2012 Schedule SB

ACOPA Webcast

Speaker: Newell W. Kimlin, Internal Revenue Service, TE/GE, Santa Ana, CA
Mary Ann Rocco, MSPA, Mary Ann Rocco, EA Consulting Actuary, Huntington Beach, CA

The session will review the 2012 form 5500 SB, and will include detailed discussion regarding End of Year valuations, issues relating to amending a prior year SB filing, acceptable formats for SB attachments, and takeover plan issues.
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REGISTRATION

Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.

Recorded Webcast
(registration deadline: 05/29/14)

Registration for Recorded Webcast Includes:
• One viewing of the Webcast recording to play anytime before the one year expiration date 
• Webcast outline and any additional presentation materials
Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration
To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form. 

Click here to download a registration form
Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
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CONTINUING EDUCATION INFORMATION 

ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA) 
The webcast is designed to offer registrants 2 ERPA CE credits.

Continuing Education Changes for RECORDED Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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GENERAL INFORMATION

Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKERS

Newell W. Kimlin
Newell is the area actuary for the Pacific Coast Area of the Tax Exempt and Governmental Entities Division of the Internal Revenue Service. His primary duties include the examination of qualified benefit plans and the review of plans submitted for determination letter requests. Newell is an Enrolled Actuary and a member of the Society of Actuaries and the American Academy of Actuaries. Newell has been a frequent speaker at the Los Angeles Benefits Conference and holds a Masters degree in mathematics from the University of California Santa Barbara.

Mary Ann Rocco, MSPA
Mary Ann is an Enrolled Actuary who specializes in designing retirement plans to maximize the benefits for business owners and principals.  She provides her services as a third party consultant to various pension administration firms throughout the country.

She is a Member of the American Society of Pension Professionals and Actuaries (ASPPA) and was a founding member of the College of Pension Actuaries (COPA) which has recently merged with ASPPA to form what is now called ASPPA College of Pension Actuaries (ACOPA).  She is currently serving as President Elect of ACOPA

Mary Ann’s involvement in these organizations has included chairing the first and second COPA annual Advanced Actuarial Conference in Chicago and serving on COPA’s board of directors

Mary Ann started working in the pension industry in 1980.  As a former math major she found her niche in matters actuarial.  She started her actuarial consulting practice in 1987 and became enrolled in the early 1990’s. 

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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]