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


Wednesday, September 14, 2016

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

Speaker: Meghan Murphy, Andy Reed, and Katie Taylor, Fidelity Investments

Today’s workforce is more skilled, more productive, and more mobile than ever before—and tomorrow’s workforce will only continue the trend. In this webcast thought leaders from Fidelity Investments will discuss cutting-edge points of view and fresh research insights about attracting, retaining, and retiring Millennials, Gen Xers, and Baby Boomers. You will gain knowledge of the unique motivations, priorities, and behaviors of three generations of workers as well as prescriptive guidance regarding how to manage your ever-evolving workforce.


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.


Wednesday, September 28, 2016

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

Speaker: John P. Griffin, Principal, ASC Institute LLC

Where does the field stand on pre-approved DC, DB, and 403(b) plans? For DC and DB, what happens if an employer (or document provider) missed a restatement deadline? What is the impact of Revenue Procedure 2016-37 and the status of pre-approved defined benefit plan review? For 403(b) plans, what are the special remedial amendment period rules, and what special issues arise when you work with church plans? Find out the answers to these questions and more during this informative webcast!


Tuesday, October 4, 2016

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

Speaker: Holly G. Green, Consultant, The Human Factor, Inc.

Your brain is your most powerful competitive weapon – if you know how to use it properly. The brain can process large amounts of information. It has a real talent for forming patterns and connections, and it loves to answer questions and solve problems. It also has a tendency to see what it expects to see, overlook data that contradicts its prevailing view of the world, and has greater confidence in its decision-making abilities than it should. In order to become more effective, we need a much deeper understanding of how our brain works and how it often gets in the way of winning. In this webcast we’ll leverage the latest in neuroscience and provide you with tools, tips, and techniques to become a better leader and manager. You’ll practice playing with your brain and walk away with practices you can immediately put to use to be even more successful!

Sponsored By:

PenChecks

Thursday, November 3, 2016

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

Speaker: Richard A. Naegele, Esq., Wickens, Herzer, Panza, Cook & Batista Co.

The Davis-Bacon Act requires that contractors on federally funded construction projects pay a minimum "prevailing wage" similar to wages and benefits paid by union contractors. Many states have similar laws. The prevailing wage consists of wages and fringe benefits. Employers can save as much as 30 percent on payroll taxes (FICA, Medicare, FUTA), worker's compensation premiums, and general liability insurance premiums for each dollar paid as a contribution to a retirement plan rather than paid directly as taxable wages.


Tuesday November 15, 2016

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

Speaker: Brian H. Graff, Esq., APM, CEO, American Retirement Association; and Margaret A. Younis, QPA, QKA, TGPC, Senior Technical Consultant, Lincoln Financial Group

No matter the outcome, the 2016 November election will have an impact on the retirement industry. Join this webcast to hear Brain Graff answer questions regarding the current state of pending legislation and what we can expect over the next four years.


Wednesday, November 16, 2016

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

Speaker: Susan D. Diehl, QPA, CPC, President, PenServ Plan Serivces; and Ellie A. Lowder, TGPC, Consultant, TSA Consulting Services

2016 has been one of those years where we have seen many changes and clarifications from both the IRS and DOL. We have received proposed regulations on 457(b) and (f) plans; final DOL Fiduciary rule; EPCU projects relating to 403(b)s and 457 plans; and a big uptick in IRS audits! This webcast will cover hot topics in the 403(b)/457 industry and include regulatory updates as well as refresher topics on subjects that generate frequently asked questions through TechTalk; and what the IRS is now looking at in audits. Hold on to your hats, this webcast promised to be a fast roller coaster ride!


Wednesday, November 30, 2016

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

Speaker: Rod Stortenbecker, CPC, APA, FLMI, Senior Consultant, Lincoln Financial Group

This webcast will provide an overview of the key differences between 403(b) and 401(k) plans, as well as an in-depth analysis of specific plan and testing requirements. This will include a 403(b) discussion on eligible organizations, funding vehicles, universal availability/eligibility, and the special 15-year catch-up provision.


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.


Wednesday, December 14, 2016

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

Speaker: Jeffrey N. Tomaneng, CFP, Financial Adviser, Lincoln Investments, and Tony Vannicola, Vice President of Integrated Marketing, American Century Investments

This webcast will provide the latest research on how the financial industry is successfully navigating compliance issues regarding social media. 403(b) advisers and other financial industry professionals who want to “socialize” their business will learn best practices and gain a new perspective on the possibilities of working in the digital age.