Mike Bushnell

Tuesday, September 22, 20151 p.m. - 2 p.m. ETSpeakers: Dave Crenshaw; business coach and author of The Focused Business: How Entrepreneurs Can Triumph Over Chaos Now!; Nevin Adams, Chief of Communications; American Retirement Association    Check back... READ MORE

Available through September 16, 2016Speaker: Robert M. Richter, Esq., APM, Vice President, SunGard Relius   Click here to view the webcast outline!Employees come and go, but are they eligible to enter the plan upon their rehire date? Monitoring breaks in... READ MORE

Available through September 9, 2016Speaker: William G. Karbon, MSPA, CPC, QPA    IRS Program Number: CZTXU-Q-00524-15-OClick here to view the webcast outline! The GASB 67 and 68 standards are now effective for governmental entities sponsoring defined benefit... READ MORE

Tuesday, August 18, 20152 p.m. - 3 p.m. ETSpeakers: Brian Graff, Esq., APM, CEO of the American Retirement Association; and Chris DeGrassi, NTSA Executive Director   Click here to view the webcast outline!With the comment period now closed, and... READ MORE

Available through September 1, 20162 p.m. - 3:40 p.m. ETSpeaker: Lauren M. Bloom, J.D., LL.M.     Click here to view the webcast outline! In the press of daily business, it’s easy to make ethical mistakes that erode trust and damage reputations.  This presentation... READ MORE

Available through August 25, 2016Speaker: David Schultz, JD, APM, SunGard Relius   Click here to view the webcast outline!This webcast will provide an overview of the rules related to unrelated business taxable income (UBTI) and the types of investments held by... READ MORE

Available through August 4, 2016Speaker: Derrin Watson, Esq, Attorney, Sunguard Relius     Click here to view the webcast outline!Although plan distributions seem commonplace, they can also provide for many compliance challenges.  Whether it is a severance... READ MORE

Wednesday, May 20, 20151:30 p.m. - 2 p.m. ET Speaker: Sarah Simoneaux, CPC Check back soon for the webcast outline! Lots of advisors claim to be retirement plan experts – with NAPA’s new CPFA credential you can prove it.Designed by a group of expert advisors,... READ MORE

According to a recent Clear Path Analysis survey of high-level defined benefit plan representatives in the United States and Canada, a large majority of respondents said they would adjust their risk exposure if updated mortality tables increased their plan’s liabilities. However, at the moment, a... READ MORE