@ASPPA

ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.

 Washington, DC
asppa.org
Joined May 2009
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ASPPA@ASPPASep 21
See how common client and advisor questions can put plan administrators in tricky territory and get approaches for responding without stepping beyond your role. Registration closes October 2. Check out the agenda: bit.ly/4uFkWxZ #RetirementPlanning #ASPPAAnnual
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Retirement plan correction procedures are getting an important update! Recent developments in EPCRS are changing how practitioners address plan errors and compliance challenges. Read the full article for more details: ow.ly/2F0g51015mJ See today's issue in the comments.

Corrections Programs and Procedures Get an Upgrade

The Department of Treasury and IRS have issued revenue procedures that update the correction program for employee retirement plans and create a new one for IRAs.

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ASPPA Annual speakers share cybersecurity best practices for protecting participant data and strengthening fiduciary oversight. ow.ly/VNCh51015nY

Best Practices in Meeting Cybersecurity Challenges: ASPPA Annual

Technological transformation of the office is as ongoing as it is ubiquitous, but its risks can put a plan and its participants in jeopardy in a variety of ways. An Oct. 20 session of the ASPPA...

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TPA owners emphasize the importance of clear organizational structures, strategic hiring, and employee feedback for business growth. ow.ly/IBtn51015nP

Your Org Chart Can't Live in Your Head, TPA Owners Warn: TPA Growth Summit

Amanda Iverson and Melissa Terito told TPA Growth Summit attendees that firm structure trails strategy and that holding back hard feedback hurts the employee most.

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ASPPA Annual speakers discuss the complexities of Roth catch-up contributions and the compliance challenges facing practitioners. ow.ly/QHTn51015np

Roth Catch-up Contributions — Handling Complexities: ASPPA Annual

The implementation of Roth catch-up contributions has proven to entail some complexities. That was the focus of an Oct. 20 session at the ASPPA Annual conference in San Antonio.

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The American Retirement Association is calling on the IRS to simplify compliance for Trump Accounts by incorporating them into existing IRA correction procedures and clarifying restrictions on ESG investments. Read more about ARA's recommendations: ow.ly/ShH05100CZL

ARA Urges IRS to Incorporate Trump Accounts into IRA Correction Rules

The American Retirement Association has urged the IRS to incorporate Trump Accounts into the correction rules used for IRAs, and to clarify its stance on ESG investments in them.

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PBGC announces the 2027 present value of maximum guaranteed pension benefits. ow.ly/wJv35100CSY

PBGC Sets 2027 Present Value of the Maximum Guaranteed Benefits

The Pension Benefit Guaranty Corporation has updated the present value of maximum guaranteed benefits for 2027.

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Final automatic enrollment regulations under SECURE 2.0 move one step closer to release. ow.ly/MNXh5100CRN

Automatic Enrollment Regs One Step Closer

Regulations implementing the automatic enrollment requirements for 401(k) and 403(b) plans under the SECURE 2.0 Act could be released in the very near future.

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An ASPPA Annual session examined how real-world challenges influence retirement plan design decisions. ow.ly/geGZ5100CRe

The Real World Meets Plan Design: ASPPA Annual

Better meeting the needs of a client — and, in the process, better serving those who belong to a client’s plan — is the end goal of working with plan design. But one must meet the vagaries of the...

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A major EPCRS update just dropped, and we’re moving fast to get you the details! Next Friday’s webcast will cover the significant changes introduced by Rev. Proc. 2026-34 and what they mean for retirement plan corrections. Register before it's too late! ow.ly/mYkY5100w4i
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401(k) testing can get complicated when related employers and international employees enter the picture. From determining who's included to applying coverage and nondiscrimination rules, getting the testing population right is essential. Register now! ow.ly/fuQR5100h4c
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Complex plan design and fiduciary responsibilities are all part of the job. The CPC™ credential recognizes professionals with the technical knowledge to address it all. Put your experience to the test and take the Fall CPC™ Exam on November 12! asppa-net.org/certificates-c…
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From celebrating outstanding industry professionals to tackling major conversations, this year's #ASPPAAnnual had no shortage of memorable moments. View this year's TPA Teammates recipients! ow.ly/OWhA50ZZQc6 Catch up on the stories from San Antonio in the comments.
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ASPPA Annual speakers discussed AI’s potential in retirement plan administration, emphasizing its risks and the importance of human oversight. ow.ly/LhSk50ZZPN5

What Happens When AI is Confidently, Beautifully Wrong? 2026 ASPPA Annual

“AI won't take your job; someone using AI will. I think that's the framework for which we think about a lot of this work.”

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At ASPPA Annual, DOL officials emphasized their commitment to curbing excessive ERISA litigation through legal guidance and court involvement. ow.ly/uLTC50ZZPMW

Department of Labor Takes Aim at ERISA Litigation Epidemic

“It is a priority of this DOL to stem litigation abuse, and we are doing it through every avenue, including our amicus program.”

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Fourteen retirement plan professionals received 2026 PenChecks Trust ASPPA Scholarships to pursue professional credentials. ow.ly/LxIf50ZZPMv

2026 PenChecks Trust ASPPA Scholarship Recipients Announced: ASPPA Annual

The 2026 PenChecks Trust ASPPA Scholarship recipients were announced at an Oct. 20 session of the ASPPA Annual conference in San Antonio.

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Four ASPPA professionals received the 2026 Martin Rosenberg Academic Achievement Award for outstanding exam performance. ow.ly/cBgv50ZZPLL

2026 Martin Rosenberg Academic Achievement Award Presented to Top Performers: ASPPA Annual

Four ASPPA professionals have been recognized for their outstanding achievements with the prestigious 2026 Martin Rosenberg Academic Achievement Award.

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Missy Matrangola received ASPPA’s 2026 Harry T. Eidson Founders Award in recognition of her leadership, mentorship, and contributions to the retirement plan industry. ow.ly/F49y50ZZPKm

Missy Matrangola Receives 2026 Harry T. Eidson Founders Award at ASPPA Annual

Missy Matrangola is the 2026 recipient of ASPPA’s Harry T. Eidson Founders Award. She received the award at an Oct. 19 session of the ASPPA Annual Conference in San Antonio.

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Big changes could be coming to retirement policy. At ASPPA Annual, ARA leaders discussed how the upcoming midterm elections, expanding retirement coverage, and new voices in Washington could reshape the retirement system. Read more from today's issue. ow.ly/Oh1n50ZZnxF

ASPPA, ARA See ‘Something Much Bigger’ on Retirement Policy Horizon

“This is not going to be another SECURE 1.0 kind of 2.0 exercise. This is something much bigger.”

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ASEA celebrated its 2026 achievements, welcomed new leadership, and outlined priorities for membership growth, education, and advocacy in 2027. ow.ly/7O8I50ZZnMc

ASEA Marks Successes in ’26, Eyes a Strong ’27

The ASEA business meeting on Oct. 19 looked at ASEA’s achievements in 2026, introduced those who will lead it in the new year, and looked at goals for the organization in 2027.

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Experts at ASPPA Annual shared strategies for managing Cycle 4 plan restatements, emphasizing planning, communication, and quality control. ow.ly/cH9O50ZZnKu

Plan Restatements: ‘Do the Work’: ASPPA Annual

Cycle 4 plan restatements are on the “to do” list, and it can be a heavy lift. A panel of experts at an Oct. 19 session of the ASPPA Annual offered some practical ideas and tips in meeting this...

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Theresa Conti received the 2026 Thomas J. Finnegan III Educator of the Year Award for her contributions to retirement plan education and mentorship. ow.ly/xYsh50ZZnIe

Theresa Conti Named Thomas J. Finnegan III Educator of the Year: ASPPA Annual

Theresa Conti was named the 2026 Thomas J. Finnegan III Educator of the Year Award recipient. She received the award in an Oct. 19 session of the ASPPA Annual conference. 

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