Mission: ASPPA Annual

Be an Agent
of Change

Rendezvous with over 1,000 of the country’s most accomplished plan administrators, record keepers, TPAs, and actuaries. ASPPA Annual is more than just a gathering – it’s a chance to engage with the leading minds of our profession, enhancing your skills and expanding your network. This year, change is not just inevitable – it’s our mission.

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Agents of Change

Influence on
Capitol Hill

The 1970s saw the start of ASPPA's advocacy efforts to protect employee pensions as well as the industry. Staff and government affairs volunteers testified before congressional committees to ensure that only actuaries with pension experience would be recognized as qualified to manage these plans.

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Safeguarding

Tax Legislation

Proposed changes to the income tax code were enacted as the Tax Reform Act of 1986. Through our Capitol Hill outreach, we succeeded in preserving tax-favored treatment for most retirement plans.

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Building Relationships

Strengthening Ties
with Agencies

In the early 1990s, IRS Assistant Commissioner John Burke suggested that his agency work with ASPPA to create a national liaison group that would build a bridge between private pension interests and the government regulators.

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Keeping it SIMPLE

Protecting Small Retirement Plans

In 1996, the Small Business Jobs Protection Act passed with provisions similar to those for which ASPPA had advocated. A few years later, we addressed threats to small-business-sponsored retirement plans from many fronts, often by testifying before congressional committees to support favorable legislation.

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Larger Mission

Broadening Our Impact

Under Executive Director Brian Graff's leadership, ASPPA began lobbying not as a trade organization protecting its members, but on behalf of the private retirement system as a whole.

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Today’s Work

Federal & State Level

With the passage of the SECURE 2.0 Act, ASPPA is committed to working with lawmakers to ensure that the law is implemented effectively. We are also lobbying on the state level to ensure that any state mandates to offer a retirement program to employees appropriately align with qualified and 403(b) plans.

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Future

Expanding Education

As we look to the future, we honor our history by continuing to serve as a trusted source of education. We will soon offer new credential programs that include Qualified 401(k) Specialist (QKS) and Cash Balance Specialist (CBS) Programs.

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ASPPA Annual 2023

October 22-25 at the Gaylord National Resort & Convention Center

Join the ranks of thousands of TPAs, record keepers, and retirement industry operatives who attest that the ASPPA Annual is the catalyst propelling their careers and enterprises forward. Our ‘Agents of Change’ themed conference this year is filled with all the resources required to elevate your career and business to unprecedented heights:

Exceptional technical acumen, enriched with pragmatic business scenarios and applications that exist in the real-world.
Essential briefings straight from Capitol Hill, courtesy of our in-house intelligence, Brian Graff.
In-depth explorations targeting the issues and challenges that are of utmost importance to your mission.
Collaborative roundtable debriefs that fuse critical reasoning and problem-solving drills.
Our complimentary QKC Bootcamp, an excellent strategy to garner a distinguished credential.

This year, not only will you navigate change, but you will also be the agent leading it. So, get ready to decode success at the ASPPA Annual conference.

THIS IS THE
EVENT OF THE YEAR!

1,000+

Industry Connections

56

Workshops

Actionable Agenda:

Once again, we’ve got an agenda that will get you thinking and get your practice moving. The industry’s leading voices will join us to share unique insights and valuable perspectives on plan development and administration, the latest legislative developments and how they’ll affect your practice, cash balance plans and more. If you miss this, you’re missing out!

ASPPA @ Night:

Get ready to relax, mingle, and play fun games at this fun-filled event. And feel free to “costume it up.”

Be a “spook” for the night; infiltrate the venue as your version of an “Agent for Change”!

Credential Bootcamp:

Attendees who have earned their QKA™ credential are eligible to attend our QKC Exam Cram Bootcamp free of charge! Bob Kaplan, CFP, CPC, QPA, QKC, QKA^®, Director of Technical Education, American Retirement Association will guide you through material designed specifically to prepare you for the QKC certification exam.

About Washington D.C.

Imagine this: A captivating morning paddle on the Potomac River. An afternoon spent roaming the halls of a Smithsonian museum. An evening enjoying one of DC’s iconic sports teams. A monumental meal at a Michelin-starred restaurant.

No matter how you spend your time in the nation’s capital, you’re sure to leave with lifelong memories.