ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals.
Joined May 2009
- Tweets 7,354
- Following 1,656
- Followers 4,256
- Likes 1,923
3,154 Photos and videos
Six decades in, #ASPPA continues to shape the retirement plan landscape through innovation, education, and leadership.
#ASPPAAnnual is where the profession's boldest thinkers gather to challenge convention & chart what's next.
🖱️: bit.ly/4uFkWxZ
#RetirementPlanning
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#TrumpAccounts are almost here, and many questions still remain. Get the latest on current requirements, unresolved issues, and what these accounts could mean for employers and retirement plan practitioners. Join us tomorrow!
🖱️asppa-net.org/events/webcast…
#RetirementPlanning
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Significantly Higher 2027 Social Security COLA Possible: asppa-net.org/news/2026/6/si…
#SocialSecurity #CostOfLivingAdjustment #RetirementPlanning #EconomicUpdate
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Foster Children Get Access to New Trump Accounts: asppa-net.org/news/2026/6/fo…
The initiative also provides states with the flexibility to deposit federal survivor benefits into #TrumpAccounts.
#SocialServices #SurvivorBenefits
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Join TPA firm owners and executives at #ASPPAAnnual for a half-day of practical, peer-driven sessions that go beyond compliance and get into the work of scaling well.
Be in the Room: bit.ly/3PFEN1l
#TPAGrowthSummit #BusinessGrowth #RetentionStrategy #ASPPAAnnual
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ASPPA retweeted
#WomensRetirementSecurityDay is all about raising awareness and advancing solutions that expand retirement opportunities for women.
What would you tell your younger self about retirement or money?
usaretirement.org/get-involv…
#WomenInRetirement #FinancialSecurity
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👩🏫Prepare for the CBS® exam with two focused review sessions on July 22 & July 29.
The CBS® Exam Crams cover core concepts and rules to help reinforce your knowledge and support your final exam preparation.
To enroll, purchase the CBS® package today!
asppa-net.org/certificates-c…
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Did the SEC Crack Open a Window for PEPs? 🧐
Learn more: asppa-net.org/news/2026/6/di…
#SECUpdate #FinancialSecurity #FinanceInsights
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Financial literacy has reached its lowest level in a decade, says a recent study, but it also points to a path forward for reversing this trend.
Read more: asppa-net.org/news/2026/6/mo…
#FinancialLiteracy #FinancialWellness
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ASPPA retweeted
Every woman's path is different, but building a secure retirement isn't something anyone should have to figure out alone.
We may see ourselves in one role—or many—over time. See where you fit: linkedin.com/posts/the-wrsd-…
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‘This Is the Quickest Way to Make an Impact:’ Gaston on NextGen Talent
Read more: asppa-net.org/news/2026/6/th…
#RetirementPlanning #MentorshipMatters #NextGenLeaders
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Save $195 on a QKA® package. QKA-1 and QKA-2 packages are now available for $700 and include complimentary access to the fall classes.
Purchase your package today while the discount still applies!
asppa-net.org/certificates-c…
#401k #PensionProfessionals #RetirementPlanning
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DOL’s Investment Selection Rule: Clearer Rules of the Road for Fiduciaries
Read more: asppa-net.org/news/2026/6/do…
#InvestmentSelection #AssetManagement #FinancialAdvisors
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A managed account offers more customization than a target-date fund, which can be helpful during the decumulation stage; an industry expert offered insights recently at #PSCAnational.
Learn more: asppa-net.org/news/2026/6/ex…
#FinancialPlanning #RetirementPlanning #WealthManagement
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Sign up for next week’s discussion on eligibility, contributions, operational considerations, and potential employer use cases.
Register today: asppa-net.org/events/webcast…
#RetirementPlanning #TrumpAccounts #RetirementStrategies
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The IRS has changed the rules regarding how broker-dealers may qualify to serve as nonbank trustees or custodians for retirement savings vehicles.
🖱️asppa-net.org/news/2026/5/ne…
#IRSUpdates #RetirementPlanning
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#Healthsavingsaccount holders will have slightly higher account limits to apply in 2027. And that affects retirement plan participants too.
Learn more: asppa-net.org/news/2026/6/hs…
#RetirementPlanning #FinancialWellness
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The summer edition of ASPPA’s Plan Consultant magazine is now available online!
Explore the latest insights & challenges retirement plan professionals are navigating today: asppa-net.org/industry-conte…
#RetirementPlanning #PlanConsultant #RetirementIndustry
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AI can draft. AI can summarize. AI can sound surprisingly confident.
What it can’t do is replace professional judgment.
Learn how to leverage AI while maintaining expert oversight at #ASPPAAnnual. Register today: bit.ly/4uFkWxZ
#AIInFinance
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The @usa_retirement has expressed strong support for the Investment Selection Proposal in a comment letter that includes some recommended modifications and clarifications.
Read more: asppa-net.org/news/2026/6/ar…
#RetirementPlanning #FinancialPlanning
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