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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...
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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...
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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...
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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,...
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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)...
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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...
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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...
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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 (...
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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...
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Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, ING Retirement Services, Thornwood, NY “It’s my money and I want it now” is a common refrain from participants during turbulent economic times. Plan Administrators are faced with a constant barrage of loan...
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NTSAA WebcastSpeakers: Daniel Gardner, Internal Revenue Service, Examinations and Ellie Lowder, TGPC, Consultant Primary focus will be on the meaning of, and how to provide effective opportunity for employees to participate in 403(b) plans. Additionally, Dan...
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Speakers: Adam C. Pozek, QPA, QKA, QPFC, DWC ERISA Consultants, LLC, Salem, NH & CariAnn J. Todd, CPA, BeachFleischman PC, Tucson, AZ Employee benefits plan audits can be challenging each year. When you take into account that CPAs and TPAs do not always...
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Speaker: Regina L. Farmer, Esq., Ferenczy + Paul LLP Overview of the IRS and DOL correction programs for retirement plans.Attendee Takeaways: Identify the Problem: What type of problem do you have and what is the risk to the Plan Identify the Program: What...
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Speaker: Ronald J. Triche, Esq., APM, ASPPA, Arlington, VA On August 29, 2013, IRS issued Revenue Ruling 2013-17 and two sets of FAQs regarding the treatment of same-sex married couples under the Internal Revenue Code. The guidance, which is effective on...
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Speakers: Evan M. Rapp, ERPA, QPA, QKA, Managing Partner, RPG Consultants & Adam C. Pozek, ERPA, QPA, QPFC, DWC ERISA Consultants, LLC Keeping up with new and changing technology options is one of the biggest challenges facing business owners today. ...
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NAPA WebcastWebcast brought to you by: Speakers: Brian H. Graff, Esq., APM, ASPPA & Judy A. Miller, MSPA, ASPPA In light of the significant activity in Washington affecting retirement plans, the scope of NAPA’s quarterly...
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Speakers: R. Bradford Huss, Esq. and Nicolas J. White Esq, Trucker Huss, APC, San Francisco, CA Many retirement plans operate through an administrative committee structure. The duties of the committee may cover both administrative and investment issues and...
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NTSAA WebcastSpeakers: Craig P. Hoffman, Esq., APM, ASPPA & Ronald J. Triche, Esq., APM, ASPPA As an influential leader in retirement policy, Craig Hoffman has a front row seat to all that is happening on Capitol Hill. Please join Craig for an in-depth...
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Speaker: Lawrence C. Starr, CPC, QPFC, president/owner, Qualified Plan Consultants, Inc. Social Security is a maze of rules and regulations, very poorly understood by the public and, sad to say, many advisors. This session will correct many of the myths,...
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Speakers: Bruce L. Ashton, APM & C. Frederick Reish, Esq., Drinker, Biddle & Reath LLP Plan sponsors have a fiduciary duty to evaluate the quality of investment and administration services as well as the reasonableness of services and fees provided to...
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