What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • October 13, 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

Fiduciary Breach: Avoidance and Mitigation
Wednesday, Oct. 28, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Bruce Ashton, Esq., APM, Partner, Drinker Biddle & Reath LLP
This webcast will address the fiduciary breaches that an unsuspecting fiduciary may encounter. It also will take a look at the various civil and criminal penalties that can be assessed for fiduciary breaches. The focus will be on the ways fiduciaries can mitigate their liability (e.g., ERISA bond, fiduciary insurance).

ACOPA Webcast: Actuarial 101 for Non-Actuaries
Tuesday, Nov. 3, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Mary Ann Rocco, EA, MSPA
Attend this webcast to unravel the mystery of the actuarial report and to discern those funding numbers of defined benefit plans. This webcast is geared toward individuals who have a basic knowledge of DB plans. Defined contribution administrators are welcome.

ASPPA Webcast: Forfeiture Stories for a Late Night Campfire
Thursday, Nov. 12, 2015
2 p.m. - 3:40 p.m. ET
Speakers: Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC; and William C. Presson, ERPA, QPA, QPFC, APR, Vice President, Economic Group Pension Services, Inc.
Your s’mores will drop in the dirt as practitioners quiver and shake in fear when the scary forfeiture stories start around the dark campfire. This webcast will focus on a variety of real-life forfeiture case studies. We will discuss plan document provisions versus administrative decisions, forfeiture corrections and restoring non-vested amounts for buybacks.

ASPPA Webcast: Best Practices for Administering Auto Enrollment Plans
Tuesday, Nov. 17, 2015
2 p.m. - 3:40 p.m. ET
Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga.
Automatic enrollment has proven to be very effective at increasing participation, although by now, we’ve learned that average contribution rates might stagnate without additional plan design considerations. It’s not necessarily the panacea for which we had hoped, and it doesn’t work for every client. In this webcast, we’ll examine the successes of automatic enrollment, plan design considerations and types of clients that might be better served by looking for solutions elsewhere.

ACOPA Webcast: Ethics for Actuaries: Don't Get Caught in the Middle!
Wednesday, Dec. 2, 2015
2 p.m. - 3:40 p.m. ET
Speakers: Michael B. Preston, FSPA, President, Preston Actuarial Services, Inc.; Mark K. Dunbar, MSPA, President; Dunbar, Bender & Zapf, Inc.; and David Lipkin, FSA, EA, MSPA, Consulting Actuary, Metro Benefits, Inc.
The speakers for this webcast will cover ethics for actuaries, using case studies and interaction through live polling and attendee chat.
Note: Earn 2 ASPPA Ethics, 2 ERPA Ethics, 2 JBEA Ethics Core Credits

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.


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

Cincinnati Regional Conference
Nov. 9-10 | Northern Kentucky Convention Center | Covington, Ken.

ACOPA Los Angeles Advanced Pension Conference
Jan. 21-22, 2016 | The Hilton Los Angeles/Universal City Hotel | Los Angeles, Calif.