NTSA Webcast
Speakers: Bruce L. Ashton, Esq., APM, Drinker, Biddle & Reath, LLP and Avaneesh K. Bhagat, Internal Revenue Service
The long awaited update to the IRS Employee Plans Compliance Resolution System (EPCRS) is finally out. As promised, EPCRS now includes new rules for 403(b) plan corrections. These new procedures are effective April 1, 2013, so now is the time to get up to date. Hear from an experienced practitioner and senior IRS representative to get practical advice you can begin putting to use right away.
________________________________________________________________________________
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.
Registration Prices
Complimentary webcast for NTSAA members!
Recorded Webcast
(registration deadline: 05/07/14)
| IndividualViewer | Additional Viewers |
| ASPPA Member: $110 | ASPPA Member: $40 |
| Non-member: $180 | Non-member: $65 |
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.
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 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 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.
_______________________________________________________________________________
ABOUT THE SPEAKERS
Bruce L. Ashton, Esq., APM
Bruce is a partner in the Employee Benefits & Executive Compensation Practice Group of the national law firm of Drinker Biddle & Reath, LLP. His practice focuses on all aspects of employee benefits issues, including representing public and private sector plans and their sponsors, negotiating the resolution of plan qualification issues under IRS remedial correction programs, advising and defending fiduciaries on their obligations and liabilities, structuring qualified plans, non-qualified deferred compensation arrangements and health care arrangements and representing plan service providers (including RIAs, independent record-keepers, third party administrators, broker-dealers and insurance companies) in fulfilling their obligations under ERISA. Combining his employee benefits and transactional expertise, Bruce is also active in the installation and funding of employee stock ownership plans (ESOPs).
Bruce served as President of the American Society of Pension Professionals and Actuaries (ASPPA) for the 2003-2004 term. From 1998 through 2002, he served as Co-Chair of ASPPA’s Government Affairs Committee and was a Member of its board of directors from 1997 to 2007. He was a member of the Board of Directors of the American Academy of Actuaries during 2003-2004, was the President of the Western Pension & Benefits Conference Los Angeles Chapter from 2008-2009, and currently serves as a Member of the leadership counsel of the National Tax Sheltered Accounts Association (NTSAA). He will serve as President of NTSAA during the 2013-2014 term.
Avaneesh K. Bhagat
Avaneesh is a Program Coordinator for the IRS' Employee Plans Voluntary Compliance Program. His responsibilities include assisting with the resolution of applications made under VCP, assisting with the development of the revenue procedure relating to the correction programs for qualified plans, providing information on correction programs, and responding to inquiries relating to plan corrections and potential VCP applications. Avaneesh has worked with the examination, determination letter and voluntary compliance functions of the IRS' Employee Plans Division since 1988.
________________________________________________________________________________
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]
- Log in to post comments