ASPPA (@ASPPA) header
ASPPA (@ASPPA) profile picture

ASPPA

@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
  • Tweets7.6K
  • Following1.7K
  • Followers4.3K
3.4KMedia
Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)Photo by ASPPA (@ASPPA)
Pinned Tweet
ASPPA (@ASPPA) profile picture
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
Image from ASPPA (@ASPPA)
100
It’s almost Halloween, so Nevin Adams is back with the fiduciary risks worth losing sleep over. Two on this year’s list: managed accounts used as a QDIA, and the cybersecurity questions most committees never ask their providers. 🧵 asppa-net.org/news/2026/10/w…

What SHOULD Scare Plan Fiduciaries?

Ghosts, goblins, things that go bump in the night — it's that time of year again. And, for retirement plan fiduciaries, a whole different collection of potential nightmares.

asppa-net.org
1
74
more replies
Rev. Rul. 2026-22: a DB plan can pay 401(h) medical benefits to participants eligible for in-service distributions at 59½ without putting its qualified status at risk. asppa-net.org/news/2026/10/d…
DB Plan Still Qualified if Certain Assets used to Cover Medical Care, IRS Says

DB Plan Still Qualified if Certain Assets used to Cover Medical Care, IRS Says

Is a pension plan’s qualified status threatened if assets are used to cover medical expenses under certain circumstances? The IRS tells us in a new revenue ruling.

asppa-net.org
1
19
Cerulli says retirement income products need more than strong investment design to catch on. 75% of DC consultants say plan sponsor knowledge is weighing on adoption. asppa-net.org/news/2026/10/r…

Retirement Income Adoption: Education, Advice Essential Ingredients

It takes more than new investment products alone to build a more effective retirement income ecosystem for DC plan participants, suggests a new report from Cerulli Associates.

asppa-net.org
12
Your retirement plan expertise didn't happen overnight. Neither does earning a credential like CPC™! The Fall CPC™ Exam is your opportunity to take that experience one step further. Registration closes November 11! Fall CPC™ Exam: November 12 ow.ly/FO925102fRn
Image from ASPPA (@ASPPA)
44
Let's talk testing beyond the textbook! Related employers, mergers and acquisitions, and correction strategies are all on the agenda for ASPPA's two-day workshop. It's time to turn technical knowledge into application. Join us next week! ow.ly/6Baa5101QOL
Image from ASPPA (@ASPPA)
47
Missed deferrals, plan loans, and overpayments. How do you handle them under the new EPCRS guidance? Major changes introduced by Rev. Proc. 2026-34 are raising important questions about how retirement plan errors should be corrected. Join us tomorrow! ow.ly/fSM85101QIN
Image from ASPPA (@ASPPA)
47
The regulatory landscape isn't slowing down! At ASPPA Annual, Kizzy Gaul and Robert Richter broke down key developments involving Trump Accounts, EBSA enforcement, and more. Find out more: ow.ly/ffXw5101Rky More from ASPPA's news in the comments.
Game Changers and Mental Gymnastics: Regulatory Update at ASPPA Annual

Game Changers and Mental Gymnastics: Regulatory Update at ASPPA Annual

Does the dust ever settle after a regulatory action affecting retirement plans is taken before another comes? Perhaps not. Two experts at the ASPPA Annual discussed some of the most important...

asppa-net.org
3
99
ASPPA highlights upcoming educational opportunities, events, and important November deadlines for members. ow.ly/6Xc05101Rmj
From the ASPPA Membership Desk: Coming Up in November

From the ASPPA Membership Desk: Coming Up in November

November brings several opportunities to stay informed, connect with industry leaders, and make the most of your ASPPA membership!

asppa-net.org
19
Rising costs, fewer pensions, and Social Security concerns are prompting Gen X and Millennials to reconsider traditional retirement strategies. ow.ly/VEpZ5101RlG

New Retirement Model for Gen X, Millennials

Gen X and Millennials are building a dramatically different retirement model than previous generations amid fewer pensions, greater market uncertainty, and heightened concerns about health care...

asppa-net.org
4
The PBGC released updated 2027 present values of maximum guaranteed benefits for certain pension calculations. ow.ly/vbUF5101Rlp
PBGC Sets 2027 Present Value of the Maximum Guaranteed Benefits

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.

asppa-net.org
6
Read the Winter issue of Plan Consultant? Its CE quiz is live. Pass 11 of 15 and earn 3 CE. ow.ly/Rb3c50ZY70i
Image from ASPPA (@ASPPA)
52
November 12 is coming up fast, and so is your chance to earn the CPC™ credential! The Fall CPC™ Exam covers the demands of retirement plan administration, from advanced plan design to fiduciary responsibilities. Registration closes November 11! ow.ly/rBFG51018Sj
Image from ASPPA (@ASPPA)
1
63
The IRS just gave retirement plan professionals a lot to talk about! Rev. Proc. 2026-34 introduces significant changes to EPCRS, and we're bringing in the experts to sort through what it means in practice. Get the answers you need. Sign up today! ow.ly/KxoT51018yu
Image from ASPPA (@ASPPA)
64
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

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.

asppa-net.org
3
86
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

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...

asppa-net.org
28
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

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.

asppa-net.org
11
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

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.

asppa-net.org
16
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.

asppa-net.org
3
70
PBGC announces the 2027 present value of maximum guaranteed pension benefits. ow.ly/wJv35100CSY
PBGC Sets 2027 Present Value of the Maximum Guaranteed Benefits

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.

asppa-net.org
22
Final automatic enrollment regulations under SECURE 2.0 move one step closer to release. ow.ly/MNXh5100CRN
Automatic Enrollment Regs One Step Closer

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.

asppa-net.org
3
Load more