What ASPPA does

ASPPA (American Society of Pension Professionals & Actuaries) is a non-profit professional society founded in 1966 and headquartered in Arlington, Virginia, serving more than 6,900 retirement plan professionals across the United States. The organization operates as a membership-based credentialing and education body, offering six professional credentials (QKA, QKS, QKC, CBS, QPA, CPC) and three certificate programs (IRP, RPF, DBA) that span the career pathway from entry-level to advanced practitioner in retirement plan administration, consulting, and sales. ASPPA complements its credential programs with continuing education tracking, live and on-demand webcasts, a portfolio of conferences (ASPPA Annual, Spring National, Winter Symposium, ASEA Advanced Actuarial Symposium, Rise Women in Retirement Leadership Forum), and a content library including Plan Consultant Magazine, ASPPA Focus, white papers, the ERISA Outline Book, and the Ask ERISA resource.

The organization's underlying technology is a member-facing digital platform supporting credential enrollment, CE credit tracking, event registration, webcast delivery, and content access, integrated with an external network of affiliated organizations under the American Retirement Association (ARA, ASEA, NAPA, NTSA, PSCA) for cross-promotion, shared advocacy, and content distribution. ASPPA's revenue is generated across five streams: recurring membership dues, one-time credential and certification fees, event registration fees, subscription and per-quiz fees for CE content, and event sponsorship and advertising from institutional partners serving the retirement industry. Pricing is not publicly disclosed but follows an annual subscription cadence for membership and tiered pricing for credentials, events, and content. The go-to-market motion is community-led, relying on credential requirements, CE compliance needs, professional networking, industry events, and regulatory advocacy to attract and retain members.

Name

ASPPA

Legal name

American Society of Pension Professionals & Actuaries

Website

https://asppa.org

Company type

Private

Founded year

1966

Operating status

Operating

Headcount range

11–50 employees

Short description

ASPPA is a non-profit professional society founded in 1966 that serves over 6,900 U.S. retirement plan professionals with six credentials, three certificate programs, conferences, webcasts, publications, and continuing education, operating within the American Retirement Association network.

Ownership category

akta.pro rank

Product category

Professional Credentialing and Continuing Education

NAICS

Business Associations (813910), Colleges, Universities, and Professional Schools (6113), Colleges, Universities, and Professional Schools (61131)

SIC

Services-Educational Services (8200), Services-Membership Organizations (8600)

akta.pro primary industry

Assessment, Certification & Qualifications Frameworks (BPADAKAL)

akta.pro secondary industries

Human Resources (HR) & Talent (SHRM/HRCI) Certifications (EDAAANAE), Human Resources & Talent (SHRM/HRCI Recertification) (EDAAALAN), Qualifications Framework Authorities (NQF/Skills Framework) (EDADAFAB)

Keywords

• Retirement plan credentials
• Pension professional education
• ERISA compliance training
• 401(k) administrator certification
• Continuing education tracking

Headquarters

HQ city

Arlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual membership fees providing access to professional development resources, credentials, member benefits, and the ASPPA member directory.
2. Credential and Certification Fees: Fees for obtaining professional credentials (QKA, QKS, QKC, CBS, QPA, CPC) including examination fees and certification maintenance.
3. Event Registration: Conference and event attendance fees including ASPPA Annual, Spring National, Winter Symposium, and webcasts with CE credits.
4. CE Quizzes and Content Access: Fees for Plan Consultant CE Quizzes and access to white papers, ASPHA Focus publications, and other premium content.
5. Sponsorship and Advertising: Event sponsorship opportunities and advertising in publications for institutional partners and companies serving the retirement industry.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

ASPPA is a non-profit professional society that provides professional credentials, certificate programs, continuing education, conferences, and industry publications to U.S. retirement plan professionals. Its core offerings include six professional credentials (QKA, QKS, QKC, CBS, QPA, CPC), three certificate programs (IRP, RPF, DBA), live and on-demand webcasts, the annual ASPPA conference series, and publications such as Plan Consultant Magazine and the ERISA Outline Book, delivered primarily through its website and member network.

Product overview

ASPPA (American Society of Pension Professionals & Actuaries) is a non-profit professional society offering a comprehensive portfolio of professional credentials and certificates for retirement plan professionals. The credential programs include six professional credentials (QKA, QKS, QKC, CBS, QPA, CPC) and three certificate programs (IRP, RPF, DBA), providing a career pathway from entry-level to advanced practitioner. ASPPA complements its education offerings with live and on-demand webcasts, conferences (ASPPA Annual, Spring National, Winter Symposium), publications (Plan Consultant Magazine, ASPPA Focus, White Papers, ERISA Outline Book), and CE quiz tools. The organization serves 6,900+ retirement plan professionals with 58 years of service.

Differentiator

Problem solved

Functional benefit

Products and services

• Qualified 401(k) Administrator (QKA) Credential Professional credential for administrators specializing in 401(k) retirement plans, providing expertise in compliance, administration, and regulatory requirements. Targeted at plan administrators working with defined contribution plans.
• Qualified 401(k) Specialist (QKS) Credential Credential program that equips retirement plan professionals in sales and client-facing roles with essential knowledge and skills for managing and selling defined contribution (DC) retirement plans. Targeted at sales and client-facing retirement professionals.
• Qualified 401(k) Consultant (QKC) Credential Professional credential for consultants providing advisory services on 401(k) retirement plans. Targeted at retirement plan consultants.
• Cash Balance Specialist (CBS) Credential Specialized credential for professionals working with cash balance retirement plans. Targeted at retirement plan professionals serving cash balance plan clients.
• Qualified Pension Administrator (QPA) Credential Professional credential for administrators of pension plans with expertise in regulatory compliance and plan administration. Targeted at defined benefit plan administrators.
• Certified Pension Consultant (CPC) Credential Comprehensive professional credential for pension consultants covering all aspects of retirement plan consulting and administration. Targeted at advanced retirement plan consultants.
• Introduction to Retirement Plans (IRP) Certificate Entry-level certificate program providing foundational knowledge of retirement plans. Targeted at professionals new to the retirement plan industry.
• Retirement Plan Fundamentals (RPF) Certificate Certificate program covering fundamental concepts and practices in retirement plan administration. Targeted at early-career retirement plan professionals.
• Defined Benefit Administration (DBA) Certificate Certificate program focusing on the administration of defined benefit retirement plans. Targeted at defined benefit plan administrators.
• ASPPA Annual Conference Flagship annual conference bringing together retirement plan professionals to explore regulatory, operational, and technological changes. Targeted at the full ASPPA membership and broader retirement industry. Scheduled for October 18-21, 2026 in San Antonio, TX.
• ASPPA Spring National Conference Spring conference offering continuing education and networking opportunities for retirement plan professionals. Targeted at ASPPA members and the broader retirement industry.
• ASPPA Winter Symposium Winter conference providing educational sessions and industry updates for retirement plan professionals. Targeted at ASPPA members and the broader retirement industry.
• Live & On-Demand Webcasts Webcast series offering live and recorded educational sessions for continuing education credits, covering industry trends and professional development topics. Targeted at ASPPA members seeking CE credits.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• ARA (American Retirement Association)coreStrategic or Co-development PartnerARA is the American Retirement Association, an affiliated organization within the integrated ASPPA network serving the broader retirement industry. ASPPA cross-promotes with ARA on advocacy initiatives, political action committee (PAC), and membership benefits including the Rise Women in Retirement initiative.
• ASEA (American Society of Enrolled Actuaries)coreStrategic or Co-development PartnerASEA is an affiliated organization for enrolled actuaries within the ASPPA network. Joint initiatives include the ASEA Advanced Actuarial Symposium and shared educational content for actuarial professionals in retirement planning.
• NAPA (National Association of Plan Administrators)coreStrategic or Co-development PartnerNAPA is an affiliated organization for plan administrators within the ASPPA network. Cross-promotional content includes news articles and industry updates relevant to plan administration.
• NTSA (National Tax-deferred Savings Association)coreStrategic or Co-development PartnerNTSA is an affiliated organization within the ASPPA network focused on tax-deferred savings topics. Contributes to the integrated news and content platform serving the retirement industry.
• PSCA (Plan Sponsor Council of America)coreStrategic or Co-development PartnerPSCA is an affiliated organization within the ASPPA network focused on plan sponsor perspectives. Cross-promotes content including news articles on Trump Accounts, ESG proposals, and retirement plan legislation.
• ERISA Advisory CouncilminorOthersASPPA engages with government affairs committees and regulatory bodies including DOL proposals, Treasury Department announcements, and House Committee on Ways and Means on retirement legislation affecting members.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Society of Actuaries (SOA): Professional society offering credentials (FSA, ASA) and continuing education for actuaries, including retirement and pension actuaries who overlap with ASPPA's ASEA affiliate membership base.
• International Foundation of Employee Benefit Plans: Membership organization offering the Certified Employee Benefit Specialist (CEBS) credential and education for benefits and retirement plan professionals, competing directly with ASPPA's credential portfolio.
• IMA (Institute of Management Accountants): Professional association offering the CMA and CSCA credentials, continuing education, and member publications for management accountants — closely analogous to ASPPA in scale, structure, and credential-driven revenue model.
• National Association of Plan Advisors (NAPA-Net): Affiliate within the same American Retirement Association network as ASPPA, serving retirement plan advisors with news, events, and a directory — overlapping audience and shared ecosystem.
• Plan Sponsor Council of America (PSCA): Affiliate within the ARA network focused on plan sponsor perspectives, providing research, conferences, and advocacy — overlapping audience and shared content infrastructure with ASPPA.

Broad incumbents

• SHRM (Society for Human Resource Management): Large professional society offering SHRM-CP and SHRM-SC certifications plus extensive content, events, and advocacy for HR professionals — a structurally comparable membership-credentialing model operating in an adjacent HR/talent domain.
• AICPA (American Institute of CPAs): National professional association issuing the CPA credential and providing CPE, publications, and member services to accounting and finance professionals — a comparable professional society and credentialing model.
• CFA Institute: Global professional body issuing the CFA charter and CIPM credential, with membership dues, exam fees, and continuing education — a benchmark for large-scale professional credentialing societies.
• CEB (Corporate Executive Board) / Gartner: Subscription-based research and advisory provider serving HR, finance, and benefits leaders — competes for the same training/CE budgets that ASPPA targets among retirement plan professionals.

Emerging players

• National Association of Retirement Plan Participants (NARPP): Industry association focused on retirement plan participants and education — adjacent to ASPPA's professional audience but addressing plan participants rather than plan professionals, illustrating the broader ecosystem of retirement-focused membership bodies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/asppa

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ASPPA