Plan Qualification and Document Language Basics

ASPPA’s Retirement Plan Fundamentals (RPF-1) Series is designed to convey the knowledge necessary for every retirement plan professional to master. This is the fourth of seven webcasts in ASPPA’s Retirement Plan Fundamentals (RPF-1) series. Purchase of the entire series is not required.

Attendee Takeaways:
a. What are the qualification requirements?
b. Explain the types of qualified plan documents.
c. Understand common language in qualified plan documents.
d. Steps to implementing a new plan.  

Recorded Webcast Registration Deadline: 01/14/2014

Series Speaker: John P. Griffin, Esq., ASC Institute, LLC, Littleton, CO

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 log back in to 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. 

Individual Registration Prices - Recorded Only

Click here to download a registration form.

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.

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

Each webcast is designed to offer registrants up to 1.5 ASPPA CE credits for a total of 8.5 CE credits if registered and attend all 7 webcasts in the series. If registering for each webcast separately, each webcast is up to 2 CE credits.

Enrolled Actuaries

Each webcast is designed to offer registrants up to 1.5 JBEA Non-core CE credit for Enrolled Actuaries for a total of up to 8.5 CE credits if registered and attend all 7 webcasts in the series. 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) 

Each webcast is designed to offer registrants up to 1.5 ERPA CE credit for a total of up to 8 CE credits if registered and attend all 7 webcasts in the series. 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.

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

John P. Griffin, Esq.

John has over 30 years experience in the employee benefits field. Currently, John is a principal with the ASC Institute (ASCi). Prior to joining ASCi, John was a principal with the pension consulting firm Global Benefit Advisors, LLC (GBA), a Vice President with Pension Publications of Denver, Inc. (PPD) and a senior consultant with the benefit consulting practice of Coopers & Lybrand. Prior to entering private consulting, John worked in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. John also has seven years of experience with the U.S. Department of Labor.  John is a frequent lecturer and trainer in the employee benefits field.  He is an active member of the Colorado Bar.

QUESTIONS

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