Advertisement
News Archive
ASPPA’s Plan Financial Consulting-1 (PFC-1) webcast series has been developed to provide basic-level retirement plans training to sales professionals and other specialists who support the sales process. The PFC-1 webcast series aids in examining the broad basics of retirement plans ranging from...
READ MORE
This webcast will last for 50 minutes.Speaker: Danny Streiff, National Sales Manager, Reliance Trust Company Recorded Webcast Registration Deadline: 4/15/2014This is the ninth of ten webcasts in ASPPA’s Plan Financial Consulting (PFC-1) series. For more...
READ MORE
This webcast will last for 50 minutes.Speaker: Danny Streiff, National Sales Manager, Reliance Trust Company Recorded Webcast Registration Deadline: 4/15/2014This is the last of ten webcasts in ASPPA’s Plan Financial Consulting (PFC-1) series. For more information...
READ MORE
Speaker: James C. Paul, Esq., APM, Ferenczy + Paul LLP What happens when a retirement plan sponsor goes out of business, is liquidated in bankruptcy, or otherwise disappears from the face of the earth, leaving a retirement plan with assets behind? What can be...
READ MORE
Speaker: Janice M. Wegesin, CPC, QPA, form5500help.com Form 5500 preparation is a key component of the services offered by ASPPA member firms. It's important to know the updates to the 2012 forms and EFAST2 processing, as well as how to respond to governmental...
READ MORE
Speakers: Audrey W. Chan, Investigator with the U.S. Department of Labor, Employee Benefits Security Administration & R. Bradford Huss, Esq., Trucker Huss, APC, San Francisco, CA The Department of Labor has a Voluntary Fiduciary Correction Program (VFCP) for...
READ MORE
NTSAA Webcast Speakers: Bruce L. Ashton, Esq., APM, Drinker, Biddle & Reath, LLP & Avaneesh K. Bhagat, Internal Revenue ServiceThe long awaited update to the IRS Employee Plans Compliance Resolution System (EPCRS) is finally out. As promised, EPCRS now...
READ MORE
GAC Webcast Speaker: Charles D. Lockwood, J.D., LL.M, ASC Institute, LLCThe use of "cross-testing" has become a very popular plan design feature. This webcast will provide a detailed analysis of the requirements for cross-testing, including examples and case...
READ MORE
NTSAA WebcastSpeaker: Christopher M. DeGrassi, Executive Director, National Tax Sheltered Accounts Association (NTSAA) Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the...
READ MORE
ACOPA Webcast Speaker: Norman Levinrad, FSPA, CPC, EA, MAAA, Summit Benefit & Actuarial Services, Inc.This webcast will cover the basics of Cash Balance plans; how they work; the key design issues; and their use for your practice.Attendee Takeaways: How a...
READ MORE
ACOPA Webcast Speakers: Carol Gransee, OppenheimerFunds, Inc., Assistant Vice President OversightJames P. Flannery, Employee Plans Division, Tax Exempt and Government Entities, Internal Revenue Service, Tax Law SpecialistAimee Nash, ftwilliam.com, Senior Writer/...
READ MORE
ACOPA Webcast Speaker: Newell W. Kimlin, Internal Revenue Service, TE/GE, Santa Ana, CAMary Ann Rocco, MSPA, Mary Ann Rocco, EA Consulting Actuary, Huntington Beach, CAThe session will review the 2012 form 5500 SB, and will include detailed discussion regarding...
READ MORE
ARLINGTON, VA, (October 10, 2013) – New research published by the American Society of Pension Professionals & Actuaries (ASPPA) shows that if Congress and the Administration fail to raise the debt ceiling, American workers’ 401(k) account balances could fall by more than 20%.“As if the...
READ MORE
Speaker: Charles J. Klose, FSPA, CPC, The Vanguard Group, Valley Forge, PA The subject of ethics is ubiquitous in business. It is a major focus of business school curriculum and all professions have "ethics" continuing professional education requirements. The...
READ MORE
NAPA WebcastWebcast brought to you by: Speaker: Barbara J. Delaney, Principal, StoneStreet Equity, Inc. Substantial information and resources are available to the advisor for registered fixed income instruments, equities,...
READ MORE
Speakers: Richard A. Hochman, Esq., APM, McKay Hochman Co., Inc. and Monika A. Templeman, Esq., Director of EP Examinations, Internal Revenue Service In early 2010, the IRS initiated its first ever all Internet based examination of the "health of 401(k)...
READ MORE
Speaker: Stephen W. Forbes, J.D., LL.M., SunGard, Littleton, CO Early this year, Congress added another piece to the Roth puzzle - In-plan Roth transfers. The first piece was the Roth IRAs. Next came the Roth 401(k) and 403(b) deferrals. Later, Roth 457 plans...
READ MORE
Speaker: Aimee Nash, JD, APM; Wolters Kluwer Law and Business - ftwilliam.com A broad survey of 401(k) plan design considerations. When designing a document, it can be easy to select a particular design out of habit. This webcast aims provide some fresh...
READ MORE
Speaker: Ronald J. Triche, Esq., APM, ASPPA, Arlington, VA On June 26, 2013, the United States Supreme Court overturned Section 3 of the Defense of Marriage Act (“DOMA”). As a result, same-gender married couples must be recognized by the Federal government (...
READ MORE
Speaker: Leonard J. Witman, Witman Stadtmauer, P.A. Tax Planning for Retirement Assets. Although accumulation is often the focus, equally important is how retirement assets are accessed by participants and beneficiaries. Consideration needs to be given to...
READ MORE