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Professional Development
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...
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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.
The scholarship program is now in its 10th year. After a rigorous application and selection process, a team of PenChecks and...
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PenChecks Trust Company of America and ASPPA are pleased to offer the 10th annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC.
The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the...
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Applications for the PenChecks Trust ASPPA Scholarship are now being accepted, and will be accepted through Sept. 15. The PenChecks Trust Company of America (PenChecks Trust) and ASPPA expanded the PenChecks Trust ASPPA Scholarship this year.
Launched in 2014, this year the PenChecks Trust ASPPA...
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Applications for the PenChecks Trust ASPPA Scholarship are now being accepted, and will be accepted through Sept. 15. The PenChecks Trust Company of America (PenChecks Trust) and ASPPA expanded the PenChecks Trust ASPPA Scholarship this year.
Launched in 2014, this year the PenChecks Trust ASPPA...
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This year’s TPA Growth Summit will be like the newest improved version of an excellent video game. Here’s how…
When a new video game is released, players review the game. These reviews inform developers on which features are beloved, as well as what are not, and what is not working. Developers...
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PenChecks Trust Company of America (PenChecks Trust) and ASPPA are pleased to announce the renewal and expansion of the PenChecks Trust ASPPA Scholarship.
Launched in 2014, this year the PenChecks Trust ASPPA Scholarship will be awarded to 14—up from six in previous years—individuals who make the...
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Are you ready to take things to the next level?
If the ASPPA Credential programs were an arcade game with each level an advancement from the previous, one might say that:
Level 1: Qualified 401(k) Administrator (QKA®)
Level 2: Qualified 401(k) Consultant (QKC)
Level 3: Qualified Pension...
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Back by popular demand: ASPPA’s Spring National conference! Join us May 4–5 for relevant presentations on the topics that are top of mind for you, thought-provoking breakout sessions and plenty of chances to interact with national experts and your peers.
Special Features
ASPPA Spring National...
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For more than two decades, ASPPA’s Qualified 401(k) Administrator/QKA credentials have established a level of professional expertise among those who work with 401(k) plans—a trademark that is now being undermined by another organization.
Because of ASPPA’s extensive and continued support and...
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We’re getting the “band” back together! Registration for ASPPA Annual is open!
That’s right, registration for ASPPA2021—where you can Reconnect, Recharge & Reunite—is now open at asppaannual.org.
WHAT: ASPPA 2021
WHEN: Oct. 17–20
WHERE: Gaylord National Resort & Convention Center
WHO:...
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Six industry professionals were selected for the 2020 PenChecks QKA Scholarship after the recent 2020 ASPPA All Access virtual conference. The winners are:
Cara Anderson, Retirement Plan Administrator at Thomas Howell Ferguson
Tamme Ford, Retirement Plan Counselor
Jason Gravlin, Life Agent at...
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Yes, 2020 is in the books—but we’ve extended the reporting deadline—and there’s no time like the present to make sure you’ve gotten all the CE you need for your hard-earned credential and membership in ASPPA.
You can check it out using our online tracking tool—and you can even self-report...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.
Live Webcasts
ASPPA Webcast: Ethics—it’s Never the Wrong Time to Do the Right Thing
Wednesday, Dec. 2, 2020
2:00 – 2:50 p.m. ET
Speaker: Bob Kaplan, CFP, CPC,...
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Three industry professionals were honored Oct. 26 with the 2020 Martin Rosenberg Academic Achievement Award at the 2020 ASPPA All Access virtual conference.
The 2020 winners are:
Jennifer Forgey, a Supervising Senior Associate with MHM Retirement Plan Solutions, for her outstanding performance...
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How do we raise our bar through collaboration? At a session of the ASPPA TPA Summit, panelists discussed collaboration, especially in light of the circumstances facing TPAs and other professionals in 2020.
Angie Grissom, owner and Chief Relationship Officer of The Rainmaker Companies, led a panel...
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PenChecks Trust Company of America (PenChecks Trust) and the American Society of Pension Professionals & Actuaries (ASPPA) have announced the opening of applications for the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.
Launched in 2014, the...
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What does the rest of 2020 portend for retirement plans? The election? American Retirement Association Retirement Education Counsel Robert Richter provided a look ahead, as well as a retrospective of recent months, in a Sept. 23 ASPPA Washington Update webcast.
Not Taking Wing
Richter said he is...
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Fall’s coming up fast! And so is the end of early bird rates for ASPPA All Access, a digital experience that brings the content, expertise, CE—and even networking—of ASPPA Annual to you.
We know how important ASPPA Annual is to our members, and to the retirement industry at large. So in response...
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Actually, there may be more than one…
In a year unlike any in recent memory, 2020 has brought with it an extraordinary amount of change and challenges. But there’s an easy way to get a jump on 2021, and close out 2020 on a strong note—but the “window” to do so is closing…
You can get plugged in...
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