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

jlinney@usaretirement.org

AGENDA

• ASPPA Introduction

• Education Overview

• New QKA Course

• DC-1 and DC-2 Transition

• ABG Portal

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

ASPPA EDUCATION PROGRAMS

Foundation Building Technical Skills Professional

Expertise

RPF QKA

QPA

CPFA

TGPC

CPC

NEW QKA COURSE

NEW QKA COURSE

NEW QKA COURSE

NEW QKA COURSE

NEW QKA COURSE

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

ABG ASPPA PORTAL

www.ASPPALearningABG.org

QUESTIONS

QUESTIONS?

Jake Linney, CPC, CPFA

Director, Key Accounts

American Retirement Association

Phone: 703-516-9300 | Ext.116

jlinney@usaretirement.org