John Ortman

John Ortman

By John Ortman 10/20/2017 • 0 Comments

The American Society of Pension Professionals & Actuaries welcomed Adam C. Pozek, ERPA, QPA, QKA, as the 2018 President of the organization during the Oct. 22 Business Meeting that kicked off the 2017 ASPPA Annual Conference in National Harbor, MD. READ MORE

By John Ortman 10/20/2017 • 0 Comments

The American Society of Pension Professionals & Actuaries honored Joan A. Gucciardi, MSPA with the prestigious Harry T. Eidson Founders Award during the Oct. 22 opening session of the 2017 ASPPA Annual Conference in National Harbor, MD. READ MORE

By John Ortman 12/21/2016 • 0 Comments

What a year this has been. As 2016 recedes in the rearview mirror, let’s take a quick look back at what turned out to be a remarkable year for the world, the nation and ASPPA. READ MORE

By John Ortman 10/27/2016 • 0 Comments

“If you can remember the Sixties, you probably weren’t there.” That quote, variously attributed to a range of people from comedian Robin Williams to Jefferson Airplane guitarist Paul Kantner, might apply to someone you know. READ MORE

By John Ortman 10/25/2016 • 0 Comments

How many of your plan sponsor clients make zero mistakes? READ MORE

By John Ortman 10/24/2016 • 0 Comments

Attendees at an Oct. 24 workshop session got an update on IRS and PBGC regulatory initiatives in the defined benefit world from two highly regarded experts. READ MORE

By John Ortman 10/24/2016 • 0 Comments

The retirement industry is changing rapidly and profoundly. How can TPAs and record keepers adapt and remain relevant? An interactive workshop session at the 2016 ASPPA Annual Conference Oct. 24 explored emerging opportunities for business development and expansion. READ MORE

By John Ortman 10/23/2016 • 0 Comments

At an Oct. 23 workshop session at the 2016 ASPPA Annual Conference, ERISA attorney Nicholas J. White provided a look at current enforcement activities at the DOL’s Employee Benefits Security Administration. READ MORE

By John Ortman 10/20/2016 • 0 Comments

New videos just added to the the ASPPA history website feature two giants among ASPPA’s past leadership: Carl Duncan, the sole surviving founder of ASPA, and James “Kirk” Kirkpatrick, who launched ASPA’s Education and Examinations (E&E) program in the 1960s and designed ASPA’s first exams. READ MORE

By John Ortman 10/20/2016 • 0 Comments

The ASPPA history book — the product of an effort stretching back to 2010 — will be unveiled next week at the 2016 ASPPA Annual Conference. Complimentary copies of the book will be shipped to members who are not attending this year’s conference. READ MORE

By John Ortman 4/21/2016 • 0 Comments

There's just a week left for you to tell that great client story of yours — that one you like to tell your peers and colleagues — and see how it stacks up against your fellow ASPPA members' stories.

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By John Ortman 4/4/2016 • 0 Comments

You know that great client story — the one you like to tell peers and colleagues? Here’s your chance to see how it stacks up against client stories from your fellow ASPPA members. READ MORE

By John Ortman 10/20/2015 • 0 Comments

The biggest impact of the DOL's proposed fiduciary rule, a.k.a. the "conflict of interest rule," isn't on plans or plan advisors, it's on the IRA market, ERISA attorney Fred Reish told a workshop session at the ASPPA Annual Conference Oct. 20. Reish was joined by co-presenter Marcy Supovitz, incoming president of the American Retirement Association for 2016. READ MORE

By John Ortman 10/19/2015 • 0 Comments

For a TPA, the real red flag issues in a DC plan takeover aren't characteristics of the client, says Ilene H. Ferenczy -- they're things the TPA itself does during the takeover process and afterwards. READ MORE

By John Ortman 10/18/2015 • 0 Comments

Impending DOL regulations intended to pave the way for state-run retirement programs for private sector workers may create an unfair playing field and widespread confusion over ERISA preemption, as well other potentially damaging changes, says ASPPA Executive Director Brian Graff. READ MORE

By John Ortman 9/15/2015 • 0 Comments

ASPPA’s Plan Consultant magazine has a new online home on ASPPA Net: PC Online, which provides selected articles from PC magazine dating back to 2012. READ MORE

By John Ortman 8/1/2015 • 0 Comments

Last month we asked ASPPA members to weigh in on what topics they would most like to see covered in Plan Consultant magazine, using a unique voting tool. It's time to reveal the results. READ MORE