How to Complete a VCP Application

Available through December 16, 2014

Speaker:  Gregory Fowler, QPA, AIF®, National Benefit Services, LLC  and Pam Perdue, Esq., Summers Compton & Wells, LLC

Click HERE for the webcast outline!

This webcast will walk you through the steps to complete a VCP for the most common errors. Gregory Fowler will share some of the he's lessons learned from working with the IRS, and discuss some best practices that you can incorporate into your business when working on VCPs.

Learning Objectives

• Develop a strategy to create a smooth plan termination process.
• Identify important issues that may arise during the plan termination process.
• Address solutions to problems encountered during a plan termination.

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REGISTRATION

Recorded  – 12/16/2015

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.
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              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

Greg Fowler

Greg Fowler has worked for National Benefit Services, LLC (NBS) for 14 years and is currently the Vice President of Retirement Operations. NBS is a third-party administrator that administers retirement and welfare plans across the nation. Greg received a BS degree in Accounting from the University of Phoenix and an MBA from Brigham Young University. He is a Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA) through the American Society of Pension Professionals and Actuaries (ASPPA) as well as an Accredited Investment Fiduciary (AIF®) designee through fi360. Greg is the Immediate Past President of the Salt Lake Chapter of the Western Pension Benefits Council.  He is married and has 4 kids (2 boys and 2 girls).

Pam Perdue, Esq.

Pamela is of counsel to the St. Louis, Missouri law firm of Summers Compton & Wells, PC where she practices in the area of employee benefits. She is author of the book Qualified Pension and Profit Sharing Plans published by Thomson Rueters. She is the author of the semi-monthly Employee Benefits Newsletter published by RIA entitled "Pamela D. Perdue's Pension & Benefits Update." She is a fellow of the American College of Employee Benefits Counsel and previously served on its Board of Governors.

Pamela is a frequent writer and national speaker on the topic of employee benefits having made presentation for such organizations as the American Law Institute-American Bar Association; the Employee Benefits Institute; the Southern Federal Tax Institute; the Alabama Federal Tax Institute; the Tennessee Federal Tax Institute and numerous other organizations. 

She is listed in the Best Lawyers in America under the Employee Benefits Section (1995-2013).

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]