Category: News

Moreton Retirement Partners

Moreton Retirement Partners

| January 31, 2013 | 0 Comments

NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Moreton Retirement Partners
Chad Larsen is President of Moreton Retirement Partners. He has dedicated the past 20 years to developing and implementing proven processes and strategies for clients seeking to improve their retirement programs.

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Plan Sponsor Consultants

Plan Sponsor Consultants

| January 31, 2013 | 0 Comments

NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Plan Sponsor Consultants
Michael M. Kane is the founder and managing director of Plan Sponsor Consultants. He has more than 25 years of industry experience and is widely quoted on industry issues and has published extensively on retirement topics.

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Fiduciary Consulting Group at PSA Financial

Fiduciary Consulting Group at PSA Financial

| January 31, 2013 | 0 Comments

NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Fiduciary Consulting Group at PSA Financial
Jania Stout has more than 18 years of experience working with middle market companies and their corporate sponsored retirement plans.

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Borzi Addresses Lifetime Income at Pension Conference

Borzi Addresses Lifetime Income at Pension Conference

| July 19, 2010 | 0 Comments

The U.S. Department of Labor’s (DOL) request for information (RFI) on lifetime income options in retirement plans, has sparked a discussion on how the government and private sector will deal with the rising number of retirees who need to maximize their savings throughout retirement…

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Waters Receives Leadership Advisor Award

Waters Receives Leadership Advisor Award

| June 10, 2010 | 0 Comments

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.

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2010 ACOPA Advanced Actuarial Conference

2010 ACOPA Advanced Actuarial Conference

| June 9, 2010 | 0 Comments

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.

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ASPPA Expands Outreach to Investment Professionals

ASPPA Expands Outreach to Investment Professionals

| June 8, 2010 | 0 Comments

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.

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ASPPA Hosts Women Business Leaders Forum

ASPPA Hosts Women Business Leaders Forum

| June 2, 2010 | 0 Comments

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.

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Brian Graff, Debra Whitman, Mark Iwry, and Greg Dean

Lifetime Income Summit

| May 20, 2010 | 0 Comments

How To Make Retirement Savings Last A Lifetime
AARP, ASPPA and WISER Hold Summit to Discuss Options for Financial Security in Retirement

AARP, ASPPA and WISER presented a day-long Lifetime Income Summit on Thursday May 20 to examine public policy recommendations and investment innovations aimed at better management of retirement income.

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ASPPA Comments on Investment Advice

ASPPA Comments on Investment Advice

| May 5, 2010 | 0 Comments

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.

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