ASPPA

Department of Labor's Voluntary Fiduciary Correction Program

By ASPPA 4/2/2014

Speakers: Audrey W. Chan, Investigator with the U.S. Department of Labor, Employee Benefits Security Administration & R. Bradford Huss, Esq., Trucker Huss, APC, San Francisco, CA The Department of Labor has a Voluntary Fiduciary Correction Program (VFCP) for... READ MORE

403(b) Plan Corrections under the New IRS Rules

By ASPPA 4/2/2014

NTSAA Webcast Speakers: Bruce L. Ashton, Esq., APM, Drinker, Biddle & Reath, LLP & 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... READ MORE

Cross-testing from A to Z

By ASPPA 4/2/2014

GAC Webcast Speaker: 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... READ MORE

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

By ASPPA 4/2/2014

NTSAA WebcastSpeaker: Christopher M. DeGrassi, Executive Director, National Tax Sheltered Accounts Association (NTSAA) Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the... READ MORE

Cash Balance Plans

By ASPPA 4/2/2014

ACOPA Webcast Speaker: 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... READ MORE

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

By ASPPA 4/2/2014

ACOPA Webcast Speakers: 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/... READ MORE

2012 Schedule SB

By ASPPA 4/2/2014

ACOPA Webcast Speaker: 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... READ MORE

Study Shows Retirement Savings Could Plummet In a Debt Ceiling Standoff

By ASPPA 4/2/2014

ARLINGTON, VA, (October 10, 2013) – New research published by the American Society of Pension Professionals & Actuaries (ASPPA) shows that if Congress and the Administration fail to raise the debt ceiling, American workers’ 401(k) account balances could fall by more than 20%.“As if the... READ MORE

Ethics: Its Application to the Retirement Profession

By ASPPA 4/2/2014

Speaker: Charles J. Klose, FSPA, CPC, The Vanguard Group, Valley Forge, PA 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. The... READ MORE

The Use of Stable Value within Qualified Retirement Plans

By ASPPA 4/2/2014

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, equities,... READ MORE

401(k) Questionnaire - The Final Report

By ASPPA 4/2/2014

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 "health of 401(k)... READ MORE

In-Plan Roth Conversions

By ASPPA 4/2/2014

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. Later, Roth 457 plans... READ MORE

401(k) Plan Design Considerations

By ASPPA 4/2/2014

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 provide some fresh... READ MORE

The Demise of DOMA and the Effects on Employee Benefit Plans

By ASPPA 4/2/2014

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 Federal government (... READ MORE

Tax Planning for Retirement Asset Withdrawals

By ASPPA 4/2/2014

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 needs to be given to... READ MORE

Advanced Issues with Participant Loans, Hardship Withdrawals, & QDROs

By ASPPA 4/2/2014

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 barrage of loan... READ MORE

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

By ASPPA 4/2/2014

NTSAA 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. Additionally, Dan... READ MORE

Retirement Plan Audits (CPA)

By ASPPA 4/2/2014

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

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

By ASPPA 4/2/2014

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 the Program: What... READ MORE

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

By ASPPA 4/2/2014

Speaker: 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 is effective on... READ MORE

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