• NAIRPA Issues Comments to SEC on Target Date Funds

    NAIRPA Issues Comments to SEC on Target Date Funds

    The National Association of Independent Retirement Plan Advisors (NAIRPA) responsds to the U.S. Securities and Exchange Commission’s (SEC) request for information on Target Date Fund disclosure…

  • ASPPA Issues Comment on DOL Fee Disclosure Regulation

    ASPPA Issues Comment on DOL Fee Disclosure Regulation

    ASPPA responds to the U.S. Department of Labor’s (DOL) request for comments on the Interim Final Regulation §2550.408b-2(c) which imposes new fee disclosure requirements on retirement plan service providers.

  • IRS Requires Tax Preparers to Meet New Standards

    IRS Requires Tax Preparers to Meet New Standards

    The American Institute of Retirement Education (AIRE, LLC) is supportive of new IRS rules for tax preparers which we believe will bring a new level of professionalism to the industry. This commitment is one of the reasons AIRE has partnered with the IRS in creating and administering the Enrolled Retirement Plan Agent (ERPA) program..

Latest News

NAIRPA Issues Comments to SEC on Target Date Funds

NAIRPA Issues Comments to SEC on Target Date Funds

The National Association of Independent Retirement Plan Advisors (NAIRPA) responsds to the U.S. Securities and Exchange Commission’s (SEC) request for information on Target Date Fund disclosure…

ASPPA Issues Comment on DOL Fee Disclosure Regulation

ASPPA Issues Comment on DOL Fee Disclosure Regulation

ASPPA responds to the U.S. Department of Labor’s (DOL) request for comments on the Interim Final Regulation §2550.408b-2(c) which imposes new fee disclosure requirements on retirement plan service providers.

ACOPA Announces New Leadership

The ASPPA College of Pension Actuaries (ACOPA) announced election results and the new leadership took office at their annual meeting held in conjunction with the Actuarial Symposium held in Las Vegas, Nevada.

Washington Update

Relief Needed on 403(b) Plan Hardship Distributions

Relief Needed on 403(b) Plan Hardship Distributions

ASPPA and NTSAA submitted a comment letter to the IRS on June 25, 2010 to request limited relief with respect to hardship distributions from certain 403(b) contracts.

ASPPA & NTSAA Request Guidance on 403(b) Plan Terminations

ASPPA & NTSAA Request Guidance on 403(b) Plan Terminations

Craig P. Hoffman, General Counsel and Director of Regulatory Affairs at the American Society of Pension Professionals & Actuaries (ASPPA) issues a statement requesting clarification of the Internal Revenue Service’s (IRS) rules governing the termination of an IRC §403(b) plan.

ASPPA Comments on Investment Advice

ASPPA Comments on Investment Advice

Craig P. Hoffman, General Counsel and Director of Regulatory Affairs at the American Society of Pension Professionals & Actuaries (ASPPA) issues a statement in response to the U.S. Department of Labor’s (DOL) recently proposed regulation related to the provision of investment advice to participants and beneficiaries.

Member Focus

ACOPA Honors Actuary Robert H. Schramm for Distinguished Service

The ASPPA College of Pension Actuaries (ACOPA) honored Robert H. Schramm with the Edward E. Burrows Distinguished Achievement Award at its 2010 Actuarial Symposium.

Waters Receives Leadership Advisor Award

Waters Receives Leadership Advisor Award

Sean M. Waters, co-founder of Cook Street Consulting Inc. (CSC) in Greenwood Village, Colo., received the 2010 Morningstar—ASPPA 401(k) Advisor Leadership Award during the annual ASPPA 401(k) SUMMIT in Orlando, Fla. on March 15.

ASPPA Expands Outreach to Investment Professionals

ASPPA Expands Outreach to Investment Professionals

The American Society of Pension Professionals & Actuaries (ASPPA) is expanding The ASPPA 401(k) SUMMIT beyond the annual 3 day meeting to an on-going initiative to provide cutting edge support and resources for retirement plan professionals.

Events

ASPPA Hosts 2010 Benefits Conference

ASPPA Hosts 2010 Benefits Conference

DOL Speaks is a national conference where government officials engage with retirement benefits professionals on employee benefits issues.

ASPPA and WP&BC Host Benefits Conference in L.A.

ASPPA and WP&BC Host Benefits Conference in L.A.

The Western Benefits Conference is a regional conference sponsored by the Western Pension & Benefit Conference’s (WP&BC) and the American Society of Pension Professionals and Actuaries (ASPPA) where retirement benefits professionals and government officials engage on issues important to plan sponsors and advisors. Journalists who cover personal finance, retirement, taxes, or financial planning will hear from practitioners and representatives from the U.S. Department of Labor (DOL), Internal Revenue Service (IRS), and more.

ASPPA & IRS Host Northeast Area Benefits Conference in Boston & NYC

ASPPA & IRS Host Northeast Area Benefits Conference in Boston & NYC

The Northeast Benefits Conference is a regional conference where retirement professionals and government officials meet to discuss regulatory, legislative, and administrative issues in the retirement arena.

Other Recent Articles

2010 ACOPA Advanced Actuarial Conference

2010 ACOPA Advanced Actuarial Conference

Members of the ASPPA College of Pension Actuaries (ACOPA) meet in Chicago to focus on the role on actuaries and their unique and specialized issues in the pension world.

ASPPA Hosts Women Business Leaders Forum

ASPPA Hosts Women Business Leaders Forum

The American Society of Pension Professionals & Actuaries (ASPPA) opens the third annual Women’s Business Leaders Forum in San Antonio … an opportunity for ASPPA’s core network of Third Party Administrators (TPAs) to focus on best practices, office technology, marketing, strategic planning and networking opportunities.