Handling Rehired Employees

Speaker: Robert M. Richter, J.D., LL.M., APM, SunGard Relius

This program will provide in-depth coverage of the qualified plan rules associated with rehired employees. This will include the determination of credited service, application of the break-in-service rules, buy-back rights, and employees who return from military service. 

Attendee Takeaways:

• Thorough understanding of service crediting rules
• A quick reference guide of the four scenarios regarding entry dates for rehired employees
• Be able to recognize the ancillary issues associated with re-hires, such as buy-back rights, vesting, and automatic enrollment

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

Recorded Webcast
(registration deadline: 04/09/14)

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 SPEAKER

Robert M. Richter, J.D., LL.M., APM

Robert is a vice president at SunGard Business Systems LLC in the Relius benefits administration division in Jacksonville, Florida. His primary responsibilities include oversight of the team that drafts and supports qualified retirement plans and forms associated with those plans.  

Robert is the immediate past President of ASPPA (Oct. 2011 – Oct. 2012). He is still a member of ASPPA's Executive Committee and Government Affairs Committee. He is a Fellow of the American College of Employee Benefits Counsel and is a member of numerous other organizations, including the Florida Bar. Robert received a B.S.B.A. (finance) from the University of Florida, His J.D. from Florida Statue University and his LL.M. (tax) from the University of Florida.

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]