Tag Archives: Member Focus

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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  3. Plan Consultant Magazine Releases Winter Issue As the economy slowly recovers from recession, many retirement industry…

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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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Mythbusting Social Media: Have You Maximized Your Online Marketing Yet?

July 3, 2013

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Michelle Golden, president of Golden Practices, Inc., presented ways to perform the daunting task of successfully leveraging social media for your business to the attendees and sponsors of the 2013 Women Business Leaders Forum.

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  1. TPA Trends from the Women Business Leaders Forum Where can you find a uniquely structured panel of female…
  2. The Right Attitude May Lead to Greater Hiring Success than the Right Skills The 2013 Women Business Leaders Forum kicked off with Mark…

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Adequate Retirement Income a.k.a. Longevity Insurance

July 1, 2013

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At the recent Great Lakes Benefit Conference, I had the opportunity to co-present a session on Adequate Retirement Income/Longevity Insurance with attorney Bob Toth.

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  1. Retirement Readiness: A Metric that Matters and a Real Differentiator The National Association of Plan Advisors (NAPA) and the American…
  2. Tax Reform Should Not Harm Main Street’s Retirement Plan Brian H. Graff, CEO of ASPPA talks about new research…

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TPA Trends from the Women Business Leaders Forum

June 27, 2013

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Where can you find a uniquely structured panel of female business leaders and decision makers in the world of Third-Party Administrators (TPAs)? At the Women Business Leaders Forum.

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  1. The Right Attitude May Lead to Greater Hiring Success than the Right Skills The 2013 Women Business Leaders Forum kicked off with Mark…

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The Right Attitude May Lead to Greater Hiring Success than the Right Skills

June 21, 2013

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The 2013 Women Business Leaders Forum kicked off with Mark Murphy, founder and CEO of Leadership IQ and bestselling author, revealed astounding statistics and valuable insight on hiring new employees for their attitude versus their skill level.

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ERPA Conference Goes a Mile High

June 20, 2013

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Experts from the Internal Revenue Service (IRS) and the U.S. Department of Labor (DOL) joined Enrolled Retirement Plan Agents (ERPAs) from around the country recently in Denver, Colorado. The ERPA designation is for retirement plan professionals who practice before the IRS.

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Potential Tax Overhaul Could Change Retirement System

June 7, 2013

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Conditions may be ripe for sweeping tax reform legislation this year, according to Craig Hoffman, general counsel and director of regulatory affairs for the American Society of Pension Professionals and Actuaries (ASPPA).

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  3. Tax Reform Should Not Harm Main Street’s Retirement Plan Brian H. Graff, CEO of ASPPA talks about new research…

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Takeaways from the Latest Washington Update

June 6, 2013

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Judy Miller provides an update on retirement related legislative and regulatory activities in Washington to the ACOPA Advanced Actuarial Conference.

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  3. Hoffman Gives Washington Update on Retirement Plans CHICAGO (June 21, 2012)— The American Society of Pension Professionals…

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