Mike Bushnell
By Mike Bushnell 9/30/2015
This article originally appeared in the Fall 2015 issue of Plan Consultant. To view a PDF version of this article, please click here.The Internal Revenue Service’s website has a wealth of resources for retirement plan professionals of all stripes. But with so much prominent space devoted to rules...
READ MORE
By Mike Bushnell 8/27/2015
Available through January 14, 2017 Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP, Atlanta, GA The webcast outline is available here.Often, correction of a plan’s disqualifying defect(s) can...
READ MORE
By Mike Bushnell 8/26/2015
Available through December 16, 2016Speaker: Kelsey H. Mayo, Attorney, Employee Benefits, Poyner Spruill LLP Webcast outline can be viewed here. Interacting with participants can take a wide variety of forms, and sometimes seemingly...
READ MORE
By Mike Bushnell 8/24/2015
Available through December 3, 2016 Speaker: William C. Grossman, ERPA, QPA, APA, GFS, MBA Webcast outline can be viewed here. The retirement practitioner's Ethics in 2015 requires an understanding of Circular 230, and the ability to professionally...
READ MORE
By Mike Bushnell 8/24/2015
Available through December 2, 2016 Speakers: Michael B. Preston, FSPA, President, Preston Actuarial Services, Inc.; Mark K. Dunbar, MSPA, President; Dunbar, Bender & Zapf, Inc.; and David Lipkin, FSA, EA, MSPA, Consulting Actuary, Metro Benefits, Inc...
READ MORE
By Mike Bushnell 8/24/2015
Wednesday, November 4, 20152 p.m. - 3 p.m. ET Speakers: Ron Culverson, First Vice President Sales (Speaker); and Richard Ford, Senior Vice President and Chief Marketing Officer, PlanMember Services (Moderator) Check back soon for the webcast outline...
READ MORE
By Mike Bushnell 8/24/2015
Available through December 1, 2016Speakers: Richard A. Hochman, APM, GFS, President, McKay Hochman Company, Inc.; and Charles Lockwood, J.D., LL.M., ASC Institute, LLC Webcast outline can be viewed here.In a non-standardized prototype...
READ MORE
By Mike Bushnell 8/24/2015
Available through December 1, 2016Speakers: Richard A. Hochman, APM, GFS, President, McKay Hochman Company, Inc.; and Charles Lockwood, J.D., LL.M., ASC Institute, LLC In a non-standardized prototype, volume submitter or custom...
READ MORE
By Mike Bushnell 8/19/2015
With many American workers saying they could have saved more, and sooner, a large majority of employees support access to plans with automatic enrollment, according to new studies.American Century Investments’ third annual “Defined Contribution Plan Participation Study” interviewed 2,031 DC plan...
READ MORE
By Mike Bushnell 8/10/2015
Available through November 17, 2016Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga. Webcast outline can be viewed here.Automatic enrollment has proven to be very...
READ MORE
By Mike Bushnell 8/10/2015
Tuesday, November 17, 2015 2 p.m. - 3:40 p.m. ETSpeaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga. Check back soon for the webcast outline!Automatic enrollment has proven to be...
READ MORE
By Mike Bushnell 8/10/2015
Tuesday, November 17, 2015 2 p.m. - 3:40 p.m. ETSpeaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga. Check back soon for the webcast outline!Automatic enrollment has proven to be...
READ MORE
By Mike Bushnell 8/10/2015
Available through November 12, 2016Speaker: Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC; and William C. Presson, ERPA, QPA, QPFC, APR, Vice President, Economic Group Pension Services, Inc. The webcast outline can be viewed here. Your...
READ MORE
By Mike Bushnell 8/10/2015
Available through November 3, 2016Speaker: Mary Ann Rocco, EA, MSPA IRS Program Number: CZTXU-Q-00547-15-O The webcast outline can be viewed here. Attend this webcast to unravel the mystery of the actuarial report and to discern those...
READ MORE
By Mike Bushnell 8/10/2015
Available through October 28, 2016Speaker: Bruce Ashton, Esq., APM, Partner, Drinker Biddle & Reath LLP The webcast outline is available here!This webcast will address the various fiduciary breaches that an unsuspecting fiduciary...
READ MORE
By Mike Bushnell 8/10/2015
Available through October 7, 2016Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC Click here to view the webcast outline! The coverage testing rules provide many creative opportunities to meet your clients’ objectives. This...
READ MORE
By Mike Bushnell 8/10/2015
Wednesday, October 7, 20152 p.m. - 3:40 p.m. ETSpeaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC Check back soon for the webcast outline!The coverage testing rules provide many creative opportunities to meet your...
READ MORE
Pages
Most Popular
ASPPA Benefits Councils
The 19 ABC chapters feature networking and educational opportunities, right in your own neighborhood! For more information. Click HERE
Advertisement