The Summer Issue of PC Magazine Is Now Online!

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

For the self-employed and small business owners with a Solo 401(k) plan, important rules need to be carefully considered in the coming years. In this issue’s cover story, an expert panel—Nevin Adams, Dick Billings, Shannon Edwards, John Markley, and Justin Bonestroo—takes a closer look. In our feature articles, Erika Goodwin discusses the impact of ASPPA on Capitol Hill and the work of the Government Affairs team, and Russell Linderer discusses the adjustments that have affected 403(b)s in the midst of inflationary times. 

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

• Justin Bonestroo’s message as ASPPA President
• A look inside the WiR Conference by Kirsten Curry
• A refresher on the affiliated service group rules by Hannah Munn
• Jeff Atwell on assisting plan advisors with rollover opportunities
• A handy side-by-side comparison of the SECURE Act and SECURE 2.0, with expanded explanations, by Kelsey Mayo 
• A look at the IRS’ Anonymous Review Process by Brandon Long and Brian Beatty 
• Advice for recordkeepers about excess deferrals from Amy Ouellette
• Discussion of the PBGC Special Financial Assistance program by John Iekel 
• Theresa Conti and Shannon Edwards discuss getting a handle on all the new provisions of SECURE 2.0
• A discussion by Theresa Conti, Linda Chadbourne, and Jim Racine of the next step in the process once one has decided to sell a TPA practice 
• John Iekel takes a look at the use of apps in obtaining information about retirement plans and planning
• An examination of the allocation formula by Melissa Terito
• Paul Perry offers suggestions on how to address a cyber breach effectively
• Justin Bonestroo discusses successfully communicating bad news
• And we name the newly credentialed members

You’ll also find commentary from regular columnist Brian Graff.

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.