Webcasts

Upcoming Webcasts

On-Demand Webcasts

Virtual Conference Webcasts

RPF-1 Series

RPF-2 Series


Education is one of ASPPA’s most important components, and webcasts are a way we provide continuing education to our members and to the industry as a whole. If you're not able to watch the live show, register for the recorded version and still get your continuing education credit!

Please visit Webcast Package Pricing for information on package pricing for webcast viewing. 

Please Note: Members of the media must register as such by contacting Don Jackson at djackson@asppa.org, or by calling 703-516-9300 ex. 169. For more information, please visit the ASPPA Newsroom.

Upcoming Webcasts


Tuesday, July 12, 2016

2 p.m. - 3:40 p.m. ET

Speaker: Robert M. Kaplan, CPC, QPA, CFP, APA, National Training Consultant, Voya Financial

This interactive webcast will not only review the requirements for a loan to satisfy both the IRS and DOL regulations, but will also review when loans are in default and the tax consequences, how to refinance loans under the terms of the plan; documentation that the Plan Administrator will need to process a loan; how to administer loans when a participant declares bankruptcy; the considerations when selecting an interest rate that will be applied to the loan; and the limits on the amount of a loan that can be taken and the duration of the repayment period.


Tuesday, July 19, 2016

2 p.m. - 3:40 p.m. ET

Speaker: Sarah Simoneaux, CPC, Founding Partner, SCS

Take this valuable opportunity to review and prepare now for your DC-2 examination. You’ll work with road warrior Sarah Simoneaux who leads DC-2 Boot Camps for some of ASPPA’s largest institutional partners. She’s got her fingers on the pulse and knows exactly what the pain points are for our learners. In just two hours, you’ll find out what are those pain points as well as learn how to be more efficient when preparing for and taking the DC-2 exam.


Thursday, July 21, 2016

2 p.m. - 3:40 p.m. ET

Speaker: David N. Levine, Esq., Principal, Groom Law Group

For past year, the retirement world has focused on a key question – do my services make me a fiduciary? With the Department of Labor’s final rule on the definition of fiduciary, the discussion now shifts to a long-standing but more important than ever question – if I am a fiduciary, is what I’m doing creating prohibited transactions? Disclosure is not a cure-all for many prohibited transaction. This presentation will focus on prohibited transaction issues service providers may need to focus on as they move forward.


Tuesday, July 26, 2016

2:00 - 3:40 p.m. ET

Speaker: Robert J. Toth, Jr., Esq.

This webcast will discuss application of professional ethics rules in the context of delivering products and services to the 403(b) marketplace. Specifically, it will touch on circumstances unique to 403(b) plans where ASPPA’s and the IRS’s ethical rules, as well as DOL and FINRA standards, come into play.


Wednesday, August 3, 2016

2 p.m. - 3:40 p.m. ET

Speaker: S. Derrin Watson, Esq., Attorney, FIS Relius

Official guidance provides remarkably little guidance on the thorny issue of mergers and acquisitions. This leaves practitioners sometimes wondering what questions to ask, much less where to find the answers. This webcast will address the retirement plan consequences of mergers and acquisitions, including predecessor and related employer issues, coverage testing, HCE status, 415 issues, distribution concerns, vesting, and correction of errors.


Thursday, August 11, 2016

2 p.m. - 3:00 p.m. ET

Speaker: Larry Deutsch, FSPA, President, Larry Deutsch Penguin Consulting and Design

In September of last year, final 430 regulations were issued covering multiple topics. The regulation was little noticed, and has not been significantly covered. These regulations confirm some positions previously taken by many practitioners, and address dealing with short plan years, as well as the valuation date in the year of termination. This webcast will cover the regulation, with a particular emphasis on the requirements/options in the year of termination that primarily impact plans using an end-of-year valuation.


Tuesday August 23, 2016

2:00 - 3:40 P.M. ET

Speaker: Andrew J. Remo, Director of Legislative Affairs, American Retirement Association

States across the nation are enacting laws that aim to increase saving for retirement in the private workforce. Overall, over 30 states are considering this issue and eight states to date have passed laws of various types addressing this issue. This webcast will describe the types of laws being considered, the details of the state retirement programs, and give an implementation status update in states where these laws already exist. The webcast will have a particular focus on the states whose laws require businesses over a certain size to offer a retirement program of some type for their employees, since those laws will have the biggest marketplace impact on retirement plan providers.


Tuesday, September 27, 2016

2 p.m. - 3:40 p.m. ET

Speaker: Raymond D. Berry, MSPA, ASA, EA, MAAA, Grant Thornton LLP

Pension disclosures are subject to scrutiny by other actuaries and by non-actuaries, including your client, auditors, and the SEC. This webcast will cover actuarial assumptions, special events, and trends and developments in ASC 715 reporting. Attend this webcast and to learn how to be better prepared for questions from your client or their auditor.


Tuesday, December 13, 2016

2 p.m. - 3:40 p.m. ET

Speaker: Tom Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Savitz

Many practitioners believe floor offset plans are the most cost effective way to provide benefits under a DB/DC combination. Others claim that they add cost and grossly increase complexity. Why the disagreement? This webcast will explore the good and bad of floor offset plans, so that you can decide for your practice.