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, June 1, 2016

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

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

The use of automatic enrollment and escalation provisions is increasing. Advisors are becoming more creative in designing enrollment programs but this comes at a cost: complexity. This webcast will cover the legal constraints but with an emphasis on the practical issues that must be considered in designing and implementing automatic enrollment and escalation provisions.


Wednesday, June 8, 2016

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

Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Shareholder/Chief Operations Officer, Retirement Strategies, Inc.

Hey did you read this? No I didn’t. Navigating the swath of participant communications and their timing, deadlines, and specific language requirements can be confusing for practitioners and much more so for plan sponsors. In this webcast we will walk through the various disclosures and associated requirements, as well as strategies for distribution.


Thursday, June 16, 2016

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

Speaker: James C. Paul, APM, Shareholder, Paul Benefits Law Corporation

Nearly every retirement plan has missing participants and uncashed checks on the books, and many plans with assets are abandoned each year. Join us for an in-depth look at the fiduciary requirements for tracking and locating missing participants and dealing with account balances for participants who cannot be found. The DOL has also taken a keen interest in the issues that arise when benefit checks go uncashed. It is important to ensure that fiduciaries can track and report these assets that remain in the plan. You will also learn what options are available for winding up abandoned plans and paying participants, the fiduciary and reporting requirements that apply, and who can be paid for providing services to an abandoned plan.


Wednesday, June 22, 2016

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

Speaker: Karen Smith, MSPA, President, Nova 401(k) Associates; and Lynn M. Young, MSPA, Consulting Actuary, Pinnacle Plan Design, LLC

The JBEA regulations require that enrolled actuaries use actuarial assumptions that “are reasonable individually and in combination.” This panel discussion webcast will review recent developments and current issues in assumption-setting for micro-to-small-sized plans post-PPA. Attend this webcast to ensure that your approach to assumption setting and review is keeping with evolving standards of practice. This webcast should also be of interest to administrators who prepare valuations for actuarial review and aspiring enrolled actuaries.


Tuesday, June 28, 2016

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

Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP, Atlanta, GA

You think you've got problems? Try being in the business of helping TPAs with their worst nightmares! Join Ilene Ferenczy for an entertaining discussion of some of the incredibly traumatic plan situations that she -- and her TPA clients -- have experienced.


Wednesday, June 29, 2016

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

Speaker: Neil Lloyd, FFA, FCA, ASA, Head, US DC & FInancial Wellness; and Lindsey Staley, CIPM, US DC & Financial Wellness Research Associate, Mercer

In Economics 101 you were taught that individuals were free-rational utility maximizing individuals (with a given set of preferences, endowments and technology). In reality, you know that decisions participants make often appear irrational. However, if you are aware of how individuals appear to make decisions, rather than fighting those forces, you can use them to assist your participants to make better decisions. This webcast will provide a background into some of the behavioral finance theories, and provide insights into how participants in the accumulation phase make choices and how retirees seem to make their choices.


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.


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.