@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
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  • Followers4.3K
3.4KMedia
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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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Complex plan design and fiduciary responsibilities are all part of the job. The CPC™ credential recognizes professionals with the technical knowledge to address it all. Put your experience to the test and take the Fall CPC™ Exam on November 12! asppa-net.org/certificates-c…
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From celebrating outstanding industry professionals to tackling major conversations, this year's #ASPPAAnnual had no shortage of memorable moments. View this year's TPA Teammates recipients! ow.ly/OWhA50ZZQc6 Catch up on the stories from San Antonio in the comments.
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ASPPA Annual speakers discussed AI’s potential in retirement plan administration, emphasizing its risks and the importance of human oversight. ow.ly/LhSk50ZZPN5

What Happens When AI is Confidently, Beautifully Wrong? 2026 ASPPA Annual

“AI won't take your job; someone using AI will. I think that's the framework for which we think about a lot of this work.”

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At ASPPA Annual, DOL officials emphasized their commitment to curbing excessive ERISA litigation through legal guidance and court involvement. ow.ly/uLTC50ZZPMW

Department of Labor Takes Aim at ERISA Litigation Epidemic

“It is a priority of this DOL to stem litigation abuse, and we are doing it through every avenue, including our amicus program.”

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Fourteen retirement plan professionals received 2026 PenChecks Trust ASPPA Scholarships to pursue professional credentials. ow.ly/LxIf50ZZPMv

2026 PenChecks Trust ASPPA Scholarship Recipients Announced: ASPPA Annual

The 2026 PenChecks Trust ASPPA Scholarship recipients were announced at an Oct. 20 session of the ASPPA Annual conference in San Antonio.

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Four ASPPA professionals received the 2026 Martin Rosenberg Academic Achievement Award for outstanding exam performance. ow.ly/cBgv50ZZPLL

2026 Martin Rosenberg Academic Achievement Award Presented to Top Performers: ASPPA Annual

Four ASPPA professionals have been recognized for their outstanding achievements with the prestigious 2026 Martin Rosenberg Academic Achievement Award.

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Missy Matrangola received ASPPA’s 2026 Harry T. Eidson Founders Award in recognition of her leadership, mentorship, and contributions to the retirement plan industry. ow.ly/F49y50ZZPKm

Missy Matrangola Receives 2026 Harry T. Eidson Founders Award at ASPPA Annual

Missy Matrangola is the 2026 recipient of ASPPA’s Harry T. Eidson Founders Award. She received the award at an Oct. 19 session of the ASPPA Annual Conference in San Antonio.

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Big changes could be coming to retirement policy. At ASPPA Annual, ARA leaders discussed how the upcoming midterm elections, expanding retirement coverage, and new voices in Washington could reshape the retirement system. Read more from today's issue. ow.ly/Oh1n50ZZnxF

ASPPA, ARA See ‘Something Much Bigger’ on Retirement Policy Horizon

“This is not going to be another SECURE 1.0 kind of 2.0 exercise. This is something much bigger.”

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ASEA celebrated its 2026 achievements, welcomed new leadership, and outlined priorities for membership growth, education, and advocacy in 2027. ow.ly/7O8I50ZZnMc

ASEA Marks Successes in ’26, Eyes a Strong ’27

The ASEA business meeting on Oct. 19 looked at ASEA’s achievements in 2026, introduced those who will lead it in the new year, and looked at goals for the organization in 2027.

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Experts at ASPPA Annual shared strategies for managing Cycle 4 plan restatements, emphasizing planning, communication, and quality control. ow.ly/cH9O50ZZnKu

Plan Restatements: ‘Do the Work’: ASPPA Annual

Cycle 4 plan restatements are on the “to do” list, and it can be a heavy lift. A panel of experts at an Oct. 19 session of the ASPPA Annual offered some practical ideas and tips in meeting this...

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Theresa Conti received the 2026 Thomas J. Finnegan III Educator of the Year Award for her contributions to retirement plan education and mentorship. ow.ly/xYsh50ZZnIe

Theresa Conti Named Thomas J. Finnegan III Educator of the Year: ASPPA Annual

Theresa Conti was named the 2026 Thomas J. Finnegan III Educator of the Year Award recipient. She received the award in an Oct. 19 session of the ASPPA Annual conference. 

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Your experience has brought you this far. Now it's time for a credential that reflects your achievements. Your next career milestone is calling! Register for the Fall CPC™ Exam by November 11 and take the exam on November 12. ow.ly/WxQl50ZZ3X2
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ASPPA’s Plan Consultant magazine is back with its winter edition!❄️ Dina Hamad reflects on selling the TPA business she built over more than three decades, sharing lessons on the decisions involved and their lasting impact. Check out the winter edition. ow.ly/7oSR50ZYBQC
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Shannon Edwards recaps her last year as ASPPA’s President. “My year as president may be ending, but I’m not going anywhere. There is still plenty of work to do, and nobody I would rather do it with.” View today's full issue. ow.ly/CxRL50ZZ0JJ

Just Like Fire: Edwards Caps a ‘Bold’ Year as ASPPA’s President

“My year as president may be ending, but I’m not going anywhere. There is still plenty of work to do, and nobody I would rather do it with.”

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Incoming ASPPA President Manny Marques calls for greater member involvement, mentorship, and collaboration to strengthen the association’s future. ow.ly/n9WK50ZZ0NO

Marques’ Mission: Leave ASPPA Stronger Than He Found It

“Sixty years of ASPPA gives us a remarkable foundation. Now, our responsibility is to decide what we build on it.”

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ASPPA and ARA announce new members of their governing boards, welcoming fresh leadership for the year ahead. ow.ly/RmlU50ZZ0Oa

ASPPA, ARA Name New Members to Governing Boards

New members have been named to serve on the governing boards of the American Retirement Association and ASPPA during 2027.

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A great onboarding program can make all the difference! The Introduction to Retirement Plans (IRP) Certificate gives employers a structured way to introduce new hires to the retirement industry while supporting their long-term professional development. asppa-net.org/certificates-c…

ASPPA’s Introduction to Retirement Plans (IRP) Certificate Course - Essential Training for New Hires

Welcome to ASPPA's Introduction to Retirement Plans (IRP) Certificate Course, designed specifically for employees new to the retirement industry. This interactive online course, comprised of two...

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What a way to celebrate TPA Day! 🎉 Thank you to everyone who followed along, joined the conversation and helped recognize the work behind the work. Let’s continue celebrating the TPAs who make a difference all year long. 💙 #TPADay #ASPPA
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Expanding access to workplace retirement plans can have benefits that extend beyond employees, creating opportunities for employers to strengthen recruitment, retention and their overall benefits offerings. See more of today's ASPPA news in the comments. ow.ly/9NZl50ZYyAo

Expanding Retirement Plan Access: Good for More than Participants

Access to employer-provided retirement plan coverage is a key component of facilitating financially secure retirement for employees. But the benefits to employees are only part of the story, industry...

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Happy National TPA Day! Today, we celebrate the dedicated professionals who play a vital role in helping retirement plans succeed. ow.ly/USz550ZYAY2

Happy National TPA Day! Celebrating the People Who Help Retirement Plans Succeed

Hands-on service, clear communication, and specialized expertise make third-party administrators valuable partners to employers, financial advisors, and the employees saving for their futures.

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Time is running out for eligible Virginia small businesses to register for RetirePath ahead of the October 30 deadline. ow.ly/BfOO50ZYAY1

Tik Tock! Time Short for Va. Small Biz RetirePath Registration

Halloween will be extra scary for small businesses in Virginia that don’t offer a retirement plan of their own and have failed to register with RetirePath Virginia.

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