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PenChecks Trust® and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce a major expansion of their Scholarship Program for retirement industry professionals. The original program, started eight years ago, awarded scholarships to individuals pursuing ASPPA’... READ MORE
ASPPA Connect will not be appearing on Friday, Nov. 26 as our offices will be closed in observance of Thanksgiving. ASPPA Connect will return on Monday, Nov. 29. We wish you a Happy Thanksgiving!  Following are a few facts appropriate to the occasion.  On Sept. 28, 1789, just before leaving for... READ MORE
Bipartisan retirement security legislation that shares some overlap with the SECURE Act 2.0—and is supported by the American Retirement Association—has been approved by a key House committee.   The House Education and Labor Committee on Nov. 10 approved the Retirement Improvement and Savings... READ MORE
It’s been a great pleasure to serve as editor of ASPPA’s Plan Consultant magazine since 2012.  I can’t remember when magazines weren’t part of my life. One of the first ones I read as a boy, Mad magazine, had a regular feature comprised of definitions of common terms that were all comically wrong... READ MORE
In response to a request for comments on revisions to the Form 5500 Series, the American Retirement Association has provided suggestions to remedy some concerns expressed by our members.  The Department of Labor (DOL), IRS, and Pension Benefit Guaranty Corporation (PBGC) issued proposed revisions... READ MORE
The recent 2021 ASPPA Annual provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.  Graff Highlights Challenges and Hope in Washington Update  https://www.asppa.org/news/browse-topics/graff-... READ MORE
The retirement industry currently faces challenges—but there is opportunity and good news as well, Brian Graff pointed out in the Oct. 17 Washington Update session at the 2021 ASPPA Annual conference.  Work to Do There is plenty of work to do, Graff suggested. The ASPPA Executive Director/ARA CEO... READ MORE
Three industry professionals were honored with the 2021 Martin Rosenberg Academic Achievement Award at the opening session of the 2021 ASPPA Annual Conference in National Harbor, MD. The 2021 winners are: Roy Dasilva, QKA, Assistant Team Leader at Nova 401(k) Associates Bryan Boeck, QKA,... READ MORE
The American Society of Pension Professionals & Actuaries honored 2002 ASPPA President Craig Hoffman with the prestigious Harry T. Eidson Founders Award during the Oct. 17 opening session of the 2021 ASPPA Annual Conference in National Harbor, MD. Hoffman is an Attorney/Senior Consultant with... READ MORE
The American Society of Pension Professionals & Actuaries welcomed Natalie Wyatt, QPA, QPFC, as the new president of the organization during the Oct. 17 Business Meeting that kicked off the 2021 ASPPA Annual Conference in National Harbor, MD. Wyatt succeeds 2020 ASPPA President Frank Porter,... READ MORE
The newest digital edition of ASPPA’s members-only magazine has just been posted online for you! New laws, new regulations, a pandemic, work-from-home—2020 was a year unlike any other. How did TPAs weather the storm? In our cover story, John Ortman tells the stories of how five TPA business owners... READ MORE
ASPPA Connect will not be published on Labor Day; we will resume publication on Wednesday, Sept. 8. To note the holiday, here are some facts concerning it.  The first Labor Day holiday was celebrated on Tuesday, Sept. 5, 1882, in New York City, in accordance with the plans of the Central Labor... READ MORE
Do you know of an ASPPA member who has made a significant contribution to pension 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 by the ASPPA Retirement Plan Academy Advisory Group for ASPPA’s... READ MORE
The American Retirement Association and ASPPA will hold a joint annual business meeting on Sunday, October 17, 2021, from 4:20 p.m. to 5:00 p.m. Eastern during ASPPA Annual at the Gaylord National in National Harbor, MD. The annual business meeting will include addresses by ARA President, Joe... READ MORE
Brian Graff, CEO of the American Retirement Association, is set to appear next week before Congress to advocate for the retirement policy priorities of the ARA. The hearing, entitled “Building on Bipartisan Retirement Legislation: How Can Congress Help?,” is scheduled for Wednesday, July 28, at 10... READ MORE
We’ve heard concerns from a number of members lately that the IRS is planning to refer more VCP applicants for audit—and we have an update.    More specifically, we’ve heard about situations that suggest that plan sponsors who submit Voluntary Correction Program applications might be referred for... READ MORE
The newest digital edition of ASPPA’s members-only magazine has just been posted online for you! What do the initial months of the Biden administration tell us about its long-term impact on the retirement industry? In our cover story, the ARA’s Ted Godbout recaps the new administration’s first 100... READ MORE
ASPPA Connect will not be appearing on Monday, July 5, as our offices will be closed on that day in observance of Independence Day; however, it will be back to business as usual on Tuesday, July 6.  We all know the momentous thing that was happening in Independence Hall in Philadelphia on July 4,... READ MORE
Each year, the IRS asks for input on the retirement benefits items (and relative priority of such items) to be included on the Priority Guidance Plan. Here’s the American Retirement Association’s response regarding the 2021-2022 Priority Guidance Plan—in priority order. The ARA list of items... READ MORE
We won’t be bringing you an ASPPA Connect newsletter on Monday, May 31 due to the observance of Memorial Day, but we would like to share some little-known facts related to the holiday. Honoring those who have fallen in battle actually is a tradition thousands of years old. The ancient Greeks and... READ MORE

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