ASPPA Webcast: Common Plan Provisions in Prototype and Volume Submitter Documents

Speaker: Richard A Hochman, APM GFS; McKay Hochman Consulting, Provided by DST

Access the presentation outline here!

Learning Objectives:

• Identify common plan provisions and distinguish between what is actually required by law vs. what may be a limitation of the plan document.
• Identify the reasons for electing one option as opposed to another and describe the impact of that election on other plan provisions.
• Use the plan restatement process as an opportunity to identify and correct existing issues and to enhance client relationships.

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REGISTRATION

Registration Deadline:

Recorded  – 03/17/2016

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

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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.

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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.

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 SPEAKER

Richard A Hochman, JD, APM

Rich has an extensive background in the tax and employee benefits field.  In his role as President at McKay Hochman, Rich supervises a team of attorneys and consultants in the design, drafting and support of pre-approved and custom documents.  As a member of the firm’s training faculty, he regularly participates as an instructor in continuing education programs sponsored by the firm, including both regional and in-house programs and has spoken at a variety of pension industry forums such as the Enrolled Actuaries Meeting (EA), American Society of Pension Professionals and Actuaries, (ASPPA), National Institute of Pension Administrators (NIPA), among others.  Rich was recognized with ASPPA’s Educator of the Year Award for 2012, joining a very select group of distinguished retirement industry educators.

Rich has held numerous volunteer positions with the American Society of Pension Professionals and Actuaries (ASPPA).  He currently serves as the organization’s Secretary/Treasurer and member of the Executive Committee.

During his benefits career, Rich has also published tax analysis for use by attorneys, accountants and consultants on a broad range of topics.  He earned a BA degree in Political Science, a BS degree in Business Administration, an MBA and a JD degree from the State University of New York at Buffalo.

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]