Advertisement
News
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...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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. ...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
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,...
READ MORE
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...
READ MORE