Retirement Plan Fundamentals Part 1 (RPF-1) Webcast Series

ASPPA’s Retirement Plan Fundamentals program is designed to convey the knowledge necessary for every retirement plan professional to master. The RPF-1 and RPF-2 webcast series aid in establishing the groundwork in retirement plan terminology, issues, and requirements for individuals beginning a career, reentering the retirement field, or commencing the ASPPA credential process.

Click here  for a complete list of Retirement Plan Fundamentals education offerings. 

*Attendees can register for any of the individual recorded webcasts in the RPF-1 series described below, or for a package of all 7. RPF-2 webcast series also available.

All webcasts will last for 60 minutes.

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 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.

Individual Registration Prices - Recorded Only

Classroom Registration Per Webcast - Recorded Only
Single location: $1,000
Multiple location: $1,500

Registration Price for All 7 Webcasts (Webcast Series Package) - Recorded Only
Individual and Each Additional Viewer 
Member:  $399 
Non-member:  $449

Classroom Registration Price for all 7 Webcasts (Webcast Series Package - Classroom) - Recorded Only
Single location: $3,500
Unlimited location: $5,000

Please email [email protected] for unlimited or multiple location classroom registration information.

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

REGISTRATION

Webcast Series Package - Recorded Only

To register for all 7 webcasts in the Retirement Plan Fundamentals Webcast Series, please select the option directly below. Registration options for each individual webcast can be found further down the page.

Recorded Webcast Registration Deadline: 03/28/2014

1. Retirement Plan Basics

Attendee Takeaways:
a. Describe what an employee benefit plan is and the differences between welfare benefit plans and pension benefit plan. 
b. What are the benefits of a qualified plan?
c. Explain the main differences between defined contribution and defined benefit plans.
d. Who can sponsor a qualified plan and who is responsible for it?
e. Who are parties-in-interest and what is a potential prohibited transaction?  

Recorded Webcast Registration Deadline: 03/28/2014

Attendee Takeaways:
a. List the general characteristics of each type of defined contribution plan.
b. Define elective deferrals, designated Roth contribution and catch-up contributions.
c. Describe what an ESOP is and its benefits.
d. Deductibility of employer contributions to a defined contribution plan.

Recorded Webcast Registration Deadline: 03/28/2014

3. Defined Benefit Plan Basics 

Attendee Takeaways:
a. List the general characteristics of defined benefit plans.
b. Explain in general terms how retirement benefits are calculated and funded.
c. What are the forms of benefit payments?
d. What is accrued benefit and actuarial equivalence?
e. What are the limits on benefit levels and contribution deductions? 

Recorded Webcast Registration Deadline: 03/28/2014

4. Plan Qualification and Document Language Basics

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: 03/28/2014

5. Distribution Basics

Attendee Takeaways:
a. What benefits can be paid to a participant while still employed?
b. What benefits can be paid to a participant who has terminated employment?
c. What is the tax effect of receiving a distribution?

Recorded Webcast Registration Deadline: 03/28/2014

6. Participant Loan Basics

Attendee Takeaways:
a. List the benefits of a loan program in a 401(k) plan.
b. What is the prohibited transaction exemption for participant loans and its requirements? 
c. What is the income tax exemption for participant loans and its requirements?

Recorded Webcast Registration Deadline: 03/28/2014

7. Plan Changes and Error Correction Basics

Attendee Takeaways:
a. Events that require changes to plan documents. 
b. The amendment process and types of amendments.
c. The consequence of plan disqualification.
d. The IRS and DOL correction programs.  

Recorded Webcast Registration Deadline: 03/28/2014

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 1.5 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]