ASPPA (@asppa) 's Twitter Profile
ASPPA

@asppa

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

ID: 38508365

linkhttp://www.asppa.org calendar_today07-05-2009 20:21:20

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ASPPA (@asppa) 's Twitter Profile Photo

Big changes ahead for catch-up contributions! Starting in 2026, Highly Compensated Individuals must make Roth catch-up contributions. Register for #ASPPAAnnual to learn more: ow.ly/1cGy50WqMmW #RetirementPlans #PlanDesign #RothContributions

Big changes ahead for catch-up contributions! Starting in 2026, Highly Compensated Individuals must make Roth catch-up contributions. 

Register for #ASPPAAnnual to learn more: ow.ly/1cGy50WqMmW

#RetirementPlans #PlanDesign #RothContributions
ASPPA (@asppa) 's Twitter Profile Photo

The @IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15. Learn more: ow.ly/ZVzl50WrSnB #IRSUpdates #RetirementPlans #TaxGuidance

The @IRS on July 16 issued guidance on withholding and reporting concerning uncashed retirement plan distribution checks. The guidance came in Revenue Ruling (Rev. Rul.) 2025-15.

Learn more: ow.ly/ZVzl50WrSnB

 #IRSUpdates #RetirementPlans #TaxGuidance
ASPPA (@asppa) 's Twitter Profile Photo

The Senate HELP Committee discussed proposals on portable workplace benefits for independent workers on July 17. Learn more: ow.ly/VY8t50WrSsR #WorkplaceBenefits #IndependentWorkers #SenateHearing

The Senate HELP Committee discussed proposals on portable workplace benefits for independent workers on July 17. 

Learn more: ow.ly/VY8t50WrSsR 

#WorkplaceBenefits #IndependentWorkers #SenateHearing
ASPPA (@asppa) 's Twitter Profile Photo

Rapid expansion is ahead over the next few years for the small and micro 401(k) plan segments due to certain competitive dynamics in the market, says a new report by Cerulli Associates. Learn more: ow.ly/zB4950WrSvI #401kPlans #RetirementSavings #SmallBusinessFinance

Rapid expansion is ahead over the next few years for the small and micro 401(k) plan segments due to certain competitive dynamics in the market, says a new report by Cerulli Associates.  

Learn more: ow.ly/zB4950WrSvI

 #401kPlans #RetirementSavings #SmallBusinessFinance
ASPPA (@asppa) 's Twitter Profile Photo

Certain retirement plan administrators in the Bay State would be subject to heightened disclosure requirements if legislation before both chambers of the Massachusetts legislature is enacted. Learn more: ow.ly/aK0y50WrSzC #MassachusettsBusiness #RetirementPlans

Certain retirement plan administrators in the Bay State would be subject to heightened disclosure requirements if legislation before both chambers of the Massachusetts legislature is enacted.

Learn more: ow.ly/aK0y50WrSzC

 #MassachusettsBusiness #RetirementPlans
ASPPA (@asppa) 's Twitter Profile Photo

Plan gone off track? Join our 1 CE credit webcast on EPCRS case studies! Tomorrow 2:00–2:50 p.m. ET 🎓 1 CE Credit 🎤 Featuring Meredith J. Sesser ✅ Gain strategies for EPCRS corrections. 🔗 Register now: ow.ly/vvKk50Wn648

Plan gone off track? Join our 1 CE credit webcast on EPCRS case studies! Tomorrow 2:00–2:50 p.m. ET 🎓 1 CE Credit 🎤 Featuring Meredith J. Sesser ✅ Gain strategies for EPCRS corrections. 

🔗 Register now: ow.ly/vvKk50Wn648
ASPPA (@asppa) 's Twitter Profile Photo

Boost your 401(k) compliance skills! Get $190 off QKA-1 & QKA-2 packages. Enroll now for free fall sessions with code: asppa-net.org/certificates-c… #401kCompliance #RetirementPlanning #FinancialEducation

Boost your 401(k) compliance skills! Get $190 off QKA-1 & QKA-2 packages. 

Enroll now for free fall sessions with code: asppa-net.org/certificates-c… 

#401kCompliance #RetirementPlanning #FinancialEducation
ASPPA (@asppa) 's Twitter Profile Photo

Prioritizing needs is key for retirement plan pros to serve clients effectively. Check out these tips for top-notch service! Learn more: ow.ly/j59S50WsRPw #RetirementPlanning #FinancialAdvisors #ClientService

Prioritizing needs is key for retirement plan pros to serve clients effectively. Check out these tips for top-notch service! 

Learn more: ow.ly/j59S50WsRPw

#RetirementPlanning #FinancialAdvisors #ClientService
ASPPA (@asppa) 's Twitter Profile Photo

Prioritize needs for effective retirement planning! Check out these tips: ow.ly/MEhy50WsRTL #RetirementPlanning #FinancialAdvisors #ClientService

Prioritize needs for effective retirement planning! 

Check out these tips: ow.ly/MEhy50WsRTL 

#RetirementPlanning #FinancialAdvisors #ClientService
ASPPA (@asppa) 's Twitter Profile Photo

Before the Storm: Prep for Takeovers & Data Drama! Join our webcast on Aug 22, 2:00–2:50 p.m. ET 🎓 1 CE Credit 🎙️ Featuring Ginny Boggs 👉 Register: ow.ly/x9Mk50WqKUT #ASPPA #RetirementPlans #EmployeeBenefits

Before the Storm: Prep for Takeovers & Data Drama! 

Join our webcast on Aug 22, 2:00–2:50 p.m. ET 
🎓 1 CE Credit 🎙️ Featuring Ginny Boggs 

👉 Register: ow.ly/x9Mk50WqKUT

 #ASPPA #RetirementPlans #EmployeeBenefits
ASPPA (@asppa) 's Twitter Profile Photo

High demand for private market investments in retirement plans! Check out these tips: ow.ly/loge50WsRYF #PrivateMarkets #AlternativeInvestments #RetirementInvesting

High demand for private market investments in retirement plans! Check out these tips: ow.ly/loge50WsRYF

 #PrivateMarkets #AlternativeInvestments #RetirementInvesting
ASPPA (@asppa) 's Twitter Profile Photo

Retirement plan rules are changing fast! Join us at #ASPPAAnnual for updates on DB and DC plans. See how these changes impact participants. Register now: ow.ly/slnA50WgjYo #RetirementPlanning #ActuarialScience #DBPlans

Retirement plan rules are changing fast! Join us at #ASPPAAnnual for updates on DB and DC plans. See how these changes impact participants. 

Register now: ow.ly/slnA50WgjYo 

#RetirementPlanning #ActuarialScience #DBPlans
NAPA - National Association of Plan Advisors (@napa401k) 's Twitter Profile Photo

“We are embarking on this beginning of the process for the next generation of retirement legislation,” American Retirement Association CEO Brian Graff said at the 2025 NAPA D.C. Fly-In on Tuesday. Read more: napa-net.org/news/2025/7/wh… #NAPAFlyin #Policyin Action #RetirementPlanning

“We are embarking on this beginning of the process for the next generation of retirement legislation,” <a href="/usa_retirement/">American Retirement Association</a> CEO Brian Graff said at the 2025 NAPA D.C. Fly-In on Tuesday.

Read more: napa-net.org/news/2025/7/wh…

#NAPAFlyin #Policyin Action #RetirementPlanning
ASPPA (@asppa) 's Twitter Profile Photo

In 1961, President Kennedy challenged us to land a man on the moon before the decade ended. That clarity focused our efforts. Read more: ow.ly/12s950WsS2g #RetirementPlanning #FinancialGoals #InvestmentStrategy

In 1961, President Kennedy challenged us to land a man on the moon before the decade ended. 

That clarity focused our efforts. Read more: ow.ly/12s950WsS2g 

#RetirementPlanning #FinancialGoals #InvestmentStrategy
ASPPA (@asppa) 's Twitter Profile Photo

Sharpen your cash balance plan skills with July’s CBS™ Exam Cram! Enroll today and advance towards your CBS™ credential! ow.ly/FV8t50W82is #CBSExam #CashBalancePlan #FinancialEducation

Sharpen your cash balance plan skills with July’s CBS™ Exam Cram! 

Enroll today and advance towards your CBS™ credential! ow.ly/FV8t50W82is 

#CBSExam #CashBalancePlan #FinancialEducation
ASPPA (@asppa) 's Twitter Profile Photo

DC plans are growing, but surprisingly, DB plans are holding steady too, per a new Congressional Research Service report. Learn more: ow.ly/k9o050Wu44s #DCPlans #DBPlans #RetirementPlanning

DC plans are growing, but surprisingly, DB plans are holding steady too, per a new Congressional Research Service report. 

Learn more: ow.ly/k9o050Wu44s 

#DCPlans #DBPlans #RetirementPlanning
ASPPA (@asppa) 's Twitter Profile Photo

Save the date for the ASPPA Winter Symposium! Join us virtually Dec 8–9 for two days of technical education for retirement plan consultants. Registration opens this Fall—stay tuned! asppa-net.org/events/winter-… #ASPPA #WinterSymposium #RetirementPlans

Save the date for the ASPPA Winter Symposium! Join us virtually Dec 8–9 for two days of technical education for retirement plan consultants. 

Registration opens this Fall—stay tuned! asppa-net.org/events/winter-… 

#ASPPA #WinterSymposium #RetirementPlans
ASPPA (@asppa) 's Twitter Profile Photo

DC plans are growing, but surprisingly, DB plans are holding steady too, per a new Congressional Research Service report. Learn more: ow.ly/k9o050Wu44s #DCPlans #DBPlans #RetirementPlanning

DC plans are growing, but surprisingly, DB plans are holding steady too, per a new Congressional Research Service report. 

Learn more: ow.ly/k9o050Wu44s 

#DCPlans #DBPlans #RetirementPlanning
ASPPA (@asppa) 's Twitter Profile Photo

DC plans are growing, but surprisingly, DB plans are holding steady too, per a new Congressional Research Service report. Learn more: ow.ly/k9o050Wu44s #DCPlans #DBPlans #RetirementPlanning

DC plans are growing, but surprisingly, DB plans are holding steady too, per a new Congressional Research Service report. 

Learn more: ow.ly/k9o050Wu44s 

#DCPlans #DBPlans #RetirementPlanning
ASPPA (@asppa) 's Twitter Profile Photo

Join Steve Riordan for a webcast on aggregated testing rules! 🗓️ Aug 29, 2 PM ET. 👉 Register: ow.ly/OHwt50WrhLv #ASPPA #RetirementPlans #WebcastWednesday

Join Steve Riordan for a webcast on aggregated testing rules! 🗓️ Aug 29, 2 PM ET. 

👉 Register: ow.ly/OHwt50WrhLv 

#ASPPA #RetirementPlans #WebcastWednesday