Education and Career Development

Education and Career Development

Education and Career Development

By ASPPA Net Staff7/26/2016 • 0 Comments

Workers who listed their employers as their first or second source of retirement education have more money saved for retirement than those who listed parents or family members as their top source, according to a new survey by Ramsey Solutions. READ MORE

By ASPPA Net Staff7/6/2016 • 0 Comments

PenChecks Trust Company of America (PenChecks Trust®) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the third annual QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.

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By ASPPA Net Staff6/1/2016 • 0 Comments

The American Retirement Association is looking for a Director of Technical Education and Content to join our Retirement Plan Academy team, and we are reaching out to our great member community to help us find the right person! READ MORE

By ASPPA Net Staff5/11/2016 • 0 Comments

If you need to register for a spring proctored exam in order to earn an ASPPA credential, the registration deadline for the spring series of proctored exams ends May 13. READ MORE

By ASPPA Net Staff4/12/2016 • 0 Comments

In an industry in which many have taken a “sink or swim” approach to employee training, a key ASPPA business partner has taken a different approach. READ MORE

By Shannon Edwards3/28/2016 • 0 Comments

The ASPPA Women Business Leadership Forum (WBLF), which will be held in New Orleans June 6 through June 9, will bring together some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry. READ MORE

By ASPPA Net Staff3/18/2016 • 0 Comments

Retirement providers spend approximately one-third of their total costs on participant communication-related activities — and in recent months, a third of a shrinking budget due to significant fee compression across the industry, according to a new report. READ MORE

By ASPPA Net Staff3/18/2016 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff1/21/2016 • 0 Comments

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events. READ MORE

By ASPPA Net Staff1/5/2016 • 0 Comments

The L.A. Advanced Pension Conference is the West Coast’s premiere conference for actuaries and TPAs — and there are only 10 days left to register. READ MORE

By ASPPA Net Staff12/14/2015 • 0 Comments

In a bit of a different take on the time-honored tradition of end-of-the-year lists, Chris Carosa in Fiduciary News offers some ideas regarding ways to educate employees and encourage them to do something about their financial readiness for retirement.
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By ASPPA Net Staff12/14/2015 • 0 Comments

To reach students, prepare materials that will encourage them to choose to want to learn; in “Focus on Teaching First, Then Finance,” an article in the Fall 2015 edition of Plan Consultant, Brian Kallback outlines how one can do that. READ MORE

By ASPPA Net Staff10/30/2015 • 0 Comments

Christopher Carosa provides a look at what a panel of four retirees told attendees at a recent TD Ameritrade Advocacy Summit about what they wish they had known about being ready for retirement when they were as old as the Millennials are now. READ MORE

By John Iekel10/20/2015 • 0 Comments

The Department of Labor is seeking to make it easier for states to fit within the framework of ERISA in their efforts to establish state-run retirement plans, says Phyllis C. Borzi, head of the Employee Benefits Security Administration. READ MORE

By John Iekel10/20/2015 • 0 Comments

The IRS will not backtrack on its recent decision to stop answering questions by email and no longer forward questions sent to IRS Customer Account Services, Commissioner of the IRS Tax Exempt and Government Entities Division Sunita Lough said at an Oct. 20 update on federal agency activity at the 2015 ASPPA Annual Conference. 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 Nevin Adams10/20/2015 • 0 Comments

Choice architecture – a behavioral science application that includes things like automatic enrollment – works, but it is not the entire solution to worker savings behavior. READ MORE

By John Iekel10/19/2015 • 0 Comments

Current regulatory issues facing the retirement industry, its professionals and participants were highlighted in a lively Oct. 19 general session at the 2015 ASPPA Annual Conference. 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 Iekel10/19/2015 • 0 Comments

“Ethics is in our daily life,” says Michael P. Coyne, President of Waldheger Coyne, at “Professionalism and Ethics Case Studies: Going Beyond Circular 230,” a workshop session he presented at the 2015 ASPPA Annual Conference Oct. 19. READ MORE

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