The Winter Issue of PC Magazine Is Now Online!

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

You have a license to thrill—about the 2023 ASPPA Annual and the TPA Growth Summit! In this issue’s cover story, Genelle Brakefield and Melissa Terito discuss the highs and spies of those events. In our feature articles, Shannon Edwards, Megan Crawford, and Nevin Adams write that TPAs often have a love-hate relationship with automatic enrollment, and that while it expands participation, its adoption is not always seamless; and Theresa Conti and Shannon Edwards offer tips for boosting the bottom line. 

The Winter issue also features insights from industry thought leaders:

• A discussion of the pitfalls of the QACA safe harbor by Shannon Edwards
• Michael Kreps’ discussion about the revamped fiduciary rule the Department of Labor has proposed 
• A discussion by John Iekel of drawing on health savings accounts (HSAs) to cover health care expenses that arise during retirement
• An update on Blackrock TDF lawsuits by Nevin Adams and Andrew Remo 
• A discussion by Karyn Dzurisin and Heather Windjue about how two recordkeepers have been handling the provisions of SECURE 2.0    
• Jon Murello’s treatment of confusion that can arise in calculating liabilities
• A discussion by Gwen Mazzola of the complexities that filing the Form 5500 can entail
• An exhortation from Emily Halbach to keep the SECURE and SECURE 2.0 2024 implementation dates in mind
• A discussion by Katie Boyer-Maloy about the importance of the relationship between TPAs and advisors
• Theresa Conti’s discussion of retirement plan committees and what plan sponsors want to talk about in their meetings
• A reminder by Tim McCutcheon that the 2023 version of the Form 5500 EFAST system will contain several new IRS compliance questions
• Chris Degrassi’s discussion of how the ASPPA Qualified 401(k) Specialist credential can be a big assist in meeting goals 
• A discussion by Emily Halbach of whether state-mandated plans are friend or foe

Don’t miss American Retirement Association CEO Brian Graff explaining the American Retirement Association’s support of the DOL’s proposal to modernize the regulatory definition of “investment advice,” a discussion by ASPPA President Amanda Iverson of a year of transformative leadership, and a government affairs update by James Locke.

And don’t miss our enumeration of newly credentialed members! 

To view the digital edition of our Winter issue, click here: https://www.asppa.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.