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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

ASPPA Webcast: Civility and Professionalism
Tuesday, Nov. 29, 2016
2:00 - 3:40 p.m. ET
Speaker: Lauren M. Bloom, J.D., LL.M.

This webcast will help the employee benefits professional better appreciate the value and importance of civility. It also will address the obligation of professional courtesy the ARA Code of Professional Conduct requires, and will offer tips for compliance.

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: A Road Map to Bad Ethical Decisions
Thursday, Dec. 1, 2016
2 p.m. - 3:40 p.m. ET
Speaker: Karen Smith, MSPA, President, Nova 401(k) Associates; and Lynn M. Young, MSPA, Consulting Actuary, Pinnacle Plan Design, LLC

Using colorful examples from sports, politics and current business news, this webcast will analyze how "good" people make mistakes and discuss how to avoid them. It will focus on those who work with defined benefit plans, but it will provide useful information to others as well.

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.


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

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