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ASPPA Webcast: The Final Conflicted Advice Regulation: What’s New and What Does It Mean for Plan AdministratorsAvailable Until April 14, 2017Speaker: David Schultz, Esq., APM, Product Manager, FIS Relius Wealth and Retirement; and Craig P. Hoffman, Esq., APM, General Counsel, American Retirement...
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ASPPA Webcast: The Impact of the Sandwich Generation on Retirement Readiness Available Through March 30, 2017Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLPIRS Program Number: N/AWebcast Outline, click here. ...
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ACOPA Webcast: IRC §412(d)(2): What We Know and What We Don’tAvailable Through March 22, 2017Speaker: Judy Miller, MSPA, Director of Retirement Policy and ACOPA Executive Director, American Retirement AssociationIRS Program Number: CZTXU-Q-00620-16-OTo view the Webcast outline, click here...
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ASPPA Webcast: Roth Conversions: Understanding the Rules and When They Make Sense Available Through March 16, 2016Speaker: William C. Grossman, ERPA, QPA Education Consultant, McKay Hochman Co., Inc.IRS Program Number: CZTXU-Q-00610-16-OTo view the Webcast outline, click here...
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ASPPA Webcast: Mid-Year Changes to Safe-Harbor 401(k) Plans: New Rules Under IRS Notice 2016-16 Available Through February 23, 2017 Speaker: Craig P. Hoffman, Esq., APM, General Counsel, American Retirement AssociationIRS Program Number: CZTXU-Q-00614-16-O...
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The “Gray Book,” a compendium of questions actuaries pose to the IRS and the answers to them, will no longer be produced. The Conference of Consulting Actuaries (CCA), which had produced the book with the American Academy of Actuaries, recently made the announcement.The CCA said that it has taken...
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ASPPA Webcast: New Comparability Plans: The Potential Detrimental Impact of IRS-Proposed Regulations!Available Through February 22, 2017Speakers: Tom Finnegan, FSPA, MSPA, CPC, QPA, Senior Vice President, The Savitz Organization; Judy Miller, MSPA, Director of Retirement Policy; and Craig P....
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ASPPA Webcast: Analyzing Controlled and Affiliated Service Groups Available Through February 09, 2017 Speaker: Kelsey Mayo, J.D., Partner, Poyner Spruill LLP, Charlotte, NCIRS Program Number: CZTXU-Q-00612-16-O Click here to view the webcast...
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The IRS Employee Plans Compliance Unit (EPCU) has updated the information it provides on its Q&A page concerning handling certain erroneous filings. The EPCU develops compliance projects and analyzes data to better identify potential non-compliance with IRS rules. It ordinarily contacts...
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This is the time of year when resolutions for the cessation of bad behaviors and the beginning of better ones are in vogue. Here are mine for plan sponsors.Put your fund menu on a diet.Though it is a point often made with jellies and ice cream, a long-standing behavioral finance tenet is that more...
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