Public Pensions in Flux? A Review of State Retirement System and Alternatives to Traditional Defined Benefit Plan

Thursday, September 18, 2014

2:00 p.m. - 3:40 p.m. ET

Speakers: William C. Grossman, ERPA, QPA, GFS, APA, MBA

The webcast outline will be available soon!

This webcast is designed for qualified plan professionals to learn advanced ADP/ACP nondiscrimination testing techniques for their defined contribution clients. This course will demonstrate tips and traps through actual case studies. The goal is to highlight creative ADP/ACP testing and correction methods. 

Attendee Takeaways:

• Learn creative and advanced ADP/ACP testing techniques.
• Explore correction options and requirements.
• Discuss case studies of testing wins and woe

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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.

Live – 09/17/2014

Recorded  – 09/18/2015

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 

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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.

Continuing Education Changes for LIVE Webcast Attendees

Each registered purchaser will be recorded when they log in to the live webcast with their name and email address. Purchasers will be awarded CE credits based on the amount of time the webcast was accessed. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be emailed.

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.

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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

[email protected]