The newest digital edition of ASPPA’s members-only magazine has been posted online!
How do you communicate with clients about complex administrative topics? In our Fall cover story, Shannon Edwards and Justin Bonestroo offer some valuable tips in four key areas. In this issue’s feature articles, Gary Blachman examines whether we may be witnessing the first signs of a major thaw in the ‘crypto winter,’ and Suzanne E. Miscik and Lisa Showalter look at what we have we learned about the PEP marketplace so far.
The Fall issue also features insight from these industry thought leaders:
ASPPA President Natalie Wyatt with a preview of the 2022 ASPPA Annual Conference
- Miriam “Missy” Matrangola and Michelle G. Murphy with tips on choosing the right external partner
- Scott Parry with an update on state retirement programs’ impact on qualified plan adoption
- John Iekel with an update on the IRS’ EPCRS program
- Connie Woodmansee on handling ESOPs in daily administration
- Kevin Strauch on DB plan terminations
- Mike McWherter on state taxation of retirement distributions
- Theresa Conti offers tips on keeping the cyber wolves away
- Petros Koumantaros on building a tech ecosystem at your firm
- Michael P. Barry on the spate of lawsuits involving the LifePath TDF series
- Deirdre Van Nest explains how to tell your ‘WHY’ story
- Jill Dennis with tips on forging partnerships with four key industry players
- Barbara Giesing, Rian Steinbiss and Kelly Hummel explain the genesis of WiRC’s Third Thursday program
You’ll also find commentary from our regular columnists Brian Graff, ARA Government Affairs Officer Will Hansen and ethicist Lauren Bloom.
To view the digital edition of our Fall issue, click here. Remember that access to Plan Consultant is restricted to ASPPA members, so you’ll need to be logged in
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