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ASPPA is developing a new blueprint for the ASPPA QKA® & QKS™ exam, and we need your help! This is an opportunity for ASPPA credentialed members to provide input that will help in identifying what the examination should address. The knowledge and skills necessary for competent practice in the... READ MORE
Each year, ASPPA recognizes p to two individuals—one ASPPA member and/or one outside of ASPPA—by honoring them with its most prestigious award, the Harry T. Eidson Founders Award. The Eidson Award was established to honor the memory of ASPPA’s founder, Harry T. Eidson, FSPA, CPC. Eidson was the... READ MORE
ASPPA is looking for presenters for its upcoming 2024 conference, which will be held Oct. 20-23 in Orlando, Florida.  The speaker nomination process enables individuals to nominate themselves or others, focusing on identifying expertise areas and selecting topics from a provided list. ASPPA... READ MORE
The American Retirement Association (ARA) is calling on the IRS to revise several provisions contained in the proposed long-term, part-time employee (LTPTE) rules for 401(k) plans.  Chief among the ARA’s recommendations is for the IRS to revise the proposed rule regarding vesting service to... READ MORE
One provision in particular in the SECURE 2.0 Act is receiving the lion’s share of attention from retirement plan sponsors and participants. Section 110 allows student loan payments to be treated as elective deferrals for purposes of matching contributions. Yet guidance on how it will happen is... READ MORE
In our comment letter submitted to the Department of Labor (DOL) on Jan. 2, 2024, the American Retirement Association (ARA) expressed support for—yet specific issues with—the department’s proposed definition of “fiduciary investment advice” and amendments to PTE 2020-02.​ The rulemaking package,... READ MORE
The newest digital edition of ASPPA’s members-only magazine has been posted online! You have a license to thrill—about the 2023 ASPPA Annual and the TPA Growth Summit! In this issue’s cover story, Genelle Brakefield and Melissa Terito discuss the highs and spies of those events. In our feature... READ MORE
In prepared testimony to the Department of Labor's (DOL) leadership and staff, American Retirement Association (ARA) CEO Brian Graff highlighted “the significant regulatory gap” regarding plan-level advice on Dec. 12. Graff’s comments—made in support of the DOL’s latest attempt to modernize the... READ MORE
American Retirement Association (ARA) CEO Brian Graff is scheduled to testify on the first day of a public hearing hosted by the Department of Labor (DOL) titled “Retirement Security Rule: Definition of an Investment Advice Fiduciary.” ​ Graff will follow opening remarks from Assistant Secretary... 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
Happy Birthday, ERISA! It’s been 50 years since the Congress passed landmark legislation that protected the savings of American workers and—arguably—created an entire industry. It’s now time for the golden anniversary. The American Retirement Association announced that it and eight associations... READ MORE
The release of a proposed regulation that provides guidance on the “long-term part-time employee” (LTPTE) rules a mere 25 days before they’re effective places too great a burden on plan sponsors to comply, the American Retirement Association (ARA) wrote in a letter to the Internal Revenue Service (... READ MORE
Bills before the Massachusetts House and Senate that would expand the Massachusetts Defined Contribution CORE Plan are moving again.  The legislation, introduced early in 2023, has been largely dormant since summer; however, committees in both chambers have given the measures a nod.  About the... 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
Nevin E. Adams, JD, is the 2023 recipient of ASPPA’s Harry T. Eidson Founders Award. He received the award at the ASPPA Annual Conference in National Harbor, MD.  Justin Bonestroo, 2023 ASPPA President, bestowed the award, recognizing Adams as having been “an integral part of the expansion of... READ MORE
Jeff Acheson, CPFA®, NQPA®, is assuming the 2024 presidency of the American Retirement Association (ARA).  Missy Matangola, QPA, QKA®, 2023 ARA President, at the Oct. 22 opening of the 2023 ASPPA Annual Conference at National Harbor, MD, expressed confidence in Acheson. “He will be a fabulous... READ MORE
Justin Bonestroo, MSEA, EA, CPC, QPA, QKA®, CPFA®, 2023 ASPPA President, in remarks at the Oct. 22 opening of the 2023 ASPPA Annual Conference at National Harbor, MD, noted the role the organization has played in the last year.  ASPPA has a positive influence, he said, and noted its work with... READ MORE
Adam C. Pozek, QPA®, QKC®, QKA®, CPFA® was announced as the recipient of the 2023 Thomas J. Finnegan III Educator of the Year Award. The announcement was made on Oct. 23 at the ASPPA Annual Conference at National Harbor, MD.  Pozek “dedicates a great amount of time to educating not only staff in... READ MORE
The 2023 ASPPA Annual Conference kicks off Sunday, Oct. 22 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. 25, reporting on general sessions, workshops and more... READ MORE

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