Business Owners

This station houses posts designed for members of ASPPA’s Business Managers & Owners Council (BMOC). For more information about the BMOC, click here




Business Owners

Business Owners

By ASPPA Net Staff12/8/2016 • 0 Comments

Are workers who have a financial plan more likely to save, or are workers who save more likely to have a financial plan? READ MORE

By Nevin Adams 11/4/2016 • 0 Comments

“You can lead a horse to water, but you can’t make him drink” is the lament of many a retirement plan professional who has tried unsuccessfully to persuade an employer to offer a workplace retirement savings plan. READ MORE

By Amanda Iverson4/14/2016 • 0 Comments

At the Women Business Leader’s Forum (WBLF) to be held June 6-June 9 in New Orleans, speaker and author Shari Harley, MA and Certified Speaking Professional (CSP), will present an interactive session on creating a candid culture. READ MORE

By ASPPA Net Staff4/5/2016 • 0 Comments

Leading benefits outsourcing provider CBIZ announced April 1 that it has acquired Philadelphia-based The Savitz Organization. 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 Staff3/11/2016 • 0 Comments

A new report asserts that today’s consumers do not want “communication,” they want personal guidance. READ MORE

By ASPPA Net Staff2/10/2016 • 0 Comments

Recently released research includes data on what student debt can portend for Americans’ retirement readiness of U.S. employees. READ MORE

By ASPPA Net Staff1/19/2016 • 0 Comments

Boeing, a major U.S. employer with more than 160,000 employees, has reached a tentative, six-year agreement with the Society of Professional Engineering Employees in Aerospace that would freeze defined benefit plan accruals for its employees who belong to that union. READ MORE

By Jim Nolan1/11/2016 • 0 Comments

The second annual ASPPA Business Managers and Owners Council (BMOC) Conference, an event tailored to the needs of senior managers and owners of pension administration businesses, will be held March 20-22 at the Hilton Rosemont Hotel in Rosemont, Ill. — close to Chicago O’Hare airport and downtown Chicago. READ MORE

By Nevin Adams1/5/2016 • 0 Comments

It is something of a tradition this time of year to look back, to reminiscence about past events and lessons learned, and sometimes to look ahead. Here are some insights that should help lay the groundwork for a productive and prosperous 2016. READ MORE

By ASPPA Net Staff12/18/2015 • 0 Comments

With potential clients one has a brief chance to make a pitch, capture attention and attract a client’s loyalty — and then one has to retain it. “Elevator Pitches — and Retaining a Client’s Loyalty,” an article that appeared in the Fall 2015 edition of Plan Consultant, discusses how this can make a real difference for a practice. READ MORE

By ASPPA Net Staff11/25/2015 • 0 Comments

In “Ethics 2015: Circular 230, Professionalism and Case Studies,” William C. Grossman will provide an overview of Circular 230, as well as a discussion of professionalism in the electronic workplace of 2015. READ MORE

By ASPPA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

By ASPPA Net Staff11/20/2015 • 0 Comments

A new study finds that most workers strongly disagree with the statement, “My employer is responsible for providing for my retirement.” READ MORE

By Nevin Adams 11/9/2015 • 0 Comments

People who don’t have access to a plan at work don’t save for retirement; here’s why small business owners should care. READ MORE

By John Iekel10/22/2015 • 0 Comments

t’s all about service. That was the core message of an Oct. 20 session at the 2015 ASPPA Annual Conference in which Norman Levinrad, President and Chief Actuary of Summit Benefit and Actuarial Services, offered practical tips and insights for managing client relationships and expectations. READ MORE

By ASPPA Net Staff8/17/2015 • 0 Comments

Fidelity National Information Services has agreed to buy financial software maker SunGard for $9.1 billion in stock and cash. READ MORE

By Craig Hoffman8/5/2015 • 0 Comments

Looking to gain insights, tips and tricks on issues commonly faced by the owners and senior managers of pension administration and actuarial services firms? Well look no further. READ MORE

By Richard Carpenter7/22/2015 • 0 Comments

There is one IT risk that is often overlooked but easily solved: physically securing your hardware. READ MORE

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