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ASPPA Webcast: Hey Did You Read This? No, I Didn’t: Participant Disclosures

ASPPA Webcast: Hey Did You Read This? No, I Didn’t: Participant Disclosures
Available Until June 8, 2017

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

IRS Program Number: CZTXU-Q-00630-16-O

Webcast Outline: Click Here.

   

Description: 
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.

Key Takeaways:
1. Identify plan types and situations that require participant disclosures.
2. Catalogue various deadlines and timing restrictions for participant disclosures.
3. Determine strategies for distribution.

Registration Deadlines: 
Live: 06/08/2016
On-Demand: 06/08/2017

CE Credit: 2 ARA, 2 ERPA, 2 JBEA Non-Core

About the Speaker:

JJ McKinney is a shareholder and COO at Retirement Strategies, Inc. in Augusta, GA. He oversees RSI’s operational compliance, procedural prudence and internal controls, while working to secure new business and transition new clients from conversion to ongoing administration. JJ also manages the firm’s defined benefit plan administration team. He has served on the American Retirement Association’s Government Affairs Committee Political Action and 401(k) Subcommittees; and also on the Education and Examination Committee.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course 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: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

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:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]