EmailMeForm
American Society of Pension Professionals & Actuaries
Application for Credentialed Membership Reinstatement
All credentialed members are subject to continuing professional education requirements of 40 credits each two-year cycle; including 2 credits in ethics. Membership in ASPPA must be renewed annually to retain credentials. For exceptions, please refer to the ASPPA Continuing Education (CE) page at on www.asppa.org.
Name
*
Prefix
First
MI
Last
Company:
*
(provide company name, even if home address is noted below)
Company Owner’s Name(s)
Title:
*
I am the owner
Address Type:
*
Home Address
Business Address
Address
*
Street Address
Address Line 2
City
State / Province / Region
Postal / Zip Code
Work Phone
*
###
-
###
-
####
Fax
###
-
###
-
####
Home Phone
###
-
###
-
####
Home ZIP Code (for government affairs purposes):
Work Email Address:
*
Personal Email Address
For which credential(s) are you reinstating?
*
CPC™ (Certified Pension Consultant)
NQPC™ (Non-Qualified Plan Consultant)
QPA™ (Qualified Pension Administrator)
APM (Associated Professional Member)
QKA® (Qualified 401(k) Administrator)
TGPC (Tax Exempt & Government Plan Consultant)
QKC® (Qualified 401(k) Consultant)
QPFC (Qualified Plan Financial Consultant)
CBS™ (Cash Balance Specialist)
CPFA® (Certified Plan Fiduciary Advisor)
QKS® (Qualified 401(k) Specialist)
401(k) Rollover Specialist ((k)RS™)
I am an APA (Accredited Pension Administrator)
I am an ERPA
(IRS ERPA Enrollment No.)
I am an Attorney (Jurisdiction:)
I am a CPA (Jurisdiction: )
Which position best describes your job function?
*
Accountant/Plan Auditor
Actuary
Advisor 401(k)
Advisor – 403(b)/457 Plan
Attorney
Client Relationship Managers
Home Office (BD, RIA, DCIO)
Institutional Trainer
Recordkeeper
Salespeople
TPA/Plan Administrator
Wholesaler (External)
Other
Which business most closely describes your place of employment?
*
Accounting
Actuarial/Employee Benefits
Bank/Savings & Loan
Brokerage
Computer/Software
Consulting
Educational Institution
Government Entity
Human Resources
Industry Training
Insurance Agency
Insurance Provider
Investment Consulting
Investment Provider
Legal
Mutual Fund/DCIO
Plan Sponsor
Recordkeeper
TPA
TPA – Producing
Other
Please indicate the SEC or state insurance license you currently hold:
Series 6
Series 7
Series 65
State life or annuity insurance license:
State
License number
Code of Conduct:
Have you been found guilty of a felony, violation of insurance or securities regulations or any violation of the code of ethics of any professional or business
organization?
*
Yes
No
If yes, please explain.
*
I have read the ASPPA Code of Professional Conduct and if my application is accepted I agree to abide thereby. I certify that the information provided in this application is true and correct to the best of my knowledge. The ASPPA Code of Conduct can be found online: https://www.asppa-net.org/footer/code-of-conduct/
Signature
*
Clear
Date:
*
MM
/
DD
/
YYYY
CE Verification:
I certify that my ARA Continuing Education (CE) Transcript contains the necessary credits to reinstate my inactive credential(s) (40 credits, including 2 ethics, earned within the 24-month period preceding the submission of this reinstatement application). It is my responsibility to self-report any non-ARA CE and verify all entries in my transcript are both accurate and meet ARA CE guidelines. (If you have any questions regarding your CE, call the ASPPA office at 703.516.9300)
Signature
*
Clear
Date:
MM
/
DD
/
YYYY
Dues Payment:
Dues are paid on a calendar year cycle. Membership dues are prorated based on reinstatement date.
*
Jan 1 - Jun 30: $750 (dues through 12/31)
Jul 1 - Oct 31: $375 (dues through 12/31)
Nov 1 - Dec 31: $750 (includes next year’s dues)
Retired or Government Employee (dues through 12/31): $100
Reinstatement Fee:
*
$100 Reinstatement
I am paying by:
*
Check
Credit Card
Credit Card Type:
Mastercard
Visa
Amex
Discover
Name as it appears on card
First
Last
Credit Card Payment
Card Number
Expiration
MM
/
YY
CVV
What is this?
3 or 4 digit number printed on the back/front of your credit card
Protected in vault
Data collected via fields that have our security seal are encrypted and stored with the highest global security standard — PCI compliance. Your data is absolutely safe in Vault.
Signature
Clear
Check Payments:
Paying by check? Please print a copy of your completed application and send with check payment to: ASPPA, P.O. Box 34725, Alexandria, VA, 22334-0725.
Questions? Please call us at 703-516-9300.
Tax Deductions:
Dues, contributions or gifts to ASPPA are not deductible as charitable contributions; they may be deductible, however, as ordinary and necessary business expenses. Federal law prohibits a tax deduction for the portion of membership dues attributable to lobbying expenses incurred by the organization. Consequently, for 2025, 18% of your dues are non-deductible in accordance with this provision.
Total
$0.00