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Upcoming Webcasts

 


All participants in our events are expected to abide by our Events Code of Conduct.


ASPPA Webcast: "One Bad Apple Rule Guidance for MEPs"

June 1, 2022   |   2:00-2:50 p.m. ET

Speaker: 

Kelsey Mayo, Poyner Spruill LLP

Description: 

This session will review the recent proposed regulations regarding relief from the one bad apple rule (or the “unified plan” rule) and examine how the regulations would apply in a variety of situations. The speaker will also address the guidance specific for Pooled Employer Plans contained in the proposed regulations.

Continuing Education:

1 ASPPA, 1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore

 


ASPPA Webcast: Participant Loans: The Fine Print 

June 14, 2022   |   2:00-2:50 p.m. ET

Speaker: 

David Schultz, JD, APM

Description: 

Participant loans have become a nearly standard feature in retirement plans, but loans touch on many different aspects of plan compliance and regulation.  From prohibited transactions to deemed distributions, loan offsets and more, the administration of participant loans is a complex task.  This seminar will provide an overview of the participant loan rules, along with in-depth discussion of common issues, traps, and areas of potential confusion.

Continuing Education:

1 ASPPA,  1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore

 


ASPPA Webcast: Plan Document Issues - What You Need To Know

June 30, 2022   |   2:00-2:50 p.m. ET

Speaker: 

John Griffin, J.D., LL.M., Principal, ASC Institute

Description:

Coming Soon

Continuing Education:

1 ASPPA, 1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore

 


ASPPA Webcast: What Would You Do? - ARA Ethics

October 19, 2022   |   2:00-2:50 p.m. ET

Speaker:  

Bob Kaplan, CFP, CPC, QPA, QKC, QKA, Director of Technical Education, American Retirement Association

Description:

Coming Soon

Continuing Education:

1 ASPPA Ethics, 1 NAPA Ethics, 1 NTSA Ethics, 1 JBEA Ethics

 


ASPPA Webcast: The FAQs about Distributions

November 9, 2022   |   2:00-3:40 p.m. ET

Speaker:  

Bob Kaplan, CFP, CPC, QPA, QKC, QKA, Director of Technical Education, American Retirement Association, 

Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association

Description:

Coming Soon

Continuing Education:

2 ASPPA, 2 NAPA, 2 NTSA, 2 ERPA, 2 JBEA Noncore