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The ASPPA Strategic Plan and Mission Statement identifies education as one of ASPPA’s most important components. Webcasts are another way we provide continuing education to our Members and to the industry as a whole. Not able to watch the live show, register for the recorded version and still get your continuing education credit!
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Please Note: All members of the media must register as such by contacting Ryan Shucard at email@example.com, or by calling 703-516-9300 ex. 130.
Live on March 12, 2014
COMPLIMENTARY WEBCAST FOR NTSA MEMBERS!
Speakers: Ellie A. Lowder, TGPC, TSA Consulting and Training & Michael A. Webb, TGPC, AIF, CEBS, Vice President, Retirement, Cammack Retirement
A discussion of how important it is for advisors and plan sponsors to manage the loan and distribution processes, or face the legal or practical consequences.
Live on March 18, 2014
Speaker: Charles D. Lockwood, ASC Institute, LLC, Principal
In this session, we will discuss the various coverage tests, including the ratio percentage and average benefits test. In addition, we will address methods for improving coverage testing results, such as the use of permitted disaggregation, restructuring and testing on the basis of equivalent benefit rates. This session will also cover correction methods for addressing a failed coverage test, including the use of fail-safe coverage options and retroactive plan amendments.
Live on March 27, 2014
Speaker: Susan D. Diehl, CPC, QKA, ERPA, President PenServ Plan Services, Inc.
The Small Business Jobs Protection Act first allowed 401(k) and other deferral plan participants the opportunity to convert funds from pre-tax to Roth 401(k) accounts by an in-plan transfer of benefits that were then distributable and while some 401(k) plans adopted the feature, many elected to forego the change. The American Taxpayer Relief Act of 2012 (ATRA) extended opportunities for plan participants to convert pre-tax 401(k) and 403(b) accounts. In an environment where the belief that tax rates will continue to increase, this may be a good time for plan sponsors to take another look at in-plan Roth conversion features. The changes within ATRA, subsequent IRS guidance and a focus on retirement readiness provide new ways to look at the conversions and how they should be presented to your Plan Sponsors. Join us for this review and discussion.
Live on April 03, 2014
Speaker: Robert M. Richter, J.D., LL.M., APM Vice President SunGard Relius
The use of automatic contributions arrangements (sometimes called automatic enrollment) is increasing. This webcast will focus on the rules applicable to EACAs, QACAs and ACAs. In addition, examples will be used to help attendees understand the practical application of these rules. We will also focus on trends relating to automatic contribution arrangements, such as the application of escalator provisions to participants who have affirmative deferral elections.
Live on April 24, 2014, 2014
Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.
Most employee benefit plans require an annual Form 5500 filing. This program will offer you the opportunity to ask questions as well as
•Learn about changes to the 2013 Form 5500 series and its instructions
•Review changes to the EFAST2 system and discuss IRS proposals to mandate electronic filing for some Form 8955-SSA filers
•Present issues with Form 5558 and offer suggestions for dealing with IRS correspondence and best practices in this regard
•Take a look at common situations that arise for preparers and consider possible solutions; including issues with Form 5330
Live on May 01, 2014
Speaker: Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc.
The webcast will analyze the requirements and options when utilizing cross-testing, including numerous case studies.