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In observance of Independence Day, there will be no ASPPA Connect on Monday, July 4, 2016. The Connect will return on Wednesday, July 6. However, in honor of our nation’s birthday, here are some interesting facts concerning the annual celebration. Richard Henry Lee, one of the Virginia delegates to...
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We’ve just expanded the photo gallery on the ASPPA history website, adding 10 photos from the 2008 Annual Conference. Featuring videos, photos from the ASPPA archives and documents from past presidents, members and other sources, the ASPPA history website celebrates our contributions to the pension...
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The use of automatic enrollment and escalation provisions is increasing. Design of enrollment programs is becoming more creative, but this comes at a cost: complexity.In a recent ASPPA webinar, “Auto Enrollment: Best Practices and Common Mistakes,” Robert M. Richter, Esq., APM, Vice President, FIS...
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The American Retirement Association (ARA) on June 7 submitted a comment letter to the IRS on the retirement benefits-related items on its priority guidance plan for 2016-2017. The IRS in Notice 2016-26 had invited such comments.The ARA says that it believes that “each and every” one of those items...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. The month of June featured:2007: CIkR formed2001: EGTRRA enacted1991: IRS Announcement 91-42 sets forth the IRS Actuarial Resolutions program1989:...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. The month of June featured:2007: CIkR formed2001: EGTRRA enacted1991: IRS Announcement 91-42 sets forth the IRS Actuarial Resolutions program1989:...
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We’ve just expanded the list of documents posted on the ASPPA history website, adding two important publications from the 1980s and 1990s: IRS Small Plan Actuarial Audit Program, by Fred Reish and Bruce Ashton, a key component in ASPPA’s successful fight to protect small business DB plans in the...
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The American Retirement Association is looking for a Director of Technical Education and Content to join our Retirement Plan Academy team, and we are reaching out to our great member community to help us find the right person!Qualified candidates would serve as a “Technical Expert,” with...
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The American Retirement Association on May 31 submitted a letter to the IRS on the proposed compliance questions for the Form 5500 series. The IRS had requested comments on the questions, which currently are under consideration for addition to the 2016 Forms 5500-EZ and 5500-SF, and to Form 5500...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsASPPA Webcast: Hey Did You Read This? No, I Didn't: Participant DisclosuresWednesday, June 8, 20162:00-3:40 p.m. ETSpeaker: JJ McKinney, CPC,...
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We won’t be bringing you an ASPPA Connect newsletter on Monday due to the observance of Memorial Day, but we would like to share some little-known facts and background about the holiday. Originally known as Decoration Day, Memorial Day originated in the years following the Civil War. Union General...
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The American Retirement Association has submitted a letter to the IRS in response to the request in IRS Notice 2016-16 for comments on additional guidance needed for mid-year changes to safe harbor plans under Code Section 401(k)(12) and (13) and safe harbor 403(b) plans under Code Section 403(b)(...
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Nominations are now being accepted for ASPPA’s Leadership Council.Elected at-large members of the Leadership Council serve for one term of four calendar years. Nominees must be credentialed ASPPA members nominated by at least two members to be considered.To view the nomination form, click here. For...
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In honor of Ed Burrows’ contribution to the advancement of the general understanding of pension knowledge, an annual honorary payment of $2,000 is awarded for the best paper submitted on a topic selected by the Ed Burrows Award Committee. The winning submission will be the paper that in the...
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A new video traces the development of ASPPA’s Education & Examinations program, featuring recollections by E&E Committee members and others. The video is now live on the ASPPA history website.Featuring photos from the ASPPA archives, videos, and documents from past presidents, members and...
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Nominations are now being accepted for the American Retirement Association’s 2017 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.To view the nomination form, click...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. The month of February featured:1979: Chet Salkind hired1997: Kirkpatrick Foundation became ASPA Pension Education Research Foundation1988: 1st HCE and...
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As part of the year-long celebration of ASPPA’s 50th anniversary, we’ve compiled lists of landmark events that took place in each month of the year. The month of April featured:1987: 1st telecast1987: 1st Business Owners Conference2000: IRS creates VFC correction program2001: 1st “windowed”...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsASPPA Webcast: Form 5500 UpdateTuesday, April 26, 20162:00-3:40 p.m. ETSpeaker: Janice M. Wegesin, President, JMW Consulting, Inc.This webcast...
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The Department of Labor (DOL) issued the final fiduciary rule on April 6; ASPPA will hold a webcast on April 14 to help plan administrators understand what it means and how they will be affected.In “The Final Conflicted Advice Regulation: What’s New and What Does it Mean for Plan Administrators,”...
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