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What’s Coming Up: ASPPA Webcasts and Events

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.

Live Webcasts

ACOPA Webcast: ASC 715 for Pensions: What Your Clients and Their Auditors Need to Know
Tuesday, Sept. 27, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: Raymond D. Berry, MSPA, ASA, EA, MAAA, Grant Thornton LLP
This webcast will cover actuarial assumptions, special events, and trends and developments in ASC 715 reporting. It will offer a chance to learn how to be better prepared for questions from a client or its auditor.

ASPPA Webcast: PPA Aftermath and 403(b) Document Update
Wednesday, Sept. 28, 2016
2:00 - 3:40 p.m. ET
Speaker: John P. Griffin, Principal, ASC Institute LLC
This webcast will discuss pre-approved plans, the consequences of missing a restatement deadline, the impact of Revenue Procedure 2016-37, the status of pre-approved defined benefit plan review, the special remedial amendment period rules, working with church plans and more.

Complimentary ASPPA Webcast: Using Your Brain to Win
Tuesday, Oct. 4, 2016
2:00-3:00 p.m. ET
Speaker: Holly G. Green, Consultant, The Human Factor, Inc.
This webcast will leverage the latest in neuroscience and provide tools, tips and techniques to become a better leader and manager. Attendees will be able to put those skills to use immediately in order to be even more successful!

ASPPA Webcast: DOL's Proposed Form 5500 Modernization Initiative
Thursday, Oct. 6, 2016
2:00 - 3:40 p.m. ET
Speakers: Elizabeth A. Goodman, Senior Employee Benefits Law Specialist, Office of Regulations and Interpretations, EBSA; Grace Kraemer, Esq., Legislative and Regulatory Department, PBGC; and Yaguo Zhang, Senior Tax Law Specialist, Employee Plans, IRS
This webcast will address the revisions the Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) have made to the Form 5500 and its related schedules, the underlying policy goals, and the timeline for implementation.

ASPPA Webcast: Davis Bacon Prevailing Wage Retirement Plans
Thursday, Nov. 3, 2016
2:00 - 3:40 p.m. ET
Speaker: Richard A. Naegele, Esq., Wickens, Herzer, Panza, Cook & Batista Co.
This webcast will discuss what the Davis-Bacon Act requires regarding wages, as well as employers’ compliance with the law and how they can save money.

ASPPA Webcast: What the Election Means for the Retirement Industry
Tuesday Nov. 15, 2016
2:00-3:00 P.M. ET
Speaker: Brian H. Graff, Esq., APM, CEO, American Retirement Association; and Margaret A. Younis, QPA, QKA, TGPC, Senior Technical Consultant, Lincoln Financial Group
No matter the outcome, the 2016 November election will have an impact on the retirement industry. In this webcast, Brain Graff will answer questions regarding the current state of pending legislation and what we can expect over the next four years.

ASPPA Webcast: 403(b) Versus 401(k) Plans: Plan Design Options and Considerations
Wednesday, Nov. 30, 2016
2:00-3:40 p.m. ET
Speaker: Rod Stortenbecker, CPC, APA, FLMI, Senior Consultant, Lincoln Financial Group
This webcast will provide an overview of the key differences between 403(b) and 401(k) plans, as well as an in-depth analysis of specific plan and testing requirements. It will include a 403(b) discussion on eligible organizations, funding vehicles, universal availability/eligibility, and the special 15-year catch-up provision.

ACOPA Webcast: Floor Offset Plans: Are They Worth the Effort?
Tuesday, Dec. 13, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: Tom Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Savitz
This webcast will explore the good and bad of floor offset plans; it will help one to determine if such plans are the most cost-effective way to provide benefits under a DB/DC combination.

Conferences

ASPPA Annual Conference

October 23-26 Gaylord National National Harbor, MD

Cincinnati Regional
November 16-17 Northern Kentucky Convention Center Covington, KY

ACOPA LA Advanced Pension Conference
January 19-20 Hilton Universal Los Angeles, CA

Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!