Advertisement
Inside ASPPA
The digital version of the latest issue of Plan Consultant is now available online.
The cover story is a recap of the 2020 ASPPA All Access virtual conference, delivered online over the course of three weeks in October and November.
The event captured the tenor of our time, presenting...
READ MORE
ASPPA Connect will not be appearing on Monday, Jan. 18 as ASPPA’s offices will be closed in observance of Martin Luther King, Jr. Day. Our next edition will next appear on Jan. 20.
To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here.
READ MORE
As the calendar turned and Jan. 1 marked the start of the new year, the American Retirement Association welcomed incoming President Joseph A. Nichols, MSPA and a new slate of Officers on its Board of Directors.
Nichols served as president of the American Society of Pension Professionals &...
READ MORE
In a year in which uncertainty and confusion reigned supreme, almost overnight our industry packed up and went home one night and opened up for business the next day from… what seemed a zillion different locations.
Most doubtless did so anticipating a short disruption—a couple of weeks, a month...
READ MORE
The American Retirement Association today announces some key reassignments among its senior management team.
Allison Wielobob, General Counsel of the American Retirement Association, will take on the additional role of Executive Director of the American Society of Enrolled Actuaries (ASEA),...
READ MORE
Yes, 2020 is in the books—but we’ve extended the reporting deadline—and there’s no time like the present to make sure you’ve gotten all the CE you need for your hard-earned credential and membership in ASPPA.
You can check it out using our online tracking tool—and you can even self-report...
READ MORE
ASPPA Connect will not appear on Friday, Jan. 1, as the ASPPA office will be closed that day. We’ll be back on Monday, Jan. 4. We wish you happy new year, and offer some little-known facts concerning New Year’s Day.
The Babylonians were the first to celebrate the start of the new year, doing so 4,...
READ MORE
ASPPA Connect will not appear on Friday, Dec. 25, as the ASPPA office will be closed. We’ll be back on Monday, Dec. 28. We wish you happy holidays—and here are a few holiday-related place names:
Angeltown, TN
Bethlehem, MD
Christmas City, UT
Christmas Cove, ME
Christmas Valley, OR...
READ MORE
ASPPA Connect wishes its readers a happy Thanksgiving. Thank you for your support! ASPPA Connect will not be appearing on Friday, Nov. 27; however, it will be back to business as usual on Monday, Nov. 30.
In keeping with the season, here are a few unusual facts about Thanksgiving.
The turkey...
READ MORE
In a Nov. 17 comment letter on the Department of Labor’s (DOL) interim final rule on lifetime income illustrations (LIIs), the American Retirement Association offers support for the rule, but recommends changes in certain key areas.
“The ARA believes that the IFR strikes the right balance with...
READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.
Live Webcasts
ASPPA Webcast: Ethics—it’s Never the Wrong Time to Do the Right Thing
Wednesday, Dec. 2, 2020
2:00 – 2:50 p.m. ET
Speaker: Bob Kaplan, CFP, CPC,...
READ MORE
In what has, by any measure, been an extraordinary year for ASPPA members, it’s time to make sure your membership is current.
Your membership expires Dec. 31, 2020. Renew now so that we can continue to provide the resources you need to support your professional development, your practice, and...
READ MORE
The American Retirement Association (ARA) has submitted a comment letter to the IRS about long-term, part-time (LTPT) employees.
The Nov. 2 letter was in response to the IRS invitation in Notice 2020-68 regarding how to reduce potential administrative burdens related to counting years of service...
READ MORE
Citing the “absence of any evidence indicating actual confusion in the marketplace,” a federal judge has decided in favor of the American Retirement Association (parent organization of NAPA) in litigation brought by the CFA Institute regarding use of the NAPA CPFA credential.
On Nov. 5, the U.S....
READ MORE
The American Society of Pension Professionals & Actuaries honored Sarah Simoneaux with the prestigious Harry T. Eidson Founders Award during the Oct. 26 opening session of the 2020 ASPPA Annual Conference.
Simoneaux is a founding partner of Simoneaux & Stroud Consulting Services. She...
READ MORE
Three industry professionals were honored Oct. 26 with the 2020 Martin Rosenberg Academic Achievement Award at the 2020 ASPPA All Access virtual conference.
The 2020 winners are:
Jennifer Forgey, a Supervising Senior Associate with MHM Retirement Plan Solutions, for her outstanding performance...
READ MORE
The digital version of the Fall 2020 issue of Plan Consultant has just been posted online.
The Fall issue’s cover story tells the stories of eight industry business owners and executives from the major sectors of the industry concerning how retirement industry players are surviving—even thriving—...
READ MORE
In an Oct. 1 comment letter filed with the Department of Labor, the American Retirement Association raised several concerns with the proposed Pooled Plan Provider registration requirements under the SECURE Act.
The DOL on Sept. 1 published the proposed rule in the Federal Register to establish...
READ MORE
The American Retirement Association (ARA) submitted a statement to the Senate Special Committee on Aging in connection with its Sept. 24 hearing, “Women and Retirement: Unique Challenges and Opportunities to Pave a Brighter Future.”
“Women face a series of interconnected issues that make them...
READ MORE
PenChecks Trust Company of America (PenChecks Trust) and the American Society of Pension Professionals & Actuaries (ASPPA) have announced the opening of applications for the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.
Launched in 2014, the...
READ MORE