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Nevin Adams

Are you in need of Continuing Education Credits before the 2018 reporting year ends? ASPPA’s Cincinnati Regional Conference on Nov. 12-13 offers up to 17 ASPPA, JBEA and ERPA CE Credits. Here are several hot topics that will be covered at the conference, just to name a few: Living Through IRS... READ MORE
Whenever I read another article about how hard it is to measure the return on investment (ROI) of financial wellness programs, I think back to my days as a psychology grad student. A large part of psychology and its history is focused on figuring out how to measure the intangible. The field of... READ MORE
In Part 1 of this three-part series, I reviewed a recent Wall Street Journal (WSJ) article that suggested today’s retirees are less prepared than prior generations as well as other articles that suggested tens of millions of older Americans will soon live in poverty. The 401k was named as a culprit... READ MORE
Are you tired of the everyday grind? Looking for an opportunity to take a step back and re-energize yourself? Earn those final CE credits needed by attending the last of the only two live regional conferences offered during the 2018 continuing education reporting cycle. The ASPPA Cincinnati... READ MORE
A recent Wall Street Journal article raises the spectre of a retirement “crisis” in America. The WSJ article specifically claims Baby Boomers are less prepared for retirement than prior generations. In fact, society in general is much better off today than in the past. The article misrepresents the... READ MORE
The ACOPA Chicago Symposium is coming up!It is an honor to serve on the symposium conference committee with such dedicated volunteers, who want to bring the best educational experience to all who attend the symposium. If comments from attendees at prior conferences are any guide, the reasons one... READ MORE
If you’re “on the fence” about whether to commit your time, don’t hesitate to register for ASPPA’s Eastern Regional Conference.The topics and expert speakers’ explanations will give you information you can use right away. Beyond points that always matter in your work with retirement plans, some... READ MORE
Sign up now for the 2018 ASPPA Eastern Regional Conference to take advantage of the extended Early Bird registration rate, which is now available until April 3.The 2018 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, April 26 and Friday,... READ MORE
Wyoming Gov. Matthew H. Mead (R) has signed legislation (WY SF 116) creating a retirement income security task force to study the Equality State’s retirement preparedness and retirement savings programs — and the possibility of creating a state-run retirement plan for private-sector workers.The... READ MORE
For the moment, anyway, the Old Line State has stepped back crossing a line that would have established its own fiduciary rule.On March 19, the Financial Consumer Protection Act of 2018 (MD SB 1068) passed out of the Maryland Senate Finance Committee favorably with amendments just a week after the... READ MORE
The National Tax-Deferred Savings Association (NTSA), a part of the American Retirement Association (ARA), is pleased to share a new offering with its membership — the NTSA Advocacy and Resource (ARC). The NTSA ARC is a member-only website featuring an interactive 403(b)/457 plan industry advocacy... READ MORE
Do you have a plan administration problem that is keeping you up at night or causing a disagreement among your colleagues at work? Are you wondering if there is a better way to resolve a plan issue?If so, we have a session for you at the ASPPA Eastern Regional Conference to be held in Philadelphia... READ MORE
In a 2017 report by PricewaterhouseCoopers (PwC), a survey of 1,600 workers found that 53% are feeling financial stress, which results in negative impacts that impose costs in the form of less productive employees who may take more time off to deal with financial matters. Additionally, financially... READ MORE
The 2018 Eastern Regional Conference will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, April 26 and Friday, April 27. One of only two live regional conferences to be sponsored by ASPPA in 2018, the Eastern Regional Conference has been designed to educate retirement plan... READ MORE
In the hunt for 50 votes, Senate Republican leaders are floating the idea of increasing the deduction for qualified business income of pass-through businesses from 17.4% to 20% — and that could have consequences for retirement plans sponsored by S Corporation shareholders.The tax reform measure... READ MORE
CEFEX was launched 11 years ago with a mission to offer a way for organizations to demonstrate adherence to the industry’s highest standard for investment advisors, the Global Fiduciary Standard of Excellence. A year later, CEFEX and ASPPA introduced the Standard of Practice for Retirement Plan... READ MORE
ASPPA Annual is only a month away — and here is a preview. As attendees, we always look forward to ASPPA Annual as a time to reconnect with colleagues in the retirement industry, network with new contacts and learn from current and up-and-coming industry experts. There is always excitement around... READ MORE