What’s Coming Up: ASPPA Webcasts and Events
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.
Defining Compensation in Qualified Plans
Wednesday, Aug. 19, 2015
2 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 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.
Integrity 101: What Every Pension Professional Should Know
Tuesday, Sept. 1, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Lauren M. Bloom, J.D., LL.M.
Earns 2 ASPPA, ERPA, JBEA Ethics CE Credits
In the press of daily business, it’s easy to make ethical mistakes that erode trust and damage reputations. This presentation provides a comprehensive review of the fundamentals of business ethics as reflected in the ASPPA Code of Conduct. This presentation is a must for any pension professional who's serious about acting with integrity in the business world.
ACOPA Webcast: Coping with the Realities of GASB 67 and 68
Wednesday, Sept. 9, 2015
2 p.m. - 3:40 p.m. ET
Speaker: William G. Karbon, MSPA, CPC, QPA
Earns 2 ASPPA, ERPA, JBEA Non-Core CE Credits
The GASB 67 and 68 standards are now effective for governmental entities sponsoring defined benefit plans. This webcast will review the standards imposed by GASB 67/68 as well as address issues that have arisen in complying with the requirements of these statements. The webcast will focus on the GASB 68 requirements with an emphasis on the determination of the discount rate and measurement date, projection of plan assets and audit requirements for agent multiple-employer plans.
ACOPA Actuarial Symposium
Aug. 7-8 | Sheraton Chicago Hotel and Towers | Chicago
2015 ASPPA Annual Conference
Oct. 18-21 | Gaylord National Resort & Convention Center | National Harbor, Md.
To add the Annual Conference to your calendar, click here.
ASPPA Benefits Council Events
ABC of Central Texas - Austin, Texas
Recognizing Operational Issues and Pitfalls in an Ever-Changing Industry
Speaker: Eric J. Anderson, CPA, PFS, AIFA and Lisa A. Schallenberg, CPA, QKA; Employee Incentive Plans
Tuesday, August 11
8 a.m. - 11:30 a.m.
ABC of New York - New York, N.Y.
Cash Balance and Defined-Benefit Plan Designs
Speaker: Kevin Donovan, CPA, EA, MSPA, ACA; Pinnacle Plan Design
Thursday, August 13
2 p.m. - 5 p.m.
ABC of the Great Northwest - Portland, Ore.
Fiduciary Best Practices and Protections: Lessons Learned from ERISA Litigation
Speaker: Heidi Alessi; K&L Gates, LLP
7:30 a.m. - 10 a.m.
ABC of Atlanta - Dunwoody, Ga.
Global Pensions: Where We Are, How We Got There, and Where We Are Going
Speaker: Pete Swisher, CFP, CPC, Senior Vice President/National Sales Director of Pentegra Retirement Services
Tuesday, August 18
8 a.m. - 10:30 a.m.
ABC of Greater Cincinnati - Covington, Ky.
Back to the Future: What the Tea Leaves Say About the Future of TPA Technology
Speaker: David J. Witz, CEO/Managing Director of Fiduciary Risk Assessment (FRA) LLC and PlanTools LLC
Thursday, August 20
7:30 a.m. - 12 p.m.
ABC of Cleveland - Independence, Ohio
Half-Day Defined Benefit Plan Workshop
Speaker: Dale R. Vlasek, McDonald Hopkins, LLC; and Michael L. Libman; ASA, MAAA, MSPA, The Libman Actuarial Group, Inc.
Tuesday, August 25
7:30 a.m. - 4 p.m.
ABC of Northern Indiana - Fort Wayne, Ind.
All-Day Seminar With Sal Tripodi
Speaker: Sal Tripodi, J.D., LL.M., APM; TRI Pension Services
Be sure to check on ASPPA Net for new information about upcoming ASPPA webcasts