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Inside ASPPA
Fall’s coming up fast! And so is the end of early bird rates for ASPPA All Access, a digital experience that brings the content, expertise, CE—and even networking—of ASPPA Annual to you.
We know how important ASPPA Annual is to our members, and to the retirement industry at large. So in response...
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Actually, there may be more than one…
In a year unlike any in recent memory, 2020 has brought with it an extraordinary amount of change and challenges. But there’s an easy way to get a jump on 2021, and close out 2020 on a strong note—but the “window” to do so is closing…
You can get plugged in...
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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. ASPPA Connect will not appear on Labor Day, Monday, Sept. 7; to note the event, here are some facts concerning it. ASPPA Connect will...
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On Women’s Equality Day, the American Retirement Association is proud to announce the creation of a Women in Retirement Council to provide stewardship and support of Women’s Issues within the organization.
Long a proponent of, and advocate for, women’s voices in the retirement plan industry, the...
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We’re gearing up for ASPPA All-Access—and whether you’ve signed up or not, we’d like to know what’s on your mind right now…
We’re all having to do different things in different ways from different places—and some familiar things in different ways as well. We’d barely begun to absorb the...
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The American Retirement Association and ASPPA will hold a joint annual business meeting on Monday, October 26, 2020, from 12:30 p.m. to 1:00 p.m. Eastern during ASPPA2020 – All Access.
The annual business meeting will include addresses by ARA President Kyla Keck, CPC, QPA, QKA, and ASPPA...
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There’s an easy way to get out of that box…
The TPA Growth Summit is a special event, customized for the unique perspectives of TPA business owners and their sales/marketing teams (sometimes the same people!).
You won’t have to travel.
You won’t have to commit a big block of time.
...
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The Labor Department’s new fiduciary proposal gets it right on rollovers, but needs clarity on its application to Pooled Employer Plans (PEPs) and could stand a rethink on at least one of the elements of the five-part test, according to a comment letter filed by the American Retirement Association...
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In a comment letter on the Department of Labor’s (DOL) proposed rule on environmental, social and governance (ESG) factors in selecting plan investments, the American Retirement Association cautions that the proposal “could stifle investment selection, decrease participant savings rates and...
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Nominations are now being accepted for ASPPA’s 2021 Leadership Council.
Elected at-large members of the Leadership Council serve for one term of four calendar years. Nominees must be credentialed ASPPA members nominated by at least two members to be considered.
Submit a nomination today! Click...
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The American Retirement Association is urging the Department of Labor to provide a level playing field, as it considers potential new prohibited transaction exemptions (PTEs) in relation to Pooled Employer Plans (PEPs) under the SECURE Act.
In response to the DOL’s Request for Information (RFI...
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ASPPA’s new Qualified 401(k) Consultant (QKC) joins an impressive lineup of designations widely recognized within the retirement plan industry.
The QKC is a midpoint between the QKA and QPA—ideal for someone with extensive DC (defined contributions) knowledge.
The credential complements...
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On May 21, the Department of Labor (DOL) finalized a new safe harbor for electronic disclosures. A July 9 Plan Sponsor Council of America (PSCA) webcast discussed the new safe harbor, the scope of the rules and what it all means.
Panelists in “The New Electronic Disclosure Rule Is Here!” included...
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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.
Live Webcasts
ASPPA Webcast: Hardship Withdrawal Changes: COVID-19 Impact
Wednesday, August 5, 2020
2:00 - 2:50 p.m ET
Speaker: Michael F. Smith,...
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We’ve just revised our COVID-19 resource page, updating the CARES Act FAQs to reflect recent guidance from the DOL and IRS.
The CARES Act FAQ categories include:
General Questions
COVID-19 Distributions
COVID-19 Loans
RMD Waivers
Safe Harbor & SIMPLE Plans
Government Plans
Defined...
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ASPPA Connect will not be appearing on Friday, July 3, as our offices will be closed on that day in observance of Independence Day; however, it will be back to business as usual on Monday, July 6. Here are some facts related to July 4.
The youngest of the signers of the Declaration of...
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Each year, ASPPA recognizes up to two individuals—one ASPPA member and/or one person outside of ASPPA—by honoring them with its most prestigious awards, the Harry T. Eidson Founders Award. First given to Edward E. Burrows in 1995, the Eidson Award recognizes significant contributions to ASPPA and/...
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If you love ASPPA Annual, you’ll be amazed at what we’ve done for ASPPA Annual 2020!
Until recently, ASPPA was moving ahead with its plans to hold this year’s ASPPA Annual conference in Chicago this fall. However, Illinois is pursuing a state-wide reopening plan that does not allow hotels to...
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This special “SECURE Act Issue” focuses on helping you make sense of how the SECURE Act’s rule changes and new provisions will affect your business, and to formulate a strategy to take advantage of the opportunities for growth and new business they create.
As Pete Swisher notes in his cover story...
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The American Retirement Association (ARA) has provided the Department of Labor with some comments on dealing with potential issues regarding pooled employer plans (PEPs).
The June 9 letter to Jeanne Klinefelter Wilson, Acting Assistant Secretary of Labor the Employee Benefits Employee Benefits...
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