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ASPPA Webcast: QDIAs and Investment 101 for Plan Administrators

ASPPA Webcast: QDIAs and Investment 101 for Plan Administrators

Available Through May 11, 2017

Speaker: David Schultz, JD, APM, FIS Relius

IRS Program Number: CZTXU-Q-00634-16-O

Webcast Outline Click Here.

   

Description: 
Many administrators reconcile plan assets, but don't fully understand them. This webcast will cover investment basics including types of investments, their uses, and risks. In addition, the presentation will include a review of Qualified Default Investment Alternatives ("QDIAs"), including their benefits, uses, and limitations.

Key Takeaways:
1. Recognize the different types of investments by broad asset classes and understand the distinctions.
2. Determine how to categorize certain investments for purposes of the Form 5500 series.
3. Use the benefits of a QDIA in a participant-directed plan.

Registration Deadlines: 
Live: 05/11/2016
On-Demand: 05/11/2017

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Non-Core

About the Speaker:

David Schultz is an attorney and educator with Sungard Relius in Atlanta, GA. His 18-plus years of experience in the industry includes service as an ERISA attorney, manager of a TPA and record keeper, investment advisor focused on qualified plans, and fiduciary consultant. David is the current Chair for the Administrative Relations Subcommittee of ASPPA’s Government Affairs Committee.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]