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The American Retirement Association: A New Name for an Expanding Mission

"For nearly half a century, the American Society of Pension Professionals and Actuaries (ASPPA) and its affiliated organizations have been working for America's retirement. As of today, it does so under a new name as broad and expansive as the members it represents: the American Retirement Association.... [T]he American Retirement Association is a nonprofit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement.... The American Retirement Association is composed of four premier retirement industry associations: [1] the American Society of Pension Professionals & Actuaries (ASPPA); [2] the ASPPA College of Pension Actuaries (ACOPA) ; [3] the National Association of Plan Advisors (NAPA); and [4] the National Tax-deferred Savings Association (NTSA)"

New Fee Disclosure Solution Released By NEA, NTSAA & ASPPA Joint 403(b) Taskforce

Partners of the 403(b) Transparency Taskforce including the National Education Association (NEA), the National Tax Sheltered Accounts Association (NTSAA) and The American Society of Pension Professionals & Actuaries (ASPPA) today launched the 403(b) Model Disclosure Form -- the first ever transparency standards for disclosure of fees and services in the public school 403(b) marketplace.

ASPPA and ACOPA Comment Letter to Actuarial Standards Board on Proposed Revision of ASOP No. 4, 'Measuring Pension Obligations and Determining Pension Plan Costs or Contributions' (PDF)

"[ASPPA and ACOPA] are concerned the proposed changes to ASOP 4 unilaterally and inappropriately expand the typical engagement between plan sponsors and actuaries, and would require calculations beyond the economic value such calculations would provide."

Text of Answers by Barack Obama; 2008 Presidential Candidate Employee Benefit Questionnaire (PDF)

11 pages; 14 questions from the American Society of Pension Professionals & Actuaries, the National Small Business Association, the Employers Council on Flexible Compensation, the United States Chamber of Commerce, the National Association for the Self-Employed, the American Academy of Actuaries' Pension Practice Council, the National Association of Women Business Owners, the Society of Professional Benefit Administrators, the National Retail Foundation, the National Institute of Pension Administrators, the Profit Sharing/401k Council of America, the Small Business Council of America, Pensions & Investments Magazine, and the Pension Forum.

Text of Answers by John McCain; 2008 Presidential Candidate Employee Benefit Questionnaire (PDF)

12 pages; 14 questions from the American Society of Pension Professionals & Actuaries, the National Small Business Association, the Employers Council on Flexible Compensation, the United States Chamber of Commerce, the National Association for the Self-Employed, the American Academy of Actuaries' Pension Practice Council, the National Association of Women Business Owners, the Society of Professional Benefit Administrators, the National Retail Foundation, the National Institute of Pension Administrators, the Profit Sharing/401k Council of America, the Small Business Council of America, Pensions & Investments Magazine, and the Pension Forum.

Text of Enrolled Actuaries Pension Examination EA-2, Segment F, Fall 2023 (PDF)

61 pages. Full text of Nov. 9, 2023 exam with answers, published online by IRS.

Text of Enrolled Actuaries Pension Examination EA-1, Spring 2022 (PDF)

36 pages. Full text of May 12, 2022 exam with answers, published online by IRS.

Text of Enrolled Actuaries Pension Examination EA-1, Spring 2021 (PDF)

33 pages. Full text of May 12, 2021 exam with answers, published online by IRS.

Text of Enrolled Actuaries Pension Examination EA-2, Segment L, Spring 2019 (PDF)

91 pages. Full text of May 7, 2019, exam with answers, published online by IRS.

Text of Enrolled Actuaries Pension Examination EA-1, Spring 2019 (PDF)

72 pages. Full text of May 7, 2019 exam with answers, published online by IRS.