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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
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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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October brought a mixed bag for private-sector DB plans. While analysts reported differing results for pension funding ratios, one thing remained consistent: funding levels stayed above 100%. What drove the fluctuations? Read here: ow.ly/xsl95104EGr See more below.

A Trick AND Treat October for Private-sector DB Plans

Like a street where one household gives Halloween candy and the one next door doesn't, October showed mixed results for private pension plans. Angelic or scary depends in part on who was doing the...

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Forgotten retirement accounts are becoming a growing concern, particularly for younger workers who frequently change jobs. ow.ly/jsWH5104EHS
Wayward Retirement Savings More Likely the Younger an Employee Is

Wayward Retirement Savings More Likely the Younger an Employee Is

Roughly one-third of Americans may have lost track of retirement savings from a previous employer — and the chances of that increase the younger an employee is, according to a new study.

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Gen Z is balancing immediate financial priorities with retirement planning, but could that short-term focus come at a cost? ow.ly/VbZT5104EHr
Gen Z: Will Their Short-Term Focus Affect Their Savings?

Gen Z: Will Their Short-Term Focus Affect Their Savings?

Current financial pressures are pushing young adults to focus on short-term decisions, a new report suggests, making it more difficult for many to address their long-term financial strategy.

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A proposed bill could open the door to using retirement savings for home purchases, raising questions about the impact on long-term savings. ow.ly/m66e5104EHe
Will Plan Distributions Be Allowed for Home Purchases?

Will Plan Distributions Be Allowed for Home Purchases?

Maybe. On Oct. 29, Reps. Greg Steube (R-Fla.) and Jimmy Panetta (D-Calif.) introduced a bill that would permit limited tax- and penalty-free distributions from retirement savings accounts to purchase...

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You bring more to the table than your job description suggests! Next week’s webcast focuses on recognizing your strengths, building your influence, and creating opportunities for professional growth. Make leadership part of your professional journey! ow.ly/PpKL5104jhw
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The Saver’s Match is coming in 2027, but how will it work for retirement plans? Treasury officials outlined a proposed approach that could simplify contributions and reduce administrative burdens for plan sponsors and recordkeepers. ow.ly/LGG25103T6O Read more below.
Making the Saver’s Match More Manageable

Making the Saver’s Match More Manageable

A Treasury official outlined the proposed mechanics for implementing the Saver’s Match in 2027, including a registration system and conduit IRA process designed to streamline payments to retirement...

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ASPPA highlights upcoming November webcasts, educational opportunities, and important continuing education deadlines. ow.ly/f7Sy5103T8l
From the ASEA Membership Desk: Coming Up in November

From the ASEA Membership Desk: Coming Up in November

Welcome to November! Let’s make time to finish the year strong. Join our upcoming webcast or explore our featured on-demand webcasts to earn CE credit.

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Small-business DC plans differ from larger plans in eligibility, vesting, safe harbor provisions, and automatic enrollment practices. ow.ly/5VyE5103T88
How Small-Business DC Plans Differ from Larger Plans

How Small-Business DC Plans Differ from Larger Plans

Defined contribution plans sponsored by small businesses tend to have certain differences from larger plans, says a recent study that considered a variety of factors and aspects of plan design.

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Most plan sponsors locate missing participants themselves, while nearly 30% use recordkeeper services to assist with searches. ow.ly/UcJ85103T78

How Do You Track Down Missing Participants?

Most employers track down missing participants on their own, but about a third of them use a service to do so. How do you look for them?

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Plan Consultant CE in brief: order online, read the issue, pass 11/15, and 3 CE lands in your account. On your schedule. ow.ly/wbyV50ZY725
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The Fall CPC™ Exam is happening next week, and the registration deadline is closing in! You've built the expertise. Now make it official. Purchase the exam by November 11! Fall CPC™ Exam: November 12 asppa-net.org/certificates-c…
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Nevin Adams and Fred Reish took the stage at ASPPA Annual to discuss retirement plan litigation, forfeiture lawsuits, and fiduciary concerns. Catch their live podcast recording! ow.ly/bbQF5102Zsh More from today's news in the comments.
Live from ASPPA Annual 2026: It's Nevin & Fred!

Live from ASPPA Annual 2026: It's Nevin & Fred!

The meaning of meaningful, forfeitures, 3(16) fiduciary responsibilities—oh my!

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TPA Growth Summit speakers discussed the importance of evaluating referral partnerships and their business value. ow.ly/ZAAS5102Zu5
Why TPAs Should Say No to Some Referral Sources: TPA Growth Summit

Why TPAs Should Say No to Some Referral Sources: TPA Growth Summit

From wholesalers to recordkeepers, TPA Growth Summit panelists made the case for trimming partner lists and building deeper relationships with the partners who refer business.

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ASPPA Annual speakers highlighted ongoing compliance and administrative challenges surrounding SECURE 2.0. ow.ly/xNxR5102ZtM
‘Straightforward-ish’ Driving Factors ala SECURE 2.0: ASPPA Annual

‘Straightforward-ish’ Driving Factors ala SECURE 2.0: ASPPA Annual

SECURE 2.0 had a direct impact on plan design and administration — and retirement plan professionals are on the front lines of implementation. In an Oct. 19 session of the ASPPA Annual, industry...

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RetirePath Virginia continues to expand retirement savings access and employer participation. ow.ly/ehEH5102Zti

RetirePath Virginia: An Inside Look

RetirePath Virginia has been in operation for three years now. In Part I of a two-part series, ASPPA Connect looks at the program and response to it.

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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.

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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.

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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.

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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
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