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Industry Trends & Research

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
Back by popular demand: ASPPA’s Spring National conference! Join us May 4–5 for relevant presentations on the topics that are top of mind for you, thought-provoking breakout sessions and plenty of chances to interact with national experts and your peers.  Special Features  ASPPA Spring National... READ MORE
While the past 18 months have often felt like we’re living through an episode of The Twilight Zone—never more so than to realize that this week marks the 20th anniversary of the September 11 attacks.  It’s hard to believe that there are today people in college—and in the workforce –that weren’t... READ MORE
New survey results find that 401(k) plan sponsors using a single recordkeeper to manage multiple retirement plans report better overall time savings and fewer administrative drawbacks than sponsors using multiple providers.   Depending on the type of plan, sponsors using one recordkeeper were... READ MORE
While many continue to debate the pros and cons of target date funds, one thing appears certain: the prevalence of TDFs in 401(k) plans has grown substantially since enactment of the Pension Protection Act of 2006. A new report from EBRI and ICI details how both the percentage of 401(k) plans... READ MORE
We’re getting the “band” back together! Registration for ASPPA Annual is open! That’s right, registration for ASPPA2021—where you can Reconnect, Recharge & Reunite—is now open at asppaannual.org. WHAT: ASPPA 2021 WHEN: Oct. 17–20 WHERE: Gaylord National Resort & Convention Center WHO:... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts. Live Webcasts   ASPPA Webcast: Ethics—it’s Never the Wrong Time to Do the Right Thing Wednesday, Dec. 2, 2020 2:00 – 2:50 p.m. ET Speaker: Bob Kaplan, CFP, CPC,... READ MORE
What does the rest of 2020 portend for retirement plans? The election? American Retirement Association Retirement Education Counsel Robert Richter provided a look ahead, as well as a retrospective of recent months, in a Sept. 23 ASPPA Washington Update webcast.  Not Taking Wing Richter said he is... READ MORE
On May 21, the Department of Labor (DOL) finalized a new safe harbor for electronic disclosures. A July 9 Plan Sponsor Council of America (PSCA) webcast discussed the new safe harbor, the scope of the rules and what it all means. Panelists in “The New Electronic Disclosure Rule Is Here!” included... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.   Live Webcasts   ASPPA Webcast:  Hardship Withdrawal Changes: COVID-19 Impact   Wednesday, August 5, 2020   2:00 - 2:50 p.m ET   Speaker: Michael F. Smith,... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.   Live Webcasts   The New Electronic Disclosure Rule Is Here! Tuesday, June 16, 2020   2:00–2:50 p.m. ET     Speaker: Kelsey Mayo, J.D., Poyner Spruill LLP... READ MORE
A March 25 ASPPA webcast took a close look at the mechanics of IRS and Pension Benefit Guaranty Corporation (PBGC) audits of pension plans, and how to prepare for them. Clint Blankenship, President of McCloud & Associates, Inc.  and Meredith Sesser of Sesser Law offered their insights on IRS... READ MORE
It’s not over yet, but after six days of intense negotiations, about midnight on March 25, the Senate unanimously approved a sweeping $2 trillion stimulus bill, including retirement relief provisions supported by the American Retirement Association.  The Coronavirus, Aid, Relief and Economic... READ MORE
Data privacy is an emerging concern for ERISA plan fiduciaries and service providers alike—do you know where your liabilities are?   Fraudulent distribution requests are on the rise and it is not always clear who is responsible and/or who is at fault for security breaches that deplete an... READ MORE
What’s the most common issue in retirement administration? One of the most common issues encountered in retirement administration is when compensation is not applied the same way operationally as it is defined in the plan document. At the newly rebranded ASPPA TE(k), you’ll have an opportunity to... READ MORE
Where can you find the latest, greatest insights on the implications of the SECURE Act? Why, at ASPPA TE(k), of course! That’s right, ASPPA TE(k)—formerly ASPPA regional conferences—have an agenda chock-full of insights from the nation’s leading voices in retirement plan administration to help... READ MORE
Just ahead of the holidays, President Trump signed into law the SECURE Act, arguably the most comprehensive retirement plan bill since the Pension Protection Act (PPA) 2006, and one that has many provisions that are effective immediately.  Find out what you need to know from two of the retirement... READ MORE
The effective dates for the SECURE Act are right around the corner – and we’ve got experts on hand to help you sort it all out. The SECURE Act is expected to become law this week, and the L.A. Advanced Pension & 401(k) Conference is your first opportunity to hear, first-hand, the industry’s... READ MORE
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.   ACOPA Webcast: The Weighty Aspects of Top-Heavy Wednesday, Nov. 6, 2019 2:00 – 2:50 p.m. ET Speaker: David Kupstas, FSA, EA, MSPA Chief Actuary,... READ MORE
The 2019 ASPPA Annual Conference kicks off Sunday, Oct. 20 at the Gaylord National Resort at the 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. 23 reporting on the general sessions, workshops... READ MORE

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