What’s Coming Up: ASPPA Webcasts and Events
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: 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: Nonqualified/Executive Compensation Plans
Tuesday, July 25, 2017
2:00 - 3:40 p.m. ET
Speaker: Kelsey H. Mayo, J.D., Partner, Poyner Spruill LLP
Qualified retirement plan arrangements are only one aspect of the total retirement package for many key employees. This webcast will explore the different types of non-qualified plans and deferred compensation arrangements for select key employees. It will pay particular focus to how these plans can dovetail with qualified plan arrangements, unique administration considerations, the special tax rules administrators and sponsors should be aware of and how to avoid traps for the unwary.
ACOPA Webcast: Retiree Medical Valuations for Pension Actuaries
Wednesday, August 16, 2017
2:00 - 3:40 p.m. ET
Speaker: Steven L. Diess, EA, MAAA, President, Independents Actuaries, Inc.
The number of large defined benefit plans in the U.S. has fallen by over 70% since their heyday in the early 1980s. What’s a pension actuary to do in a world with a shrinking client base? How about retiree medical valuation work? There are well over 100,000 public sector agencies in the U.S., and most of them have retiree medical benefits to value — plenty for all of us! It doesn’t take a complete reinvention of yourself, just an understanding of how to apply the skills you already have in a slightly different way.
ACOPA Webcast: Retiree Medical Valuations for Pension Actuaries Thursday, August 17, 2017
2:00 - 3:40 p.m. ETSpeaker: Steven L. Diess, EA, MAAA, President, Independents Actuaries, Inc..; and Alan J. Stonewall, FSPA, Principal Consultant and Owner, Northwest Actuarial Consulting, LLC
What’s a pension actuary to do in a world with a shrinking client base? How about retiree medical valuation work? There are well over 100,000 public sector agencies in the U.S., and most of them have retiree medical benefits to value. This webcast points out that it doesn’t take a complete reinvention of yourself, just an understanding of how to apply the skills you already have in a slightly different way.ASPPA Webcast: CB and DB Plans: Who, When and Why, Plus a Bit of What and How Tuesday, August 29, 2017
2:00 - 3:40 p.m. ETSpeaker: Lorraine Dorsa, MSPA, Actuary, Aegis Pension Services, Inc.
Cash balance plans are quite the trendy option; for the right client, they are powerful ways to boost tax-qualified retirement savings and accumulate significant amounts at retirement. Cash balance plans also offer easy customization and coordination with the client’s existing defined contribution plans. This webcast is for anyone with an interest in how cash balance and defined benefit plans can work for closely held businesses in today’s environment and when and how to present them. It will be real-world and practical, not actuarial nor techie.
ASPPA Webcast: Ethics: Doing the Right Thing in Difficult Situations Thursday, August 31, 2017
2:00 - 3:40 p.m. ETSpeaker: David Schultz, JD, APM, FIS Relius
Retirement plan professionals often find themselves in the middle of the competing financial interests of plan sponsors and participants, and determining right from wrong is not always an easy task. Personal and professional relationships and good intentions can make it difficult to choose the right path in difficult situations. This webcast will review the ethical standards the IRS and ARA/ASPPA established and present real-life examples to highlight good ethical decision making.ASPPA Webcast: The Complex World of RMDs: A Case-Study Approach
Tuesday, Sept. 26, 2017
2:00 - 3:40 p.m. ETSpeaker: 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 aggregation of RMDs and participants with multiple plans over their lifetime.ASPPA Webcast: Understanding and Addressing 403(b) Plan Operational Issues Tuesday, Oct. 3, 2017
2:00 - 3:40 p.m. ETSpeaker: Kelsey Mayo, Poyner Spruill LLP, Partner with Employee Benefits Group
403(b) plans have unique rules and therefore have unique problems. As with 401(a) plans, undiscovered errors can result in hefty sanctions, government audits, claims for benefits, and expensive remediation. This webcast will take an in-depth look at common operational errors that occur in 403(b) plans, how they often happen, how to avoid them, and (once discovered) how to correct them.ASPPA Webcast: Advanced Testing II: Coverage and Non-Discrimination Testing Tuesday, Nov. 7, 2017
2:00 - 3:40 p.m. ET Speaker: Richard S. Phillips, AIF, ERPA, CPC, QPA, QKA, President and CEO, ERISA Consultants, Inc.
Multiple DC plans, combined with a cash balance plan, can provide greater flexibility to achieve the plan sponsor’s objectives. However, the interplay amongst coverage testing, non-discrimination testing, and top-heavy status lead to a quagmire of regulations. In this webcast, we will explore in-depth this interplay and associated risk to establish a plan design and testing roadmap that ensures passage. Supplemental material includes a plan design and testing roadmap, and real-world case studies.ASPPA Webcast: Form 1099 and 945 Reporting: Crossing the Ts on Plan Distributions Thursday, Nov. 9, 2017
2:00 - 3:40 p.m. ETSpeaker: 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. Conferences
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!