Upcoming Webcasts

On-Demand Webcasts

Virtual Conference

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, 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:


Thursday, October 6, 2016

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

Speakers: Marianne Gibbs, ERISA Filing Acceptance System Program Manager, Elizabeth A. Goodman, Senior Employee Benefits Law Specialist, Office of Regulations and Interpretations, EBSA; Grace Kraemer, Esq., Legislative and Regulatory Department, PBGC; and Yaguo Zhang, Senior Tax Law Specialist, Employee Plans, IRS

On July 21, 2016, the Department of Labor, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation proposed significant revisions to the Form 5500 and related schedules. These changes are intended to modernize the financial reports, improve the transparency and “mineability” of the information provided, as well as enhance compliance with ERISA and the Internal Revenue Code. Although the changes are only proposed at this point, they will significantly affect the processes under which the information is collected and remitted to the government. The webcast will be presented by representatives from all three agencies who will review the revisions, the underlying policy goals, and the timeline for implementation.

Thursday, November 3, 2016

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

Speaker: Lawrence C. Starr, CPC, QPFC, President, Qualified Plan Consultants, Inc.

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 Brian 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.