Summer Issue of Plan Consultant Is Now Online!

The newest digital edition of ASPPA’s members-only magazine has been posted online for you!

A working group of TPA business owners and execs is exploring ways to bridge the long-standing gap in understanding between advisors and TPAs. In Summer’s cover story, John Ortman profiles the group’s progress so far. In this issue’s feature articles, Dick Billings explores the concerns that TPAs and recordkeepers have about self-directed brokerage accounts, and Zach Richards explains how proposed changes in DOL audit requirements could affect auditors and plan sponsors.

The Summer issue also features insight from these industry thought leaders:

• Kirsten Curry on the Women in Retirement Conference (WiRC) event at this year’s 401(k) Summit in Tampa.
• What’s new in the world of student loan savings? Theresa Conti provides an update.
• Shannon Edwards & Theresa Conti offer a refresher on handling plan termination. 
• Groom Law’s Allison Itami and David Levine explain how EBSA’s controversial Compliance Assistance Release 2022-01 affects TPAs and recordkeepers.
• Public pension attorneys John Vargo & Charles Eberlin take a deep dive into Pennsylvania’s unique public pension system.
• Peter Gulia on how the Supreme Court’s Hughes decision affects fiduciary decision-making.
• Are state-run auto-IRA plans meeting expectations? Senior Writer John Iekel has answers.
• Tips on using three key principles of digital persuasion from marketing guru Erin King.
• A cross-functional team effort at Ascensus is helping savers make better and more informed decisions. The firm’s Carl Negin shares a look inside.
• Ice Miller’s Gary Blachman & Austin Anderson take a look inside the IRS’ updated RMD rules for qualified plans.
• Tech expert Matt Rosenthal offers six helpful tips for combatting cyberattacks that use social engineering techniques.
• PenChecks’ Mike McWherter provides a helpful refresher on the DOL’s guidance and best practices for solving the missing participant dilemma.

You’ll also find commentary from our regular columnists Brian Graff, ARA Government Affairs Officer Will Hansen and ethicist Lauren Bloom.

To view the digital edition of our Summer issue, click here. Remember that access to Plan Consultant is restricted to ASPPA members, so you’ll need to be logged in.