Thursday, September 27, 2018
Speakers: Don Harris, Sr. Vice President, Higher Education, Religious, and Charitable Markets, VALIC; and Richard Turner, Vice President and Associate General Counsel; Gayle Rollins, Assistant General Counsel; and Joe Kendy, Assistant General Counsel, AIG Group Retirement
Many plan rules apply differently, if at all, to church plans. This webcast will help you develop a deeper understanding around key questions, including: (1) who qualifies for them; (2) which rules apply, and which ones don’t; (3) are there different types of church plans;(4) what makes church 403(b) plans different; and (5) how have Congress and the courts impacted these plans recently? Our panelists will explore these questions and more.
Wednesday, October 3, 2018
Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP
3(16) administration has been around for a couple of years now and the pressure on TPAs to do this work remains. Is this just a fad, or is it here to stay? What services are people performing under this model? What are the advantages and disadvantages to a client of having 3(16) services performed? And, most importantly, what are the positive attributes and challenges faced by TPAs who do this work? Ilene Ferenczy, who focuses much of her practice on advising TPAs and other service providers to plans, addresses these questions and more.
Tuesday, October 9, 2018
Speaker: Margaret A. Younis, ERPA, CPC, QPA, QKA, TGPC, APA, APR, Senior Consultant, Retirement Plan Design and Consulting Group, Lincoln Financial Group
The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTTRA) introduced the age 50 catch-up provision, allowing participants the opportunity to supplement their retirement savings. This created more awareness of the available catch-up provisions in defined contribution plans. 403(b) and 457(b) plans have offered special catch-up provisions for many years. Employers that sponsor multiple plans have the opportunity to utilize these catch-up provisions to aid retirement readiness. Attend this webcast to learn how to make the most of the catch-up opportunities available in your plan.
Wednesday, October 10, 2018
Speaker: Joseph J. Lazzarotti, CIPP, Attorney at Law, Jackson Lewis, PC
Employers expect stronger cybersecurity from plan service providers. They want it in writing, and the law requires it. Service providers holding large amounts of personal data face increased competition and intense scrutiny to have and prove reasonable safeguards. Cybersecurity can be a competitive advantage. This webcast explores employer strategies and best practices for designing and conducting vendor cybersecurity assessments, as well as helping service providers be prepared to respond. It also covers legal mandates for contracts with service providers concerning cybersecurity, along with employer and service provider strategies for negotiating those contracts.
Tuesday, October 30, 2018
Speaker: Richard A,. Hochman, Esq., APM, Director, Retirement Plan Consulting Services, Actuarial Systems Corporation
We are now in the unique position that all pre-approved plan documents DC, DB and 403(b) are in play. Providers sponsoring 403(b) and DB plans are in the process of working with clients to amend and restate plans before their early 2020 deadlines. DC plans for the third restatement cycle have been submitted for IRS review. The DC plans have an entirely new look and feel as the rules for Prototype and Volume Submitter Plans have been updated and combined. This webcast discusses the issues impacting the documents your clients will be using.
Thursday, November 1, 2018
Speakers: Kevin J. Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC; and Thomas J. Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Retirement Plan Services
This session will look at plan designs, many of which are in the marketplace. These plans may be perfectly legal, but they’re also really bad ideas. This webcast will take a look at these designs and cover what people want them to accomplish and what can be left in their aftermath.
Thursday, November 8, 2018
Speaker: Robert M. Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association
This fast-paced, interactive, 50-minute session reviews the latest proposals coming out of Washington that impact retirement plans. Not only will you hear the latest from Capitol Hill, but you will also get an update on the latest guidance from the IRS and DOL. If it impacts retirement plan service providers — we discuss it. After this webcast, you will be prepared for the questions that clients, prospects and distribution partners ask about items they have concerns about.
Tuesday, November 13, 2018
Speaker: Ed Salyers, QPA, CPA
This webcast discusses how IRS audits increase business for professionals. The IRS is continuing to do more with less funding, thus changing the audit process. Learn how these changes impact your clients. Discuss the most common operational errors for each type of deferred compensation plan and how to correct the errors. Focus on the best IRS audit practices for preparation, corrections and how to mitigate audit risk.
Wednesday, November 14, 2018
Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions
This session reviews the reporting and notice requirements for plan operation and compliance. After attending, you will be prepared for situations that might trigger a reportable event and know what the exceptions are to reportable events requirements.
Wednesday, December 12, 2018
Speaker: Joseph A. Caruso III, JD, MSPPM, Government Affairs Counsel, American Retirement Association
Join us as the nation’s only independent, non-profit association dedicated to the 403(b) and 457(b) marketplace reports on legislative and regulatory developments impacting your business.
Wednesday, December 19, 2018
Speaker: Michael F. Smith, QPA, QKA, Vice President of Qualified Plan Consulting, Voya Financial
This informative webcast covers the challenges inherent in the administration of hardship withdrawals and participant loans. Gain insights into ways to avoid various pitfalls that could lead to operational violations, loan defaults, etc. Discuss the operational correction methods under the latest EPCRS release, when violations do occur; and the latest changes to hardship withdrawals that will be effective in 2019. Touch on the temporary relaxation of hardship and loan rules for participants impacted by recent natural disasters; and the latest trends and survey results regarding plans offering loans and hardship withdrawals.