What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • October 26, 2017 • 0 Comments
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


ASPPA Webcast: Advanced Testing II: Coverage and Non-Discrimination Testing

Tuesday, Nov. 7, 2017
2:00 - 3:40 p.m. ET
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, we will explore in-depth 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.

ASPPA Webcast: After-Tax and Roth Opportunities in 401(k) or 403(b) Plans

Half-priced 50-minute webcast!

Wednesday, Nov. 8, 2017

2:00 - 2:50 p.m. ET
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, Director of Technical Education, American Retirement Association

Your clients are hearing from advisers and service providers about 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.

ASPPA Webcast: Form 1099 and 945 Reporting: Crossing the Ts on Plan Distributions

Thursday, Nov. 9, 2017

2:00 - 3:40 p.m. ET

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

This webcast will cover distributions made to participants and beneficiaries, which often are fraught with anxiety for recipients and administrators 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. This webcast will cover the many responsibilities attendant to plan distributions.

ACOPA Webcast: Large Versus Small DB Plans: A Comparison for DB Practitioners

Wednesday, Nov. 29, 2017

2:00 - 3:40 p.m. ET
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.

ACOPA Webcast: Cracking the Code on DB Plan RMDs 

Thursday, Dec. 14, 2017
2:00 - 3:40 p.m. ET
Speaker: Mary Ann Rocco, EA, MSPA, Owner and Third-Party Consulting Actuary, Mary Ann Rocco

This webcast will unravel the mystery of calculating required minimum distributions for defined benefit plans, including cash balance plans. The elimination of the ‘DC Account Balance Method” for DB 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.


ASPPA Annual Conference

October 22-25 | Gaylord National Harbor | National Harbor, MD

Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!

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