Winter Issue of Plan Consultant is Now Online!

The newest digital edition of ASPPA’s members-only magazine has just been posted online for you!

MEP, PEP or single-employer plan? In our cover story, Theresa Conti, Jim Racine and David Witz explain why, with the introduction of several new retirement plan arrangements by the SECURE Act, knowledgeable TPAs and recordkeepers that can evaluate and recommend the best approach will be in high demand. 

The issue also features insight from these industry thought leaders:

• Gary D. Blachman, Sakshi Jain & Austin Anderson on the current state of the ever-changing definition of an independent contractor and its impact on retirement plans.
• John Iekel and John Ortman on the highlights of the 2021 ASPPA Annual Conference.
• Natalie Wyatt offers her initial message to members as ASPPA President.
• Brian Graff on the legislative outlook for 2022.
• Shannon Edwards and Nicole Corning provide a look at the ARA’s involvement in the EngageWomen.org initiative.
• Will Hansen on what we can expect in 2022 on the government affairs front.
• Theresa Conti and Shannon Edwards on lessons learned from the new late adoption rules.
• John Iekel provides an update on state auto-IRA programs.
• Brian Price on the death of the limited scope audit.
• Kelsey Mayo explains the ARA’s comments on the proposed Form 5500 revisions.
• Charity Westphal on the timing of benefit formula amendments.
• Jason Brown on qualified plan consulting with high-net-worth clients.
• Theresa Conti on the warning signs of a problematic client.
• R.L. “Dick” Billings on helping clients make the PEP choice.
• Rebecca Hourihan on using the Cycle 3 Amendments as a sales tool.
• Lauren Bloom on ethical client communication.
• Kizzy Gaul on how communication is a key to compliance.
• Matt Rosenthal on cybersecurity best practices for TPAs.

To view the digital edition of our Winter issue, start here. Remember that access to Plan Consultant is restricted to ASPPA members, so you’ll need to be logged in.