Continuing Education

How many ASPPA CE credits is each session worth?

Continuing Education

All ASPPA 2024 sessions are accredited for ASPPA CE.

ASPPA Members
The 2024 ASPPA Annual Conference offers up to 25 hours of ASPPA CE credit, including up to 2.5 hours of ASPPA Ethics CE. Additional CE can be earned by attending the TPA Growth Summit.

Attendees can attend the following sessions for up to 2.5 ASPPA Approved Ethics CE:

• General Session 5: Nightmare on Ethics Street: A Horrifying Journey Through the Labyrinth of Qualified Plan Administration
• Workshop 5: Ethics in Action: Interactive Roundtables with Real-World Scenarios

 

Actuaries (JBEA Credit)
Attendees can earn up to a maximum of 25 JBEA CE, including a maximum of 14 Core credits and 25 Non-core credits.

Attendees can attend the following sessions for up to 3.5 JBEA Ethics CE:

• General Session 5: Nightmare on Ethics Street: A Horrifying Journey Through the Labyrinth of Qualified Plan Administration
• Workshop 5: Ethics in Action: Interactive Roundtables with Real-World Scenarios
• Workshop 33: Defined Benefit – Professionalism/Qualification Standards

 

Accountants (NASBA)
Attendees can earn up to a maximum of 25 CPE, including 12.5 hours of Specialized Knowledge and 12.5 hours of Taxes.

Enrolled Retirement Plan Agents (ERPA Credit)
Attendees can earn up to 24 IRS Approved ERPA CE credits by attending conference sessions, including up to 2 IRS Approved Ethics CE by attending ethics sessions. We will provide the maximum amount of ERPA CE possible based on your reported attendance.

Attendees can attend the following sessions for up to 2 IRS Approved Ethics CE:

• General Session 5: Nightmare on Ethics Street: A Horrifying Journey Through the Labyrinth of Qualified Plan Administration
• Workshop 5: Ethics in Action: Interactive Roundtables with Real-World Scenarios

 

Attorneys (CLE)
Approved: Kansas
Pending: Colorado, Georgia, Minnesota, Nebraska, New Jersey, Ohio, Pennsylvania, Tennessee, Texas

 

CFP:

Attendees can attend the following sessions to earn CFP CE:

• Pre-Conference Session 5: Mastering the Landscape: Navigating MEPs, PEPs, and PPPs in Today’s Retirement Plan Environment
• General Session 2: Regulatory Current Events
• Workshop 7: Enhancing Collaboration: Partnering with Advisors to Serve Our Clients
• Workshop 10: Navigating the Waters: Practical Applications and Plan Design for Long-Term Part-Time Employee Regulations
• Workshop 15: Meeting the Mark: What Plan Sponsors Expect from Recordkeepers and TPAs
• Workshop 20: Interactive Roundtables: Elevating Participant Engagement in Qualified Retirement Plans
• Workshop 22: SECURE 2.0 Decoded: Preparing for the Automatic Enrollment Revolution in Retirement Plans
• Workshop 23: Metrics and KPIs: Navigating through Numbers for Enhanced Decision Making
• Workshop 26: To Roth Or Not To Roth?
• Workshop 30: Mastering the Maze: Navigating Complex Required Minimum Distributions with Confidence
• Workshop 31: Artificial Intelligence Is Here
• Workshop 32: Will the real 3(16) please stand up
• Workshop 34: Beyond Protected Benefits: Consulting Opportunities in Mergers and Acquisitions
• Workshop 37: The Future Is Here – Student Debt Match & PLESA’s
• Workshop 38: Navigating the Communication Maze: Strategies for Relationship Management

 

Insurance:
Pending: Iowa, Maryland.

SHRM:
Pending.

IMCA Credit:
Self-reporting available.

Requests for other third-party CE not listed above closed on September 6, 2024. Pending status does not guarantee that the certifying body will approve the request.