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 Don Jackson at djackson@asppa.org, or by calling 703-516-9300 ex. 169. For more information, please visit the ASPPA Newsroom.

Upcoming Webcasts


Wednesday, August 16, 2017

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

Speaker: Pete Swisher, CPC, QPA, TGPC, Senior VP and National Sales Director, Pentegra Retirement Services

Clients want great ideas with simple explanations, not spreadsheets. The art of retirement plan design is not in the details but in the client interaction. This webcast reduces key concepts to plan design simplifiers and “back-of-the napkin” conversations that lead to client action.


Thursday, August 17, 2017

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

Speakers: Steven L. Diess, EA, MAAA, President, Independents Actuaries, Inc..; and Alan J. Stonewall, FSPA, Principal Consultant and Owner, Northwest Actuarial Consulting, LLC

The number of large defined benefit plans in the U.S. has fallen by over 70 percent since their heyday in the early 1980s. What’s a pension actuary to do in a world with a shrinking client base? How about retiree medical valuation work? There are well over 100,000 public sector agencies in the U.S., and most of them have retiree medical benefits to value -- plenty for all of us! It doesn’t take a complete reinvention of yourself, just an understanding of how to apply the skills you already have in a slightly different way.


Tuesday, August 29, 2017

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

Speaker: Lorraine Dorsa, MSPA, Actuary, Aegis Pension Services, Inc.

Cash balance plans are quite the trendy option and defined benefit plans have a lot going for them. For the right client, they are powerful ways to boost tax-qualified retirement savings and accumulate significant amounts at retirement. Cash balance plans offer the additional benefit of easy customization and coordination with the client’s existing defined contribution plans. This webcast is for anyone with an interest in how cash balance and defined benefit plans can work for closely held businesses in today’s environment and when and how to present them. It will be real-world and practical, not actuarial nor techie.


Thursday, August 31, 2017

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

Speaker: David Schultz, JD, APM, FIS Relius

Retirement plan professionals often find themselves in the middle of the competing financial interests of plan sponsors and participants, and determining right from wrong is not always an easy task. Personal and professional relationships and good intentions can make it difficult to choose the right path in difficult situations. This webcast will review the ethical standards established by the IRS and ARA/ASPPA and present real-life examples to highlight good ethical decision making.


Wednesday, September 13, 2017

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

Speakers: Kelly Finnell, Howard Kaplan, Carla Klingler, Michael McGinley, and Lee Swerdlin

ESOPs are a powerful financial and ownership transition tool. However, broad statutory requirements and fiduciary risks (real and perceived) can be quite intimidating for professionals when questioned by their clients about becoming an “ESOP Company.” In this webcast a panel of experienced ESOP consultants will seek to demystify some of the elements of this fascinating tool, from both technical and operational perspectives. Topics to be covered include transition strategies, tax implications, business valuation, fiduciary responsibilities, comparative ERISA plan administration and compliance, and growing a more productive “ownership culture.”


Tuesday, September 26, 2017

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

Speaker: William C. Grossman, ERPA, QPA

This webcast will address the very complex rules of RMDs and the diverse circumstances a plan administrator faces in dealing with a variety of participant scenarios. We will offer real-life situations and solutions based on the guidance where it exists and best practice options for the gray areas we often encounter in the administration of plans. This webcast will be devoted to DC plan RMDs; however, we also will briefly discuss DB RMDs in light of the growing popularity of DC/DB combo plans. We will also discuss aggregation of RMDs and participants with multiple plans over their lifetime.


Thursday, September 28, 2017

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

Speaker: Joseph J. Lazzarotti, CIPP, Attorney at Law, Jackson Lewis, PC

An infamous bank robber once said, “I rob banks because that’s where the money is.” Data thieves, understandably, have a similar strategy – go where the data is. If there is one thing benefit plan service providers and plan sponsors have it is lots of data. Businesses are slowly discovering the range of cyber risks facing them, including spear-phishing, ransomware, even their own employees. But many are not doing what they need to do and are woefully out of compliance. Just calling the “IT Guy” is not a good strategy. This webcast will get businesses started on a comprehensive approach to combating cyber risk and minimizing legal compliance risk.


Tuesday, October 3, 2017

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

Speaker: Kelsey Mayo, Poyner Spruill LLP, Partner with Employee Benefits Group

403(b) plans are unique (and some say quirky)! They have unique rules and therefore have unique problems. As with 401(a) plans, undiscovered errors can result in hefty sanctions, government audits, claims for benefits, and expensive remediation. We’ll take an in-depth look at common operational errors that occur in 403(b) plans, how they often happen, how to avoid them, and (once discovered) how to correct them.


Tuesday, November 7, 2017

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

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

Multiple DC plans, combined with a cash balance plan, can provide greater flexibility to achieve the plan sponsor’s objectives. However, the interplay amongst coverage testing, non-discrimination testing, and top-heavy status lead to a quagmire of regulations. In this webcast we will explore in-depth this interplay and associated risk to establish a plan design and testing roadmap that ensures passage. Supplemental material includes a plan design and testing roadmap, and real-world case studies.


Thursday, November 9, 2017

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

Speaker: Kristina G. Kananen, QPA, QKA, DC Customer Support, DATAIR Employee Benefit Systems, Inc.

Distributions made to participants and beneficiaries are often fraught with anxiety on the part of the recipients and stress on the part of the administrator processing the distribution. The administrator’s stress does not end when the check has been written and delivered, as there is still the IRS to satisfy. Ensuring withheld taxes are deposited by the liability date, accumulating the required data for the Form 1099-R, preparing it, mailing it to the recipient, and submitting it to the IRS by the due dates, still need to be done. Filing Form 945 to properly report federal tax liability and amounts withheld rounds out the distribution process.


Wednesday, November 29, 2017

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

Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

Companies sponsor defined benefit plans for different reasons. While the law and regulations are the same for large plans and small plans, the focus is usually very different. This webcast will detail many of the differences to assist an actuary or other DB practitioner transitioning from the large-plan market to the small-plan market.