Category: News
PPA Document Restatements: Plan Early and Often
By Linda M. Wyttenbach, QPA, QKA At this year’s ASPPA Annual Conference, Adam C. Pozek, ERPA, QPA, QKA, QPFC, a partner with DWC ERISA Consultants, shared some great tips on preparing for the upcoming PPA restatements. Pozek suggested handling the upcoming PPA restatements in a fashion similar to the EGTRRA restatements. That way, practitioners can […]
ASPPA Honors Five Top-Performing Exam Candidates with Martin Rosenberg Academic Achievement Award
WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) honored Kristin E. Conkle, QKA of Crowe Horwath LLP, Tricia L. Day, QKA of Great West Life & Annuity, Karen L. Mathis, QKA of Milliman Inc., Eric J. Schlatterer, QKA of Lincoln Financial Group, and Shuang (Sharon) Liu, QKA of Actuaries […]
ASPPA Presents William Karbon with Distinguished Educator’s Award
WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) honored William G. Karbon, MSPA, CPC, QPA, with the 2013 Educator’s Award during the 47th ASPPA Annual Conference at the Gaylord National Resort and Convention Center in National Harbor, MD. Karbon runs CBIZ Benefits & Insurance Services, Inc. based in Lawrenceville, NJ. He is a senior […]
ASPPA Honors Richard Block with ACOPA’s Burrows Achievement Award
WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) honored Richard A. Block, MSPA, with the 2013Edward E. Burrows Distinguished Achievement Award during the 47th ASPPA Annual Conference at the Gaylord National Resort and Convention Center in National Harbor, MD. Block leads Block Consulting Actuaries, Inc. based in El Segundo, CA. He has been […]
ASPPA Presents Sal Tripodi with Prestigious Eidson Award
WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) honored Sal L. Tripodi, Esq., APM, with the 2013 Harry T. Eidson Founders Award during the 47th ASPPA Annual Conference at the Gaylord National Resort and Convention Center in National Harbor, MD. Sal currently maintains a nationally based consulting practice in the employee benefits area, TRI […]
David Lipkin Inaugurated as 45th President of ASPPA
WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) inaugurated David M. Lipkin, MSPA as the new president of the organization during the opening session of the 2013 ASPPA Annual Conference at the Gaylord Hotel, National Harbor, MD. After receiving a B.A. in Mathematics from Hamilton College, Lipkin began his […]
ASPPA Welcomes Robert Kaplan to Board of Directors
WASHINGTON, (October 27, 2013) – The American Society of Pension Professionals & Actuaries (ASPPA) welcomes Robert M. Kaplan, CPC, QPA, to serve his first full term, expiring in 2016, on the Board of Directors during the opening session of the 2013 ASPPA Annual Conference at the Gaylord Hotel, National Harbor, MD. Kaplan is currently serving […]
ASPPA Makes Recommendations on Proposed Lifetime Income Illustrations Rule
ASPPA’s response to a proposed rule requiring that a participant’s accrued benefit in a defined contribution plan be expressed on a benefit statement as an estimated lifetime stream of payments.
ASPPA Seeks Updates to Employee Plans Compliance Resolution System (EPCRS)
ASPPA responds to the invitation by the IRS in Revenue Procedure 2013-12 for public comment on further improving EPCRS.
ASPPA & NTSAA Request Clarification by IRS on Certain Severance, Vesting Definitions
A statement by ASPPA and NTSAA regarding the sample language issued by the Internal Revenue Service (IRS) in the Listing of Required Modifications (LRMs) for pre-approved 403(b) plans.