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Winter Issue of PC Magazine Is Now Online!

Inside ASPPA

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

Several long-term trends are making the need for retirement planning more acute and the involvement of retirement professionals much more important. In this issue’s cover story, John Iekel takes a closer look. In our feature articles, Justin Bonestroo has the latest from the joint ASPPA/NAPA ‘Bridge Builders’ group’s efforts, and Lee Bachu and Jake Linney examine the sales vs. consulting dilemma facing TPAs. 

The Winter issue also features insight from these industry thought leaders:

  • Justin Bonestroo’s inaugural ASPPA President’s message
  • A look inside the ARA’s DE&I resources by Erika Goodwin
  • More late plan adoption lessons from Theresa Conti and Shannon Edwards
  • Jeff Atwell on assisting plan advisors with rollover opportunities
  • David Kupstas on disposing of surplus assets upon DB plan termination
  • The team at 401KInABox with a refresher on the differences between Solo K and regular 401(k) plans
  • Advice on partnering with a 3(16) fiduciary vendor from Dick Billings
  • Keynoter Ryan Avery asks: Are Americans better public speakers?
  • Kevin T. Rusch explains ESOP repurchasing strategies
  • Lauren Bloom on complying with multiple codes of conduct 
  • Jeff Kayajanian explains the next generation of payroll integration

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 Winter issue, click here. https://www.asppa-net.org/industry-intel/plan-consultant-magazine  Remember that access to Plan Consultant is restricted to ASPPA members, so you’ll need to be logged in.