Education and Career Development

Education and Career Development

Education and Career Development

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

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 Iekel10/18/2015 • 0 Comments

Robert M. Kaplan, Vice President, National Training Consultant at Voya Financial, offered insights and pointers on hardship distributions at an Oct. 18 workshop at the 2015 ASPPA Annual Conference held in National Harbor, Md. just outside our Nation’s Capital.   READ MORE

By ASPPA Net Staff10/13/2015 • 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 Peter Preovolos9/18/2015 • 0 Comments

In the second of a three-part series on being a 3(16) plan administrator, Peter Preovolos examines whether becoming one is worth it. READ MORE

By ASPPA Net Staff9/11/2015 • 0 Comments

In the Sept. 16 webcast “The Revolving Door: Rehired Employees,” Robert Richter, Vice President of SunGard Relius, discusses what an employer can do about enrolling a rehired employee in its retirement plan. READ MORE

By ASPPA Net Staff9/8/2015 • 0 Comments

ASPPA and PenChecks are partnering to offer four scholarships to individuals interested in pursuing ASPPA’s Qualified 401(k) Administrator (QKA) credential, and the Sept. 15 deadline fast approaches. READ MORE

By Nevin Adams8/27/2015 • 0 Comments

ASPPA’s Retirement Plan Academy is working on an update of the Retirement Plan Fundamentals (RFP) certificate, and would like to enlist YOUR help in identifying the biggest pitfalls or complicating factors in a conversion. READ MORE

By ASPPA Net Staff7/10/2015 • 0 Comments

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

By ASPPA Net Staff6/15/2015 • 0 Comments

Nominations are now being accepted by the ASPPA Retirement Plan Academy Advisory Group for ASPPA’s Educator’s Award, but you need to act soon — the nomination window closes June 30. READ MORE

By ASPPA Net Staff6/3/2015 • 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 Staff5/21/2015 • 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 Staff3/18/2015 • 0 Comments

ASPPA is always providing information and insights valuable to its members; following is a summary of upcoming webcasts and events for ASPPA members.

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By ASPPA Net Staff1/12/2015 • 0 Comments

The deadline for earning and reporting your 2013-2014 Continuing Education (CE) credits has been extended to Feb. 28, 2015.

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By ASPPA Net Staff12/11/2014 • 0 Comments

Saving for retirement in a workplace savings plan or IRA is the top long-term financial goal, according to a new survey. But the survey also contains the sobering finding that financial resolutions for the new year are on the decline as 2015 approaches. READ MORE

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