Find an ASPPA Professional
Step 1: Determine what type of pension services you require using the practice area descriptions below as a guideline. When prompted on the following page, select the appropriate practice areas.
Practice Areas:
  • Actuarial and Defined Benefit Services – actuarial valuations; preparation of annual reporting forms; benefit and loan calculations; plan design and documents; compliance testing; audit representation.
  • 401(k)/Defined Contribution Services – compliance testing; record keeping, valuations; daily valuations; trust accounting; preparation of annual reporting forms; benefit and loan calculations; annual allocations; plan design and documents; cross testing; audit representation.
  • Compliance and Fiduciary Services – ERISA compliance and plan audit representation with IRS and DOL; preparation of plan documents; representation under IRS and DOL compliance programs; legal disputes; mergers and acquisitions.
  • Investment Services – recommendations for investment platforms; assistance with 404(c) compliance; participant education; enrollment meetings.
Step 2: Select the area for your search. You may select to search by zip code and mile radius or city, state and mile radius. You may also search for an ASPPA professional by name.

Some ASPPA professionals provide services nationally, others offer services on a regional or state-wide basis. Those providing services outside of their local area are noted as national, regional, or state-wide service providers in your search results.
Step 3: Execute your search. (Disclaimer of Warranties and Liabilities)