The new Administration has begun to focus on ERISA and retirement policy while Members of Congress are considering repealing the cross-testing rules. With all of this going on, stay up-to-date on developments affecting you and your clients while earning up to 16.5 ASPPA CPE credits. Get the latest updates on regulatory, legislative, administrative and actuarial topics with the following not-to-be-missed sessions and many more.

• Washington Update with Brian H. Graff, Esq., APM
• A two-part series covering EFAST2, Form 5500, Schedule C and how to file your form electronically with Stephen Forbes
• Ethics Issues in Running a Retirement Business with Sheldon H. Smith, Esq., APM
• An update from the DOL on the latest investment advice and fee guidance
• Cash Balance Guidance and IRC §430/436 Regulations
• Ilene H. Ferenczy, Esq., CPC will also cover topics such as Plan Corrections and Fiduciary Hot Topics

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THURSDAY, MAY 13

7:30 a.m. – 8:30 a.m.
Registration and Continental Breakfast

8:30 a.m. – 10:00 a.m.
General Session 1: Washington Update

10:15 a.m. – 11:30 a.m.
General Session 2: Compliance Guidance—New Developments

11:30 a.m. – 12:45 p.m.
Lunch

1:00 p.m. – 2:15 p.m.
General Session 3: DOL Update—Investment Advice and Fee Guidance

2:30 p.m. – 3:45 p.m. Concurrent Workshops
Workshop 1: Cash Balance Guidance, IRC §430/436 Regulations
Workshop 2: DB and DC takeovers: “We Never Had This Problem until We Hired You”

4:00 p.m. - 5:15 p.m. Concurrent Workshops
Workshop 3: Have You Ever Asked Yourself, What in the Heck is an AFTAP?
Workshop 4: Current Status of 403(b) Plans

5:15 p.m. – 6:15 p.m.
Networking Reception

FRIDAY, MAY 14

7:00 a.m. – 8:00 a.m.
Continental Breakfast

8:00 a.m. – 9:15 a.m.
General Session 4: IRS EP Exam Session

9:30 a.m. – 10:45 a.m. Concurrent Workshops
Workshop 5: EFAST2, Form 5500, Schedule C (Part 1)
Workshop 6: Let Me Fix That For You: Plan Corrections Without Super Glue and Duct Tape

10:50 a.m. – 12:05 p.m. Concurrent Workshops
Workshop 7: How to File Your Form Electronically (Part 2)
Workshop 8: Plan Document Update

12:05 p.m. – 1:00 p.m.
Lunch: Ask the Experts

1:00 p.m. – 2:15 p.m.
General Session 5: IRS Q&A

2:25 p.m. – 3:40 p.m. Concurrent Workshops
Workshop 9: Worst Case Scenarios: Bankruptcy Rules, Plan Termination Rules, etc
Workshop 10: Ethics Issues in Running a Retirement Business

3:45 p.m. – 5:00 p.m. Concurrent Workshops
Workshop 11: Fiduciary Fallout: Educating Clients on Fiduciary Duties and Protecting Yourself
Workshop 12: Application of Company Stock Retirement Plans

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CONTINUING EDUCATION INFORMATION

ASPPA Members
The Benefits Conference of the South offers up to 16.5 hours of ASPPA CPE credits. 

Attorneys
*Pending Approval: Georgia 
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 16.5 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: www.nasba.org.

Enrolled Actuaries
The conference is designed to provide up to 16.5 JBEA credits for enrolled actuaries with Core/Non-core workshops offered. The final decision as to the number of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries (JBEA). To receive a JBEA credit certificate, attendees must fill out the small Continuing Education Forms found in the attendee booklet. CE forms for JBEA credit must be turned in at the end of each session to track attendance and a letter will be sent after the conference listing your attendance.

Enrolled Retirement Plan Agent (ERPA) 
This conference qualifies for up to 16.5 ERPA CPE credits.

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.

For other types of continuing education credit, including CLE, CFP, CPE or state insurance credit, please contact the conferences staff at conferences@asppa.org at least 45 days prior to the conference to submit your request for approval. We will apply for advance approval of the program if the application process and filing fees are not prohibitive.

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