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Inside ASPPA

Three industry professionals were honored with the 2022 Martin Rosenberg Academic Achievement Award at the recent 2022 ASPPA Annual Conference in National Harbor, MD. The 2022 winners are: Meagan Waynick, QKA, an Account Manager at InWest Retirement Solutions, Inc., for outstanding performance... READ MORE
After a career in employee benefits spanning more than three decades, Nevin Adams, Chief Content Officer of the American Retirement Association, has announced his “retirement” from that position, effective March 1, 2023.  During his eight-year tenure at ARA, Adams, one of the retirement industry’s... READ MORE
The American Retirement Association (ARA) and ASPPA have announced the officers who will lead the organizations, effective Jan. 1, 2023. ARA President: Missy Matrangola President-Elect: Jeff Acheson Treasurer: Marjorie Mann Secretary: Sam Brandwein Immediate Past President: Joe DeNoyior ASPPA... READ MORE
Justin Bonestroo will be taking the helm as ASPPA’s 2023 President.  In remarks at the Oct. 23 opening session of the ASPPA Annual Conference, Bonestroo said that “I’ve had a chance to really witness how much ASPPA has done in education and advocacy that truly embrace the retirement industry and... READ MORE
ASPPA 2022 President Natalie Wyatt thanked the organization and noted its progress in the Oct. 23 opening session of the 2022 ASPPA Annual Conference, held at National Harbor in Oxon Hill, MD just outside our Nation’s Capital. “Thank you again ASPPA nation,” said Wyatt, continuing, “It’s been an... READ MORE
American Retirement Association President Joe DeNoyior, in his remarks at the Oct. 23 opening session of the 2022 ASPPA Annual Conference held at National Harbor near our Nation’s Capital, called on ASPPA members to be even more involved.  The thousands of ARA members “are all united by dedication... READ MORE
The 2022 ASPPA Annual Conference kicks off Sunday, Oct. 23 at the Gaylord National Resort at 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, Oct. 26, reporting on general sessions, workshops and more... READ MORE
A recent development regarding a rule by the Employee Benefits Security Administration suggests that we could have a final regulation from the Labor Department by year-end.  The regulation, submitted for review on Oct. 6 to the White House’s Office of Management and Budget as “Prudence and Loyalty... READ MORE
Labor Day, the annual national tribute to the contributions workers have made to our country, is observed in the United States on the first Monday in September. In observance of the holiday, ASPPA Connect will not appear on Labor Day and will resume publication on Wednesday, Sept. 7. To note the... READ MORE
Many retirement plan professionals are still learning the ins and outs of how to design safe harbor 401(k) plan to ensure they’re as advantageous as possible or what rules apply to them. So the ASPPA Webcast “Safe Harbor 401(k) Plan Workshop: Plan Design, Troubleshooting and Correction” is well-... READ MORE
The ASPPA Annual Business Meeting will take place in installments over three days at this year’s ASPPA Annual at the Gaylord National in National Harbor, MD. Oct. 23, 2022, at 4:30 p.m. Eastern: Addresses by ASPPA President, Natalie Wyatt, QKA®, QPFC, and ASPPA President-Elect, Justin Bonestroo... READ MORE
The ARA will hold its annual business meeting on Sunday, Oct. 23, 2022, at 4:30 p.m. ET during the ASPPA Annual Conference at the Gaylord National in National Harbor, MD. The business meeting will include addresses by ARA President Joe DeNoyior, CPFA®; ARA President-Elect Missy Matrangola, QPA,... READ MORE
Applications for the PenChecks Trust ASPPA Scholarship are now being accepted, and will be accepted through Sept. 15. The PenChecks Trust Company of America (PenChecks Trust) and ASPPA expanded the PenChecks Trust ASPPA Scholarship this year.  Launched in 2014, this year the PenChecks Trust ASPPA... READ MORE
Earlier in my career, I worked on large corporate pension plans. When I transitioned to a job where I worked on small plans, I was told by my peers that I must attend the ASPPA Annual Conference since this was the premier conference for people who worked in the small plan market. I went that first... READ MORE
ASPPA Connect will not be appearing on Monday, July 4, as our offices will be closed on that day in observance of Independence Day; however, it will be back to business as usual on Wednesday, July 6.  While this holiday celebrates the independence of the United States, it’s interesting to note... READ MORE
The newest digital edition of ASPPA’s members-only magazine has been posted online for you! A working group of TPA business owners and execs is exploring ways to bridge the long-standing gap in understanding between advisors and TPAs. In Summer’s cover story, John Ortman profiles the group’s... READ MORE
Last week we covered some gaming history—and how that inspired the development of the agenda for this year’s ASPPA Annual. Let’s talk about how that will “play” out in October! Overall Game (Series) Concept:   This unique game (series) has four levels (sessions) for the player (attendee) to... READ MORE
It’s hard to believe, but the Nintendo Entertainment System was released in the United States way back in 1985; the Game Boy hit the market in 1989; and in 1991, we were introduced to the Super Nintendo. Those gaming systems had a lot to teach us (or so we told our parents)—concepts that can even... READ MORE
That’s right—this year’s TPA Growth Summit will be like the newest improved version of an excellent video game. Here’s how…  Last week we explained that when a new video game is released, players review the game. These reviews inform developers on what features are beloved, as well as what is not... READ MORE
This year’s TPA Growth Summit will be like the newest improved version of an excellent video game. Here’s how…  When a new video game is released, players review the game. These reviews inform developers on which features are beloved, as well as what are not, and what is not working. Developers... READ MORE

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