Archive for November, 2012
ASPPA Launches Campaign to Save 401(k) Plans From Tax Reform
ASPPA launches the Save My 401k grassroots campaign to defend more than 60 million American workers’ 401(k) plans from congressional budget cuts.
Video—Save My 401k
As Democrats and Republicans debate tax reform in 2013, the retirement security of more than 60 million Americans will be at risk. ASPPA’s Executive Director Brian Graff shares how the grassroots “Save My 401k” campaign can engage ASPPA members, workers, and employers so Congress understands any proposal that cuts the contribution limits of 401(k) plans could have a devastating impact on the retirement savings of millions of middle-class workers.
Cash Balance Plans for TPAs and Traditional Plan Actuaries
ASPPA held its annual conference at the Gaylord National Resort on October 28-31. Kevin J. Donovan, MSPA, of Pinnacle Plan Design, LLC, and Andrew Ferguson, MSPA, of Altman & Cronin led an introductory workshop on cash balance plans.
Advanced Participant Loan Issues
Despite enduring the effects of Hurricane Sandy and missing some participants due to the storm, the 2012 ASPPA Annual Conference successfully settled back into its agenda. Workshop session 46, on Advanced Participant Loan Issues, was expertly handled by Robert M. Kaplan, CPC, QPA of ING.
2012 ASPPA Annual Conference Closes with IRS Q & A
The arrival of Hurricane Sandy and Halloween resulted in an eerie combination that closed a truly thrilling 2012 ASPPA Annual Conference. Benefits experts Donald J. Kieffer, Jr. and Ingrid M. Grinde from the IRS and William M. Evans from the Department of the Treasury delivered “tricks and treats” while responding to questions from Ilene H. Ferenczy, Robert M. Richter, and moderator Sal Tripodi during General Session 6.
403(b) Advisor Releases Fall Issue
Particularly risky behavior performed by professionals is often accompanied by the warning: Do not attempt to try this at home. Unfortunately, that warning no longer applies to those of us who have to face longevity risk.
Video—Washington Update
Washington Update: Impact of the 2012 Election on the Retirement Industry November 07, 2012—ASPPA’s Executive Director Brian Graff breaks down the results of the 2012 national election, calling it a “status quo” election with the Democrats maintaining control over the White House and Senate while Republicans continue their control of the House of Representatives. He discusses […]
Blask Named New NTSAA President
The National Tax Sheltered Accounts Association (NTSAA) announced today that David R. Blask, CPC, TGPC, has been inaugurated as President for the 2012-2013 term.
ASPPA to Hold Pension Conference in Cincinnati
MEDIA ADVISORY Event: The Cincinnati Pension Conference, co-sponsored by ASPPA and the ASPPA Benefit Councils (ABC) of Cincinnati and Ohio, is a forum for in-depth discussion on the complexities and nuances of servicing qualified plans. Topics include notices, compliance, plan design, reporting and non-discrimination testing. A diverse group of retirement plan professionals—including accountants, actuaries, attorneys, […]
