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
Advanced Issues in Distributions
Tuesday, Aug. 4, 2015
2:00 p.m.-3:40 p.m. ET
Speaker: Derrin Watson, Esq, Attorney, SunGard Relius
Although plan distributions seem commonplace, they can also provide for many compliance challenges. This session will address issues related to defined contribution plan distributions and how to handle them in a way that satisfies the IRS and Department of Labor and in the process be in compliance with the plan document.
Defining Compensation in Qualified Plans
Wednesday, Aug. 19, 2015
2:00 p.m.-3:40 p.m. ET
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, VP, National Training Consultant, Voya Financial
The definition of compensation is critical when testing or designing a qualified retirement plan. How compensation is defined affects the cost of the plan, the ease of compliance testing and remains a critical element of plan design. This webcast will describe the choices that are available and the permissible adjustments to the compensation definition.
Unrelated Business Taxable Income
Tuesday, Aug. 25, 2015
2:00 p.m.-3:00 p.m. ET
Speaker: David Schultz, JD, APM, SunGard Relius
This webcast will provide an overview of the rules concerning unrelated business taxable income (UBTI) and the types of investments held by retirement plans that can give rise to UBTI. The presentation will include a discussion of how UBTI is calculated and reported. This topic is of particular importance as the new 2015 Form 5500-SUP requires filers to provide information regarding whether a plan has any UBTI.
Live Webcasts
Advanced Issues in Distributions
Tuesday, Aug. 4, 2015
2:00 p.m.-3:40 p.m. ET
Speaker: Derrin Watson, Esq, Attorney, SunGard Relius
Although plan distributions seem commonplace, they can also provide for many compliance challenges. This session will address issues related to defined contribution plan distributions and how to handle them in a way that satisfies the IRS and Department of Labor and in the process be in compliance with the plan document.
Defining Compensation in Qualified Plans
Wednesday, Aug. 19, 2015
2:00 p.m.-3:40 p.m. ET
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, VP, National Training Consultant, Voya Financial
The definition of compensation is critical when testing or designing a qualified retirement plan. How compensation is defined affects the cost of the plan, the ease of compliance testing and remains a critical element of plan design. This webcast will describe the choices that are available and the permissible adjustments to the compensation definition.
Unrelated Business Taxable Income
Tuesday, Aug. 25, 2015
2:00 p.m.-3:00 p.m. ET
Speaker: David Schultz, JD, APM, SunGard Relius
This webcast will provide an overview of the rules concerning unrelated business taxable income (UBTI) and the types of investments held by retirement plans that can give rise to UBTI. The presentation will include a discussion of how UBTI is calculated and reported. This topic is of particular importance as the new 2015 Form 5500-SUP requires filers to provide information regarding whether a plan has any UBTI.
Conferences
ACOPA Actuarial Symposium
August 7-8 | Sheraton Chicago Hotel and Towers | Chicago
2015 ASPPA Annual Conference
October 18-21 | Gaylord National Resort & Convention Center | National Harbor, Md.
To add the Annual Conference to your calendar, click here.
Be sure to check our website for information about upcoming ASPPA webcasts and conferences! For more on webcasts, go to the Education tab and click on webcasts; for more on conferences, click on the Conferences tab.
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