Day 3
A Look at the Participant RMD Journey
Required minimum distributions (RMDs) are among the many plan features affected by laws enacted and regulations issued in the last few years. An Oct. 24 session of the ASPPA Annual addressed some of the consequences of those changes.
'Charting' a New Roth Course in the Post-SECURE 2.0 World
A Tuesday morning session titled "Charting a New Course: Navigating Roth Changes in the Post SECURE 2.0 World" with 'secret agent' Shannon Edwards with TriStar Pension Consulting and Michelle Ueding.
Fiduciary Rule 'Very High Priority' Says Gomez
A new proposed fiduciary rule will be coming "very soon," according to Assistant Secretary of Labor Lisa Gomez. She was joined by Carol Weiser, Benefits Tax Counsel at the Department of the Treasury.
The Effective Way to Sell SECURE 2.0 to Clients
Do you feel confident selling SECURE 2.0 to clients? Some attendees of the Day 3 session "Selling SECURE 2.0" at ASPPA Annual felt so-so about it. Highlights include what plan sponsors are looking for and understand around SECURE 2.0.
Nevin Adams 2023 Recipient of Harry T. Eidson Founders Award
Justin Bonestroo, 2023 ASPPA President, bestowed the award, recognizing Adams as having been “an integral part of the expansion of ASPPA and its 'sister organizations'" within the American Retirement Association.
Day 2
SECURE About Death Benefit RMDs
How did the SECURE Acts affect required minimum distributions (RMDs) and death benefits? An Oct. 23 session of the ASPPA Annual conference held at National Harbor, MD provided a look.
'Things Are About to Get Weird' With AI
How should we feel about artificial intelligence (AI) and how should we process it, he rhetorically asked. The session then focused on the fear and fund (and unbelievable opportunity) AI affords.
2023 PenChecks Trust ASPPA Scholarship Recipients Selected
Penchecks President and CEO Spiro Preovolos, at an Oct. 23 session of the ASPPA Annual conference, announced the recipients of the 2023 PenChecks Trust ASPPA Scholarships.
2023 Martin Rosenberg Academic Achievement Award Recipients Recognized
The Martin Rosenberg Academic Achievement Awards are presented in honor of the late Martin Rosenberg, a Fellow of ASPPA, and are designed to recognize top-performing examination candidates based upon their total score.
An Explanation of Automatic Enrollment After SECURE 2.0
A Monday afternoon presentation at the ASPPA Annual in National Harbor, Maryland ran through the automatic enrollment provisions contained in SECURE 2.0. Craig Hoffman discusses.
The Balancing Act of Setting Boundaries With Clients
"Do you lead your clients or do they lead you?" That's the question Melissa Terito, CPA, posed to attendees in her Oct. 23 session at the 2023 TPA Growth Summit inside the 2023 ASPPA Annual Conference.
Power of Auto-Enrollment and Auto-Escalation—By the Numbers
The session, which took a fun look at two fictional secret agent plan participants—007X and 401(k)—focused on the benefits of voluntary enrollment vs. auto-enrollment and auto-escalation.
Pozek 2023 Winner of Thomas J. Finnegan III Educator’s Award
The Thomas J. Finnegan III Educator of the Year Award had been known as the Educator’s Award since the days when it was established in 1997. However, the award was renamed in 2023 in honor of the late Thomas J. Finnegan III Award to honor his memory.
SECURE 2.0—The Good, The Bad and the Ugly
The challenges, opportunities, and complexities surrounding high-profile SECURE 2.0 provisions were tackled Monday morning. Bob Kaplan and Robert Richter kicked it off with a rapid-fire Roth run-through.
Day 1
Close the Gap, But Not at the Expense of the Private Retirement Industry
The opening session of the 2023 ASPPA Annual expressed agreement with the notion of closing the coverage gap but also evinced great concern over the effect of legislation to create a federal retirement savings program on the private-sector retirement industry.
Acheson Assumes ARA HelmAcheson offered remarks as well, saying that he is “honored and humbled to have served as president-elect” in 2023, during Matrangola’s term of office. Acheson also said that it was “a joy to work with the members of all the sister organizations.”
Bonestroo Hails ASPPA Role; Iverson Assumes 2024 Presidency
Bonestroo also thanked 2024 President-Elect Amanda Rae Iverson, APM, for her help and support during his term of office. And he expressed confidence in her tenure in the role he held, remarking the "she will be a fantastic president in 2024.”