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The ASPPA Regional Conferences offer a great opportunity for ASPPA members to learn the latest industry trends and earn Continuing Education credits. In the past, ASPPA has hosted four regional conferences in Boston, Chicago, Philadelphia and Cincinnati. This year, the regional conferences are... READ MORE
Finding good employees is challenging! Many times the right candidate does not live in your area and does not want to relocate.At the ASPPA Women Business Leaders Forum (WBLF) being held June 5-8, 2017 at the lovely Brown Palace Hotel in Denver, CO, we will have a panel of experts participating in... READ MORE
Join us June 5-8 in Denver for the Women Business Leaders Forum (WBLF)! If you have ever attended in the past, you know what a great conference this is. And if you have not previously attended, make this the year! We have a great line up of sessions that will help you run your business, grow your... READ MORE
Tax-exempt organizations, governmental employers and churches have different types of options available in order to allow their employees to save for retirement. How do these entities know which option(s) to choose? This question and more will be covered in detail at the ASPPA Eastern Regional... READ MORE
The American Retirement Association Government Affairs Committee has filed comments with the Department of Labor (DOL) regarding a proposed regulation to extend the applicability date for the “Conflicted Advice” regulation by 60 days.Specifically, the ARA recommends that the applicability date be... READ MORE
In case you haven’t heard, the ASPPA Women Business Leaders Forum (WBLF) is being held on June 5-8 in Denver, CO at the beautiful Brown Palace. And it will include a session led by John Formica.It has been an amazing experience working on this committee the past three years with so many smart and... 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.Live WebcastsWebcast: What Is Plan Compensation?Tuesday, March 14, 20172:00 - 3:40 p.m. ETSpeaker: James E. Holland, Jr., FSPA, FCA, MAAA, ASA, EA, Chief... READ MORE
June 5-8, 2017, the ASPPA Women Business Leaders Forum (WBLF) will be held in Denver, CO at the Brown Palace Hotel. This conference is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry... READ MORE
The Eastern Regional Conference (formerly the Philadelphia Regional Conference) will be held at the Doubletree Center City Hotel in Philadelphia on Thursday, April 27 and Friday, April 28. One of only two live regional conferences to be sponsored by ASPPA in 2017, the Eastern Regional Conference... READ MORE
The American Retirement Association on Feb. 21 sent a letter to the Oregon State Treasury containing its comments on the Oregon Retirement Savings Plan (ORSP), also known as OregonSaves.The ARA thanked the Oregon Treasury and the Oregon Retirement Savings Board for its work on the proposed rules,... READ MORE
You know you plan to attend the Business Managers and Owners Council (BMOC) Conference! So register now and take advantage of the reduced, early bird registration fee.At past BMOC conferences, I’ve found valuable insights into running my business, opportunities to share ideas (and war stories) with... READ MORE
In observance of Presidents Day on Monday, Feb. 20, the ASPPA offices will be closed. Accordingly, ASPPA Connect will not be published on Feb. 20. ASPPA Connect will reappear on Wednesday, Feb. 22.Everyone is familiar with the big names in the pantheon of U.S. presidents, but there are many who are... READ MORE
April 2-4 will mark our third annual Business Managers and Owners Council (BMOC) Conference. The conference will once again be held at the Hilton Rosemont in Chicago, as it was so well-received last year. Early registration ends Feb. 17!I have had the pleasure of working on the conference committee... READ MORE
Beyond ownership. That’s my business! Heard enough takes on the fiduciary rule? Us too. Susan Wilhelmsen from EMyth is stepping in to replace the fiduciary regulation session at the upcoming BMOC Conference with an informative, hard-hitting and entertaining focus on business leadership to help you... READ MORE
A Joker is taking over Gotham City. Known as the New York City Nest Egg Plan, it is an ambitious attempt to close the retirement plan coverage gap for residents of the largest city in the United States. But instead of focusing squarely on the coverage issue — which remains a legitimate concern for... READ MORE
I’ve been on several conference committees and the topic of succession planning always comes up, but it is such a broad topic that the committees have struggled to find the right speaker. So I am very excited that the Business Managers and Owners Council (BMOC) planning committee has found two... READ MORE
The IRS on Jan. 18 issued a proposed regulation that would allow forfeitures to be used to satisfy safe harbor contribution requirements.   The ASPPA Government Affairs Committee has been actively seeking this revision since the IRS interpretation came to light in 2011 in conjunction with the... READ MORE
ASPPA’s offices will be closed on Monday, Jan. 16 in observance of Martin Luther King, Jr. Day. Consequently, after the Jan. 13 edition, ASPPA Connect will next appear on Jan. 18.To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here. READ MORE
ASPPA’s offices will be closed on Monday, Jan. 16 in observance of Martin Luther King, Jr. Day. Consequently, after the Jan. 13 edition, ASPPA Connect will next appear on Jan. 18.To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here. READ MORE
ASPPA’s offices will be closed on Monday, Jan. 16 in observance of Martin Luther King, Jr. Day. Consequently, after the Jan. 13 edition, ASPPA Connect will next appear on Jan. 18.To mark the day, the “I Have a Dream” speech Dr. King delivered in Washington in 1963 is available here. READ MORE

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