John  Ortman

John Ortman

John Ortman

By John Ortman3/2/2016 • 0 Comments

A new website dedicated to ASPPA’s rich history at the forefront of the retirement industry is now online! READ MORE

By John Ortman10/8/2015 • 0 Comments

Economist Robert Litan has responded on Forbes.com to accusations of conflicts of interest leveled the last week of September by Sen. Elizabeth Warren (D-Mass.) that cost him his position at the Brookings Institution. READ MORE

By John Ortman6/29/2015 • 0 Comments

Ever leafed through an issue of ASPPA’s Plan Consultant magazine and were disappointed because the articles didn’t really address the things you want to read about? READ MORE

By John Ortman1/7/2015 • 0 Comments

The House of Representatives adopted a rule change Jan. 6 that directs Congress’ legislative analysts — the Joint Committee on Taxation and the Congressional Budget Office — to incorporate the economic effects of major legislation into their official cost estimates of proposed legislation. READ MORE

By John Ortman11/3/2014 • 0 Comments

Why does a TPA need a service agreement, anyway? Shouldn’t a handshake be good enough? Of course it’s not, as all TPAs know — that’s what service agreements are for. “We need service agreements to meet our legal responsibilities for fee disclosure. We need them so that we don’t get sued, ‘or sc.rewed’ on fees, and to protect ourselves if either happens,” says Summit Benefits’ Norman Levinrad. READ MORE

By John Ortman10/28/2014 • 0 Comments

Advisors seeking to capture IRA rollovers face a "four-part harmonization" of regulatory and other government entities -- that is, SEC, DOL, FINRA and GAO -- in the words of ERISA attorney Fred Reish. Speaking at a workshop session at the 2014 ASPPA Annual Conference Oct. 28, the Drinker Biddle attorney was joined by fellow panelists Pete Swisher of Pentegra and Yannis Koumantaros of GROUPIRA. READ MORE

By John Ortman10/27/2014 • 0 Comments

Despite lacking any regulatory authority to do so, the Department of Labor has made an issue of fiduciary training over the last few years. The reason, according to Bryan Cave's Sheldon H. Smith: The DOL views fiduciary training as a critical element of good governance, and looks for evidence of a fiduciary training program upon audit.
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By John Ortman10/26/2014 • 0 Comments

The American Society of Pension Professionals & Actuaries inaugurated Kyla Keck, CPC, QPA, QKA, ERPA, as the new President of the organization during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, MD. READ MORE

By John Ortman10/26/2014 • 0 Comments

The American Society of Pension Professionals & Actuaries announced three annual industry awards during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, Md. READ MORE

By John Ortman8/4/2014 • 0 Comments

So this year’s estimate of when the Old Age, Survivors and Disability Insurance (OASDI) trust fund will run out of money is 2033, the Social Security trustees reported July 28 — roughly the same as last year’s estimate. There’s just one problem: There is no such thing as an OASDI trust fund.
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By John Ortman7/23/2014 • 0 Comments

Retirement-sector veteran Nevin Adams will join ASPPA next month to head its rapidly expanding media and marketing businesses.  READ MORE

By John Ortman7/15/2014 • 0 Comments

The three-week voting period by credentialed members on the ASPPA Board of Directors’ restructuring proposal is now about halfway through. Have you cast your vote yet? READ MORE

By John Ortman7/11/2014 • 0 Comments

The conference brochure for the 2014 ASPPA Annual Conference is now available on the Annual Conference website. Just click on the “Raising the Bar” artwork in the right margin to download the 30-page pdf. 
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By John Ortman7/9/2014 • 0 Comments

Voting by credentialed members on the ASPPA Board of Directors’ proposal to restructure the organization is now open. Have you cast your vote yet? READ MORE

By John Ortman5/12/2014 • 0 Comments

Maryland Gov. Martin O’Malley (D) has created a task force to explore how his state can improve retirement security for private sector employees, with an eye toward recommending further action. READ MORE