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ABG’s ASPPA · 2020. 2. 26. · ABG’s ASPPA Education Program Alliance Benefit Group February...
Transcript of ABG’s ASPPA · 2020. 2. 26. · ABG’s ASPPA Education Program Alliance Benefit Group February...
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ABG’s ASPPA
Education
ProgramAlliance Benefit Group
February 25, 2020
Jake Linney, CPC, CPFA
Director, Key Accounts
American Retirement Association
Phone: 703-516-9300 | Ext.116
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AGENDA
• ASPPA Introduction
• Education Overview
• New QKA Course
• DC-1 and DC-2 Transition
• ABG Portal
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GOALS
• To educate retirement plan professionals, and
• To create a framework of public policy that gives every working
American the ability to have a comfortable retirement
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ASPPA EDUCATION PROGRAMS
Foundation Building Technical Skills Professional
Expertise
RPF QKA
QPA
CPFA
TGPC
CPC
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NEW QKA COURSE
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NEW QKA COURSE
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NEW QKA COURSE
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NEW QKA COURSE
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NEW QKA COURSE
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DC-1 and DC-2 TRANSITION
• DC-1 and DC-2 do not provide credit for QKA-1 and QKA-2
• Transition Period to Complete DC-1 and DC-2
• Last DC-1 and DC-2 exams are 6/30/2021
• RPF is still a requirement for QKA
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QUESTIONS
QUESTIONS?
Jake Linney, CPC, CPFA
Director, Key Accounts
American Retirement Association
Phone: 703-516-9300 | Ext.116