ASPPA
By ASPPA 4/1/2014
NTSA WebcastSpeakers: Ellie A. Lowder, TGPC, TSA Consulting and Training & Michael A. Webb, TGPC, AIF, CEBS, Vice President, Retirement, Cammack Retirement **Complimentary recorded webcast for NTSA members open for registration 3/13/14**A discussion of...
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By ASPPA 4/1/2014
Speaker: Charles D. Lockwood, ASC Institute, LLC, Principal In this session, we will discuss the various coverage tests, including the ratio percentage and average benefits tests. In addition, we will address methods for improving coverage testing results,...
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By ASPPA 4/1/2014
Susan D. Diehl, CPC, QKA, ERPA, President PenServ Plan Services, Inc. The Small Business Jobs Protection Act first allowed 401(k) and other deferral plan participants the opportunity to convert funds from pre-tax to Roth 401(k) accounts by an in-plan transfer...
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By ASPPA 4/1/2014
Speaker: Robert M. Richter, J.D., LL.M., APM Vice President SunGard Relius The use of automatic contributions arrangements (sometimes called automatic enrollment) is increasing. This webcast will focus on the rules applicable to EACAs, QACAs and ACAs. In addition...
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By ASPPA 4/1/2014
Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc. Most employee benefit plans require an annual Form 5500 filing. This program will offer you the opportunity to ask questions as well as Learn about changes to the 2013 Form 5500 series...
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By ASPPA 4/1/2014
Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc. The webcast will analyze the requirements and options when utilizing cross-testing, including numerous case studies. Attendee Takeaways:Case Studies will be provided, which help the attendee to...
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By ASPPA 4/1/2014
Daniel Kravitz, CPC, QPA, Kravitz Inc. and Janine Chung ERPA, CPC, QPFC, Kravitz Inc. The art and science of combining Cash Balance with 401(k) plans offers tremendous potential for business growth. National experts Dan Kravitz and Janine Chung will use...
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By ASPPA 4/1/2014
Stephen W., Forbes, J.D., LL.M., SunGard Whether testing or designing a cross-tested plan, safe harbor 401(k) plan or traditional 401(k) plan, the compensation definition is critical. The compensation decision will affect both the cost of the plan and...
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By ASPPA 4/1/2014
Speaker: Janice M. Wegesin, CPC, QPA, form5500help.comForm 5500 preparation is a key component of the services offered by ASPPA member firms. It's important to know the updates to the 2012 forms and EFAST2 processing, as well as how to respond to governmental correspondence regarding such filings...
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By ASPPA 4/1/2014
Speaker: James C. Paul, Esq., APM, Ferenczy + Paul LLPWhat happens when a retirement plan sponsor goes out of business, is liquidated in bankruptcy, or otherwise disappears from the face of the earth, leaving a retirement plan with assets behind? What can be done to terminate the plan and...
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