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ASPPA Webcast: Are You Looking at Retirement Income Alternatives? The DOL and IRS Are!

Available through September 30, 2016

Speaker: W. Waldan Lloyd, Shareholder, Employee Benefits and ERISA Section Chair, Nebeker and McCullough

 

Click here to view the webcast outline!

Recent guidance issued authorizing the use of Qualified Longevity Annuity Contracts (QLACs) and their inclusion in TDFs will change plan administration and retirement income solutions.  We will review this guidance, look at the world of GLWBs and the DOL proposed initiative to expand communications to employees on annuitization of DC Plan accounts and discuss how they may impact plan sponsors and their fiduciary responsibilities, service providers and participants.

Key Takeaways:
  • Identify retirement income solution alternatives
  • Gain an understanding of how the recent guidance impacts plan design, fiduciary duties, administration  and asset decumulation
  • Find out how to assist plan sponsors in assessing their post-retirement role


REGISTRATION

Registration Deadline:

Live – 09/30/2015

Recorded  – 09/30/2016

Individual Viewer

     Additional Viewers

ASPPA Member:$110

     ASPPA Member:$40

Non-member:$180

     Non-member:$65

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

This webcast will offer 2 ASPPA, 2 ERPA, and 2 JBEA Non-Core continuing education credits.


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

Wally Lloyd is Shareholder and Employee Benefits and ERISA Section Chair at Nebeker and McCullough in Salt Lake City. His clients include sole proprietors, professional corporations, closely held corporations, public corporations, charitable and other tax-exempt entities and governmental entities. He drafts and advises on all forms of retirement plans, consults on ERISA compliance matters and frequently lectures on pension and welfare benefit-related issues.


QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]