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The headlines are all about the impact of the Department of Labor’s new fiduciary proposal on financial advisors — but the effects could be widespread, extending to third-party administrators (TPAs) and recordkeepers as well.On May 5, an ASPPA webcast will bring you up to speed on the historical...
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Recent reports have suggested that the IRS may soon be placing strict limitations on the ability of plan sponsors to obtain a determination letter for individually designed plans.At this year’s ASPPA Chicago Regional Conference, Sunita Lough, Commissioner of the IRS Tax Exempt and Governmental...
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Editor’s Note: Gail Lowney Alofsin will be among the featured speakers at the upcoming ASPPA Women Business Leaders Forum to be held June 8-11 at the Francis Marion Hotel in Charleston, S.C. For more information on the Women Business Leaders Forum and to register, click here.From our earliest years...
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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 WebcastsDeferral Election Trouble SpotsTuesday, April 28, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Robert M. Richter, J.D., LL.M., APM; Vice President,...
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The ASPPA Membership Directory will be expanded to once again include member email addresses, effective May 1.As a member benefit, ASPPA provides an online ASPPA Membership Directory that allows members to connect with each other. That directory had included member email addresses until last fall...
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What do business owners discuss when only business owners are listening? Are they timid and guarded? Are they politically correct? Do they tread lightly on the feelings of their fellow entrepreneurs? If a pension administrator falls in the woods, does anyone care?If you’re not a BMOC member, you...
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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 WebcastsDeferral Election Trouble SpotsTuesday, April 28, 20152 p.m. - 3:40 p.m. ETSpeaker: Robert M. Richter, J.D., LL.M., APM; Vice President,...
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A panel of top experts from the IRS will participate in this year’s ASPPA Philadelphia Regional Conference, which will take place April 30 – May 1 at the DoubleTree Center City in Philadelphia.The IRS panel features: Sunita Lough, Commissioner, TE/GE Division, IRS Robert Choi, Director,...
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Next month ASPPA brings you up-to-date information on the most recent and relevant topics straight to your desktop with our first-ever “virtual conference.”On May 14, we’ve put together a single-day program, jam-packed with information and insights from the nation’s leading retirement plan experts...
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ASPPA’s Women Business Leaders Forum (WBLF) will be held June 8-11 at the Francis Marion Hotel in Charleston, S.C. Following is a Q&A about the WBLF with Amanda Iverson, CPA, PHR, Pinnacle Plan Design LLC’s Chief Operating Officer.Why did you first attend the WBLF?I attended for the first year...
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A very large client approached us recently and asked about ways that we could enhance their 401(k) plan and have it become more effective for the employees’ success in saving for retirement. We discussed adding an automatic enrollment and automatic escalation feature but the client seemed more...
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A very large client approached us recently and asked about ways that we could enhance their 401(k) plan and have it become more effective for the employees’ success in saving for retirement. We discussed adding an automatic enrollment and automatic escalation feature but the client seemed more...
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Do you have a question you’d like to ask the IRS? ASPPA’s IRS Q&A subcommittee wants to hear from you. We are currently gathering questions for the Defined Contribution IRS/Treasury Question & Answer general session at this October’s Annual Conference. The question and answer general...
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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 for ASPPA members.Live WebcastsMaking Sense of MEPs and Other Fiduciary Delegation ModelsWednesday, April 8, 20152:00 p.m. - 3:40 p.m. ETSpeaker: Robert J...
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Concerned about the impact of recent guidance and proposals? Wondering how others are approaching those problems that have not been addressed by current guidance? Join fellow pension actuaries and other defined benefit plan professionals at the Sheraton Chicago Hotel and Towers Aug. 7-8 for the...
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Several months ago, ASPPA members overwhelmingly voted in favor of a new name and structure for the umbrella organization of our four sister associations — the American Retirement Association. As such, the American Retirement Association steps into the role of coordinator, overall industry...
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ASPPA’s Government Affairs Committee (GAC) filed a comment letter with the IRS on March 3, 2015, requesting an extension of the June 30 deadline for submitting the master language for pre-approved defined benefit plans. The reason for the request is the IRS’ continuing delay in releasing specimen...
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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 for ASPPA members.Live WebcastsA Review of the ASOPs Affecting Pension ActuariesThursday, March 5, 20152 p.m. - 3:40 p.m. ETSpeaker: Norman Levinrad, EA,...
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If you are not a Business Managers and Owners Council (BMOC) member you really need to consider becoming one. This is an organization dedicated to business owners or key decision makers of ASPPA member firms who focus on retirement plan administration or actuarial services. I recently attended the...
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ASPPA Connect will not appear on Monday, Feb. 16, in observance of Presidents Day. A comprehensive federal holiday born of the close proximity of the birthdays of George Washington and Abraham Lincoln, it’s more than just a day to sleep in — it was set aside in honor of our nation’s chief...
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