Join us for the ASPPA Spring National Conference, May 14-15, 2025, a two-day event featuring cutting-edge technical content, expert insights, and practical solutions. This conference is your opportunity to stay ahead in a rapidly evolving retirement landscape.

Key Highlights

• Regulatory Updates: Gain insights into the latest legislative and regulatory changes with sessions like the Washington Update and Safeguarding & Optimizing Participant Data, designed to help you navigate compliance and data security challenges.
• Technical Expertise: Enhance your knowledge on key topics such as combo plan design, tax credits, and required minimum distribution (RMD) rules through focused sessions like Combo Schmombo and Distributions Made Clear.
• Practical Problem-Solving: Tackle common industry challenges with sessions like Pain Points in the Life of a TPA and EPCRS Case Studies, offering real-world scenarios and actionable solutions.
• Emerging Trends: Prepare for upcoming changes with sessions on Rothifying Matching Contributions, Mandatory Roth Catch-Up Contributions, and The Puzzle of Pay: What Really Counts?, helping you stay ahead of industry shifts.
• Networking Opportunities: Engage in interactive Peer-to-Peer Roundtables and connect with fellow professionals to share best practices and innovative ideas.
• Ask the Experts: Conclude the event with a dynamic Q&A panel featuring Robert Richter and industry experts, ensuring all your questions are answered.

This virtual conference is packed with sessions designed to address the most pressing issues faced by TPAs and recordkeepers. Whether you're looking to refine your technical expertise, adapt to new legislative requirements, or gain practical tips for client management, this event has something for you. Mark your calendar and join us for an event that will empower you with the tools, strategies, and knowledge needed to excel in your role. Don't miss this chance to stay ahead in the retirement planning industry!