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Education and Career Development

Take a helping of government activity. Add a teaspoon each of plan design, controlled groups, and annuities, and also add a dash of EPCRS and a sprinkling of ethics. Voila! The recipe for the ASEA Actuarial Insights conference. The conference will be held on Jan. 24-25.  Wednesday, Jan. 24 On... READ MORE
If you’re confused—and overwhelmed—about the Department of Labor’s (DOL) latest proposed rule defining who is an investment advice fiduciary for purposes of the Employee Retirement Income Security Act (ERISA), you’re not alone.  The Biden Administration officially unveiled the Retirement Security... READ MORE
If you missed the live broadcast of the ASPPA Webcast, “Update on Long-Term Part-Time Employees - Insights from the Proposed Regulations,” it is still available! You can access it on demand through Dec. 1, 2024.    On Nov. 24, 2023, the Department of Treasury and IRS released a proposed regulation... READ MORE
PenChecks President and CEO Spiro Preovolos, at an Oct. 23 session of the ASPPA Annual conference, announced the recipients of the 2023 PenChecks Trust ASPPA Scholarships. The scholarship program is now in its 10th year.  After a rigorous application and selection process, a team of PenChecks and... READ MORE
Three industry professionals have been honored with the 2023 Martin Rosenberg Academic Achievement Award. Justin Bonestroo, 2023 ASPPA President, made the announcement on Oct. 23 at the 2023 ASPPA Annual Conference in National Harbor, MD. The 2023 winners are: Aaron Epstein, QKA®, Preferred... READ MORE
Ever since I became a member of ASEA in 2012 (then ACOPA), I have been struck by the willingness of members to help each other navigate problems—in particular, how so many of the recognized experts go out of their way to help the newer actuaries.  I remember a time shortly after I became enrolled... READ MORE
As some of us gather at our first conference since the pandemic, there is excitement in the air for this week’s Symposium. The biggest question we face…will flights leave on time coming and going? I had to drive to the EA-2L Exam Writers Committee Meeting in Toronto after my flight was cancelled.... READ MORE
PenChecks Trust Company of America and ASPPA are pleased to offer the 10th annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC. The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the... READ MORE
Hello ASEA — Who is excited about the ASEA Advanced Actuarial Symposium in Chicago on Aug. 11-12? Besides the great classes, you can see Madonna at Chicago’s United Center on Aug. 9 and 10, Bruce Springsteen at Wrigley Field on Aug. 9 and 11, and Reggae Gold on Aug. 10 at Subterranean. That last... READ MORE
Hello ASEA — It has been a challenging March 15 season (if not brain-crushing). It reminds me of planning a 2023 trip with high school friends last winter. We were picking a tentative date, and I advised that before March 15 would not be a good time for me to go ... and neither would before April... READ MORE
Hello ASEA! I recently had the pleasure of attending the “Oscars of pension plans,” also known as ASPPA Annual. The big winners included Tom Finnegan, who was awarded the prestigious Harry T. Eidson Founders Award and Lynn Young who took home both the Educator’s Award and the Edward E. Burrows... READ MORE
The 2022 ASPPA Annual Conference was just held at National Harbor, MD near our Nation’s Capital. As always, it was an ideal opportunity to learn, establish new connections and reconnect, hear important updates about the organization and crucial developments affecting it, gain tools by which to... READ MORE
The 2022 ASPPA Annual Conference kicks off Sunday, Oct. 23 at the Gaylord National Resort at National Harbor, located in Oxon Hill, MD, just outside our nation’s capital. We'll be there from the start until the conference ends on Wednesday, Oct. 26, reporting on general sessions, workshops and more... READ MORE
Applications for the PenChecks Trust ASPPA Scholarship are now being accepted, and will be accepted through Sept. 15. The PenChecks Trust Company of America (PenChecks Trust) and ASPPA expanded the PenChecks Trust ASPPA Scholarship this year.  Launched in 2014, this year the PenChecks Trust ASPPA... READ MORE
A quarterly tracking survey of experienced investors finds that education costs are having a significant impact on young investors’ ability to save for retirement, but legislative relief could be coming soon.   According to the results from E*TRADE from Morgan Stanley’s most recent wave of... READ MORE
Applications for the PenChecks Trust ASPPA Scholarship are now being accepted, and will be accepted through Sept. 15. The PenChecks Trust Company of America (PenChecks Trust) and ASPPA expanded the PenChecks Trust ASPPA Scholarship this year.  Launched in 2014, this year the PenChecks Trust ASPPA... READ MORE
Earlier in my career, I worked on large corporate pension plans. When I transitioned to a job where I worked on small plans, I was told by my peers that I must attend the ASPPA Annual Conference since this was the premier conference for people who worked in the small plan market. I went that first... READ MORE
This year’s TPA Growth Summit will be like the newest improved version of an excellent video game. Here’s how…  When a new video game is released, players review the game. These reviews inform developers on which features are beloved, as well as what are not, and what is not working. Developers... READ MORE
Have you—or a fellow member—made a significant contribution to pension education, especially within the last 12 months? Nominate them to win the prestigious ASPPA Educator’s Award by Aug. 1. Self-nominations also accepted. Complete the application form here to submit a nomination!  Qualifying... READ MORE
PenChecks Trust Company of America (PenChecks Trust) and ASPPA are pleased to announce the renewal and expansion of the PenChecks Trust ASPPA Scholarship.  Launched in 2014, this year the PenChecks Trust ASPPA Scholarship will be awarded to 14—up from six in previous years—individuals who make the... READ MORE

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