Live Webcasts
ASPPA Webcast: Roth Conversions: Understanding the Rules and When They Make Sense
Wednesday, March 16, 20162:00-3:40 p.m. ET
Speaker: William C. Grossman, ERPA, QPA Education Consultant, McKay Hochman Co., Inc.
This webcast will cover the intricacies involved in effecting in-plan Roth rollovers, compare and contrast pre-tax IRA conversions and Roth IRAs and discuss strategies and projections.
ASPPA Webcast: What's in Your Sandwich: The Impact of the Sandwich Generation and Retirement Readiness
Wednesday, March 30, 2016
2:00-3:40 p.m. ET
Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP
This webcast will address the impact that the “Sandwich Generation" — those taking care of both their children and their elderly parents — is having on individuals’ retirement readiness as well as on employers and the retirement service provider community.
ACOPA Webcast: Cash Balance Plans 10 Years after PPA 2006
Tuesday, April 19, 2016
2:00-3:40 p.m. ET
Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC
This intermediate-level session will explore the use of cash balance plans, what they are and many of the technical issues involved with these plans.
ASPPA Webcast: Form 5500 Update
Tuesday, April 26, 2016
2:00-3:40 p.m. ET
Speaker: Janice M. Wegesin, President, JMW Consulting, Inc.
This webcast will address the 2015 Form 5500 and the potential minefields it contains, as well as how ASPPA worked to temper the IRS approach. It also will address the UBTI and preparation of Form 990-T.
Conferences
ASPPA Philadelphia Regional Conference
May 19-20, 2016 │ Marriott Downtown │ Philadelphia
ASPPA Chicago Regional Conference
June 16-17, 2016 │ Hotel Chicago │ Chicago
Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!
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