Releases
The American Society of Pension Professionals & Actuaries (ASPPA) welcomes inquiries by reporters who cover information about the private pension system, related federal regulations, applicable state or federal legislation, and the duties and operations of retirement plan professionals.
To schedule an interview with an expert or ASPPA member or for more information, contact Ryan Shucard, Media Relations Manager at [email protected] or (703) 516-9300.
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Current News Releases & Statements (2013)
12.3.2013 - ASPPA Recommends Simplified Guidance on Same-Gender Spouses in Employee Benefit Plans
11.21.2013 - News from the Field: PPA Document Restatements, Plan Early and Often
10.27.2013 - David Lipkin Inaugurated as 45th President of ASPPA
10.27.2013 - ASPPA Welcomes Robert Kaplan to Board of Directors
10.27.2013 - ASPPA Presents Sal Tripodi with Prestigious Eidson Award
10.27.2013 - ASPPA Honors Richard Block with ACOPA’s Burrows Achievement Award
10.27.2013 - ASPPA Presents William Karbon with Distinguished Educator’s Award
10.27.2013 - ASPPA Honors Five Top-Performing Exam Candidates with Martin Rosenberg Academic Achievement Award
10.10.2013 - Study Shows Retirement Savings Could Plummet In a Debt Ceiling Standoff
08.26.2013 - ASPPA & NTSAA Request IRS Clarification on Certain Severance, Vesting Definitions
08.14.2013 - ACOPA Announces 2013-2014 Leadership
08.07.2013 - ASPPA Makes Recommendations on Proposed Lifetime Income
07.13.2013 - ACOPA Honors Richard A. Block for Professional Excellence Illustrations Rule
07.30.2013 - ASPPA Seeks Updates to Employee Plans Compliance Resolution System (EPCRS)
07.29.2013 - ASPPA Calls for Enhancements to Schedule C and Its Instructions
07.10.2013 - ASPPA Applauds SAFE Retirement Act Provisions
07.08.2013 - ASPPA Urges SEC to Improve Disclosures
06.27.2013 - A ‘Blank Slate’ for Tax Reform Puts Workers’ Retirement at Risk
06.03.2013 - Tax Expenditure Distributions Understate Impact of Nondiscrimination Rules
05.24.2013 - NAPA Releases Top Retirement Plan Industry Lists
05.09.2013 - Spring Issue of 403(b) Advisor Magazine Debuts
04.29.2013 - ASPPA & NTSAA Request Changes to IRS Pre-Approved Plans Program
04.25.2013 - 34th Annual Telly Awards Honors ASPPA’s “Save My 401(k)” Campaign
04.24.2013 - Frontline View of Retirement Industry as Commodity is Dead Wrong
04.22.2013 - ASPPA Urges Lawmakers to Oppose 401(k) Tax
04.22.2013 - ASPPA Requests Transitional Relief & Clarification of Disclosure Deadline
04.19.2013 - Tax Reform Should Not Harm Main Street’s Retirement Plan
04.10.2013 - Obama Budget Slams Small Business Retirement Plans
04.05.2013 - Obama Budget Savings Cap Is A Retirement Plan Killer
04.04.2013 - Ronald Triche Joins ASPPA Government Affairs Team
03.19.2013 - ASPPA Applauds Introduction of the SEAL Act
03.04.2013 - Fiduciary Consulting Group at PSA Honored with 401(k) Advisor Leadership Award
02.26.2013 - Brookings Proposes Double Tax on 401(k) Contributions
02.25.2013 - ASPPA Supports America Saves Week
02.07.2013 - 403(b) Advisor Releases Winter Issue
01.31.2013 - NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists
01.30.2013 - Employer-Based Retirement Savings Work
01.28.2013 - ASPPA Asks For Interagency Coordination on Multiple Employer Plan Reporting
01.17.2013 - Plan Consultant Magazine Releases Winter Issue
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News Releases & Statements (2012)
December 19, 2012 - Possible Fiscal Cliff Deal Puts Small Business Retirement Plans at Risk
December 6, 2012 - Coalition to Protect Retirement Strongly Supports Sense of the Congress Resolution on Retirement Savings
November 26, 2012 - ASPPA Launches Campaign to Save 401(k) Plans From Tax Reform
November 9, 2012 - 403(b) Advisor Releases Fall Issue
November 1, 2012 - Blask Named New NTSAA President
October 29, 2012 - ASPPA Honors Members for Educational Achievement
October 28, 2012 - Barry Max Levy Inaugurated as 44th President of ASPPA
October 28, 2012 - ASPPA Honors Larry Starr with Eidson Award
October 9, 2012 - Plan Consultant Magazine Releases Fall Issue
October 1, 2012 - NAPA Launches Web Portal for Retirement Plan Advisors
September 17, 2012 - NAPA & ASPPA Open Nominations for 401(k) Advisor Award
August 13, 2012 - ACOPA Honors James E. Holland for Professional Excellence
August 11, 2012 - ASPPA College of Pension Actuaries Announces 2012-2013 Leadership
August 8, 2012 - 403(b) Advisor Releases Summer Issue
July 9, 2012 - Plan Consultant Releases Summer Issue
June 19, 2012 - ASPPA Urges Congress To Protect Retirement Incentives
June 1, 2012 - New White Paper Misstates 401(k) Plan Fees
May 31, 2012 - Biased Analysis Maligns 401(k) Plans
May 3, 2012 - Retirement Plan Advisor Group’s Growth Exceeds Expectations
April 30, 2012 - ASPPA Asks DOL for Clarification And Relief On Fee Disclosure Regulation
April 17, 2012 - ASPPA Testifies In Support Of Retirement Savings Tax Incentives
April 16, 2012 - Research: Bad Math Could Lead To Bad Retirement Policy
April 16, 2012 - ASPPA to Testify on Retirement Incentives at House Ways & Means Committee
April 5, 2012 - OpEd—Sometimes Numbers Do Lie
March 28, 2012 - Industry Groups Urge DOL To Allow Broader Use Of Electronic Communication
March 18, 2012 - Plan Sponsor Advisors Honored with 401(k) Advisor Leadership Award
March 5, 2012 - How America Saves Infographic
March 1, 2012 - Michael Copp Joins ASPPA Executive Team
February 23, 2012 - ASPPA Backs America Saves Week
February 21, 2012 - ASPPA Applauds Bill to Expand Retirement Savings
February 17, 2012 - Deferral Nature of Savings Tax Incentives Recognized
February 16, 2012 - Brian Graff Talks Retirement Policy at Aspen Institute Congressional Briefing
February 16, 2012 - ASPPA Applauds Resolution In Support of Employer-Based Retirement System
February 14, 2012 - Presidential Budget Attacks Small Business 401(k) Plans
February 13, 2012 - ASPPA & Morningstar Announce 401(k) Leadership Award Finalists
February 1, 2012 - New Fee Disclosure Solution Released by Joint 403(b) Taskforce
January 31, 2012 - New ERISA Definition of Fiduciary Alive and Kicking
January 26, 2012 - Bad Math is Still Bad Math
January 13, 2012 - ASPPA Launches Plan Consultant Magazine
January 6, 2012 - 403(b) Compliance Summit Report Released
January 3, 2012 - 2012 Retirement Forecast (Video)
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News Releases & Statements (2010 - 2011)
December 20, 2011 - ASPPA & CIkR Request Fee Disclosure Extension
December 19, 2011 - Chris DeGrassi Joins ASPPA Executive Team
November 18, 2011 - Keeping Current—A Regulatory Update on Retirement Plans
November 17, 2011 - Government Proposals That Could Change Your Retirement Plan
November 17, 2011 - 401(k) Retirement Plans Myths – Debunked
October 28, 2011 - Knowing Where To Draw The Ethical Line
October 23, 2011 - ASPPA Honors Ashton with Eidson Award
October 23, 2011 - ASPPA Honors Members for Educational Achievement
October 23, 2011 - Robert Richter Becomes 43rd President to Lead ASPPA
October 5, 2011 - Choice is Critical to 403(b) Participation
September 30, 2011 - ASPPA Recommends Self-Correction Component To VFCP
September 29, 2011 - ASPPA Launches Association Focused on Plan Advisors
September 20, 2011 - ASBO, NEA & NTSAA Form Joint 403(b) Taskforce to Offer Fee Disclosure Solution
September 16, 2011 - ASPPA & Morningstar Open Nominations fo 401(k) Advisor Award
September 15, 2011 - ASPPA Testifies in Defense of the 401(k) System
September 14, 2011 - ASPPA to Testify on Retirement Proposals at Senate Hearing
September 6, 2011 - OpEd: Why Economists Should Stay in Their Ivory Towers
September 1, 2011 - James Dornan Joins ASPPA Government Affairs Team
August 19, 2011 - ASPPA Names Lisa Allen Educational Advocate
August 17, 2011 - ACOPA Honors Actuary Janet S. Eisenberg for Distinguished Service
August 16, 2011 - ASPPA College of Pension Actuaries Announces 2012 Leadership
August 10, 2011 - NTSAA’s 403(b) Advisor Releases Summer Issue
August 8, 2011 - ASPPA Board Announces 2012 Leadership Team
July 28, 2011 - ASPPA Issues Clarification on Proposed Definition of Fiduciary Regulation
July 27, 2011 - Chart: Comparing Deficit Reduction
July 20, 2011 - Gang of Six Plan Reference to Retirement Savings Based on Fuzzy Math
June 21, 2011 - ASPPA & NAIRPA Support Investor Education Efforts
June 15, 2011 - ASPPA Asks DOL for Extension on Fee Disclosure
June 14, 2011 - Electronic Delivery of Retirement Documents Benefits Participants
June 10, 2011 - ASPPA Offers IRS Ideas to Simplify Paperwork for Retirement Plan Filings
May 31, 2011 - ASPPA Study Says Bad Budget Math Targets 401(k) Plans
April 29, 2011 - 401(K) Plans Benefit Moderate Income Workers
April 29, 2011 - ASPPA Responds to Treasury’s Regulatory Burden Request
April 14, 2011 - NTSAA & ASPPA Request Municipal Advisor Exemption
March 31, 2011 - ASPPA Responds to DOL Regulatory Burden Request
March 18, 2011 - ASPPA Clarifies Its Position on Proposed Definition of Fiduciary Regulation
March 7, 2011 - Malone Honored with 401(k) Advisor Leadership Award
February 28, 2011 - ASPPA to Testify on Definition of Fiduciary at DOL
February 25, 2011 - ASPPA Supports America Saves Week
February 17, 2011 - NTSAA & ASPPA Renew Appeal for 403(b) Plan Audit Relief
February 8, 2011 - ASPPA & Morningstar Announce 401(k) Advisor Leadership Award Finalists
February 3, 2011 - 403(b) Advisor Magazine Launches at NTSAA Annual
January 27, 2011 - ASPPA Requests Clarity on Definition of Fiduciary
January 26, 2011 - ASPPA Requests Changes to IRS Hybrid Regulations
January 3, 2011 - ASPPA Welcomes IRS Clarification on PTIN Registration Requirements
December 29, 2010 - NTSAA Issues 403(b) Compliance Resolution Summit Report
December 20, 2010 - NTSAA & ASPPA To Launch New Magazine for Advisors
December 1, 2010 - ASPPA Warns NCFRR Report Threatens Workers’ Retirement Security
November 29, 2010 - ASPPA Welcomes IRS Guidance on Roth Conversion
November 10, 2010 - ASPPA Urges Congress to Protect Retirement Incentives
October 18, 2010 - ASPPA Honors Members for Educational Achievement
October 17, 2010 - ASPPA Honors Huntington with Edison Award
October 17, 2010 - Thomas Finnegan Elected ASPPA President
October 15, 2010 - ASPPA to Release TPA Owner Survey
October 12, 2010 - ASPPA Petitions DOL for 403(b) Plan Relief
October 7, 2010 - ASPPA Urges IRS to Clarify Circular 230 Requirements at IRS Hearing
October 5, 2010 - ASPPA Enhances Service Provider Certification
October 1, 2010 - ASPPA Urges DOL to Issue Form 5500 Extension
September 30, 2010 - ASPPA & Morningstar Accepting Nominations for 401(k) Advisor Award
September 20, 2010 - ASPPA Asks IRS to Modify Circular 230
September 16, 2010 - ASPPA Applauds Passage of Roth Conversion Provision
September 14, 2010 - ASPPA to Testify on Lifetime Income Options at DOL/Treasury Hearing
September 1, 2010 - NAIRPA Issues Comment to SEC on Target Date Funds
August 30, 2010 - ASPPA Issues Comment on DOL Fee Disclosure Regulation
August 14, 2010 - ACOPA Honors Robert Schramm for Distinguished Service
August 13, 2010 - ACOPA Announces New 2010-2011 Leadership
August 11, 2010 - AIRE LLC: IRS Requires Tax Preparers To Meet New Standards
July 15, 2010 - ASPPA Supports DOL Fee Disclosure Regulation
June 25, 2010 - ASPPA Lauds Congress for Passing Pension Funding Relief
June 22, 2010 - ASPPA & NTSAA Request Guidance on 403(b) Plan Terminations
June 8, 2010 - ASPPA Expands Outreach to Investment Professionals
May 26, 2010 - Key Findings Released from Lifetime Income Summit
May 13, 2010 - DOL Grants ASPPA Requested Relief on EFAST2
May 6, 2010 - ASPPA Urges House to Oppose Doggett Proposal
May 5, 2010 - ASPPA Responds to DOL Investment Advice Regulations
May 3, 2010 - ASPPA Issues Comment on Lifetime Income Options
April 26, 2010 - ASPPA Requests EFAST2 Extension From DOL
April 7, 2010 - ASPPA Urges House to Pass Pension Funding Relief
March 22, 2010 - ASPPA Commends Move to Protect Retirement Income from Medicare Tax
March 15, 2010 - Waters Recipient of 2010 Morningstar- ASPPA Leadership Award
March 8, 2010 - ASPPA Lauds Senate for Adopting Roth Conversion Proposal
February 23, 2010 - Advisory for The ASPPA 401(k) Summit
February 17, 2010 - ASPPA & Morningstar Announce 401(k) Leadership Award Finalists
February 9, 2010 - ASPPA and CFFP Form Education Partnership
February 2, 2010 - ASPPA Urges DOL to Modify EFAST2 System
January 26, 2010 - ASPPA Backs Obama Plan for Economic Relief
Archive
2009 News Releases
2008 News Releases
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RESOURCES
ASPPA offers the following source materials about ASPPA activities and other useful sites:
Glossary – With so many abbreviations and acronyms in use by retirement plan professionals, ASPPA provides this glossary to assist newcomers to the retirement plan industry.
Related Sites – A list of additional Web sites where reporters, writers, and others interested in the retirement plan industry may find useful information.
