Upcoming Webcasts

On-Demand Webcasts

Virtual Conference

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 May 24, 2017

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

Speaker: Ethan E. Kra, FSPA, Principal, Ethan E. Kra Actuarial Services, LLC

Expert witness assignments are exciting and profitable. However, they can also be difficult, controversial, and time-consuming. In this webcast you will learn the keys to success in this area based on the speaker’s experience in expert witness assignments. The most important aspects of being an expert witness will be covered, including preparation, depositions, and testimony. Some interesting and challenging cases will be discussed, such as the role and qualifications of the expert along with the latest revisions to Actuarial Standard of Practice 17. Dr. Kra will illustrate the perils and traps that even the most experienced actuarial practitioner may run into when being deposed or cross-examined in a legal proceeding. If you would like to know what you might expect from testifying on actuarial issues in a legal proceeding, this thought-provoking webcast is not to be missed!

Wednesday, June 14, 2017

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

Speaker: James Kais, SVP & Managing Director, Transamerica Retirement Solutions

Small businesses are migrating to Multiple Employer Plans (“MEPS”) and pooled retirement plans at an increasing rate. Why? Employers want less administrative burden, a reduction in fiduciary risk, and buying power from asset pooling. In this webcast we will discuss why many advisers, TPAs, and their clients are choosing to be part of a pooled retirement plan with State Retirement Plans and the Fiduciary Regulations in the backdrop. Join the ASPPA team and Jim Kais of Transamerica for a lively and educational webcast that will also showcase business-building techniques in this area.

Wednesday, June 21, 2017

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

Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Wealth & Management

There has been an increase in the number of individuals dying with assets in a qualified plan. Improperly handling death distributions can result in additional liability and possible litigation. This webcast will detail the actions plans that must be taken upon the death of a participant. We will begin by focusing on the determination of the proper beneficiary, including best practices for beneficiary designations to avoid potential conflicts. Then we will cover the timing of the distributions along with the proper reporting for tax purposes.

Thursday, June 29, 2017

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

Speaker: Thomas E. Clark, Jr., JD, LLM, Of Counsel, The Wagner Law Group, P.C.

This webcast will cover two hot topics regarding plans NOT subject to ERISA. First, listeners will benefit from the latest update regarding the Department of Labor issued final regulations that exempt state-run retirement plans for private-sector employees from the requirements of ERISA, as well as an update on the status of existing and proposed state programs. Second, the Supreme Court’s recent decision to hear an appeal over the proper scope of the church-plan exemption will be discussed.

Tuesday, July 11, 2017

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

Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Have you ever seen a car upside down and 30 feet up in a tree and wondered how that could have happened? This webcast will cover qualified plans that ended up in such a precarious position; you’ll shake your head in wonder. The key issue is figuring out how you can begin to fix them. You will learn a practical approach to applying the key principles of EPCRS when the problem doesn’t fit any box.

Wednesday, July 19, 2017

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

Speaker: Brian Furgala, Esq., CPC, QPA, GrayRobinson, P.A.

The anti-cutback rules of IRC §411(d)(6) are very broad in their application to plan amendments but are riddled with exemptions. Ensuring compliance, particularly in merger and acquisition transactions, is also a challenge for both plan sponsors and practitioners. Defining what benefits are protected is easier said than done. This webcast runs through practical examples of when protection or exemptions arise.

Tuesday, July 25, 2017

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

Speaker: Kelsey H. Mayo, J.D., Partner, Poyner Spruill LLP

Qualified retirement plan arrangements are only one aspect of the total retirement package for many key employees. This webcast will explore the different types of non-qualified plans and deferred compensation arrangements for select key employees. Particular focus will be paid to how these plans can dovetail with qualified plan arrangements, unique administration considerations, the special tax rules administrators and sponsors should be aware of, and how to avoid traps for the unwary.

Wednesday, August 16, 2017

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

Speaker: Steven L. Diess, EA, MAAA, President, Independents Actuaries, Inc.

The number of large defined benefit plans in the U.S. has fallen by over 70 percent since their heyday in the early 1980s. What’s a pension actuary to do in a world with a shrinking client base? How about retiree medical valuation work? There are well over 100,000 public sector agencies in the U.S., and most of them have retiree medical benefits to value -- plenty for all of us! It doesn’t take a complete reinvention of yourself, just an understanding of how to apply the skills you already have in a slightly different way.

Tuesday, August 29, 2017

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

Speaker: Lorraine Dorsa, MSPA, Actuary, Aegis Pension Services, Inc.

Cash balance plans are quite the trendy option and defined benefit plans have a lot going for them. For the right client, they are powerful ways to boost tax-qualified retirement savings and accumulate significant amounts at retirement. Cash balance plans offer the additional benefit of easy customization and coordination with the client’s existing defined contribution plans. This webcast is for anyone with an interest in how cash balance and defined benefit plans can work for closely held businesses in today’s environment and when and how to present them. It will be real-world and practical, not actuarial nor techie.

Tuesday, September 26, 2017

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

Speaker: William C. Grossman, ERPA, QPA

This webcast will address the very complex rules of RMDs and the diverse circumstances a plan administrator faces in dealing with a variety of participant scenarios. We will offer real-life situations and solutions based on the guidance where it exists and best practice options for the gray areas we often encounter in the administration of plans. This webcast will be devoted to DC plan RMDs; however, we also will briefly discuss DB RMDs in light of the growing popularity of DC/DB combo plans. We will also discuss aggregation of RMDs and participants with multiple plans over their lifetime.

Tuesday, October 3, 2017

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

Speaker: Kelsey Mayo, Poyner Spruill LLP, Partner with Employee Benefits Group

403(b) plans are unique (and some say quirky)! They have unique rules and therefore have unique problems. As with 401(a) plans, undiscovered errors can result in hefty sanctions, government audits, claims for benefits, and expensive remediation. We’ll take an in-depth look at common operational errors that occur in 403(b) plans, how they often happen, how to avoid them, and (once discovered) how to correct them.

Thursday, November 9, 2017

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

Speaker: Kristina G. Kananen, QPA, QKA, DC Customer Support, DATAIR Employee Benefit Systems, Inc.

Distributions made to participants and beneficiaries are often fraught with anxiety on the part of the recipients and stress on the part of the administrator processing the distribution. The administrator’s stress does not end when the check has been written and delivered, as there is still the IRS to satisfy. Ensuring withheld taxes are deposited by the liability date, accumulating the required data for the Form 1099-R, preparing it, mailing it to the recipient, and submitting it to the IRS by the due dates, still need to be done. Filing Form 945 to properly report federal tax liability and amounts withheld rounds out the distribution process.