What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • September 17, 2015 • 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

Complimentary Webcast: The Myth of Multitasking

Tuesday, Sept. 22, 2015
1 p.m. - 2 p.m. ET
Speakers: Dave Crenshaw, business coach and author of The Focused Business: How
Entrepreneurs Can Triumph Over Chaos Now!; Nevin Adams, Chief of Communications, American Retirement Association

As business owners and managers, you get pulled in a lot of different directions — often at the same time. But multitasking something as simple as a conversation can allow Chaos Inc. to take over more than just your business. The myth of multitasking doesn’t only apply to tasks, it applies to interactions with people too. Allowing distractions leads to ineffective communication and damaged trust — both costly mistakes for small business owners.

Are You Looking at Retirement Income Alternatives? The DOL and IRS Are!
Wednesday, Sept. 30, 2015
2 p.m. - 3:40 p.m. ET
Speaker: W. Waldan Lloyd, Shareholder, Employee Benefits and ERISA Section Chair, Nebeker and McCullough

Recent guidance issued authorizing the use of Qualified Longevity Annuity Contracts (QLACs) and their inclusion in TDFs will change plan administration and retirement income solutions. This webcast will review this guidance, look at the world of GLWBs and the DOL proposed initiative to expand communications to employees on annuitization of DC plan accounts and discuss how they may affect plan sponsors and their fiduciary responsibilities, service providers and participants.

ACOPA Webcast: ASC 715 and OPEB Valuation
Tuesday, Oct. 6, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Brett Schwab, ASA, EA, FCA, MAAA, Director and Lead Actuary, Compensation and Benefits Consulting Practice, Grant Thornton LLP

In this webcast you will be given a summary of ASC 715 (formerly FAS 106) and information on OPEB valuation.

Using the Power of Coverage Testing for Creative Plan Design
Wednesday, Oct. 7, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

The coverage testing rules provide many creative opportunities to meet your clients’ objectives. This session will explore these opportunities through case studies.

Ethics 2015: Circular 230, Professionalism and Case Studies
Thursday, Dec. 3, 2015
2 p.m. - 3:40 p.m. ET
Speaker: William C. Grossman, ERPA, QPA, APA, GFS, MBA

The retirement practitioner's Ethics in 2015 requires an understanding of Circular 230, and the ability to deliver services to clients in a professional and ethical manner. This webcast will convey an overview of Circular 230, followed by professionalism in the electronic workplace of 2015. Interactive case studies will be presented based on calls and e-mails from clients and how the ASPPA Code of Conduct applies to these scenarios.


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.

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