On-Demand Webcasts

ASPPA traditionally offers access to a recording of a webcast (including both audio and visual portions of the presentation) approximately one week following the original live webcast presentation. These recordings are available for 1 year after the date of the original live webcast. Below is a list of the currently available recorded webcasts.

Click here to download a webcast registration form.

Previous Webcasts

Available until August 17, 2018

Speakers: Steven L. Diess, EA, MAAA, President, Independents Actuaries, Inc..; and Alan J. Stonewall, FSPA, Principal Consultant and Owner, Northwest Actuarial Consulting, LLC

The number of large defined benefit plans in the U.S. has fallen by over 70 percent since their heyday in the early 1980s. What’s a pension actuary to do in a world with a shrinking client base? How about retiree medical valuation work? There are well over 100,000 public sector agencies in the U.S., and most of them have retiree medical benefits to value plenty for all of us! It doesn’t take a complete reinvention of yourself, just an understanding of how to apply the skills you already have in a slightly different way.

Available until August 29, 2018

Speaker: Lorraine Dorsa, MSPA, Actuary, Aegis Pension Services, Inc.

Cash balance plans are quite the trendy option, and defined benefit plans have a lot going for them. For the right client, they are powerful ways to boost tax-qualified retirement savings and accumulate significant amounts at retirement. Cash balance plans offer the additional benefit of easy customization and coordination with the client’s existing defined contribution plans. This webcast is for anyone with an interest in how cash balance and defined benefit plans can work for closely held businesses in today’s environment and when and how to present them. It is real-world and practical, not actuarial or techie.

Available until August 31, 2018

Speaker: David Schultz, JD, APM, FIS Relius

Retirement plan professionals often find themselves in the middle of the competing financial interests of plan sponsors and participants. Determining right from wrong is not always an easy task. Personal and professional relationships, and good intentions can make it difficult to choose the right path in difficult situations. This webcast reviews the ethical standards established by the IRS and ARA/ASPPA and present real-life examples to highlight good ethical decision making.

Available until September 13, 2018

Speaker: Kelly Finnell, Howard Kaplan, Carla Klingler, Michael McGinley, and Lee Swerdlin

ESOPs are a powerful financial and ownership transition tool. However, broad statutory requirements and fiduciary risks (real and perceived) can be quite intimidating for professionals when questioned by their clients about becoming an “ESOP Company.” In this webcast, a panel of experienced ESOP consultants seek to demystify some of the elements of this fascinating tool, from both technical and operational perspectives. Topics include transition strategies, tax implications, business valuation, fiduciary responsibilities, comparative ERISA plan administration and compliance, and growing a more productive “ownership culture.”

Available until September 26, 2018

Speaker: William C. Grossman, ERPA, QPA

This webcast addresses the complex rules of RMDs and the diverse circumstances a plan administrator faces in dealing with a variety of participant scenarios. Explore real-life situations and solutions based on the guidance where it exists and best practice options for the gray areas we often encounter in the administration of plans. This webcast is devoted to DC plan RMDs; however, it also covers DB RMDs in light of the growing popularity of DC/DB combo plans. Discuss aggregation of RMDs and participants with multiple plans over their lifetime.

Available until September 28, 2018

Speaker: Joseph J. Lazzarotti, CIPP, Attorney at Law, Jackson Lewis, PC

An infamous bank robber once said, “I rob banks because that’s where the money is.” Data thieves, understandably, have a similar strategy go where the data is. If there is one thing benefit plan service providers and plan sponsors have, it is lots of data. Businesses are slowly discovering the range of cyber risks facing them, including spear-phishing, ransomware and even their own employees. But many are not doing what they need to do and are woefully out of compliance. Just calling the “IT Guy” is not a good strategy. This webcast gets businesses started on a comprehensive approach to combating cyber risk and minimizing legal compliance risk.

Available until October 3, 2018

Speaker: Kelsey Mayo, Poyner Spruill LLP, Partner with Employee Benefits Group

403(b) plans are unique   some even say quirky! They have unique rules, and therefore, have unique problems. As with 401(a) plans, undiscovered errors can result in hefty sanctions, government audits, claims for benefits and expensive remediation. Take an in-depth look at common operational errors that occur in 403(b) plans, how they often happen, how to avoid them and how to correct them.

Available until October 17, 2018

Speaker: S. Derrin Watson, of the Law Offices of S. Derrin Watson

Hurricanes Harvey, Irma and Maria have exacted a terrible toll. The cost for victims is enormous, affecting employers and participants alike. Congress has just passed a law providing important retirement plan opportunities for those affected by the hurricanes. This is in addition to relief and extensions announced by the IRS, DOL and PBGC. The webcast examines both the available relief and the inexplicably stubborn deadlines that remain unchanged.

Complimentary

Available until October 19, 2018

Speakers: Alisa Wolking, Director of Political Affairs; and Andrew Remo, Director of Legislative Affairs; American Retirement Association

Washington is laser-focused on tax reform, and legislators are considering proposals that could undermine vital retirement plan incentives as they look to make tax reform “revenue neutral.” Join us for this informative webcast to learn how the current proposals could threaten retirement savings incentives and learn what to expect and prepare for the ASPPA Annual March on Capitol Hill.

Available until November 7, 2018

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

Multiple DC plans, combined with a cash balance plan, can provide greater flexibility to achieve the plan sponsor’s objectives. However, the interplay amongst coverage testing, non-discrimination testing and top-heavy status lead to a quagmire of regulations. In this webcast, explore this interplay and associated risk to establish a plan design and testing roadmap that ensures passage. Supplemental material includes a plan design and testing roadmap, and real-world case studies.

Available until November 8, 2018

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

Your clients are hearing from advisers and service providers the advantages of having after-tax and Roth provisions in their plans. But as with all plan design provisions, the devil is in the details. This interactive, 50-minute, fast-paced session will highlight the “whys and why nots” of Roth deferrals, Roth conversions and the often overlooked after-tax contributions. You will take away both discussion points for clients and their participants when it comes to adding or maintaining these plan features.

Available until November 9, 2018

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

Distributions made to participants and beneficiaries are often fraught with anxiety on the part of the recipients and stress on the part of the administrator processing the distribution. The administrator’s stress does not end when the check has been written and delivered, as there is still the IRS to satisfy. Ensuring withheld taxes are deposited by the liability date, accumulating the required data for the Form 1099-R, preparing it, mailing it to the recipient, and submitting it to the IRS by the due dates, still need to be done. Filing Form 945 to properly report federal tax liability and amounts withheld rounds out the distribution process.

Available until November 29, 2018

Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

Companies sponsor defined benefit plans for different reasons. While the law and regulations are the same for large plans and small plans, the focus is usually very different. This webcast will detail many of the differences to assist an actuary or other DB practitioner transitioning from the large-plan market to the small-plan market.

Available until December 14, 2018

Speaker: Mary Ann Rocco, EA, MSPA, Owner and Third-Party Consulting Actuary, Mary Ann Rocco

This webcast will unravel the mystery of calculating RMDs for defined benefit plans, including cash balance plans. The elimination of the ‘DC Account Balance Method” for defined benefit plans in 2006 created some confusion in the small plan actuarial community that seems to linger to this day. We will address the most important issues by going through specific and detailed calculations, using real-life situations, while addressing the black and white with the gray.

Available until January 25, 2019

Speaker: Kristen Donovan, QKA, CPFA, Retirement Solutions Manager, BAM Advisor Services, Inc.

Auto-enrollment has become a game changer for improving retirement plan participation. Join Kristen Donovan as she compares and contrasts the different types of auto-enrollment, highlighting the opportunities, trends and best practices along the way.

Available until February 8, 2019

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

This fast-paced, interactive, 50-minute session reviews the latest proposals coming out of Washington that 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 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.

Available until February 14, 2019

Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Relius

The first 403(b) restatement period for pre-approved plans has officially begun. The IRS acknowledged that restating 403(b) plans will be more difficult than restating qualified plans, and therefore, provided a longer deadline. The webcast begins with a high-level overview of the substantive differences between 401(k) and 403(b) plans, to assist in understanding the unique issues that may arise when restating 403(b) plans. Explore specific issues that practitioners encounter as they prepare for the restatements.

Available until February 15, 2019

Speaker: William C. Grossman, ERPA, QPA

This webcast provides an overview of the different acceptable statutory and non-discriminatory classification exclusions. Starting with the statutory exclusions, we progress to non-discriminatory classifications based on job description, geographic location, hourly versus salaried, etc. Discuss employee exclusions in a safe harbor 401(k), a QACA and a 403(b); the impact on eligibility of a MEP or a controlled group; and the change of the status of an employee, and a change in a rehire’s classification when rehired. The impact of the plan document’s provisions will be referred to throughout, including IRS QAB 2006-03.

Part 2: Available until March 28, 2019
Part 3: Available until April 18, 2019

Available until February 28, 2019

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

Learn how to discuss 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 with employers.

Available until March 1, 2019

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)?

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