See how common client and advisor questions can put plan administrators in tricky territory and get approaches for responding without stepping beyond your role.
Registration closes October 2. Check out the agenda: https://t.co/AM9ZESrvgG
#RetirementPlanning#ASPPAAnnual
The American Retirement Association is calling on the IRS to simplify compliance for Trump Accounts by incorporating them into existing IRA correction procedures and clarifying restrictions on ESG investments.
Read more about ARA's recommendations: https://t.co/fMHbaxKdJM
A major EPCRS update just dropped, and we’re moving fast to get you the details!
Next Friday’s webcast will cover the significant changes introduced by Rev. Proc. 2026-34 and what they mean for retirement plan corrections. Register before it's too late!
https://t.co/MJcAljHLgb
401(k) testing can get complicated when related employers and international employees enter the picture.
From determining who's included to applying coverage and nondiscrimination rules, getting the testing population right is essential.
Register now!
https://t.co/eK075q3EjA
Complex plan design and fiduciary responsibilities are all part of the job. The CPC™ credential recognizes professionals with the technical knowledge to address it all.
Put your experience to the test and take the Fall CPC™ Exam on November 12!
https://t.co/ntbcDHVKln
ASPPA Annual speakers discussed AI’s potential in retirement plan administration, emphasizing its risks and the importance of human oversight.
https://t.co/wqJNByvFI0
From celebrating outstanding industry professionals to tackling major conversations, this year's #ASPPAAnnual had no shortage of memorable moments.
View this year's TPA Teammates recipients!
https://t.co/nUMyHw8T5q
Catch up on the stories from San Antonio in the comments.
At ASPPA Annual, DOL officials emphasized their commitment to curbing excessive ERISA litigation through legal guidance and court involvement.
https://t.co/AArV0mKEZG
Missy Matrangola received ASPPA’s 2026 Harry T. Eidson Founders Award in recognition of her leadership, mentorship, and contributions to the retirement plan industry.
https://t.co/DQOpn4eNJa
ASEA celebrated its 2026 achievements, welcomed new leadership, and outlined priorities for membership growth, education, and advocacy in 2027.
https://t.co/AeYe7JdLEY
Big changes could be coming to retirement policy.
At ASPPA Annual, ARA leaders discussed how the upcoming midterm elections, expanding retirement coverage, and new voices in Washington could reshape the retirement system.
Read more from today's issue.
https://t.co/AMNPV02qY8
Experts at ASPPA Annual shared strategies for managing Cycle 4 plan restatements, emphasizing planning, communication, and quality control.
https://t.co/QOAfAqbh7n
Theresa Conti received the 2026 Thomas J. Finnegan III Educator of the Year Award for her contributions to retirement plan education and mentorship.
https://t.co/5YaSqh6ZPL
Your experience has brought you this far. Now it's time for a credential that reflects your achievements.
Your next career milestone is calling! Register for the Fall CPC™ Exam by November 11 and take the exam on November 12.
https://t.co/KLDFG2h0p9
ASPPA’s Plan Consultant magazine is back with its winter edition!❄️
Dina Hamad reflects on selling the TPA business she built over more than three decades, sharing lessons on the decisions involved and their lasting impact.
Check out the winter edition.
https://t.co/fH7znJns1k
Shannon Edwards recaps her last year as ASPPA’s President. “My year as president may be ending, but I’m not going anywhere. There is still plenty of work to do, and nobody I would rather do it with.”
View today's full issue.
https://t.co/cXfOoaVZ8o
Incoming ASPPA President Manny Marques calls for greater member involvement, mentorship, and collaboration to strengthen the association’s future.
https://t.co/J4iJvbDoAe