Archive for June, 2010
Relief Needed on 403(b) Plan Hardship Distributions
ASPPA and NTSAA submitted a comment letter to the IRS on June 25, 2010 to request limited relief with respect to hardship distributions from certain 403(b) contracts.
ASPPA Lauds Congress for Passage of Pension Funding Relief
Brian H. Graff, executive director/CEO of ASPPA releases a statement applauding the efforts of the U.S. House of Representatives and Senate for passage of HR 3962 which offers temporary funding relief for employers who sponsor pension plans.
ASPPA Focuses on Advisors
More than 460 retirement professionals tuned in to hear the latest from Washington and how it will impact their business during ASPPA’s webcast targeted to retirement plan advisors. “Change is coming to the retirement industry—it’s not a matter of if, it’s a matter of when it happens,” said Brian H. Graff, executive director and CEO of ASPPA.
ASPPA & NTSAA Request Guidance on 403(b) Plan Terminations
Craig P. Hoffman, General Counsel and Director of Regulatory Affairs at the American Society of Pension Professionals & Actuaries (ASPPA) issues a statement requesting clarification of the Internal Revenue Service’s (IRS) rules governing the termination of an IRC §403(b) plan.
AIRE & ASPPA Host ERPA Conference
The first ever Enrolled Retirement Plan Agent (ERPA) Conference was held June 17-18 in Chicago….Speakers include industry experts who are also practicing ERPAs as well as local, regional and national government representatives from the Internal Revenue Service.
Great Lakes Benefits Conference
The Great Lakes Benefits Conference held their annual meeting for benefits professionals in Chicago on June 16-17. The conference serves as an opportunity to meet and discuss employee benefit issues with colleagues and local, regional and national government representatives from the IRS and DOL.
Waters Receives Leadership Advisor Award
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.
2010 ACOPA Advanced Actuarial Conference
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.
ASPPA Expands Outreach to Investment Professionals
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.
ASPPA Hosts Women Business Leaders Forum
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.
