Webcasts

Upcoming Webcasts

On-Demand Webcasts

Virtual Conference


Education is one of ASPPA’s most important components, and webcasts are a way we provide continuing education to our members and to the industry as a whole. If you're not able to watch the live show, register for the recorded version and still get your continuing education credit!

Please visit Webcast Package Pricing for information on package pricing for webcast viewing. 

Please Note: Members of the media must register as such by contacting Nevin E. Adams at nadams@usaretirement.org, or by calling 703-516-9300, ex. 114. 

Upcoming Webcasts


Half-priced 50 Minute Webcast

Wednesday, February 28, 2018

2:00 - 2:50 p.m. ET

Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.

Attend this webcast to learn how to discuss with employers a “pre-approved” 403(b) plan, the merits of an IRS-approved 403(b) plan, employer requirements due by March 31, 2020, all of the ‘pieces’ of a 403(b) restated plan document, and the critical components of the 403(b) restatement.


Thursday, March 1, 2018

2:00 - 3:40 p.m. ET

Speaker: Brian Furgala, Esq., CPC, QPA, GrayRobinson, P.A.

What’s worse – being in testing season or listening to an ethics webcast? That’s what you’re thinking because ethics, in principal, is pretty dull. But how about when you apply those ethical standards to real-life situations? How would you respond? How would the person next to you respond? Join us for a refreshing look at ethics and how they pop up in all types of situations. For music fans, there will also be a test in matching artists to songs. Can you guess the first one (see title)?


Wednesday, March 7, 2018

2:00 - 3:40 p.m. ET

Speakers: Bruce L. Ashton, APM; and Fred Reish, APM, Partners, Employee Benefits and Executive Compensation Practice Group, Drinker Biddle & Reath

Even if you are generally familiar with the fiduciary rules, there can be unexpected pitfalls. This webcast will identify where fiduciary status can exist and explain how to avoid some unwanted surprises, including prohibited transactions. We’ll also discuss the unique risks of taking on a 3(16) administrative fiduciary role, the risk exposure of owners or employees of a TPA who make insurance or investment recommendations to plans or participants, and how recordkeepers can help with investments and advice without becoming fiduciaries.


Tuesday, March 20, 2018

2:00 - 3:40 p.m. ET

Speaker: Elizabeth (Liz) Yanik, QKA, ERISA Compliance Consultant, Unified Trust Company, N.A.

What do you do when plan sponsors and/or participants go missing? In this webcast, we will discuss the definition of an abandoned plan and what should happen when you have one. Topics will include defining a qualified termination administrator, steps for locating missing participants, and an overview of the new PBGC Missing Participants Program.


Half-priced 50 Minute Webcast

Thursday, March 22, 2018

2:00 - 2:50 p.m. ET

Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Understanding the Employee Plans Compliance Resolution System (EPCRS) is critical for individuals to be able to support and advise clients. Proper use of the different programs under EPCRS is key and the devil is always in the details. Highlighting the differences in the programs will be case studies of routine, day-to-day, client failures and how to apply EPCRS appropriately.

NOTE: This webcast will be followed up on June 12, 2018 with ASPPA Webcast: “Employee Plans Compliance Resolution Systems: Case Studies from the Darkside.”


Thursday, April 19, 2018

2:00 - 3:40 p.m. ET

Speaker: Kelsey N. H. Mayo, J.D., Partner, Employee Benefits Group, Poyner Spruill LLP

This webcast will begin with a review of the controlled group rules, and then take a more in-depth look at the controlled group rules, including more advanced rules such as disregarded stock and the impact of options. The rules will be demonstrated through a series of case studies that show the impact these rules can have on the controlled group analysis.

NOTE: This webcast will focus only on IRC sections 414(b) and 414(c). A separate follow-up webcast on July 26, 2018 will focus on affiliated service groups under IRC section 414(m).


Half-priced 50 Minute Webcast

Tuesday, April 24, 2018

2:00 - 2:50 p.m. ET

Speaker: Richard S. Phillips, AIF, ERPA, CPC, QPA, QKA, President and CEO, ERISA Consultants, Inc.

As with any benefit, right, or feature in a qualified plan, there are pros and cons. The decision to include life insurance may have been made without guidance from a qualified professional. In this webcast we will explore the opportunities and challenges participants and plan sponsors face with life insurance contracts in a qualified retirement plan.


Thursday, April 26, 2018

2:00 - 3:40 p.m. ET

Speaker: Virginia K. Sutton, QKA, QPFC, Consultant Account Executive, VKS Consulting, Johnson & Dugan

This webcast will detail the myriad of issues that arise when an international employer sponsors a retirement plan and when there are international employees participating in a retirement plan. Do you know what laws even apply? This webcast will help you navigate the laws, treaties, tax codes, and other areas of guidance.


Half-priced 50 Minute Webcast

Tuesday, May 1, 2018

2:00 - 2:50 p.m. ET

Speaker: Craig P. Hoffman, Esq., APM, General Counsel and Director of Regulatory Affairs, American Retirement Association

This webcast will cover how regulations (and other guidance) are made from concept through finalization. Who is involved at Treasury, IRS, and DOL will be discussed, along with what each does. How the political affiliation of the House, Senate, or Presidency impacts the regulatory process will be covered, along with how the guidance process is controlled by Federal law.


Half-priced 50 Minute Webcast

Thursday, May 17, 2018

2:00 - 2:50 p.m. ET

Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, Director of Technical Education, American Retirement Association

This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will impact retirement plans. Not only will you hear the latest from Capitol Hill, but you will also get an update on the latest guidance from the IRS and DoL. If it impacts retirement plan service providers – we will discuss it. After this webcast you will be prepared for the questions that clients, prospects, and distribution partners ask about items they have concerns about.


Wednesday, May 23, 2018

2:00 - 3:40 p.m. ET

Speaker: Steve Riordan, CPC, QPA, QKA, Director of Testing and Reporting Services, Fidelity Investments

This fast-paced advanced session will cover more complex ADP/ACP concepts including compensation, merger/acquisition, shifting, recharacterization, disaggregation, and more. Basic testing mechanics will be reviewed and then a significant portion of the webcast will be allocated to the advanced concepts. Additionally, creative testing alternatives will be presented for optimal plan design and test results.


Tuesday, June 5, 2018

2:00 - 3:40 p.m. ET

Speaker: S. Derrin Watson, Esq., APM, Law Offices of S. Derrin Watson

Form 5500 is continually changing and 2017 is no exception. The compliance questions are gone, and there are subtle changes in the forms and instructions. We will keep you abreast of what’s happening and what’s on the horizon, as the EBSA looks to its modernization proposal under new leadership.


Tuesday, June 12, 2018

2:00 - 3:40 p.m. ET

Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Ever wonder whether you have the worst client in the world? These case studies will make you feel much better, but more importantly – you will learn how to lay out the puzzle pieces and figure out what you’re dealing with through case studies of the worst of the worst clients. Knowing how to strategize and analyze complex failures is a learned skill that these case studies will help you learn.

NOTE: This webcast was preceded by a 50-minute ASPPA Webcast: “Understanding Employee Plans Compliance Resolution System (EPCRS): The Basics.” This on-demand recording is available on www.asppa-net.org through March 22, 2019.


Half-priced 50 Minute Webcast

Tuesday, July 10, 2018

2:00 - 2:50 p.m. ET

Speaker: Kristina G. Kananen, QPA, QKA, DC Customer Support, DATAIR Employee Benefit Systems, Inc.

Your firm has just taken over a plan. Everyone is excited and the transition to your company goes well. Then it’s time for the 5500 Series and you wonder how such a clean-looking plan could have so many non-obvious issues. Everyone has those plans you thought were finished, but that blow up when the 5500 Series is filed. Resolving the filing issues after the filing can lead to lost billable hours, frustrated plan administrators, and TPA exhaustion. This webcast will focus on what you can do before the filing to ensure all goes well, and after the filing when it doesn’t.


Thursday, July 26, 2018

2:00 - 3:40 p.m. ET

Speaker: Kelsey N. H. Mayo, J.D., Partner, Employee Benefits Group, Poyner Spruill LLP

This webcast will focus on the affiliated service group rules, including a look at the more advanced rules such as aggregation of entities for management service groups and the impact of entity type on the analysis. The rules will be demonstrated through a series of case studies that show the impact these rules can have on the affiliated service group analysis.

NOTE: This webcast will focus only on IRC section 414(m). A separate webcast held on April 19th focused on controlled groups under IRC sections 414(b) and 414(c) is available on-demand through April 19, 2019.

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