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Inside ASPPA
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsAdvanced Issues in Distributions Tuesday, Aug. 4, 20152:00 p.m.-3:40 p.m. ETSpeaker: Derrin Watson, Esq, Attorney, SunGard ReliusAlthough plan...
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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 second annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.The PenChecks Trust ASPPA QKA...
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The ASPPA Leadership Council has voted to propose a change to the American Retirement Association Code of Conduct (the Code) and solicits your comments on these proposed changes. Please send any comments to [email protected]. The comment period will close on Sept. 4, 2015.
After the close...
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“You may be aware that the IRS has proposed this. What you may not be aware of is that it’s actually gone a lot farther than that.” With that remark, Janice Wegesin, President of JMW Consulting, in a recent ASPPA webcast on the Form 5500, cautioned attendees that the proposed Form 5500 SUP is on...
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Ever leafed through an issue of ASPPA’s Plan Consultant magazine and were disappointed because the articles didn’t really address the things you want to read about?Then you’re going to like this — it’s a unique opportunity to help choose the topics of future articles in the magazine. We’re using an...
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Nominations are now being accepted for the American Retirement Association’s 2016 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. To download the nomination form,...
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The reviews are in and WBLF conference just held in Charleston, S.C. was a big success!The conference, which is geared to female business owners and managers of TPA, actuarial and pension consulting firms, covered a variety of important topics. Attendees got expert input and advice on issues...
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In honor of Ed Burrows’ contribution to the advancement of the general understanding of pension knowledge, an annual honorary payment of $2,000 is awarded for the best paper submitted on a topic selected by the Ed Burrows Award Committee. The winning submission will be the paper that in the...
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Registration for the 2015 ASPPA Annual Conference — the nation’s premier gathering of retirement industry professionals — is now open!From Sunday, Oct. 18 to Wednesday, Oct. 21, the nation’s retirement industry elite will converge at the Gaylord National Resort & Convention Center, within sight...
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If you missed ASPPA’s highly acclaimed Virtual Conference — or would like to relive the experience — now you can watch and learn on your own schedule and earn valuable continuing education credits at the same time.This series of on-demand webcasts offers information and straight-talking answers...
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Do you know of an ASPPA member who has made a significant contribution to retirement plan education? You can help make it possible for him or her to receive recognition! Nominations are now being accepted by the ASPPA Retirement Plan Academy Advisory Group for ASPPA’s Educator’s Award. But you need...
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ASPPA’s Government Affairs Committee (GAC) on June 8 filed comments with the Office of Management and Budget (OMB) to express concern about the IRS estimates of the cost burdens reported to OMB associated with new questions on the 2015 Form 5500 series, including the new Form 5500-SUP. ASPPA GAC...
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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 WebcastsNew Mortality Tables — Their Use and Application Tuesday, June 23, 20152:00 p.m. - 3:00 p.m. ET Speakers: Raymond D. Berry, MSPA, ASA, MAAA,...
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Senate Finance Committee Chairman Orrin Hatch (R-Utah) and Ranking Member Ron Wyden (D-Ore.) on May 21 released an update on the committee’s bipartisan tax working groups.The senators said they would allow the working groups more time to analyze current tax law and examine policy trade-offs and...
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While we won’t be bringing you an ASPPA Connect newsletter on Monday in view of it being Memorial Day, we did want to share with you some interesting facts about the holiday that you might not have known. Memorial Day began after the Civil War. The loss of life and its effect on communities...
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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 WebcastsForm 5500 UpdateTuesday, May 26, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.This webcast...
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Concerned about recent guidance and proposals? Looking for an opportunity to learn from industry leaders and experts and hear from government officials? Interested in best practices and hearing what others in the industry are doing?Join other pension professionals for all this and more at ASPPA’s...
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ASPPA’s Chicago Regional Conference, to be held June 4 and 5, is not to be missed by practitioners who need to get up to date on the most important developments affecting plan sponsors and the professionals who advise them.The Department of Labor has released the long awaited “conflicted advice”...
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Nominations are now being accepted for three open seats on ASPPA’s 2016 Leadership Council.In addition to two open seats as committee members end their three-year terms on Dec. 31, 2015, a four-year at-large seat will become open as well. All members of the Leadership Council serve calendar year-...
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Do you know of an ASPPA member who has made a significant contribution to retirement plan education, especially in the last 12 months? You can help make it possible for him or her to receive recognition! Nominations are now being accepted for ASPPA’s 2015 Educator’s Award. But you need to act soon...
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