m. ETSpeaker: Mary Ann Rocco, EA, MSPAAttend this webcast...
READ MORE
The biggest impact of the DOL’s proposed fiduciary rule, a.k.a. the “conflict of interest rule,” is on the IRA market, ERISA attorney Fred Reish told a workshop session at the ASPPA Annual Conference Oct. 20. Reish was joined by Marcy Supovitz, incoming president of the American Retirement...
READ MORE
An unsuspecting fiduciary may encounter fiduciary breaches — and face unanticipated consequences.In “Fiduciary Breach: Avoidance and Mitigation,” a webcast by Bruce Ashton that will be held from 2:00-3:40 p.m. ET on Oct. 28, Bruce Ashton, APM, Partner, Drinker Biddle & Reath LLP, will address...
READ MORE
The 2015 ASPPA Annual Conference offered a great opportunity to meet other pension professionals, hear from government leaders and experts, and gain insights on critical issues and developments facing the industry. Here’s a recap of our coverage of sessions and speakers from this year’s conference...
READ MORE
Karen Smith, MSPA, will serve as President of the ASPPA College of Pension Actuaries for the 2015-2016 year. Smith was inaugurated as president Oct. 19, at ACOPA’s annual luncheon at ASPPA’s Annual Conference in National Harbor, Md.Smith succeeds ACOPA’s 2014-2015 President, Lynn M. Young, MSPA.The...
READ MORE
The American Society of Pension Professionals & Actuaries welcomed Joseph A. Nichols, MSPA, ASA, EA, MAAA, as the new president of the organization during the Oct. 18 Business Meeting that kicked off the 2015 ASPPA Annual Conference in National Harbor, Md.Nichols succeeds 2015 ASPPA President...
READ MORE
The American Society of Pension Professionals & Actuaries announced five annual industry awards during the Oct. 18 opening session of the 2015 ASPPA Annual Conference in National Harbor, Md.Harry T. Eidson Founders Award The 2015 Harry T. Eidson Founders Award was presented to Dallas Salisbury...
READ MORE
The 2015 ASPPA Annual Conference kicks off Sunday 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, reporting on the general sessions, workshops and more. Don't...
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 WebcastsFiduciary Breach: Avoidance and MitigationWednesday, Oct. 28, 20152 p.m. - 3:40 p.m. ETSpeaker: Bruce Ashton, Esq., APM, Partner, Drinker...
READ MORE
The coverage testing rules provide many creative opportunities to meet your clients’ objectives.In “Using the Power of Coverage Testing for Creative Plan Design,” a webcast that will be held from 2:00-3:40 p.m. ET on Oct. 7, Kevin J. Donovan, Managing Member of Pinnacle Plan Design, LLC will...
READ MORE
On Oct. 1, the American Retirement Association (ARA) submitted a comment letter in response to IRS Announcement 2015-19 in which the IRS requested comments regarding changes to the Employee Plans Determination Letter (DL) Program.In the release, the IRS announced significant changes to the DL...
READ MORE
Excessive fees and all the matters attendant to them are topics that should be brought to a retirement plan committee to address. In “How Long Can You Hold Your Breath?,” a column by David J. Witz that appeared in the Summer 2015 issue of Plan Consultant, Witz argues that the statute of limitations...
READ MORE
Recent guidance issued authorizing the use of qualified longevity annuity contracts (QLACs) and their inclusion in target date funds will change plan administration and retirement income solutions.In “Are You Looking at Retirement Income Alternatives? The DOL and IRS Are,” a webcast that will be...
READ MORE
As the comment period window closes on the Labor Department’s fiduciary proposal, the American Retirement Association has filed a supplemental comment letter with the DOL — and another House subcommittee schedules a hearing on the subject.Specifically, the ARA sought to “amplify and clarify” two...
READ MORE
A busy professional often is pulled in a lot of different directions at once. But multitasking sometimes can interject a dose of chaos.In “The Myth of Multitasking,” a complimentary webcast sponsored by PenChecks that will be held from 1:00-2:00 p.m. EDT on Sept. 22, Dave Crenshaw, business coach...
READ MORE
In a public comment letter, ASPPA has asked the IRS to permit filers to complete the 2015 Form 5500-SUP (and/or the equivalent items appearing on the 2015 Form 5500 series, including the paid preparer disclosure) on a voluntary (i.e., optional) basis. ASPPA has previously expressed its concerns to...
READ MORE
ASPPA’s Plan Consultant magazine has a new online home on ASPPA Net. PC Online, which went live last week in ASPPA Net’s Resources tab, provides selected articles from PC magazine dating back to 2012, when The ASPPA Journal (TAJ) was renamed as Plan Consultant. The articles are organized by general...
READ MORE
Today’s ASPPA Connect is the first of our special Monday editions providing thought leadership, analysis and insight.Beginning this week, ASPPA Connect will publish three times a week, on Monday, Wednesday and Friday. In addition to the new Thought Leadership edition, the Connect will continue to...
READ MORE
To provide even better and more comprehensive coverage, ASPPA Connect is expanding its schedule and content.Beginning the week of Monday, Sept. 14, ASPPA Connect will be published on Monday, Wednesday and Friday. And the content that ASPPA Connect will provide is expanding, too.ASPPA Connect will...
READ MORE