ASPPA Webcast: Using the Power of Coverage Testing for Creative Plan Design

Available through October 7, 2016

Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

Click here to view the webcast outline!

Registration Deadline:

Live – 10/07/2015

Recorded  – 10/07/2016

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 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Non-Core CE credits 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 2 ERPA CE credits. 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

Kevin Donovan is a nationally recognized speaker and author in the area of qualified retirement plans. He is a shareholder in the CPA firm of Beach Fleischman & Co., PC, and is managing member of the firm’s pension affiliate, Pinnacle Plan Design, LLC, where he specializes in designing retirement plans to maximize the benefits for business owners and principals.  Kevin is an enrolled actuary as well as a certified public accountant. He has served on ASPPA’s Board of Directors and the Government Affairs Committee (GAC).   He has been a Contributing Editor to The Journal of Pension Benefits (JPB), the leading trade publication for pension professionals, where he previously authored a column concerning retirement plan design for small businesses. Most recently Kevin was a contributing author to the AICPA publication, “The CPA’s Guide to Retirement Plans for Small Businesses,” in which he authored chapters on defined benefit plans and tax deduction issues regarding retirement plans.

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]