ASPPA Webcast: Abandoned Plans and Dealing with Missing Participants

By ASPPA Net Staff • November 27, 2017 • 0 Comments
Available until March 20, 2019

Speaker: Elizabeth (Liz) Yanik, QKA, ERISA Compliance Consultant, Unified Trust Company, N.A.

Experience Level for Attendees: Intermediate

IRS Program Number: CZTXU-Q-00851-18-O

Webcast Outline | Appendix

 

Description
What do you do when plan sponsors and/or participants go missing? In this webcast, discuss the definition of an abandoned plan and what should happen when you have one. Topics include: defining a qualified termination administrator, steps for locating missing participants and an overview of the new PBGC Missing Participants Program.

Key Takeaways:
1. Determine when a plan is abandoned and next steps
2. Identify methods to handle missing participant accounts
3. Receive an overview of the new PBGC Missing Participants Program

Registration Deadlines: 
On-Demand: 3/20/2019

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Noncore

About the Speaker

Elizabeth (Liz) Yanik, QKA, has been in the retirement industry for more than ten years. She is currently an ERISA Compliance Consultant at Unified Trust Company, N.A., assisting clients with unique situations that may arise with their retirement plans. Liz has a background in the bundled services environment with a focus in recordkeeping and third-party administration. She recently presented at the 2017 ASPPA Annual Conference and enjoys keeping up with the ever‐changing ERISA environment.

Individual Viewer Additional Viewers 
ASPPA Member: $115 ASPPA Member: $45
Non-Member: $190 Non-Member: $70

 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org.

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org