Available through September 18, 2015
Speakers: William C. Grossman, ERPA, QPA, GFS, APA, MBA
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Click HERE to view the webcast outline!
This webcast is designed for qualified plan professionals and will provide advanced ADP/ACP nondiscrimination testing techniques that can be utilized by their DC clients. During this presentation Mr. Grossman will utilize actual case studies to demonstrate scenarios experienced by real plan sponsors and the tips that either made things work or the traps that caused complications (or failure)! Join William C. Grossman, of McKay Hochman Co., Inc. as he leads this informative discussion and answers all of your questions during the interactive Q&A.
Attendee Takeaways:
- Learn and understand creative and advanced ADP/ACP testing techniques
- Analyze creative correction options and their associated requirements
- Understand various tips for success and traps that can cause difficulties through fun, interactive case studies
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REGISTRATION
Recorded – 09/18/2015
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Individual Viewer |
Additional Viewers |
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ASPPA Member:$110 |
ASPPA Member:$40 |
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Non-member:$180 |
Non-member:$65 |
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
S. Derrin Watson
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.
Mr. Grossman has a BA from New Jersey City University, and an MBA from Fairleigh Dickinson University in Hackensack, N.J. Bill is also licensed to teach Secondary Education Social Studies. He is a graduate of the American Institute of Banking in New York City, where he then taught at night for over 15 years.
He earned ASPPA’s Qualified Plan Administrator (QPA) designation in 2003. In June 2009, Bill was enrolled to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA). In March 2013, Bill earned the Global Fiduciary Strategist designation. In September 2013, Bill earned NIPA’s Accredited Pension Administrator designation.
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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
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