Statements & 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 Melinda Semadeni, Director of Media Relations, at msemadeni@asppa.org or by phone (703) 516-9300, extension 130.

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Current News Releases & Statements (2013)

• May 9, 2013 – Spring Issue of 403(b) Advisor Magazine Debuts
• April 29, 2013 – ASPPA & NTSAA Request Changes to IRS Pre-Approved Plans Program
• April 25, 2013 - 34th Annual Telly Awards Honors ASPPA’s “Save My 401(k)” Campaign
• April 24, 2013 – Frontline View of Retirement Industry as Commodity is Dead Wrong
• April 22, 2013 – ASPPA Urges Lawmakers to Oppose 401(k) Tax

• April 22, 2013 – ASPPA Requests Transitional Relief & Clarification of Disclosure Deadline

• April 19, 2013 – Tax Reform Should Not Harm Main Street’s Retirement Plan

• April 10, 2013 – Obama Budget Slams Small Business Retirement Plans

• April 5, 2013 – Obama Budget Savings Cap Is A Retirement Plan Killer

• April 4, 2013 – Ronald Triche Joins ASPPA Government Affairs Team

• March 19, 2013 - ASPPA Applauds Introduction of the SEAL Act
• March 4, 2013 - Fiduciary Consulting Group at PSA Honored with 401(k) Advisor Leadership Award
• February 26, 2013 - Brookings Proposes Double Tax on 401(k) Contributions
• February 25, 2013 - ASPPA Supports America Saves Week
• February 7, 2013 – 403(b) Advisor Releases Winter Issue
• January 31, 2013 - NAPA and ASPPA Announce 401(k) Advisor Leadership Award Finalists
• January 30, 2013 - Employer-Based Retirement Savings Work
• January 28, 2013 - ASPPA Asks For Interagency Coordination on Multiple Employer Plan Reporting
• January 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.