ASPPA

It Takes A Village: How TPAs and Advisors Can Work Together

By ASPPA 4/5/2014

Speakers: Debra Moran, QPA, QKA, Director, Acropolis Investment Management, LLC & Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLCThat's not my job; I thought you were taking care of that! Wait a minute! I'm taking care of that; why are you getting involved? Successfully... READ MORE

Required Minimum Distributions

By ASPPA 4/5/2014

Speaker: William C. Grossman, QPA, ERPA, McKay Hochman Company, Inc.Required minimum distributions were simplified by the final RMD regulations of April 17, 2002, yet the RMD area is fraught with its own buzzwords, acronyms and nuances. RBD, RMD, Uniform Lifetime Table, Distribution Calendar Year,... READ MORE

Big Opportunities Marketing to Small Business Owners

By ASPPA 4/5/2014

NAPA Webcast Sponsored by: Speaker: John Carl, Founder and President of Retirement Learning Center Capitalized under $25 million, small businesses... READ MORE

Legislative and Regulatory Update - Defined Benefit Plan Issues

By ASPPA 4/5/2014

ACOPA WebcastSpeakers: Judy A. Miller, MSPA, ASPPA and Carolyn Zimmerman, Internal Revenue ServiceThis webcast will look at recent legislative and regulatory developments in the nation’s capital with the focus on issues important to pension actuaries and other defined benefit plan practitioners.... READ MORE

The Roth 403(b) Option; The Opportunity With Both Ongoing Contributions & Conversions

By ASPPA 4/5/2014

NTSA WebcastSpeakers: Ellie Lowder, TGPC, Consultant & Kent D. Schutte, CFP, TGPC, CLU, ChFC, LUTCF, President/CEO of EFS Advisors A growing number of employers are interested in making the Roth option available to their employees, but... READ MORE

Section 408(b)(2) and the Challenge of Balancing Cost and Value of Retirement Plan Services

By ASPPA 4/5/2014

Speakers: Bruce L. Ashton, APM & C. Frederick Reish, Esq., Drinker, Biddle & Reath LLP Plan sponsors have a fiduciary duty to evaluate the quality of investment and administration services as well as the reasonableness of services... READ MORE

What Every Retirement Plan Professional Should Know About Social Security Benefits and the Social Security System

By ASPPA 4/5/2014

Speaker: Lawrence C. Starr, CPC, QPFC, president/owner, Qualified Plan Consultants, Inc. Social Security is a maze of rules and regulations, very poorly understood by the public and, sad to say, many advisors. This session will correct many... READ MORE

Washington and DOMA Update

By ASPPA 4/5/2014

NTSA WebcastSpeakers: Craig P. Hoffman, Esq., APM, ASPPA and Ronald J. Triche, Esq., APM, ASPPA As an influential leader in retirement policy, Craig Hoffman has a front row seat to all that is happening on Capitol Hill. Please join Craig... READ MORE

The Fiduciary Obligations of the Qualified Plan Committee

By ASPPA 4/5/2014

Speakers: R. Bradford Huss, Esq. and Nicolas J. White Esq, Trucker Huss, APC Many retirement plans operate through an administrative committee structure. The duties of the committee may cover both administrative and investment issues and... READ MORE

D.C. Insider’s View

By ASPPA 4/5/2014

NAPA WebcastWebcast brought to you by: Speakers: Brian H. Graff, Esq., APM, ASPPA & Judy A. Miller, MSPA, ASPPA In light of the significant activity in Washington affecting retirement plans, the scope of NAPA’s... READ MORE

Technology for the Retirement Plan Professional

By ASPPA 4/5/2014

Speakers: Evan M. Rapp, ERPA, QPA, QKA, Managing Partner, RPG Consultants & Adam C. Pozek, ERPA, QPA, QPFC, DWC ERISA Consultants, LLC Keeping up with new and changing technology options is one of the biggest challenges facing business... READ MORE

New IRS Rules Post-Windsor: Update on the Impact of the DOMA Decision

By ASPPA 4/5/2014

Speakers: Ronald J. Triche, Esq., APM, ASPPA, Arlington, VA On August 29, 2013, IRS issued Revenue Ruling 2013-17 and two sets of FAQs regarding the treatment of same-sex married couples under the Internal Revenue Code. The guidance, which... READ MORE

Fixing the Broken Plan: Tools to Get the Plan Back on Track

By ASPPA 4/5/2014

Speaker: Regina L. Farmer, Esq., Ferenczy + Paul LLP Overview of the IRS and DOL correction programs for retirement plans.Attendee Takeaways:• Identify the Problem: What type of problem do you have and what is the risk to the Plan• Identify... READ MORE

Retirement Plan Audits (CPA)

By ASPPA 4/5/2014

Speakers: Adam C. Pozek, QPA, QKA, QPFC, DWC ERISA Consultants, LLC and CariAnn J. Todd, CPA, BeachFleischman PC Employee benefits plan audits can be challenging each year. When you take into account that CPAs and TPAs do not always speak... READ MORE

Recent IRS Audits: Providing Effective Opportunity; Avoiding/Correcting Defects in Loans and Hardship Withdrawals

By ASPPA 4/5/2014

NTSA WebcastSpeakers: Daniel Gardner, Internal Revenue Service, Examinations and Ellie Lowder, TGPC, Consultant Primary focus will be on the meaning of, and how to provide effective opportunity for employees to participate in 403(b) plans... READ MORE

Advanced Issues with Participant Loans, Hardship Withdrawals and QDROs

By ASPPA 4/5/2014

Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, ING Retirement Services, Thornwood, NY “It’s my money and I want it now” is a common refrain from participants during turbulent economic times. Plan Administrators are faced with a constant... READ MORE

Tax Planning for Retirement Asset Withdrawals

By ASPPA 4/5/2014

Speaker: Leonard J. Witman, Witman Stadtmauer, P.A. Tax Planning for Retirement Assets. Although accumulation is often the focus, equally important is how retirement assets are accessed by participants and beneficiaries. Consideration... READ MORE

The Use of Stable Value within Qualified Retirement Plans

By ASPPA 4/5/2014

NAPA WebcastWebcast brought to you by: Speaker: Barbara J. Delaney, Principal, StoneStreet Equity, Inc. Substantial information and resources are available to the advisor for registered fixed income instruments,... READ MORE

The Demise of DOMA and the Effects on Employee Benefit Plans

By ASPPA 4/5/2014

Speaker: Ronald J. Triche, Esq., APM, ASPPA, Arlington, VA On June 26, 2013, the United States Supreme Court overturned Section 3 of the Defense of Marriage Act (“DOMA”). As a result, same-gender married couples must be recognized by the... READ MORE

401(k) Plan Design Considerations

By ASPPA 4/5/2014

Speaker: Aimee Nash, JD, APM; Wolters Kluwer Law and Business - ftwilliam.com A broad survey of 401(k) plan design considerations. When designing a document, it can be easy to select a particular design out of habit. This webcast aims... READ MORE

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