What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • November 20, 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

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.

EPCRS Corrections: Strategies and Negotiation Tips When Dealing with the IRS
Tuesday, Dec. 8, 2015
2 p.m. - 3:40 p.m. ET
Speakers: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP, Atlanta, GA
Often, correction of a plan’s disqualifying defect(s) can be done only with IRS approval. When working with the government in any correction process, understanding how the EPCRS negotiation process works and potential strategies that can be employed are critical. This case-study-intensive webcast will offer a close look at dealing with the IRS.

Handling Participant Claims and Inquiries
Wednesday, Dec. 16, 2015
2 p.m. - 3:40 p.m. ET
Speakers: Kelsey H. Mayo, Attorney, Employee Benefits, Poyner Spruill LLP
Interacting with participants can take many forms, and sometimes seemingly innocuous interactions become the subject of later scrutiny. This webcast will look at a variety of participant inquiries and how they can play into the claims process.


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

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