CONTINUING EDUCATION INFORMATION

Click Here to Download the Full Conference Brochure

Below is a brief Schedule-at-a-Glance. Please download the full conference brochure for more information on session descriptions and continuing education credit.

CONFERENCE AGENDA

7:00 a.m.—8:00 a.m. 
Registration and Continental Breakfast

8:00 a.m.—9:30 a.m. 
General Session 1: Current Issues at the DOL
Stephanie Napier, Kristen Zarenko

9:35 a.m.—10:50 a.m. 
General Session 2: IRS Guidance Update
Richard A. Hochman, James E. Holland, Andrew E. Zuckerman

11:05 a.m.—11:55 a.m. 
General Session 3: Washington Update – What to Expect from the New Administration
Brian H. Graff

11:55 p.m.—1:00 p.m. 
Lunch

1:00 p.m.—2:15 p.m. Concurrent Workshops
Workshop 1: Actuarial Certifications of the NEW Schedule SB
James E. Holland, Sarah W. Wright

Workshop 2: Fiduciary Issues in a Troubled Economy
Boston: Jean Ackerman, David A. Guadagnoli
New York: Nichelle Langone, David A. Guadagnoli

2:30 p.m.—3:45 p.m. Concurrent Workshops
Workshop 3: Hot Topics in Defined Benefit Plans
Victor P. Harte, James E. Holland

Workshop 4: Hot Topics in Defined Contribution Plans
Robert M. Kaplan, Donald Kieffer

4:00 p.m.—5:15 p.m. Concurrent Workshops
Workshop 5: Retirement Plan Issues in Unprecedented Times
James E. Holland, Donald Kieffer, Robin S. Lazarow

Workshop 6: Between Auditors and TPAs – Why are they asking for THAT?
Timothy Desmond, Allen Cohen

Disclaimer
The statements and materials presented at the Northeast Area Benefits Conference are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA does not assume any responsibility for the contents of the statements and materials presented.

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CONTINUING EDUCATION INFORMATION (updated 7/6/09)

ASPPA Members
ASPPA Members receive 8 ASPPA credits for attending the conference.
New in 2009! All attendees (including ASPPA Members) must complete the small Continuing Education Forms located in your conference folder. This will allow us to accurately account for your CE credit. Failure to complete the CE sheets may result in an inaccurate reporting of credits earned.

Attorneys
*Pending Approval: Maine, New York, Pennsylvania, Vermont
To receive a CLE credit certificate (or for credit to be submitted directly to the state for any of the states above), you must sign a roster for that particular state at the Conference Registration Desk. CLE certificates are not automatically sent to all attendees if you have not signed the roster. 

Accountants
This conference is a "group-live" event and will grant a total of 8 CPE credits
To receive a CPE certificate, you must sign the NASBA roster at the Conference Registration Desk. CPE certificates are not automatically sent to all attendees if you have not signed the roster.  

ASPPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaint and refund, please contact ASPPA 703.516.9300. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: ww.nasba.org.

Enrolled Actuaries
The conference is designed to offer up to 8 JBEA credit hours 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.
To insure accurate reporting of these and all sessions, please complete the small Continuing Education forms found in your conference folder before leaving all sessions to insure credit.

Enrolled Agents
ASPPA is an approved provider of CPE credit for courses in Federal Taxation or Federal Tax related matters.

Enrolled Retirement Plan Agent (ERPA)
This conference is designed to offer up to 8 CPE credits for ERPAs. 
Please complete the small Continuing Education forms found in your conference folder before leaving all sessions to insure credit. 

Please check back periodically for updates. We will post approved credit and credit applied for as it is available.

*If the status is listed as pending, we cannot guarantee approval.