Available through November 12, 2016
Speaker: Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC; and William C. Presson, ERPA, QPA, QPFC, APR, Vice President, Economic Group Pension Services, Inc.
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The webcast outline can be viewed here.
Your s’mores will drop in the dirt as practitioners quiver and shake in fear when the scary forfeiture stories start around the dark campfire. What? No longer exempt from top heavy in the safe harbor plan. A takeover with 12 years of forfeitures in the Mr. Forfeiture account. Now it is starting to get a little scary. This webcast will focus on a variety of real-life forfeiture case studies. We will discuss plan document provisions versus administrative decisions. Forfeiture corrections and restoring non-vested amounts for buybacks.
- Discuss forfeiture issues involving conflicts between plan document provisions and administrative decisions
- Summarize forfeiture rules, including the distribution by the second year rule and buybacks
- Correct forfeitures of a plan that have been unallocated for years
REGISTRATION
Registration Deadline:
Recorded – 11/12/2016
| 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
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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.
IRS Program Code: CZTXU-Q-00548-15-O
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 SPEAKERS
Adam Pozek is a partner and consultant at DWC ERISA Consultants, LLC. As a 25-year plus veteran of the retirement plan industry, he has worked with employers of all shapes and sizes on every aspect of qualified plans from design to ongoing compliance to plan corrections to termination. Adam is frequent speaker and writer. He is a member of ASPPA's Leadership Council and chair of the Government Affairs IRS Q&A subcommittee.
Bill Presson has over 30 years of experience in the retirement plan arena and recently joined EGPS to help oversee client service and new business development. He has extensive and versatile management expertise with a professional history in business development and creative retirement plan administration.
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
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