2013 SB: What You Need to Know

Available through May 28, 2015

  

Speaker: Mary Ann Rocco, EA, MSPA Consulting Actuary

The session will review the 2013 form 5500 SB and instructions and will include detailed discussion on line items with special attention to End of Year valuations, acceptable formats for SB attachments, and takeover plan issues. 

Attendee Takeaways:

• An understanding of what information goes into the Schedule SB

• How that information is adjusted for End of Year Valuations

• When to file an Amended Schedule SB

Mary Ann Rocco, EA, MSPA

Mary Ann is an Enrolled Actuary who specializes in designing retirement plans to maximize the benefits for business owners and principals.  Since 1987 she has been providing third party actuarial services 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 subsequently merged with ASPPA to form what is now called ASPPA College of Pension Actuaries (ACOPA).  Mary Ann served on the COPA and ACOPA Board of Directors in various leadership capacities from 2006 through 2012. During that time, Mary Ann serviced as President of ACOPA in 2010.  She currently serves as a member of the Ed Burrows Award Committee.

 

Registration Prices:

Individual Viewer           Additional Viewers  

Member:  $110                 Member:  $40           

Non-Member: $180          Non-Member: $65      

Registration Deadline:

Recorded – 05/28/2015

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   Click HERE. For credit card payment only. Receive an immediate e-mail confirmation.

E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].

Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.

Mail      ASPPA – PO Box 34725, Alexandria, VA 22334-0725

             For express/overnight deliveries (FedEx, DHL, etc.) send to: ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203

             *Make checks payable to ASPPA

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 Core 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. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

Continuing Education Changes for LIVE Webcast Attendees

Each registered purchaser will be recorded when they log in to the live webcast with their name and email address. Purchasers will be awarded CE credits based on the amount of time the webcast was accessed. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be emailed.

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.

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.