ASPPA
By ASPPA 4/14/2014
Available through May 13, 2015 Sal Tripodi, J.D., LL.M., APM NOTE: Webcast is free of charge for all members. To access the recorded webcast, go to My Learning Activities and redeem the code 140513R. An overview of the proposed restructuring of ASPPA to create a separate "sister organization"...
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By ASPPA 4/6/2014
Speaker: Stephen W., Forbes, J.D., LL.M., SunGard Click HERE to view the webcast outline! Or click HERE to view to a Safe Harbor cheat sheet from Stephen Forbes.Whether testing or designing a cross-tested plan, safe...
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By ASPPA 4/6/2014
Speaker: 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...
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By ASPPA 4/5/2014
Thursday, April 24, 20142:00 - 3:40 p.m. ETSpeaker: 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:• ...
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By ASPPA 4/5/2014
Speaker: Robert M. Richter, J.D., LL.M. 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, examples...
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By ASPPA 4/5/2014
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 of benefits that were then...
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By ASPPA 4/5/2014
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...
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By ASPPA 4/5/2014
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 how important it is for advisors and plan...
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By ASPPA 4/5/2014
Speaker: Sheldon H. Smith, Esq., APM, Bryan Cave LLP Understanding ethical requirements and applicable codes of conduct is critical to performing professional services with high standards of professionalism and client service. It is also...
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By ASPPA 4/5/2014
Speaker: Lawrence C. Starr, CPC, QPFC, President, Qualified Plan Consultants, Inc. The rules governing partnership taxation are complex and, in connection with retirement plans, a number of issues arise such as how deductions are allocated...
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By ASPPA 4/5/2014
Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Ferenczy + Paul LLP A discussion regarding the ins and outs and pros and cons of a TPA taking on 3(16) responsibilities.Attendee Takeaways:• How to give 3(16) administrators substance without...
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By ASPPA 4/5/2014
Speaker: Gregory W. Kasten, CPC, MD, MBA, CFP, AIFA, founder & CEO, Unified Trust Company, NA Plan sponsors are often presented with a menu of fiduciary options available to them by potential advisors (e.g., 403(a) discretionary trustee...
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By ASPPA 4/5/2014
Speakers: Kevin J. Donovan, CPA, EA, MSPA, Pinnacle Plan Design, LLC & Lauren R. Okum, ASA, EA, MAAA, MSPA, Premier Actuarial SolutionsCash balance pension plans are often the plan design of choice for new plans. While desirable, there are many intricacies that need to be addressed. This...
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By ASPPA 4/5/2014
Speaker:Karen Smith, Nova 401(k) AssociatesThis webcast will provide an overview of recent professionalism/ethics developments for actuaries, review the continued education under the updated JBEA regulations and use of case studies to review enrolled actuaries' obligations under JBEA regulations,...
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By ASPPA 4/5/2014
NAPA WebcastSpeakers: Steff Chalk, CEO of Fiduciary Consulting and Governance Group, Inc. and Executive Director of The Retirement Advisor University (TRAU) & David N. Levine, Principal, Groom Law Group, Chartered With greater scrutiny by the DOL...
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