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PPA Document Restatements: Plan Early and Often

November 21, 2013

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By Linda M. Wyttenbach, QPA, QKA At this year’s ASPPA Annual Conference, Adam C. Pozek, ERPA, QPA, QKA, QPFC, a partner with DWC ERISA Consultants, shared some great tips on preparing for the upcoming PPA restatements. Pozek suggested handling the upcoming PPA restatements in a fashion similar to the EGTRRA restatements. That way, practitioners can […]

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David Lipkin Inaugurated as 45th President of ASPPA

October 27, 2013

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WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) inaugurated David M. Lipkin, MSPA as the new president of the organization during the opening session of the 2013 ASPPA Annual Conference at the Gaylord Hotel, National Harbor, MD. After receiving a B.A. in Mathematics from Hamilton College, Lipkin began his […]

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Study Shows Retirement Savings Could Plummet In a Debt Ceiling Standoff

October 10, 2013

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New research published by the American Society of Pension Professionals & Actuaries (ASPPA) shows that if Congress and the Administration fail to raise the debt ceiling, American workers’ 401(k) account balances could fall by more than 20%.

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  1. Coalition to Protect Retirement Strongly Supports Sense of the Congress Resolution on Retirement Savings The Coalition to Protect Retirement strongly supports the introduction of…
  2. Coalition to Protect Retirement Strongly Supports Sense of the Congress Resolution on Retirement Savings ASPPA joins the Coalition to Protect Retirement in support of…
  3. Washington Update: Tax Reform Rearing Its Head Again ASPPA CEO Brian Graff explains how the upcoming debt ceiling…

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Plan Consultant Releases Fall 2013 Issue

September 24, 2013

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An excerpt from the cover story of the Fall issue of Plan Consultant magazine entitled, “Readiness by Design: How TPAs Help Shape the Future of Retirement in America,” written by Deborah Rubin.

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  1. Plan Consultant Releases Summer 2013 Issue Read John Ortman’s Letter from the Editor and the excellent…
  2. Plan Consultant Releases Spring 2013 Issue In the cover story of Plan Consultant magazine, Cleo Chang,…
  3. Plan Consultant Magazine Releases Winter Issue As the economy slowly recovers from recession, many retirement industry…

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NAPA Washington Update

September 13, 2013

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What are the current prospects for tax reform, especially in light of shifting priorities on Capitol Hill? NAPA Executive Director/CEO Brian Graff tackles that question in this month’s Washington Update video. As is often the case, the answer to …

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ASPPA to Host 47th Annual Conference at National Harbor

September 12, 2013

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ASPPA to host its 47th annual conference—where more than 1,500 retirement plan professionals engage with government officials and their colleagues on retirement issues including—fee disclosure, fiduciary status, electronic disclosure and tax reform.

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  1. ASPPA Hosts Benefits Conference in New York & Boston The Northeast Area Benefits Conference is a one-day, two-city conference…
  2. ASPPA Hosts 2013 Great Lakes Benefits Conference in Chicago The Great Lakes Benefits Conference is a forum to discuss…
  3. NAPA & ASPPA Host 12th Annual 401(k) SUMMIT The NAPA/ASPPA 401(k) SUMMIT is a national forum for professionals…

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ASPPA & NTSAA Request Clarification by IRS on Certain Severance, Vesting Definitions

August 26, 2013

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A statement by ASPPA and NTSAA regarding the sample language issued by the Internal Revenue Service (IRS) in the Listing of Required Modifications (LRMs) for pre-approved 403(b) plans.

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  1. ASPPA & NTSAA Request Changes to IRS Pre-approved Plans Program ASPPA’s General Counsel Craig Hoffman issues comment letters to the…
  2. NTSAA Update National Tax Sheltered Accounts Association (NTSAA) Executive Director Chris DeGrassi…
  3. Blask Named New NTSAA President The National Tax Sheltered Accounts Association (NTSAA) announced today that…

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ACOPA Announces 2013-2014 Leadership

August 14, 2013

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ACOPA announced Leadership Council election results Saturday, August 10 at their annual business meeting held in conjunction with the ACOPA Actuarial Symposium in Chicago.

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  1. ACOPA Honors Richard A. Block for Professional Excellence ACOPA honored Richard A. Block, MAAA, EA, ASA, MSPA, with…
  2. ASPPA and ACOPA Announce 2013 ACOPA Advanced Actuarial Conference The ACOPA Advanced Actuarial Conference is a forum focused on…
  3. Experts Provide “Safe Bets” to Actuaries in Las Vegas During the “Ask the Experts” session at the Advanced Actuarial…

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ACOPA Honors Richard A. Block for Professional Excellence

August 13, 2013

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ACOPA honored Richard A. Block, MAAA, EA, ASA, MSPA, with the Edward E. Burrows Distinguished Achievement Award at its 2013 Actuarial Symposium on Saturday, August 10 in Chicago.

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  1. ASPPA and ACOPA Announce 2013 ACOPA Advanced Actuarial Conference The ACOPA Advanced Actuarial Conference is a forum focused on…
  2. ASPPA Honors Larry Starr with Eidson Award The American Society of Pension Professionals & Actuaries (ASPPA) honored…
  3. ASPPA Honors Members for Educational Achievement The American Society of Pension Professionals & Actuaries (ASPPA) honored…

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ASPPA Makes Recommendations on Proposed Lifetime Income Illustrations Rule

August 7, 2013

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ASPPA’s response to a proposed rule requiring that a participant’s accrued benefit in a defined contribution plan be expressed on a benefit statement as an estimated lifetime stream of payments.

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  1. ASPPA Calls for Enhancements to Schedule C and Its Instructions ASPPA has requested modification of Schedule C of Form 5500…
  2. ASPPA Requests Transitional Relief & Clarification of Disclosure Deadline Craig Hoffman, ASPPA’s General Counsel talks about a comments filed…
  3. Adequate Retirement Income a.k.a. Longevity Insurance At the recent Great Lakes Benefit Conference, I had the…

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