ASPPA

The more you know about cash balance plans, the more value you bring to every client interaction.

Prepare for the complexities of cash balance plans and receive complimentary access to the July 22 and July 29 Exam Cram sessions when you purchase the CBS® package. https://www.asppa-net.org/certificates-credentials/CBS/

Today is .

The motherhood earnings gap doesn't just affect today's paycheck—it can shape retirement security for years to come. , on average, a woman with one child earns 28% less over her career than a woman without children?

Understanding these challenges is the first step toward building a more secure retirement for all women. Learn more: https://www.usaretirement.org/get-involved/wir/womens-retirement-security-day/

| American Retirement Association

July 31 is H-hour for 2025 calendar year plans. If you aren’t ready yet, you still have some time — but it’s shrinking!

Employers and plan sponsors with a calendar-year plan are required to submit the Form 5500 Series by July 31.

Learn more: https://www.asppa-net.org/news/2026/6/form-5500-deadline-coming-soon/

New guidance. New questions. Robert and Kizzy have answers.

General Session 2 at breaks down the latest from Treasury, IRS, and DOL. Early bird pricing ends August 21:https://bit.ly/43KWbVJ