The Fall Issue of PC Magazine Is Now Online!

The newest digital edition of ASPPA’s members-only magazine has been posted online!

SECURE 2.0, enacted as 2022 ground to a close, imposes requirements but also affords opportunity. In this issue’s cover story, Robert Richter and Fred Reish discuss the provisions of SECURE 2.0 that address Roths. In our feature articles, Joey Santos-Jones argues that now is the time to understand the ins and outs of applying AI, and Donna Kramer takes a look at the rise of the 403(B) plan and the gap betwixt it and its cousin, the 401(k). 

The Fall issue also features insights from industry thought leaders:

• A discussion of participation, coverage and nondiscrimination relief for closed DB plans by David Kupstas, Theresa Conti, and Shannon Edwards
• John Iekel takes us on a road trip through the recent developments in state-run retirement plans 
• A discussion by Travis Jack concerning how audit risk is related to plan size 
• Suggestions from Megan Crawford and Katie Boyer-Malloy about communicating with clients about SECURE 2.0 
• Tips from Andrew Foxgrave and Kevin Donovan about seizing opportunities that maximize DB plan terminations in the face of rising interest rates  
• A discussion of arbitration of ERISA fiduciary breach claims by Gary Blachman
• Kelsey Mayo’s treatment of the new and improved tax credits for small employer plans
• Discussion of the art of merging after an acquisition by Linda Chadbourne, Theresa Conti, and Jim Racine 
• Insights from David Hawash about why AI and third party administrators sometimes are soulmates
• Shannon Edward’s discussion of preparing for when the update to the stock attribution rules goes into effect
• Ideas from Megan Crawford about using SECURE 2.0 to market and create additional revenue
• A spotlight on the ASPPA Cash Balance Specialist Credential by Chris Degrassi
• An examination by Theresa Conti of whether plans are still top heavy

And don’t miss American Retirement Association CEO Brian Graff’s look at the advent of an improved digital experience on ARA websites; a tribute to the late Tom Finnegan by ASPPA President Justin Bonestroo; and hints from Genelle Brakefield, Alex Calaf, and Melissa Terito about the upcoming ASPPA Annual.

To view the digital edition of our Fall issue, click here: https://www.asppa.org/industry-intel/plan-consultant-magazine. Remember that access to Plan Consultant is restricted to ASPPA members, so you’ll need to be logged in.