ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.
Live Webcasts
Deferral Election Trouble Spots
Tuesday, April 28, 2015
2:00 p.m. - 3:40 p.m. ET
Speaker: Robert M. Richter, J.D., LL.M., APM; Vice President, SunGard Relius
There has been an increased focus by the IRS and independent auditors on the mechanics of 401(k) deferral elections and their proper implementation of those elections. This webcast will focus on deferral elections requirements, elections not to participate, partner deferral elections, handling irregular pay (such as bonuses or tip income), compensation used for deferral and matching purposes, and plan corrections when problems arise.
The Conflict of Interest Proposal: How it Works and What it Means
Tuesday, May 5, 2015
2:00 p.m. - 3:40 p.m. ET
Speakers: Pete Swisher, CFP®, CPC, QPA, TGPC, Senior Vice President and National Sales Director, Pentegra Retirement Services and David N. Levine, Principal, Groom Law Group, Chartered
The long-awaited fiduciary definition regulation is here, along with a surprise: an end run by the DOL in an effort to eliminate “conflicts of interest” resulting from variable compensation structures for retirement investment advisors. Learn about the historical and political context for the proposal, the 2010 proposal and why it failed, and the details and implications of the 2015 proposal.
Beyond the Basics of Affiliate Service Groups and Controlled Groups
Tuesday, May 19, 2015
2:00 p.m. - 3:40 p.m. ET
Speaker: William G. Karbon, MSPA, CPC, QPA
This webcast, unlike many others of its kind, will not only review controlled group rules, but will focus on its stepsister, the affiliate service group. New case studies will be presented for discussion as well as resolutions!
ASPPA Virtual Conference
Thursday, May 14
Speakers: Ilene H. Ferenczy, Managing Partner, Ferenczy Benefits Law Center LLP; Brian Graff, ASPPA CEO and Executive Director; Craig Hoffman, APM, General Counsel, American Retirement Association; Robert Kaplan, ASPPA Government Affairs Committee Co-Chair and VP, National Training Consultant for Voya Financial; and Sal Tripodi, TRI Pension Services
Our first-ever virtual conference will be a single-day program providing information and insights from our speakers. It will address the most recent events in Washington; plan mergers and terminations; advanced issues with participant loans, hardship withdrawals and QDROs; and the Employee Plans Compliance Resolutions System. It also will feature an opportunity to ask the experts questions
Conferences
ASPPA Regional Conference: Philadelphia
April 30-May 1 | DoubleTree Center City | Philadelphia
ASPPA Regional Conference: Chicago
June 4-5 | Wyndham Grand Chicago | Chicago
Women Business Leaders Forum
June 8-11 | Francis Marion Hotel | Charleston, S.C.
ASPPA Regional Conference: Boston
July 9-10 | Hilton Back Bay | Boston
Western Benefits Conference
July 19-22 | Hyatt Regency | San Francisco
And don’t forget to save the date for this year’s ASPPA Annual Conference:
October 18-21 | Gaylord National Resort & Convention Center | National Harbor, Md.
To add the Annual Conference to your calendar, click here.
Live Webcasts
Deferral Election Trouble Spots
Tuesday, April 28, 2015
2:00 p.m. - 3:40 p.m. ET
Speaker: Robert M. Richter, J.D., LL.M., APM; Vice President, SunGard Relius
There has been an increased focus by the IRS and independent auditors on the mechanics of 401(k) deferral elections and their proper implementation of those elections. This webcast will focus on deferral elections requirements, elections not to participate, partner deferral elections, handling irregular pay (such as bonuses or tip income), compensation used for deferral and matching purposes, and plan corrections when problems arise.
The Conflict of Interest Proposal: How it Works and What it Means
Tuesday, May 5, 2015
2:00 p.m. - 3:40 p.m. ET
Speakers: Pete Swisher, CFP®, CPC, QPA, TGPC, Senior Vice President and National Sales Director, Pentegra Retirement Services and David N. Levine, Principal, Groom Law Group, Chartered
The long-awaited fiduciary definition regulation is here, along with a surprise: an end run by the DOL in an effort to eliminate “conflicts of interest” resulting from variable compensation structures for retirement investment advisors. Learn about the historical and political context for the proposal, the 2010 proposal and why it failed, and the details and implications of the 2015 proposal.
Beyond the Basics of Affiliate Service Groups and Controlled Groups
Tuesday, May 19, 2015
2:00 p.m. - 3:40 p.m. ET
Speaker: William G. Karbon, MSPA, CPC, QPA
This webcast, unlike many others of its kind, will not only review controlled group rules, but will focus on its stepsister, the affiliate service group. New case studies will be presented for discussion as well as resolutions!
ASPPA Virtual Conference
Thursday, May 14
Speakers: Ilene H. Ferenczy, Managing Partner, Ferenczy Benefits Law Center LLP; Brian Graff, ASPPA CEO and Executive Director; Craig Hoffman, APM, General Counsel, American Retirement Association; Robert Kaplan, ASPPA Government Affairs Committee Co-Chair and VP, National Training Consultant for Voya Financial; and Sal Tripodi, TRI Pension Services
Our first-ever virtual conference will be a single-day program providing information and insights from our speakers. It will address the most recent events in Washington; plan mergers and terminations; advanced issues with participant loans, hardship withdrawals and QDROs; and the Employee Plans Compliance Resolutions System. It also will feature an opportunity to ask the experts questions
Conferences
ASPPA Regional Conference: Philadelphia
April 30-May 1 | DoubleTree Center City | Philadelphia
ASPPA Regional Conference: Chicago
June 4-5 | Wyndham Grand Chicago | Chicago
Women Business Leaders Forum
June 8-11 | Francis Marion Hotel | Charleston, S.C.
ASPPA Regional Conference: Boston
July 9-10 | Hilton Back Bay | Boston
Western Benefits Conference
July 19-22 | Hyatt Regency | San Francisco
And don’t forget to save the date for this year’s ASPPA Annual Conference:
October 18-21 | Gaylord National Resort & Convention Center | National Harbor, Md.
To add the Annual Conference to your calendar, click here.
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