What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • April 20, 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

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 Webcast: Participant Loans from A to Z

Tuesday, July 12, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: Robert M. Kaplan, CPC, QPA, CFP, APA, National Training Consultant, Voya Financial
This interactive webcast will review the requirements for a loan to satisfy both the IRS and DOL regulations; it also will review when loans are in default and the tax consequences, how to refinance loans under the terms of the plan, documentation that the plan administrator will need to process a loan, how to administer loans when a participant declares bankruptcy, the considerations when selecting an interest rate that will be applied to the loan, and the limits on the amount of a loan that can be taken and the duration of the repayment period.

ASPPA Webcast: Merger and Acquisitions: Coming Together for Retirement

Wednesday, August 3, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: S. Derrin Watson, Esq., Attorney, FIS Relius
This webcast will address the retirement plan consequences of mergers and acquisitions, including predecessor and related employer issues, coverage testing, HCE status, 415 issues, distribution concerns, vesting and correction of errors.


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!