Thursday, October 17, 2018
Speaker: Joseph J. Lazzarotti, CIPP, Attorney at Law, Jackson Lewis, PC
Employers expect stronger cybersecurity from plan service providers. They want it in writing, and the law requires it. Service providers holding large amounts of personal data face increased competition and intense scrutiny to have and prove reasonable safeguards. Cybersecurity can be a competitive advantage. This webcast explores employer strategies and best practices for designing and conducting vendor cybersecurity assessments, as well as helping service providers be prepared to respond. It also covers legal mandates for contracts with service providers concerning cybersecurity, along with employer and service provider strategies for negotiating those contracts.
Tuesday, October 30, 2018
Speaker: Richard A,. Hochman, Esq., APM, Director, Retirement Plan Consulting Services, Actuarial Systems Corporation
We are now in the unique position that all pre-approved plan documents DC, DB and 403(b) are in play. Providers sponsoring 403(b) and DB plans are in the process of working with clients to amend and restate plans before their early 2020 deadlines. DC plans for the third restatement cycle have been submitted for IRS review. The DC plans have an entirely new look and feel as the rules for Prototype and Volume Submitter Plans have been updated and combined. This webcast discusses the issues impacting the documents your clients will be using.
Thursday, November 8, 2018
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.
Wednesday, December 19, 2018
Speaker: Michael F. Smith, QPA, QKA, Vice President of Qualified Plan Consulting, Voya Financial
This informative webcast covers the challenges inherent in the administration of hardship withdrawals and participant loans. Gain insights into ways to avoid various pitfalls that could lead to operational violations, loan defaults, etc. Discuss the operational correction methods under the latest EPCRS release, when violations do occur; and the latest changes to hardship withdrawals that will be effective in 2019. Touch on the temporary relaxation of hardship and loan rules for participants impacted by recent natural disasters; and the latest trends and survey results regarding plans offering loans and hardship withdrawals.