From client outreach, to awards information and more, this station covers events and issues important to the operation of an advisor's business.
Today, third-party administrators are partnering with plan advisors like never before, providing more robust packages to clients than either could support by themselves. But just like any other team, the partnership can easily fall apart if everyone isn’t working together. READ MORE
In honor of Ed Burrows’ contribution to the advancement of the general understanding of pension knowledge, an annual honorary payment of $2,000 is awarded for the best paper submitted on a topic selected by the Ed Burrows Award Committee. The winning submission will be the paper that in the committee’s judgment both adheres to that year’s topic, and best advances the understanding of the national retirement system. READ MORE
The ASPPA Board of Directors has decided that the best way to serve the society’s traditional members going forward is to create a new sister organization focused solely on their unique needs and concerns. The Board has recommended keeping the ASPPA name for the new sister, given its almost 50-year brand identity among retirement plan professionals. The “new ASPPA” would join ACOPA, NTSA and NAPA as part of a new “hub” organization to be named the American Retirement Council. READ MORE
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