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Inside ASPPA
ASPPA Connect will not appear on Friday, Dec. 31 as the ASPPA office will be closed that day. We’ll be back on Monday, Jan. 3. We wish you happy new year, and offer some little-known facts concerning New Year's Day.
New Year’s Eve is one of the oldest holidays still celebrated, but the exact date...
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ASPPA Connect will not appear on Friday, Dec. 24, as the ASPPA office will be closed. We’ll be back on Monday, Dec. 27. We wish you happy holidays—and here are some interesting holiday-related facts.
The first song played in space was “Jingle Bells,” which was played on spaceflight Gemini 6A in...
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For more than two decades, ASPPA’s Qualified 401(k) Administrator/QKA credentials have established a level of professional expertise among those who work with 401(k) plans—a trademark that is now being undermined by another organization.
Because of ASPPA’s extensive and continued support and...
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We are pleased to announce that ASPPA’s QKA® credential name is now a federally registered trademark!
Here’s how credential holders should use the trademark symbols (online and in print):
Use the registered trademark symbol — ® —when using “QKA” (e.g., QKA®)
Use the common law trademark...
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PenChecks Trust® and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce a major expansion of their Scholarship Program for retirement industry professionals. The original program, started eight years ago, awarded scholarships to individuals pursuing ASPPA’...
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ASPPA Connect will not be appearing on Friday, Nov. 26 as our offices will be closed in observance of Thanksgiving. ASPPA Connect will return on Monday, Nov. 29. We wish you a Happy Thanksgiving!
Following are a few facts appropriate to the occasion.
On Sept. 28, 1789, just before leaving for...
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Bipartisan retirement security legislation that shares some overlap with the SECURE Act 2.0—and is supported by the American Retirement Association—has been approved by a key House committee.
The House Education and Labor Committee on Nov. 10 approved the Retirement Improvement and Savings...
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It’s been a great pleasure to serve as editor of ASPPA’s Plan Consultant magazine since 2012.
I can’t remember when magazines weren’t part of my life. One of the first ones I read as a boy, Mad magazine, had a regular feature comprised of definitions of common terms that were all comically wrong...
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In response to a request for comments on revisions to the Form 5500 Series, the American Retirement Association has provided suggestions to remedy some concerns expressed by our members.
The Department of Labor (DOL), IRS, and Pension Benefit Guaranty Corporation (PBGC) issued proposed revisions...
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The recent 2021 ASPPA Annual provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
Graff Highlights Challenges and Hope in Washington Update
https://www.asppa.org/news/browse-topics/graff-...
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The retirement industry currently faces challenges—but there is opportunity and good news as well, Brian Graff pointed out in the Oct. 17 Washington Update session at the 2021 ASPPA Annual conference.
Work to Do
There is plenty of work to do, Graff suggested. The ASPPA Executive Director/ARA CEO...
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Three industry professionals were honored with the 2021 Martin Rosenberg Academic Achievement Award at the opening session of the 2021 ASPPA Annual Conference in National Harbor, MD.
The 2021 winners are:
Roy Dasilva, QKA, Assistant Team Leader at Nova 401(k) Associates
Bryan Boeck, QKA,...
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The American Society of Pension Professionals & Actuaries honored 2002 ASPPA President Craig Hoffman with the prestigious Harry T. Eidson Founders Award during the Oct. 17 opening session of the 2021 ASPPA Annual Conference in National Harbor, MD.
Hoffman is an Attorney/Senior Consultant with...
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The American Society of Pension Professionals & Actuaries welcomed Natalie Wyatt, QPA, QPFC, as the new president of the organization during the Oct. 17 Business Meeting that kicked off the 2021 ASPPA Annual Conference in National Harbor, MD.
Wyatt succeeds 2020 ASPPA President Frank Porter,...
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The newest digital edition of ASPPA’s members-only magazine has just been posted online for you!
New laws, new regulations, a pandemic, work-from-home—2020 was a year unlike any other. How did TPAs weather the storm? In our cover story, John Ortman tells the stories of how five TPA business owners...
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ASPPA Connect will not be published on Labor Day; we will resume publication on Wednesday, Sept. 8. To note the holiday, here are some facts concerning it.
The first Labor Day holiday was celebrated on Tuesday, Sept. 5, 1882, in New York City, in accordance with the plans of the Central Labor...
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Do you know of an ASPPA member who has made a significant contribution to pension education, especially in the last 12 months? You can help make it possible for him or her to receive recognition! Nominations are now being accepted by the ASPPA Retirement Plan Academy Advisory Group for ASPPA’s...
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The American Retirement Association and ASPPA will hold a joint annual business meeting on Sunday, October 17, 2021, from 4:20 p.m. to 5:00 p.m. Eastern during ASPPA Annual at the Gaylord National in National Harbor, MD.
The annual business meeting will include addresses by ARA President, Joe...
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Brian Graff, CEO of the American Retirement Association, is set to appear next week before Congress to advocate for the retirement policy priorities of the ARA.
The hearing, entitled “Building on Bipartisan Retirement Legislation: How Can Congress Help?,” is scheduled for Wednesday, July 28, at 10...
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We’ve heard concerns from a number of members lately that the IRS is planning to refer more VCP applicants for audit—and we have an update.
More specifically, we’ve heard about situations that suggest that plan sponsors who submit Voluntary Correction Program applications might be referred for...
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