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Inside ASPPA
ASPPA and PenChecks are partnering to offer four scholarships to individuals interested in pursuing ASPPA’s Qualified 401(k) Administrator (QKA) credential. The deadline fast approaches — Sept. 15!Scholarships will be awarded to four individuals to cover the QKA exam registration fees, related exam...
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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: Coping with the Realities of GASB 67 and 68Wednesday, Sept. 9, 20152 p.m. - 3:40 p.m. ETSpeaker: William G. Karbon, MSPA, CPC,...
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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 be appearing on Labor Day; however, following are some facts concerning the establishment of this holiday. ASPPA...
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The leadership of ACOPA met with representatives from the Pension Benefit Guaranty Corporation (PBGC) in May of this year. Discussion included the changes to the PBGC termination forms and instructions for post-distribution certifications filed on or after March 1, 2015, and the ability to do...
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What would a plan conversion be without a “bump” — or two — along the way. But what have you found to be the biggest complicating factor(s)?ASPPA’s Retirement Plan Academy is working on an update of the Retirement Plan Fundamentals (RFP) certificate, and would like to enlist YOUR help in...
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As part of ASPPA’s 50th anniversary celebration in 2016, we’re publishing a very special book telling the organization’s rich history. And we’ve just created two special opportunities to be a part of this important, permanent tribute — one for individual ASPPA members and another for firms that...
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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 WebcastsIntegrity 101: What Every Pension Professional Should KnowTuesday, Sept. 1, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Lauren M. Bloom, J.D., LL.M....
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A recent survey of hybrid plans by the ASPPA College of Pension Actuaries (ACOPA) suggests a big surge in cash balance plans.The survey of ACOPA members yielded responses from 128 actuaries, who currently work with more than 15,000 defined benefit and cash balance/hybrid plans, anticipated 2,100...
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ASPPA’s 2015 Annual Conference provides a unique opportunity to unite with your colleagues, discuss key issues that are affecting our industry, and gain insights from a wide range of retirement plan experts and luminaries you won’t be able to find anywhere else.Based on feedback from prior year...
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Friday Aug. 14 marks the debut of a brand new benefit for ACOPA members: The ACOPA Monthly e-newsletter! The Monthly will provide a rich mix of commentary and analysis by ACOPA members, as well as reports on developments and upcoming events inside the organization. Regular features will include...
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The ASPPA College of Pension Actuaries (ACOPA) honored Lawrence Deutsch, FSPA, EA, MAAA with the 2015 Edward E. Burrows Distinguished Achievement Award on August 8 at the ACOPA Actuarial Symposium in Chicago, Illinois.Larry is currently President of Larry Deutsch Enterprises and Owner of Penguin...
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The ASPPA Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by ASPPA’s 2015 President, Kyla M. Keck, CPC, QPA, QKA, a look toward the future by incoming President Joseph A...
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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 WebcastsDefining Compensation in Qualified Plans Wednesday, Aug. 19, 20152 p.m.-3:40 p.m. ETSpeaker: Robert M. Kaplan, CFP, CPC, QPA, APA, VP,...
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A few months ago, I was sitting in a noisy bar having a few beers with Lynn Young when she asked me if I’d be willing to go watch a soccer game with her. I immediately said “yes.” The bar was very loud and I’m hard of hearing; as it turned out, Lynn had actually asked me if I’d be willing to be the...
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In late July, I had the pleasure of attending the Senate Finance Committee hearing on the nomination of Tom Reeder to the position of PBGC Executive Director. I can’t think of a better person for the job, and it appeared that both Chairman Orrin Hatch and Ranking Member Ron Wyden agreed. If he has...
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We are nine months into our leadership terms and it has certainly been a busy and exciting year for both leadership and our volunteers. With the restructuring of the organization and the formation of the American Retirement Association, ACOPA has been going through changes to adapt to the new...
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For the Summer 2013 IRS CPE training (which we’ll refer to below as the “IRS CPE chapter”), one of the topics was floor-offset arrangements. For the training, a floor-offset arrangement was characterized as two separate, related plans. The “floor plan” is a defined benefit plan, and the “base plan...
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One of the most challenging things enrolled actuaries face is the takeover of a defined benefit plan. A takeover in this context is typically defined as a change in both the enrolled actuary and the business organization providing actuarial services.Once we get beyond the initial stage of reviewing...
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Last month we asked ASPPA members to weigh in on what topics they would most like to see covered in Plan Consultant magazine, using a unique voting tool. It’s time to reveal the results.The “wiki” tool uses an algorithm to rank the popularity of the topics. Here are the top 10:1. The Missing...
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The American Retirement Association Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by American Retirement Association’s 2015 President, Thomas J. Finnegan, MSPA, CPC,...
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