WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) honored Kristin E. Conkle, QKA of Crowe Horwath LLP, Tricia L. Day, QKA of Great West Life & Annuity, Karen L. Mathis, QKA of Milliman Inc., Eric J. Schlatterer, QKA of Lincoln Financial Group, and Shuang (Sharon) Liu, QKA of Actuaries […]
WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) honored William G. Karbon, MSPA, CPC, QPA, with the 2013 Educator’s Award during the 47th ASPPA Annual Conference at the Gaylord National Resort and Convention Center in National Harbor, MD. Karbon runs CBIZ Benefits & Insurance Services, Inc. based in Lawrenceville, NJ. He is a senior […]
What are the current prospects for tax reform, especially in light of shifting priorities on Capitol Hill? NAPA Executive Director/CEO Brian Graff tackles that question in this month’s Washington Update video. As is often the case, the answer to the question involves numerous moving parts and what-ifs.
ASPPA’s General Counsel Craig Hoffman discusses why the IRS should change its policy to allow forfeitures as permissible sources of funding for safe harbor contributions.
An excerpt from the cover story of the Fall issue of Plan Consultant magazine entitled, “Readiness by Design: How TPAs Help Shape the Future of Retirement in America,” written by Deborah Rubin.
ACOPA announced Leadership Council election results Saturday, August 10 at their annual business meeting held in conjunction with the ACOPA Actuarial Symposium in Chicago.
ASPPA to host its 47th annual conference—where more than 1,500 retirement plan professionals engage with government officials and their colleagues on retirement issues including—fee disclosure, fiduciary status, electronic disclosure and tax reform.
Studying retirement trends over the decades has proven a fruitful research exercise for Dan Veto of Age Wave, who presented at the recent NTSAA 403(b) Summit in Chicago.
Other Recent Articles
Arlington, VA (December 3, 2013) – The following is a statement from Ronald J. Triche, Esq., assistant general counsel and director of government affairs for the American Society of Pension Professionals & Actuaries (ASPPA) regarding ASPPA’s recommendations to the Department of Labor’s Employee Benefits Security Administration (EBSA) for the treatment of same-gender spouses in employee […]
By Linda M. Wyttenbach, QPA, QKA At this year’s ASPPA Annual Conference, Adam C. Pozek, ERPA, QPA, QKA, QPFC, a partner with DWC ERISA Consultants, shared some great tips on preparing for the upcoming PPA restatements. Pozek suggested handling the upcoming PPA restatements in a fashion similar to the EGTRRA restatements. That way, practitioners can […]