She earned her Qualified Pension Administrator (QPA) designation through ASPPA
and the NTSAA are asking regulators to solve the puzzle by letting sponsors turn the custodial accounts over to the participants without requiring participants to pay taxes on the transferred assets.
An attorney specializing in employee benefits, Ferenczy is the Co-Editor-in-Chief of the Journal of Employee Benefits and The ASPPA
Professionals and Actuaries (ASPPA
), formally withdrew its opposition
's Meeting Department at 703-516-9300, www.asppa.org.
The CEFEX designation implies that a firm demonstrates adherence to the industry's best practices, as set forth by the American Society of Pension Professionals & Actuaries (ASPPA
), and is positioned to earn the public's trust.
attendees, according to Brian Graff, ASPPA
's CEO, are "hoping that the fiduciary rule is limited in its application to TPAs [third-party administrators] and recordkeepers."
"The government finally gets it that retirement plans are important, but now it's not sure we are the best to deliver those plans," Graff told retirement plan advisers and service providers attending the association's 2015 ASPPA
(American Society of Pension Professionals and Actuaries) Annual Conference.
The Department of Labor's redraft of its fiduciary rule was said to be on Labor Secretary Thomas Perez's desk in mid-November, so it's likely the redraft could be at the Office of Management and Budget by year-end, with a proposed regulation out by April or May, said Brian Graff, executive director of the American Society of Pension Professionals and Actuaries (ASPPA
) and the National Association of Plan Advisors (NAPA).
Matrix Financial Solutions has teamed with the American Society of Pension Professionals and Actuaries (ASPPA
), SCS Consulting Inc.