50 mins=
1 credit hour
1 credit hour
75 mins=
1.5 credit hours
1.5 credit hours
100 mins=
2 credit hours
2 credit hours
Continuing Education
All ASPPA 2024 sessions are accredited for ASPPA CE. More details on other types of CE credit offered will be posted to this site once the agenda is finalized.
ASPPA Members
The 2023 ASPPA Annual Conference offers up to 25 hours of ASPPA CE credit, including up to 3 hours of ASPPA Ethics CE.
Actuaries (JBEA Credit)
Attendees can earn up to a maximum of 22 JBEA CE, including up to 13 hours of JBEA Core and up to 13 hours of JBEA non-core.
Attorneys (CLE Credit)
Approved: Kansas, Missouri, Minnesota, Tennessee
Pending Approval: Indiana, Louisiana, New Jersey, Pennsylvania
Accountants (NASBA):
Attendees can earn up to a maximum of 22 CPE, including 11 hours of Specialized Knowledge and 11 hours of Taxes.
Enrolled Retirement Plan Agents (ERPA Credit)
Attendees can earn up to 21 IRS Approved ERPA CE credits by attending conference sessions, including up to 3 IRS Approved Ethics CE by attending ethics sessions. We will provide the maximum amount of ERPA CE possible based on your reported attendance.
Attendees can attend the following sessions for up to 3 IRS Approved Ethics CE:
- Workshop 3: Ethics for TPAs and Retirement Professionals
- Workshop 24: Ethics & Professionalism Related to DB Takeovers
- Workshop 42: Navigating Ethical Dilemmas for TPAG Attendees – Owners, Leaders, Sales, and Marketing
CFP®:
Attendees can attend the following sessions for up to 13 CFP® CE:
- Pre-Con 7: Plan Comparison
- General Session 2: SECURE 2.0 – The Good, The Bad and the Ugly
- General Session 3: The Rise of AI: Everything Is Fine, Probably
- Workshop 1: Participant Journey: Enrollment, Voluntary and Auto-Escalation, and Student Loan Matching Programs
- Workshop 7: Unlocking the Mysteries of SECURE 2.0 Long-Term Part-Time (LTPT) Rules: Strategies for Plan Design and Administration
- Workshop 13: EPCRS- You Made a Mistake- Now What?
- Workshop 16: 401(k) Testing Tips and Techniques: before, during and after the plan year
- Workshop 22: The Plan Conversion Journey – Only Right Turns Allowed
- Workshop 26: Participant Journey: Let’s Talk About Retirement: RMDs, Beneficiaries, & Total Outcome
- Workshop 33: Beyond the Balance: Navigating the Impact of SECURE2.0 on Cash Balance Plans
- Workshop 36: The 2023 Form 5500 and Form 5500-SF: An Inflection Point in Annual Reporting
- Workshop 40: Navigating the Brave New World of Top Heavy Testing for TPAs in the Era of SECURE 1.0 and SECURE 2.0
SHRM:
Approved for 19 PDC
IMCA Credit
Self-reporting available
More details on other types of CE credit offered will be posted to this site once the agenda is finalized.
To request approval for a other specific type of CE credit, please visit https://usaretirement.wufoo.com/forms/conference-continuing-education-request-form/. Request must be submitted by September 8, 2023.