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ASPPA Net Staff

  Listen on iTunes | Listen on Spotify | Listen on Google Podcasts March 2024 Episode Description: With the aging population growing so rapidly and birth rates declining, many industries could face labor shortages. As many employers face a coming wave of baby-boomer retirements, the gaps in... READ MORE
What's in the episode? Defined contribution plans, and 401(k)s specifically, are increasingly under attack, criticized by think tanks and academics for perceived (yet easily refuted) flaws. What—and who—is behind the effort? Are the criticisms resonating and why are they happening now? Does the... READ MORE
ASPPA is developing a new blueprint for the ASPPA QKA® & QKS™ exam, and we need your help! This is an opportunity for ASPPA credentialed members to provide input that will help in identifying what the examination should address. The knowledge and skills necessary for competent practice in the... READ MORE
What's in the episode? ‘Retirement provocateur’ Kathleen Kennedy Townsend played an instrumental role in the debate over retirement issues, resulting in significant policy ideas. A founder of the Georgetown University Center for Retirement Initiatives, the 40-year political veteran and former... READ MORE
ASPPA is looking for presenters for its upcoming 2024 conference, which will be held Oct. 20-23 in Orlando, Florida.  The speaker nomination process enables individuals to nominate themselves or others, focusing on identifying expertise areas and selecting topics from a provided list. ASPPA... READ MORE
The newest digital edition of ASPPA’s members-only magazine has been posted online! You have a license to thrill—about the 2023 ASPPA Annual and the TPA Growth Summit! In this issue’s cover story, Genelle Brakefield and Melissa Terito discuss the highs and spies of those events. In our feature... READ MORE
  Listen on iTunes | Listen on Spotify | Listen on Google Podcasts What are the biggest challenges facing TPAs, RIAs and recordkeepers? And what will be most impactful from all that we’re seeing on the legislative and regulatory front? We turned to PenChecks’ President and CEO, Spiro... READ MORE
  Listen on iTunes | Listen on Spotify | Listen on Google Podcasts What did the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s passage in 2019 do for lifetime income in retirement plans, and what lessons can be learned from the success of pension risk transfer? We... READ MORE
If you missed the live broadcast of the ASPPA Webcast, “Update on Long-Term Part-Time Employees - Insights from the Proposed Regulations,” it is still available! You can access it on demand through Dec. 1, 2024.    On Nov. 24, 2023, the Department of Treasury and IRS released a proposed regulation... READ MORE
Listen on iTunes | Listen on Spotify | Listen on Google Podcasts The momentum around retirement income products has gained steam as participants are increasingly interested in adding a strategy for guaranteed lifetime income. With a wide range of features, fee structures, and implementation... READ MORE
Happy Birthday, ERISA! It’s been 50 years since the Congress passed landmark legislation that protected the savings of American workers and—arguably—created an entire industry. It’s now time for the golden anniversary. The American Retirement Association announced that it and eight associations... READ MORE
  Listen on iTunes | Listen on Spotify | Listen on Google Podcasts November Episode Description: Sponsored By: PenChecks COO Alexandra Gerritsen has been a hard charger her entire career, delivering exceptional performance for her employers. Her journey was full of eye-opening “Oh S@%$”... READ MORE
Calling the latest iteration of the fiduciary rule “the third installment of a long running regulatory series,” American Retirement Association CEO Brian Graff went directly to the source, speaking with EBSA COO Tim Hauser about the Retirement Security Rule. The two fiduciary ‘veterans’ sit down... READ MORE
The IRS has just announced the new contribution and benefit limits for 2024 and—reflecting the moderating inflation readings, the increases are modest. The headline is that next year the amount individuals can contribute to their 401(k) plans (not to mention 403(b) and most 457 plans, as well as... READ MORE
Listen on iTunes | Listen on Spotify | Listen on Google Podcasts M&A expert Peter Campagna, Managing Partner at Wise Rhino Group, has a list of common emotions that advisors face when they decide to sell their business. “Fully 80% of M&A is managing emotions,” Campagna says. “The... READ MORE
The 2023 ASPPA Annual Conference kicks off Sunday, Oct. 22 at the Gaylord National Resort at National Harbor, located in Oxon Hill, MD, just outside our nation’s capital. We'll be there from the start until the conference ends on Wednesday, Oct. 25, reporting on general sessions, workshops and more... READ MORE
The newest digital edition of ASPPA’s members-only magazine has been posted online! SECURE 2.0, enacted as 2022 ground to a close, imposes requirements but also affords opportunity. In this issue’s cover story, Robert Richter and Fred Reish discuss the provisions of SECURE 2.0 that address Roths.... READ MORE
September Episode Description: In personal branding, we’re encouraged to be authentic and diverse but then criticized when we open up, making us wonder—what does the world really want from us? How can we express ourselves in a way that we’re comfortable with, that’s “real and true,” but not... READ MORE
In our August Third Thursday, we discuss the Safer Act, which became a provision in SECURE 2.0 allowing penalty-free withdrawal from retirement plans for victims of domestic abuse. Given the breadth and scope of domestic violence, this educational session offers background information on the... READ MORE
The Department of Labor’s Employee Benefits Security Administration is seeking nominations to fill five vacancies to serve three-year terms on the ERISA Advisory Council, known officially as the Advisory Council on Employee Welfare and Pension Benefit Plans. Nominations are being accepted for one... READ MORE

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