ASPPA

The IRS has changed the rules regarding how broker-dealers may qualify to serve as nonbank trustees or custodians for retirement savings vehicles.

🖱️https://www.asppa-net.org/news/2026/5/new-rule-for-broker-dealers-to-qualify-as-retirement-account-nonbank-trustees/

holders will have slightly higher account limits to apply in 2027. And that affects retirement plan participants too.

Learn more: https://www.asppa-net.org/news/2026/6/hsa-limits-slight-increase-for-2027/

The summer edition of ASPPA’s Plan Consultant magazine is now available online!

Explore the latest insights on ERISA compliance, plan operations, and the ongoing challenges retirement plan professionals are navigating today: https://www.asppa-net.org/industry-content/asppa-plan-consultant-magazine/

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 . Register today: https://bit.ly/4uFkWxZ

The American Retirement Association has expressed strong support for the Investment Selection Proposal in a comment letter that includes some recommended modifications and clarifications.

Read more: https://www.asppa-net.org/news/2026/6/ara-expresses-support-for-investment-selection-proposal-makes-suggestions/

Most adults nearing retirement do not have a specific plan to avoid running out of money in retirement, according to a recent study published by AARP

Read more: https://www.asppa-net.org/news/2026/5/many-adults-at-risk-of-draining-retirement-funds/

Cash balance plans require precise technical knowledge, from contribution calculations to distribution rules.

During the CBS® Exam Crams in July, key topics such as accrual methods and distribution rules are reviewed in detail. Purchase the CBS® package to enroll at no additional cost!
https://www.asppa-net.org/certificates-credentials/CBS/

The musings that apply to the newest crop of high school and college graduates apply equally well to another group about to embark on an adventure — those who will be retiring in 2026. Are they ready?

👉https://www.asppa-net.org/news/2026/5/the-class-of-2026-are-they-prepared-for-the-adventure/

A number of fiduciary breach suits have been filed challenging the selection and retention of stable value funds, and now one of them has been dismissed.

Learn more https://www.asppa-net.org/news/2026/5/stable-value-challenge-dismissed/