John Ortman

What Do Potato Chips and PC Magazine Have in Common?

By John Ortman 6/29/2015

Ever leafed through an issue of ASPPA’s Plan Consultant magazine and were disappointed because the articles didn’t really address the things you want to read about?Then you’re going to like this — it’s a unique opportunity to help choose the topics of future articles in the magazine. We’re using an... READ MORE

House Adopts Dynamic Scoring

By John Ortman 1/7/2015

In one of the first acts of the new Republican-controlled Congress, the House of Representatives adopted a rule change Jan. 6 that directs Congress’ legislative analysts — the Joint Committee on Taxation and the Congressional Budget Office — to incorporate the economic effects of major legislation... READ MORE

10 Best Practices in Using Service Agreements

By John Ortman 11/3/2014

Why does a TPA need a service agreement, anyway? Shouldn’t a handshake be good enough? Of course it’s not, as all TPAs know — that’s what service agreements are for. “We need service agreements to meet our legal responsibilities for fee disclosure. We need them so that we don’t get sued, ‘or sc.... READ MORE

4-Part Harmonization' on Rollovers

By John Ortman 10/28/2014

Advisors seeking to capture IRA rollovers face a "four-part harmonization" of regulatory and other government entities -- that is, SEC, DOL, FINRA and GAO -- in the words of ERISA attorney Fred Reish. Speaking at a workshop session at the 2014 ASPPA Annual Conference Oct. 28, the Drinker Biddle... READ MORE

Developing a Fiduciary Training Program

By John Ortman 10/27/2014

Despite lacking any regulatory authority to do so, the Department of Labor has made an issue of fiduciary training over the last few years. The reason, according to Bryan Cave's Sheldon H. Smith: The DOL views fiduciary training as a critical element of good governance, and looks for evidence of a... READ MORE

ASPPA Inaugurates Kyla Keck as 46th President

By John Ortman 10/26/2014

The American Society of Pension Professionals & Actuaries inaugurated Kyla Keck, CPC, QPA, QKA, ERPA, as the new President of the organization during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, MD.Keck, a Principal of SageView... READ MORE

ASPPA Bestows Three Industry Awards

By John Ortman 10/26/2014

The American Society of Pension Professionals & Actuaries announced three annual industry awards during the Oct. 26 opening session of the 2014 ASPPA Annual Conference at the Gaylord Hotel, in National Harbor, Md.Harry T. Eidson Founders Award The 2014 Harry T. Eidson Founders Award was... READ MORE

No, Virginia, There Is No ‘Lock-box’

By John Ortman 8/4/2014

So this year’s estimate of when the Old Age, Survivors and Disability Insurance (OASDI) trust fund will run out of money is 2033, the Social Security trustees reported July 28 — roughly the same as last year’s estimate. There’s just one problem: There is no such thing as an OASDI trust fund.There... READ MORE

ASPPA Welcomes Industry Leader Nevin Adams

By John Ortman 7/23/2014

Retirement-sector veteran Nevin Adams will join ASPPA next month to head its rapidly expanding media and marketing businesses. Adams, who was most recently Director of Education and External Relations at the Employee Benefit Research Institute and co-director of EBRI’s Center for Research on... READ MORE

Have You Voted Yet? ASPPA Restructure Voting Ends July 28

By John Ortman 7/15/2014

The three-week voting period by credentialed members on the ASPPA Board of Directors’ restructuring proposal is now about halfway through. Have you cast your vote yet?The Board has decided that the best way to serve the society’s traditional members going forward is to create a new sister... READ MORE

ASPPA Annual Brochure Now Online

By John Ortman 7/11/2014

The conference brochure for the 2014 ASPPA Annual Conference is now available on the Annual Conference website. Just click on the “Raising the Bar” artwork in the right margin to download the 30-page pdf. The brochure provides the latest updates to the conference program, as well as all the need-to... READ MORE

Have You Voted Yet? ASPPA’s Restructure is in Your Hands

By John Ortman 7/10/2014

Voting by credentialed members on the ASPPA Board of Directors’ proposal to restructure the organization is now open. Have you cast your vote yet?The Board 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... READ MORE

Maryland Gov. O’Malley Creates Retirement Security Task Force

By John Ortman 5/12/2014

Maryland Gov. Martin O’Malley (D) has created a task force to explore how his state can improve retirement security for private sector employees, with an eye toward recommending further action.According to a press release, the task force will meet this year “to conduct a comprehensive examination... READ MORE

Welcome to the ASPPA Connect e-Newsletter!

By John Ortman 4/16/2014

Welcome to the first issue of ASPPA Connect — the brand new e-newsletter of the American Society of Pension Professionals & Actuaries! As an ASPPA member, you’ll receive ASPPA Connect twice a week, on Monday and Thursday. It will provide an engaging mix of news coverage, business intel,... READ MORE

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