31 Flavors of Rollovers

Available through January 8, 2016

Speaker: 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 variety of rollovers has grown tremendously since they first started with ERISA. Using real-life examples, we will present these rules in an easy to understand fashion. After-tax rollover implications, moving between plans, the 60-day rule and exceptions, auto rollovers, loan rollovers, alternate payee rollovers, non-spouse beneficiary rollovers, qualified rollover contributions, in-plan Roth Rollovers, rollover to IRA, once-every-12-month rule, etc. We will cover the 2014 changes in the rollover rules from court cases and IRS guidance. We will also address the concerns of various agencies affecting the way in which IRA rollovers are solicited from 401(k) participants.

Learning Objectives

• After this session the attendee will be able to explain to the plan sponsor or a participant the rollover portability rules so that costly rollover mistakes can be avoided. 
• The attendees will understand the changes in the rollover rules.
• The attendee will be able to formulate answers to portability questions and understand what considerations need to be explained to a participant who is considering a rollover.

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REGISTRATION

Recorded  – 01/08/2016

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours 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.
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 

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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 Non-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.

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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 SPEAKER

William C. Grossman

Mr. Grossman has been with McKay Hochman for over 12 years, during which he has been director of education and communications, a senior consultant and an instructor for the firm. Bill is also the editor of McKay Hochman’s client newsletters, Prototype Plan News, 403(b) Perspectives, and Retirement Plan News. Bill is the primary author of most of the mhco.com website articles, and the E-mail Alert. Bill’s articles have been published in ASPPA’s Plan Consultant and its predecessor, The ASPPA Journal, and is regularly published in the Benefitslink.com and the 401khelpcenter.com.

Bill is one of the co-chairs of the 2014 ASPPA Annual Conference Committee. Bill has served as co-chair of the ERPA Conference, as co-chair of The ASPPA Journal, and on the ASPPA asap committee. Bill regularly presents at ASPPA and NIPA conferences, chapters, and webcasts, and offers over 40 different webcasts on a recurring basis.   

Prior to McKay Hochman, Mr. Grossman’s background includes having been Director of 401(k) Training for a major recordkeeper, and over 20 years in a large bank where Bill was responsible for a $1 billion small retirement plan and IRA business. 

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]