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News Archive
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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NTSAA WebcastSpeakers: Ellie Lowder, TGPC, Consultant & Kent D. Schutte, CFP, TGPC, CLU, ChFC, LUTCF, President/CEO of EFS Advisors A growing number of employers are interested in making the Roth option available to their employees, but aren't sure the steps...
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ACOPA WebcastSpeakers: Judy A. Miller, MSPA, ASPPA & Carolyn Zimmerman, Internal Revenue Service This webcast will look at recent legislative and regulatory developments in the nation’s capital with the focus on issues important to pension actuaries and...
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NAPA Webcast Sponsored by: Speaker: John Carl, Founder and President of Retirement Learning Center Capitalized under $25 million, small businesses represent more than 99%...
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Speaker: William C. Grossman, QPA, ERPA, McKay Hochman Company, Inc. Required minimum distributions were simplified by the final RMD regulations of April 17, 2002, yet the RMD area is fraught with its own buzzwords, acronyms and nuances. RBD, RMD, Uniform...
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Speakers: Debra Moran, QPA, QKA, Director, Acropolis Investment Management, LLC & Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC That's not my job; I thought you were taking care of that! Wait a minute! I'm taking care of that; why...
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NTSAA WebcastSpeaker: Avaneesh K. Bhagat, Internal Revenue Service & Linda Segal Blinn, JD*, ING US, Vice President of Technical Services*Not a practicing attorney Whether you sponsor or work with a 403(b) plan, the IRS 403(b) Fix-It Guide can help 403(b)...
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NAPA WebcastSpeakers: Steff Chalk, CEO of Fiduciary Consulting and Governance Group, Inc. and Executive Director of The Retirement Advisor University (TRAU) & David N. Levine, Principal, Groom Law Group, Chartered On December 10th at 2:00 PM ET, join top...
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Speaker:Karen Smith, Nova 401(k) Associates This webcast will provide an overview of recent professionalism/ethics developments for actuaries, review the continued education under the updated JBEA regulations and use of case studies to review enrolled...
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Speakers: Kevin J. Donovan, CPA, EA, MSPA, Pinnacle Plan Design, LLC & Lauren R. Okum, ASA, EA, MAAA, MSPA, Premier Actuarial Solutions Cash balance pension plans are often the plan design of choice for new plans. While desirable, there are many...
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Speaker: Gregory W. Kasten, CPC, MD, MBA, CFP, AIFA, founder & CEO, Unified Trust Company, NA Plan sponsors are often presented with a menu of fiduciary options available to them by potential advisors (e.g., 403(a) discretionary trustee, ERISA 3(38)...
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Speakers: Audrey W. Chan, Investigator with the U.S. Department of Labor, Employee Benefits Security Administration and R. Bradford Huss, Esq., Trucker Huss, APC, San Francisco, CAThe Department of Labor has a Voluntary Fiduciary Correction Program (VFCP) for fiduciaries to correct potential...
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Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Ferenczy + Paul LLP A discussion regarding the ins and outs and pros and cons of a TPA taking on 3(16) responsibilities. Attendee Takeaways: How to give 3(16) administrators substance without going outside your...
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Speaker: Lawrence C. Starr, CPC, QPFC, President, Qualified Plan Consultants, Inc. The rules governing partnership taxation are complex and, in connection with retirement plans, a number of issues arise such as how deductions are allocated among partners,...
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Speaker: Sheldon H. Smith, Esq., APM, Bryan Cave LLP Understanding ethical requirements and applicable codes of conduct is critical to performing professional services with high standards of professionalism and client service. It is also important in being...
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NTSA WebcastSpeakers: Ellie A. Lowder, TGPC, TSA Consulting and Training & Michael A. Webb, TGPC, AIF, CEBS, Vice President, Retirement, Cammack Retirement **Complimentary recorded webcast for NTSA members open for registration 3/13/14**A discussion of...
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Speaker: Charles D. Lockwood, ASC Institute, LLC, Principal In this session, we will discuss the various coverage tests, including the ratio percentage and average benefits tests. In addition, we will address methods for improving coverage testing results,...
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Susan D. Diehl, CPC, QKA, ERPA, President PenServ Plan Services, Inc. The Small Business Jobs Protection Act first allowed 401(k) and other deferral plan participants the opportunity to convert funds from pre-tax to Roth 401(k) accounts by an in-plan transfer...
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