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Inside ASPPA
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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Almost since the passage of the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act, our industry has been torn between gratitude for the help to those who need it, and concerns for the implications on retirement futures. We recently asked ASPPA members what they are seeing in terms of...
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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
The New Electronic Disclosure Rule Is Here!
Tuesday, June 16, 2020
2:00–2:50 p.m. ET
Speaker: Kelsey Mayo, J.D., Poyner Spruill LLP...
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We won’t be bringing you an ASPPA Connect newsletter on Monday, May 25 due to the observance of Memorial Day, but we would like to share some little-known facts related to the holiday.
In 2018, 243,000 American flags were placed at graves in Arlington National Cemetery in observance of...
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The Plan Sponsor Council of America (PSCA), part of the American Retirement Association, has awarded Phyllis Borzi, former Assistant Secretary of the Department of Labor, with its prestigious Lifetime Achievement Award for her career-long commitment to preserving retirement savings.
Borzi was...
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We are not quite 60 days past the signing of the CARES Act, legislation that, depending on plan adoption decisions, significantly expanded participant access to their retirement accounts. Are you seeing an uptick in that activity?
Early information from recordkeepers suggests that withdrawal and...
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The Plan Sponsor Council of America (PSCA), part of the American Retirement Association, announced the winners of its 2020 Signature Awards competition on May 14.
PSCA’s Signature Awards recognize exemplary retirement plan education and communications. While education has long been an essential...
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The American Retirement Association (ARA) in a May 11 letter to Eric Slack, Director of the IRS Office of Employee Plans, has recommended improvements in the interim amendment process for pre-approved plan documents.
In December 2019, the letter notes, during a conference call relating to the...
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ASPPA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, administrators, service providers and participants. This includes how developments resulting from it have affected plans and participants, and how they can be addressed; discussion...
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Law and regulation require that certain information is provided to plan participants. But those requirements have not necessarily kept pace with technological and social advances. The Labor Department is now addressing electronic means of disclosure, and an ASPPA webcast discussed some of the...
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You deserve a break—and we’ve got just the thing: The first ASPPA Virtual Happy Hour—featuring a special (virtual, non-technical) edition of ASPPA Hollywood Squares with the nation’s leading pension trivia geeks!
These are extraordinary times—and we know you’ve been hard at work at crazy hours...
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ASPPA Connect now is running an occasional feature on correcting plan loan failures. The content is taken from “Loans: Correcting Taxation, Qualification and Fiduciary Failures,” an April 15, 2020 ASPPA Webinar presented by Stephen W. Forbes J.D., LL.M. of Forbes Retirement Plan Consulting.
The...
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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!
To...
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In the cover story of our Spring 2020 issue, we take a deep dive into the provisions of the newly minted SECURE Act. In the feature articles, David Witz and Tom Clark describe how a focused fiduciary education solution that mentors plan advisors can be a key differentiator for you, and Amanda...
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Nominations are now being accepted for American Retirement Association’s 2021 Board of Directors.
Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered. Submit a nomination today!
To...
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Last week the question arose as to whether retirement plan contributions for small businesses were covered under the CARES Act’s Paycheck Protection Program—now we have a definitive answer.
As was noted last week, Section 1102 of the Coronavirus Aid, Relief, and Economic Security (CARES) Act of...
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Questions regarding the administration of the CARES Act have been pouring in—and we’ve got answers!
As part of a series of recent webcasts, we have received a large number of questions from our members regarding key operational and administrative aspects of the Coronavirus Aid, Relief and Economic...
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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: The Fiduciary Rule, Again?
Wednesday, April 8, 2020
2:00 - 3:40 p.m. ET
Speaker: Kevin Walsh, Principal, Groom Law Group...
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A March 25 ASPPA webcast took a close look at the mechanics of IRS and Pension Benefit Guaranty Corporation (PBGC) audits of pension plans, and how to prepare for them.
Clint Blankenship, President of McCloud & Associates, Inc. and Meredith Sesser of Sesser Law offered their insights on IRS...
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On March 31, the American Retirement Association (ARA) provided an expert discussion of the key elements in the Coronavirus Aid, Relief and Economic Security (CARES) Act in a special webcast.
The ARA’s Retirement Education Counsel Robert Richter, Director of Technical Education Bob Kaplan and...
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