What’s Coming Up: ASPPA Webcasts and Events

By ASPPA • January 31, 2017 • 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: Taking the Perspiration Out of Compensation

Wednesday, Feb. 15, 2017
2:00 - 3:40 p.m. ET
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, VP and National Training Consultant, Voya Financial

This interactive session will review the basic definitions of compensation that are acceptable to the IRS, as well as more advanced concepts (such as exclusions, fringe benefits, and severance pay) that are challenging in administering compensation programs. This webcast will provide a better understanding of the details of compensation you need and why.

ASPPA Webcast: What Is Plan Compensation?

Tuesday, March 14, 2017
2:00 - 3:40 p.m. ET
Speaker: James E. Holland, Jr., FSPA, FCA, MAAA, ASA, EA, Chief Research Actuary, Cheiron, Inc.

This webcast will be a deeper dive into this topic presented at the 2016 Actuarial Symposium. It will focus on compensation for different business types and structures. Attendees will be able to describe the types of compensation and how they can be used for retirement plan purposes.

ASPPA Webcast: Fiduciary Rules, Roles, and Responsibilities 101 for the Administrator

Tuesday, March 21, 2017
2:00 - 3:40 p.m. ET
Speaker: Heather Bader-Abrigo, Counsel, Drinker Biddle & Reath LLP

Our industry is constantly evolving and we know changes are coming; this is particularly true regarding the complex fiduciary rules that apply to retirement plans. Furthermore, the Department of Labor is asking about fiduciary training regarding those who have access to plan assets. This webcast will help you decipher the fiduciary rules that apply to plan sponsors, plan administrators, trustees and others who have access to plan assets and what can be done to avoid personal liability.

ASPPA Webcast: Form 5500 Update 2016

Tuesday, April 18, 2017
2:00 - 3:40 p.m. ET
Speaker: S. Derrin Watson, Esq., APM

This webcast will examine the changes to Form 5500 for the 2016 plan year. We will also see what we learn from this year’s failed attempt to expand the Form 5500 compliance questions. And we will gaze into the ASPPA crystal ball to take a look at the next generation of the Form 5500, the mammoth changes the government has requested, what the prospects for those changes are and what employers can learn today from what the government wants to know tomorrow.

ASPPA Webcast: Rules and Timing of Death Distributions

Wednesday, June 21, 2017
2:00 - 3:40 p.m. ET
Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Wealth & Management

There has been an increase in the number of individuals dying with assets in a qualified plan. This webcast will detail the action plans that must be taken upon the death of a participant. It will focus on the determination of the proper beneficiary, including best practices for beneficiary designations to avoid potential conflicts, as well as the timing of distributions and proper reporting for tax purposes.

ASPPA Webcast: Cutback the Complexity! Making Sense of the Anti-Cutback Rules

Wednesday, July 19, 2017
2:00 - 3:40 p.m. ET
Speaker: Brian Furgala, Esq., CPC, QPA, GrayRobinson, P.A.

The anti-cutback rules of Internal Revenue Code Section 411(d)(6) are very broad in their application to plan amendments but are riddled with exemptions. Ensuring compliance, particularly in merger and acquisition transactions, is a challenge for plan sponsors and practitioners. This webcast provides practical examples of when protection or exemptions arise.


ASPPA Philadelphia Regional Conference
April 27-28 │ DoubleTree City Center │Philadelphia, PA

Women Business Leaders Forum
June 5-8 │ Brown Palace Hotel │Denver, CO

Western Benefits Conference
July 9-12 │Hilton │Anaheim, CA

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