We’ve just posted the latest issue of Plan Consultant magazine on ASPPA Net. The Summer issue features a cover story on the rise of robo record keeping and addresses whether today’s tech-based start-ups constitute an opportunity or a threat to traditional players.
In addition, an excerpt from Leading the Evolution, the ASPPA history book coming on October, tells the story of the IRS small-plan audit program in the late ‘80s and early ‘90s. Other feature articles:
The Summer issue also includes articles by Nevin Adams, Allison Grimm, Melissa Weaver, Nicholas Osten, Raymond Berry, Thomas Clark, Lenora Kemp, Brian Kallback, Monique Elliott, Noah Buck, David Witz, and John Webb — as well as regular columnists Brian Graff, Joe Nichols, Craig Hoffman and Lauren Bloom.
To download a pdf of the entire 70-page Summer issue, click here.
In addition, an excerpt from Leading the Evolution, the ASPPA history book coming on October, tells the story of the IRS small-plan audit program in the late ‘80s and early ‘90s. Other feature articles:
- explore what’s next for the Enrolled Retirement Plan Agent (ERPA) program; and
- provide a refresher on ESOPs in this, their 60th year of existence.
The Summer issue also includes articles by Nevin Adams, Allison Grimm, Melissa Weaver, Nicholas Osten, Raymond Berry, Thomas Clark, Lenora Kemp, Brian Kallback, Monique Elliott, Noah Buck, David Witz, and John Webb — as well as regular columnists Brian Graff, Joe Nichols, Craig Hoffman and Lauren Bloom.
To download a pdf of the entire 70-page Summer issue, click here.
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