Without proper coverage, a plan may lose its qualification status. Let’s examine this important test by covering the concepts, its role in the lineup of nondiscrimination testing, and the operation ...
FUSE surveyed advisors with 10 or more DC plan clients and found that 59% expect SECURE 2.0 provisions to increase their revenues by 1% to 10% by the end of 2025. Only 9% of specialist plan advisors ...
This targeted training enhances understanding of 401(k) plan setup, maintenance, and compliance, focusing on effective client engagement. Earning the QKS Credential showcases your knowledge in 401(k) ...
The Defined Contribution Institutional Investment Association (DCIIA) published a report that outlines what fiduciaries should consider when constructing a plan investment menu. DCIIA outlined a three ...
Eligible Gen Z and Millennial savers could see a double-digit increase to their retirement wealth from the Saver's Match under certain scenarios, according to new research. And single women and ...
The American Society of Pension Professionals & Actuaries (ASPPA) - along with ASEA, NAPA, NTSA, and PSCA - comprise the American Retirement Association, the premier national organization for ...
The curriculum provides thorough training in 401(k) plan management and plan compliance and testing. Earning the QKA ® credential proves that you have met the national standard for all professionals ...
The QPA credential program provides the essential technical knowledge required to administer defined benefit (DB) plans and work effectively with clients who offer them. The curriculum covers various ...
The Certified Pension Consultant (CPC) credential prepares professionals for leadership roles in retirement plan administration, covering compliance, relationship management, and plan documents. It ...
Volunteering provides members with a great opportunity for networking, involvement in the organization, and a closer look at how ASPPA and its efforts directly affect our industry. It can also be a ...
The belief in the Social Security system the NIRS found may be robust, but that doesn’t translate to an across-the-board expectation that it will generate the intended benefits. The NIRS found that ...
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