An Update on DOL Disclosures

Available through July 8, 2015
Speakers: Craig Hoffman, Esq., APM

The webcast outline will be available soon!

When the DOL issued the 408(b)(2) and 404(a)(5) regulations, there was a flurry of activity by plan sponsors and service providers. We have now dealt with these new rules and DOL enforcement activities for two years. As a result, it's a good time to take a step back and look at what we have learned, the issues that still need to be resolved and what to expect from the DOL on a going forward basis. 

Attendee Takeaways:

• Find out which updates will need to be made as a result of the regulations, and when
• Learn what the DOL is proposing, and whether it will be required
• Find out which enforcement activities the DOL is considering
• Learn more about the impact upcoming proposed regulations will have on participant benefit statements

REGISTRATION

Registration Prices

Recorded Webcast

(registration deadline: 07/08/15)

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.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
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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

Craig Hoffman, Esq., APM

Craig is the General Counsel and Director of Regulatory Affairs for the American Society of Pension Professionals and Actuaries (ASPPA). Craig has previously served ASPPA as President, Co-chair of the Government Affairs Committee and Co-chair of the Political Action Committee. Prior to joining ASPPA, Craig served as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits. He received both his J.D. and his LL.M. in Taxation from the University of Florida. Craig has spoken at numerous meetings on the subject of qualified pension and retirement plans and was an expert speaker at the first Saver Summit, jointly sponsored by the White House and Congress. Presently, Craig serves on the editorial boards of the Journal of Pension Benefits (Panel Publishers) and the Journal of Pensions Management (Henry Stewart Publications). He was a charter member of the first IRS Advisory Committee on Tax Exempt and Governmental Entities. He is also a Fellow in the American College of Employee Benefits Counsel. 

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