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 important information on where we’ve been, what ASPPA is doing and how industry professionals of all stripes are addressing a wide range of challenges.
The issue’s feature stories explore the impact of the new plan loan rules under the CARES Act, profile the ARA’s new Women in Retirement Council, and offer important guidance for retirement plan vendors thinking of running a pooled employer plan.
The issue also features insight from industry thought leaders:
- 2021 ASPPA President Frank Porter on how ASPPA members can help strengthen the fabric of society in these difficult times
- PenCheck’s Mike McWherter on COVID-19 and 1099-R issues
- Attorney Robert D’Annibale on five lessons learned from 412(i) litigation
- Pentegra’s Rich Rausser on how the DOL’s new lifetime income illustration works
- John Markley on why demand for cash balance plans has been high during the pandemic
- Nevin Adams on the implications for recordkeepers in the Abbott Labs court decision
- Pinnacle’s Robbie Petrillo on the extended post-2020 sales window created by the SECURE Act
- Linda Chadbourne on the annual retirement plan census
- BPP’s Jason Brown and Ascensus’ Jim Racine on adapting client meetings and marketing to the new virtual world
- Senior Editor John Iekel on how 403(b) advisors coped with the pandemic
- Senior Editor Ted Godbout on the DOL’s final registration requirements for PPPs and the prospects for a “SECURE Act 2.0”
You’ll also find commentary from our regular columnists Brian Graff and ethics guru Lauren Bloom.
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.
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