ASPPA Webcast: Unrelated Business Taxable Income

Available through August 25, 2016

Speaker: David Schultz, JD, APM, SunGard Relius

Click here to view the webcast outline!

Registration Deadline:

Live – 08/25/2015

Recorded  – 08/25/2016

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA 

CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 1 ASPPA CE credit.

Enrolled Actuaries

The webcast is designed to offer registrants 1 JBEA Core CE credit for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKER

David Schultz, JD, APM, SunGard Relius

David Schultz is an attorney and educator with Sungard Relius in Atlanta, Georgia. David’s over 18 years of experience in the industry includes service as an ERISA attorney, the manager of a TPA and record keeper, an investment advisor focused on qualified plans, and a fiduciary consultant. He is the current Chair for the Administrative Relations Subcommittee of the American Society for Pension Professionals and Actuaries’ (ASPPA) Government Affairs Committee. David earned a BS with a major in finance from the University of Florida and his Juris Doctor from Georgia State University. He is a member of the Georgia Bar Association.

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]