Tag: "401(k)"
Deferral Nature of Savings Tax Incentives Recognized
ASPPA CEO Brian Graff discusses research that confirms the cash flow approach in federal budget math is misleading.
Brian Graff Talks Retirement Policy at Aspen Institute Congressional Briefing
ASPPA CEO Brian Graff debunks 401(k) plan myths at the Aspen Institute Congressional Briefing on Fiscal Reform and the Future of Lifelong Savings.
ASPPA Applauds Congressional Resolution In Support of the Employer-Based Retirement System
ASPPA responds to the bipartisan resolution in support of current Retirement Tax Incentives that garnered more than 100 sponsors from both sides of the aisle.
Presidential Budget Attacks Small Business 401(k) Plans
ASPPA CEO Brian Graff responds to President Obama’s proposed fiscal year 2013 budget and discusses the impact it would have on small business 401(k) plans.
Jim Phillips & Patrick McGinn
Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist 2012 Jim Phillips, President of Retirement Resources, has been in the investment industry for more than 35 years, the past 17 of which have been focused in the area of qualified retirement plans. Phillips worked for major national investment firms for 14 years prior to going independent [...]
Joshua P. Itzoe
Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist 2012 Joshua P. Itzoe, CFP®, AIF® is a Partner and Managing Director of Greenspring Wealth Management’s Institutional Client Group. An SEC-registered investment adviser, Greenspring provides independent retirement plan consulting services to publicly-traded, privately-held, and non-profit organizations throughout the country. Itzoe is respected as an industry expert, commentator and thought [...]
ASPPA and Morningstar Announce 401(k) Advisor Leadership Award Finalists
The American Society of Pension Professionals & Actuaries announced the names of three finalists in the running for the 401(k) Advisor Leadership Award sponsored by Morningstar and ASPPA. The award recognizes significant accomplishments by a leading financial advisor in the 401(k) marketplace…
Bad Math Is Still Bad Math
Recent comments in Smart Money’s Encore blog—“How much do 401(k) Plans Cost the Government,” (1.25.12) incorrectly characterizes estimates of retirement savings tax expenditures made in “Retirement Savings and Tax Expenditure Estimates” a research paper prepared for the American Society of Pension Professionals & Actuaries (ASPPA).
ASPPA Presents 11th Annual 401(k) SUMMIT
The ASPPA 401(k) SUMMIT is a national forum for professionals in the 401(k) marketplace. Retirement plan practitioners join experts and business leaders to discuss major trends, best practices, and legislative and regulatory activity that impact the industry.
ASPPA Launches Plan Consultant Magazine
The American Society of Pension Professionals & Actuaries (ASPPA) today announced their official publication The ASPPA Journal will now be known as Plan Consultant magazine. A survey of ASPPA’s growing community of diverse retirement professionals prompted the redesign of the publication from a scholarly journal to a less formal magazine format.
