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Professional Education and Credentialing

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
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
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... READ MORE
We are pleased to announce that ASPPA’s QKA® credential name is now a federally registered trademark!  Here’s how credential holders should use the trademark symbols (online and in print): Use the registered trademark symbol — ® —when using “QKA” (e.g., QKA®) Use the common law trademark... READ MORE
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:... READ MORE
About those American Retirement Association-based credentials you’ve been putting off—bipartisan legislation was just introduced that would make it easier to pay for them.  Rep. Abigail Spanberger (D-VA), along with Reps. Fred Upton (R-MI), Dean Phillips (D-MN) and Rob Wittman (R-VA), introduced... READ MORE
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... READ MORE
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... READ MORE
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,... READ MORE
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... READ MORE
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... READ MORE
There’s an easy way to get out of that box…   The TPA Growth Summit is a special event, customized for the unique perspectives of TPA business owners and their sales/marketing teams (sometimes the same people!).    You won’t have to travel.   You won’t have to commit a big block of time.  ... READ MORE
ASPPA’s new Qualified 401(k) Consultant (QKC) joins an impressive lineup of designations widely recognized within the retirement plan industry.   The QKC is a midpoint between the QKA and QPA—ideal for someone with extensive DC (defined contributions) knowledge.   The credential complements... READ MORE
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:  Hardship Withdrawal Changes: COVID-19 Impact   Wednesday, August 5, 2020   2:00 - 2:50 p.m ET   Speaker: Michael F. Smith,... READ MORE

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