Webcasts

Upcoming Webcasts

On-Demand Webcasts

Virtual Conference


Education is one of ASPPA’s most important components, and webcasts are a way we provide continuing education to our members and to the industry as a whole. If you're not able to watch the live show, register for the recorded version and still get your continuing education credit!

Please visit Webcast Package Pricing for information on package pricing for webcast viewing. 

Please Note: Members of the media must register as such by contacting Nevin E. Adams at nadams@usaretirement.org, or by calling 703-516-9300, ex. 114. 

Upcoming Webcasts


Thursday, December 14, 2017

2:00 - 3:40 p.m. ET

Speaker: Mary Ann Rocco, EA, MSPA, Owner and Third-Party Consulting Actuary, Mary Ann Rocco

This webcast will unravel the mystery of calculating RMDs for defined benefit plans, including cash balance plans. The elimination of the ‘DC Account Balance Method” for defined benefit plans in 2006 created some confusion in the small plan actuarial community that seems to linger to this day. We will address the most important issues by going through specific and detailed calculations, using real-life situations, while addressing the black and white with the gray.


Half-priced 50 Minute Webcast

Thursday, January 25, 2018

2:00 - 2:50 p.m. ET

Speaker: Kristen Donovan, QKA, CPFA, Retirement Solutions Manager, BAM Advisor Services, Inc.

Auto-enrollment has become a game changer for improving retirement plan participation. Join Kristen Donovan as she compares and contrasts the different types of auto-enrollment, highlighting the opportunities, trends, and best practices along the way.


Half-priced 50 Minute Webcast

Thursday, February 8, 2018

2:00 - 2:50 p.m. ET

Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, Director of Technical Education, American Retirement Association

This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will 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 will 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.


Wednesday, February 14, 2018

2:00 - 3:40 p.m. ET

Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Relius

The first 403(b) restatement period for pre-approved plans has officially begun. The IRS acknowledged that restating 403(b) plans will be more difficult than restating qualified plans and therefore provided a longer deadline. We will begin the webcast with a high-level overview of the substantive differences between 401(k) and 403(b) plans. This will help attendees understand the unique issues that may arise when restating 403(b) plans. We will then explore specific issues that practitioners are encountering as they prepare for the restatements.


Half-priced 50 Minute Webcast

Thursday, March 22, 2018

2:00 - 2:50 p.m. ET

Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Understanding the Employee Plans Compliance Resolution System (EPCRS) is critical for individuals to be able to support and advise clients. Proper use of the different programs under EPCRS is key and the devil is always in the details. Highlighting the differences in the programs will be case studies of routine, day-to-day, client failures and how to apply EPCRS appropriately.

NOTE: This webcast will be followed up on June 12, 2018 with ASPPA Webcast: “Employee Plans Compliance Resolution Systems: Case Studies from the Darkside.”


Half-priced 50 Minute Webcast

Tuesday, April 24, 2018

2:00 - 2:50 p.m. ET

Speaker: Richard S. Phillips, AIF, ERPA, CPC, QPA, QKA, President and CEO, ERISA Consultants, Inc.

As with any benefit, right, or feature in a qualified plan, there are pros and cons. The decision to include life insurance may have been made without guidance from a qualified professional. In this webcast we will explore the opportunities and challenges participants and plan sponsors face with life insurance contracts in a qualified retirement plan.


Tuesday, June, 12, 2018

2:00 - 3:40 p.m. ET

Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Ever wonder whether you have the worst client in the world? These case studies will make you feel much better, but more importantly – you will learn how to lay out the puzzle pieces and figure out what you’re dealing with through case studies of the worst of the worst clients. Knowing how to strategize and analyze complex failures is a learned skill that these case studies will help you learn.

NOTE: This webcast was preceded by a 50-minute ASPPA Webcast: “Understanding Employee Plans Compliance Resolution System (EPCRS): The Basics.” This on-demand recording is available on www.asppa-net.org through March 22, 2019.