What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • May 02, 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: 457(b) Plans for the 401(k) Administrator

Wednesday, May 3, 2017
2:00 - 3:40 p.m. ET
Speaker: Rod Stortenbecker, Director of Compliance, Lincoln Financial Group

This webcast will provide an overview of both 457(b) governmental and 457(b) top-hat plans. It will include an in-depth analysis of the differences between these two plans and how these plans work in conjunction with other retirement plans.

ACOPA Webcast: The Actuary as an Expert Witness

Wednesday May 24, 2017

2:00 - 3:40 p.m. ET
Speaker: Ethan E. Kra, Principal, Ethan E. Kra Actuarial Services, LLC

Expert witness assignments are exciting and profitable. However, they can also be difficult, controversial, and time-consuming. This webcast will cover keys to success in this area, including preparation, depositions and testimony, as well as the role and qualifications of the expert along with the latest revisions to Actuarial Standard of Practice 17. It also will illustrate the perils and traps that even the most experienced actuarial practitioner may run into when being deposed or cross-examined in a legal proceeding.

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: Keeping Current: ERISA Exempt Plans

Thursday, June 29, 2017

2:00 - 3:40 p.m. ET
Speaker: Thomas E. Clark, Jr., JD, LLM, Of Counsel, The Wagner Law Group, P.C.

This webcast will cover two hot topics regarding plans NOT subject to ERISA. First, listeners will benefit from the latest update regarding the Department of Labor’s final regulations that exempt state-run retirement plans for private-sector employees from ERISA requirements, as well as an update on the status of existing and proposed state programs. Second, it will address the Supreme Court’s recent decision to hear an appeal over the proper scope of the church plan exemption.

ASPPA Webcast: Say it Ain’t So: Real Life EPCRS Case Studies You Just Can’t Make Up!

Tuesday, July 11, 2017

2:00 - 3:40 p.m. ET
Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Have you ever seen a car upside down and 30 feet up in a tree and wondered how that could have happened? This webcast will cover qualified plans that ended up in such a precarious position; you’ll shake your head in wonder. The key issue is figuring out how you can begin to fix them. You will learn a practical approach to applying the key principles of EPCRS when the problem doesn’t fit any box.

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 Webcast: The Complex World of RMDs: A Case-Study Approach

Tuesday, Sept. 26, 2017

2:00 - 3:40 p.m. ET
Speaker: William C. Grossman, ERPA, QPA

This webcast will address the very complex rules of required minimum distributions (RMDs) and the diverse circumstances a plan administrator faces in dealing with a variety of participant scenarios. It will offer real-life situations and solutions based on the guidance where it exists and best practice options for the gray areas we often encounter in the administration of plans. While this webcast will be devoted to DC plan RMDs, it also will briefly discuss DB RMDs as well a aggregation of RMDs and participants with multiple plans over their lifetime.

ASPPA Webcast: Form 1099 and 945 Reporting: Crossing the Ts on Plan Distributions

Thursday, Nov. 9, 2017
2:00 - 3:40 p.m. ET
Speaker: Kristina G. Kananen, DC Customer Support, DATAIR Employee Benefit Systems, Inc.

This webcast will cover distributions made to participants and beneficiaries, which often are fraught with anxiety for recipients and administrators processing the distribution. The administrator’s stress does not end when the check has been written and delivered, as there is still the IRS to satisfy. This webcast will cover the many responsibilities attendant to plan distributions.


Women Business Leaders Forum

June 5-8 | Brown Palace Hotel | Denver, CO

Western Benefits Conference

July 9-12 | Hilton | Anaheim, CA

ASPPA Annual Conference

October 22-25 | Gaylord National Harbor | National Harbor, MD

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