ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Washington, DC
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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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As cooler days and changing leaves signal the start of fall, we have several important dates and opportunities coming up for ASEA members!
Mark your calendar for what’s ahead in October: ow.ly/PySW50ZRzmQ
#MemberNews
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The biggest U.S. military shipbuilding company has been successful in fending off most of a suit alleging it committed a fiduciary breach in its deployment of plan forfeitures.
Catch up on the latest plan forfeiture litigation: ow.ly/nSxE50ZRzg1
#FiduciaryDuty
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Tax filers who could qualify for the Saver’s Match are expected to begin receiving eligibility notices from the IRS.
Read about upcoming Saver’s Match eligibility alerts: ow.ly/FjtJ50ZRxSJ
#FinancialPlanning
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The Saver's Match Enhancement Act (S. 5507), which would expand the refundable match, was introduced on Sept. 24 by Ranking Member of the Senate Finance Committee Sen. Ron Wyden (D-Ore).
See what the new Saver’s Match bill proposes: ow.ly/BXNU50ZRvJb
#RetirementSavings
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What's happening in Washington—& what does it mean for retirement policy?
Kick off #ASPPAAnnual with Brian Graff's Washington Update for a timely look at the legislative & regulatory developments shaping the retirement industry.
Registration closes 10/2: bit.ly/4uFkWxZ
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Instead of figuring out where to start, put your question into Ask ERISA® and get relevant guidance with citations that point back to the source material.
Think of it as a shortcut to the information you’re looking for.
asppa-net.org/industry-conte…
#AskERISA #EmployeeBenefits
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Dust off your boots—and add some stardust. 🤠✨
ASPPA at Night is going COSMIC COWBOY as we celebrate 60 years of ASPPA!
📅 Oct. 20 | San Antonio
What are you wearing? 🌵🚀
bit.ly/4uFkWxZ
#ASPPAAnnual #BoldSince66
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What’s changing in Washington—and what does it mean for retirement plans?
Join us at the 2026 ASPPA Winter Symposium for General Session 1, and earn up to 10.4 ASPPA CE credits, including 1.2 Ethics.
🖱️asppa-net.org/events/winter-…
#ASPPAWinterSymposium #RetirementPlanProfessionals
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Hurry! Book your stay for #ASPPAAnnual.
Reserve your room by Friday to secure the conference rate. Availability is running low at both the Grand Hyatt San Antonio and the San Antonio Marriott Riverwalk, so make your hotel plans soon.
🖱️bit.ly/4uFkWxZ
#SanAntonio
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An employee leaves & later returns. Their service history doesn’t simply start over.
Friday's webcast breaks down the rules behind those decisions and the operational errors that can follow when service isn’t handled correctly.
asppa-net.org/events/webcast…
#EmployeeBenefits #ERISA
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What’s next on your professional goals list? If CPC™ is on it, the fall exam is your opportunity to make progress toward one of ASPPA’s advanced credentials.
Make this the year you pursue CPC™.
🖱️asppa-net.org/certificates-c…
#CertifiedPensionConsultant #PensionConsulting
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Next month, get guidance for managing annual testing, after-tax contributions, and Roth catch-up recharacterizations under SECURE 2.0.
Register today: asppa-net.org/events/webcast…
#RetirementPlanning #Secure20 #RothIRA
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Younger retirement savers have been making wider use of target date funds, and a new report attributes that to automatic enrollment and the proliferation of TDFs in general.
Learn more: asppa-net.org/news/2026/9/yo…
#RetirementPlanning #TargetDateFunds #FinanceTips
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A new report suggests that current financial pressures are pushing young adults to focus on short-term decisions, making it more difficult for many to address their long-term financial strategy.
Read more: asppa-net.org/news/2026/9/wi…
#FinancialPlanning #MoneyManagement
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We're planning two days of in-depth virtual education to help experienced professionals strengthen their technical expertise and stay current on industry developments.
Join us December 7–8: asppa-net.org/events/winter-…
#ASPPAWinterSymposium #RetirementPlanProfessionals
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Workshop 23 at #ASPPAAnnual covers the plan document elections and defaults that most often create unintended consequences.
Registration closes October 2: bit.ly/4uFkWxZ
#RetirementPlanning #ComplianceWorkshop #PlanCompliance
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Could 401(k) savings help cover long-term care costs?
Take a closer look at new rules allowing certain retirement plan distributions to pay qualified long-term care insurance premiums:
asppa-net.org/news/2026/9/as…
#RetirementPlanning #401kSavings #FinancialAdvice
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Effective retirement planning starts with the big picture: where clients are, where they want to go and whether they’re on track to get there.
See why putting clients in the conversation can lead to more meaningful advice:
asppa-net.org/news/2026/9/me…
#RetirementPlanning #401k
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📢Last call for the QKS® Exam Cram. Enrollment closes tonight at 11:59 p.m.
Don’t miss $195 off the QKS® package plus complimentary access to tomorrow's Exam Cram.
🖱️asppa-net.org/certificates-c…
#RetirementPlanning #Qualified401kSpecialist #ProfessionalDevelopment
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