ASPPA

10/08/2026

Pooled plans come with questions that go beyond the basics: what happens when an employer exits, how audits work across many employers, and who is responsible when something needs to be corrected.

The Qualified Pooled Plan Professional (QP3™) credential is ASPPA's newest, built around those real-world scenarios. Study at your own pace and earn 20 Relevant Topic CE credits.

Explore QP3™: https://ow.ly/kMkx50ZV3Lc

10/08/2026

Roth catch-up implementation was only the first step. Now comes testing, corrections and 2026 plan-year review.

Join us at the 2026 ASPPA Winter Symposium for General Session 4: Roth Catch-Up: After Implementation—Testing and Corrections.

Plus, earn up to 10.4 ASPPA CE credits, including 1.2 Ethics credits.

Prepare for what’s next. Register now: https://ow.ly/lmet50ZVV8J

10/07/2026

Coverage and nondiscrimination rules can look very different once plan design, related employers, M&A activity, and testing failures enter the equation.

See how those variables influence testing decisions and what options are available when results require corrective action.

Register for the two-part coverage and nondiscrimination workshop.

https://ow.ly/upTx50ZUHtS

10/07/2026

You’ve mastered the day-to-day. Now aim higher.

QKC® moves your career toward complex plan decisions, client strategy, and the consultative work that can set you apart.

Enroll in QKC® today.

https://www.asppa-net.org/certificates-credentials/QKC/

10/05/2026

Participants now are allowed to self-certify a need for a hardship or in-service withdrawal. So have plan sponsors noticed an increase in withdrawals beyond what was expected?

Check in on self-certified withdrawal trends: https://ow.ly/V5nz50ZUBXz

Participants now are allowed to self-certify a need for a hardship or in-service withdrawal. So have plan sponsors noticed an increase in withdrawals beyond what was expected? The Plan Sponsor Council of America recently asked its members about that.

10/05/2026

Responsible parents might diligently save for a child’s college education from birth, only to find the funds elsewhere or realize the child's aptitudes suit something else — maybe Harley-Davidson rather than Harvard.

Review the proposed changes to 529 rollovers: https://ow.ly/XEkO50ZUA1Z

Responsible parents might diligently save for a child’s college education from birth, only to find the funds elsewhere or realize the child's aptitudes suit something else — maybe Harley-Davidson rather than Harvard.

10/05/2026

Calls for simplification are not unusual; however, they are not as common concerning benefits regulations and practices. But that was not the case for experts who participated in a panel discussion about retirement plans and policies affecting them.

Read about efforts to simplify retirement policy: https://ow.ly/IEfN50ZUzLk

Calls for simplification are not unusual; however, they are not as common concerning benefits regulations and practices. But that was not the case for experts who participated in a panel discussion about retirement plans and policies affecting them.

10/05/2026

Part I in a two-part series about providing retirement plan education discusses why it's important to impart such knowledge.

Look at the role education plays in retirement planning: https://ow.ly/tTmh50ZUzoT

Part I in a two-part series about providing retirement plan education discusses why it's important to impart such knowledge.

10/02/2026

James Vincent Campbell, 49, of Scottsdale, Ariz.,[1] has pled guilty in the District of Maryland of embezzling almost $9 million from retirement and welfare benefit plans.

See what happened in the retirement plan theft case: https://ow.ly/CsXm50ZTYzF

James Vincent Campbell, 49, of Scottsdale, Ariz.,[1] has pled guilty in the District of Maryland of embezzling almost $9 million from retirement and welfare benefit plans.

10/02/2026

Keith Sonderling is the new Secretary of Labor. The U.S. Senate confirmed him to serve in that capacity late on Sept. 30.

Learn more about the DOL leadership change: https://ow.ly/5JVF50ZTYwu

Keith Sonderling is the new Secretary of Labor. The U.S. Senate confirmed him to serve in that capacity late on Sept. 30.