Available until November 15, 2023
The ASPPA/ASEA Cash Balance webcast series will consists of three, 50-minute webcasts with the following goals:
- Introduce the concept of Cash Balance plans
- Increase the knowledge, awareness, and benefits of Cash Balance plans
- Address unique Cash Balance plan issues related to administration
- Address administration process/concerns
- Identify candidates for Cash Balance plans
- Address sales process/concerns
Session 1 – Introduction to Cash Balance Plans
Original air date: Tues., Nov 1, 2022
Target Audience:
- Experienced TPA administrators/sales team members who wish to learn more about the basics of Cash Balance plan
- Business owners who are looking to expand their practice into the Cash Balance plan market
Content to be covered:
- Introduce the concept of Cash Balance plans
- Compare to DC plans (assume attendees reasonable familiar with DC/401k plans)
- Explain the requirements, pros/cons of Cash Balance plans, that they are usually combo with DC
- Show some examples of combo plans
- Touch lightly on admin issues
- Touch lightly on sales issues
Speakers:
ASEA Actuary: Angie Vadnais
ASPPA Member: Mickie Murphy
CE: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 PSCA Relevant, 1 JBEA Non-Core, 1 ERPA
Session 2 – Cash Balance Plan Sales Considerations
Original air date: Tues., Nov 8, 2022
Target Audience:
- TPA business owners/sales team members who are looking to expand their practice into or already selling/marketing in the Cash Balance plan market.
Content to be covered:
- Identifying Cash Balance prospects
- How to present Cash Balance plans to prospects
- Communication Cash Balance issues to potential plan sponsors & their advisors
- Coordination among actuary/TPA/advisor/CPA
Speakers:
ASEA Actuary: Lorraine Dorsa
ASPPA Member: Robbie Petrillo
CE: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 PSCA Relevant, 1 ERPA
Session 3 – Cash Balance Plan Issues Related to Administrative/Funding/Investment Issues
Original air date: Tues., Nov 15, 2022
Target audience:
- TPA administrators/business owners who are considering Cash Balance plans. This is a deeper dive into some unique administration and funding issues related to Cash Balance plans.
Content to be covered:
- Cash Balance admin issues that are different from Cash Balance (actuary, funding due date, Sched SB, PBGC)
- Combo plan issues – deductions, non-disc testing
- Funding requirements – due date, required contributions
- Investment issues – employer bears investment risk, slow/steady vs. shoot for the moon
Speakers:
ASEA Actuary: Norman Levinrad
ASPPA Member: Jen Swets
CE: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 PSCA Relevant, 1 JBEA Core, 1 ERPA
Registration Link:
Registration Information:
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the On-Demand registration button above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your 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 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. 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.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
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? Please reach out to our Customer Care team [email protected]