What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • March 18, 2016 • 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: IRC §412(d)(2): What We Know and What We Don’t

Tuesday, March 22, 2016
2:00-2:50 p.m. ET
Speaker: Judy Miller, MSPA, Director of Retirement Policy, American Retirement Association; Executive Director, ACOPA
This webcast will address open questions concerning the application of Code Section 412(d)(2) and what it requires of plan administrators.

ASPPA Webcast: What's in Your Sandwich: The Impact of the Sandwich Generation and Retirement Readiness

Wednesday, March 30, 2016
2:00-3:40 p.m. ET
Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP
This webcast will address the impact that the “Sandwich Generation” — those taking care of both their children and their elderly parents — is having on individuals’ retirement readiness as well as on employers and the retirement service provider community.

ASPPA Webcast: DC-1 Exam Review: Tips and Traps

Tuesday, April 12, 2016
2:00-3:40 p.m. ET
Speaker: Sarah Simoneaux, CPC, Founding Partner, SCS
This webcast will provide a valuable opportunity to review and prepare now for a DC-1 examination.

ACOPA Webcast: Cash Balance Plans 10 Years after PPA 2006

Tuesday, April 19, 2016

2:00-3:40 p.m. ET
Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC
This intermediate-level session will explore the use of cash balance plans, what they are and many of the technical issues involved with these plans.

ASPPA Webcast: Form 5500 Update

Tuesday, April 26, 2016
2:00-3:40 p.m. ET
Speaker: Janice M. Wegesin, President, JMW Consulting, Inc.
This webcast will address the 2015 Form 5500 and the potential minefields it contains, as well as how ASPPA worked to temper the IRS approach. It also will address the UBTI and preparation of Form 990-T.

ASPPA Webcast: Best Practices for a Successful Plan Audit

Wednesday, April 27, 2016

2:00-3:40 p.m. ET
Speaker: CariAnn J. Todd, CPA, Senior Manager, Accounting & Assurance, BeachFleischman PC
This webcast will provide an independent auditor’s perspective on plan audits, as well as a discussion of the nuts and bolts of an auditor’s report, the plan financial statements and footnotes, and other required auditor communications that are made to plan management.

ASPPA Webcast: Ethics for Pension Plan Professionals

Tuesday, May 17, 2016

2:00-3:40 p.m. ET
Speaker: Dale R. Vlasek, Esq., Member, McDonald Hopkins LLC
This webcast will examine basic ethical standards and, by using everyday retirement plan scenarios, will discuss how to apply the standards in practice.

ASPPA Webcast: Hey Did You Read This? No, I Didn’t: Participant Disclosures

Wednesday, June 8, 2016

2:00-3:40 p.m. ET
Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Shareholder/Chief Operations Officer, Retirement Strategies, Inc.
This webcast will provide a walk through the various participant disclosures and associated requirements, as well as strategies for distribution.

ASPPA Webcast: Nightmare on TPA Street

Tuesday, June 28, 2016

2:00-3:40 p.m. ET
Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP, Atlanta, GA
This webcast will provide an entertaining discussion of some of the traumatic plan situations Ferenczy — and her TPA clients — have experienced.


ASPPA Philadelphia Regional Conference
May 19-20, 2016 Marriott Downtown Philadelphia

Women Business Leaders Forum
June 6-9 Ritz Carlton New Orleans, LA

ASPPA Chicago Regional Conference
June 16-17, 2016 Hotel Chicago Chicago

ASPPA Boston Regional Conference
July 14-15 Hilton Back Bay Boston, MA

Western Benefits Conference

July 19-22 Sheraton Seattle Seattle, WA

ACOPA Actuarial Symposium
August 5-6 Wyndham Grand Chicago Riverfront Chicago, IL

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