ASPPA

By ASPPA 4/5/2014

Speaker: Stephen W. Forbes, J.D., LL.M., SunGard, Littleton, CO Early this year, Congress added another piece to the Roth puzzle - In-plan Roth transfers. The first piece was the Roth IRAs. Next came the Roth 401(k) and 403(b) deferrals.... READ MORE

401(k) Questionnaire - The Final Report

By ASPPA 4/5/2014

Speakers: Richard A. Hochman, Esq., APM, McKay Hochman Co., Inc. and Monika A. Templeman, Esq., Director of EP Examinations, Internal Revenue Service In early 2010, the IRS initiated its first ever all Internet based examination of the "... READ MORE

Ethics: Its Application to the Retirement Profession

By ASPPA 4/5/2014

Speaker: Charles J. Klose, FSPA, CPC, The Vanguard Group The subject of ethics is ubiquitous in business. It is a major focus of business school curriculum and all professions have "ethics" continuing professional education requirements.... READ MORE

Study Shows Retirement Savings Could Plummet In a Debt Ceiling Standoff

By ASPPA 4/5/2014

2012 Schedule SB

By ASPPA 4/5/2014

ACOPA WebcastSpeaker: Newell W. Kimlin, Internal Revenue Service, TE/GE, Santa Ana, CAMary Ann Rocco, MSPA, Mary Ann Rocco, EA Consulting Actuary, Huntington Beach, CAThe session will review the 2012 form 5500 SB, and will include detailed discussion regarding End of Year valuations, issues... READ MORE

Plan Ahead -- Preparing for the New 403(b) Prototype and Volume Submitter Plan Program

By ASPPA 4/5/2014

ACOPA WebcastSpeakers: Carol Gransee, OppenheimerFunds, Inc., Assistant Vice President OversightJames P. Flannery, Employee Plans Division, Tax Exempt and Government Entities, Internal Revenue Service, Tax Law SpecialistAimee Nash, ftwilliam.com, Senior Writer/Analyst Linda Segal Blinn, JD*, ING,... READ MORE

Cash Balance Plan Basics

By ASPPA 4/5/2014

ACOPA WebcastSpeaker: Norman Levinrad, FSPA, CPC, EA, MAAA, Summit Benefit & Actuarial Services, Inc.This webcast will cover the basics of Cash Balance plans; how they work; the key design issues; and their use for your practice.Attendee Takeaways:• How a Cash Balance plan fits into the Defined... READ MORE

Legislative & Regulatory Update – What’s Happening in Washington D.C. and State Capitals that Can Impact Your Business

By ASPPA 4/5/2014

NTSA WebcastSpeaker: Christopher M. DeGrassi, Executive Director, National Tax-Deferred Savings Association (NTSA)Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the budget. The Department of Labor wants to... READ MORE

Cross-testing from A to Z

By ASPPA 4/5/2014

GAC WebcastSpeaker: Charles D. Lockwood, J.D., LL.M, ASC Institute, LLCThe use of "cross-testing" has become a very popular plan design feature. This webcast will provide a detailed analysis of the requirements for cross-testing, including examples and case studies of various new comparability... READ MORE

403(b) Plan Corrections under the New IRS Rules

By ASPPA 4/5/2014

NTSA WebcastSpeakers: Bruce L. Ashton, Esq., APM, Drinker, Biddle & Reath, LLP and Avaneesh K. Bhagat, Internal Revenue ServiceThe long awaited update to the IRS Employee Plans Compliance Resolution System (EPCRS) is finally out. As promised, EPCRS now includes new rules for 403(b) plan... READ MORE

Social Media Strategies

By ASPPA 4/5/2014

Form 5500 and Other Filing Updates

By ASPPA 4/5/2014

Sales Management Test

By ASPPA 4/5/2014

Plan Qualification and Document Language Basics

By ASPPA 4/5/2014

Defined Benefit Plan Basics

By ASPPA 4/5/2014

Defined Contribution Plan Basics

By ASPPA 4/5/2014