Mike Bushnell

ASPPA Webcast: A Review of the ASOPs Affecting Pension Actuaries

By Mike Bushnell 2/4/2015

Available through March 5, 2016Speaker: Norman Levinrad, EA, FSPA, MAAA CPC Click HERE to view the webcast outline!IRS Program Number: CZTXU-Q-00473-15-O Actuaries are required to follow Standards of Practice or disclose why they have not done so. ASOPs 4, 27... READ MORE

Effective Use of the Coverage Testing Rules — Who's In and Who's Out?

By Mike Bushnell 1/14/2015

Available through February 24, 2016 Speaker: Lawrence C. Starr, CPC, QPFC, FLMI, CLU®, CEBS, ChFC®, EA, President, Qualified Plan Consultants, Inc. Access the presentation outline here!Case study examples will illustrate effective use of the coverage testing... READ MORE

Extreme Cross-Testing of Defined Contribution Plans

By Mike Bushnell 1/8/2015

Available through February 12, 2016Speaker: Charles D. Lockwood, J.D., LL.M, ASC Institute, LLC Access the presentation outline here!This advanced webcast will begin with a brief review of the cross-testing/new comparability rules. Case studies and other real-... READ MORE

401(k) Advanced Testing Techniques

By Mike Bushnell 12/18/2014

Available through January 28, 2016Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA Access the presentation outline here!As a new year begins, it is time to put away the holiday decorations and prepare for testing calendar year 401(k) plans. It is too late to change... READ MORE

State Efforts to Expand Coverage: Illinois Secure Choice Savings Program Act

By Mike Bushnell 12/18/2014

Available through January 27, 2016Speaker: Judy Miller, MSPA, ASPPA Director of Retirement Policy Access the presentation outline here!Illinois has become the first state to enact a state-based auto-IRA program for private employers. This webcast will cover the... READ MORE

31 Flavors of Rollovers

By Mike Bushnell 12/15/2014

Available through January 8, 2016Speaker: William C. Grossman, ERPA, QPA, APA, GFS, MBA Click HERE for the webcast outline! When the owner of the company calls with a question about rolling over his or her own funds, you really have to know these rules. The... READ MORE

How to Complete a VCP Application

By Mike Bushnell 11/10/2014

Available through December 16, 2014Speaker: Gregory Fowler, QPA, AIF®, National Benefit Services, LLC and Pam Perdue, Esq., Summers Compton & Wells, LLC Click HERE for the webcast outline!This webcast will walk you through the steps to complete a VCP for... READ MORE

Defined Benefit Plan Terminations

By Mike Bushnell 11/10/2014

Available through December 9, 2015Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA; Premier Actuarial Solutions Click here to view the webcast outline!PBGC requirements, IRS determination letters, calculations, and procedures present an ongoing challenge... READ MORE

ASPPA Responds to the Connecticut Retirement Security Board Clone

By Mike Bushnell 11/5/2014

ASPPA, NAPA and NTSA submitted a joint letter Nov. 3 to the Connecticut Retirement Security Board (CRSB) in response to the board’s request for public comment in order to help the CSRB develop and implement a state-run plan for employees of private employers. In the letter, the three sister... READ MORE

457 Plans in the Public Sector: History, Evolution and Opportunities

By Mike Bushnell 11/4/2014

Available through December 4, 2015Speaker: Mark Turner, Vice President, Security Benefit Complimentary for all NTSA members!!!Click HERE for the webcast outline! As an independent advisor or plan consultant, governmental and education plans offer an expanded... READ MORE

Circular 230 and the Push for Ethical Organizations and Professionalism

By Mike Bushnell 11/4/2014

Available through December 3, 2015Speaker: Michael P. Coyne, J.D., Waldheger Coyne, A Legal Professional Association Click here to view the webcast outline! Recent changes in Circular 230 have put a new emphasis on supervision and the importance of ethical... READ MORE

Dealing with RMDs: How to Make the Most Out of Required Minimum Distributions

By Mike Bushnell 11/4/2014

Available through November 19, 2015Speaker: Leonard J. Witman, Esq.; President, Witman Stadtmauer P.A. Click HERE to view the webcast outline!RMD’s from Beginning to End – Required Minimum Distributions (RMDs) are a necessary but complicated aspect of retirement... READ MORE

2014 ASPPA Annual's Greatest Hits

By Mike Bushnell 11/4/2014

The 2014 ASPPA Annual Conference was our biggest yet, and ASPPA Net had the coverage befitting such an event. Check out a full recap of the sessions and speakers that educated and entertained attendees during the last week of October: ASPPA Inaugurates Kyla Keck as 46th President 3(16)... READ MORE

Better Together: How TPAs Make the Most of Advisor Relationships

By Mike Bushnell 10/29/2014

Today, third-party administrators are partnering with plan advisors like never before, providing more robust packages to clients than either could support by themselves. But just like any other team, the partnership can easily fall apart if everyone isn’t working together.At an Oct. 28 workshop at... READ MORE

You Got the Client! Now, Keep Them Happy

By Mike Bushnell 10/29/2014

Taking on a new client with an existing plan is a special opportunity for a provider to make a strong first impression, and to reaffirm why you were selected to begin with. Using case studies and easy-to-remember best practices, consultant Sarah Simoneaux, CPC, told attendees at the 2014 ASPPA... READ MORE

Decoding Ethics in a Hyper-Connected World

By Mike Bushnell 10/28/2014

The world has never been smaller, but the opportunities to say or write something that could undermine an entire career have never been greater. Conference keynoter Lauren Bloom, an attorney in Washington, D.C., told attendees at the 2014 ASPPA Annual Conference Oct. 27 how ASPPA’s Code of Conduct... READ MORE

Future of Fiduciary Regs Remains Murky

By Mike Bushnell 10/27/2014

It's been a year since DOL's Phyllis Borzi, addressing the 2013 ASPPA Annual Conference, provided details about how the department planned to proceed with its regulatory initiative reshaping the definition of a plan fiduciary. A year later, in the same room at the 2014 conference, ASPPA’s... READ MORE

What Do the Midterm Election Results Mean for ASPPA Members? Clone

By Mike Bushnell 10/17/2014

Thursday, November 6, 20142 p.m. - 2:45 p.m. ETSpeakers: Brian Graff, Esq., APM; Executive Director and CEO, ASPPA and Jim Dornan; Political Director, ASPPA The upcoming midterm congressional election will have important repercussions for plan advisors. What... READ MORE

NTSA Advisors: Technology That Will Make You More Profitable

By Mike Bushnell 10/17/2014

This webcast has been rescheduled. The new date is yet to be determined. Speakers: Molly Hamer, EFS Advisors; Chris DeGrassi, Executive Director, NTSA; Jeffrey Tomaneng, Lincoln Investment Planning; Mark Luckinbill, Aspire Financial Services; Matthew McBay, GWN SecuritiesWebcast outline coming... READ MORE

BEAM Me Down Scotty, There Is Intelligent Life Down There

By Mike Bushnell 10/16/2014

This month ASPPA will be launching the Business Managers & Owners Council (BMOC). BMOC is a new membership add-on designed for ASPPA members who are either owners or senior executives of a qualified plan administration business. Among the diverse offerings BMOC will provide are two conferences... READ MORE

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