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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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NOTE: Webcasts are not viewable in Firefox or Internet Explorer (IE) version 9 at this time. In order to get the most from your webcast experience, it is strongly recommended that you view the webcast in either IE 7 or IE 8. Any other browser may cause difficulties.
Live on June 27, 2013
Speaker: Stephen W. Forbes, J.D., LL.M., SunGard, Littleton, CO
Early this year, Congress added another piece to the Roth puzzle - In-plan Roth transfers. The first piece was the Roth IRAs. Next came the Roth 401(k) and 403(b) deferrals. Later, Roth 457 plans were included. In 2010, Congress added the in-plan Roth rollovers. Each piece brings its own set of requirements, as well as recordkeeping challenges. In this web seminar, we will explain all of the Roth rules, placing the new in-plan Roth transfer into perspective. Whether you love them or hate it, Roth is becoming a significant part of the retirement landscape, and it is necessary to understand all of the requirements.
Live on July 11, 2013
Speaker: Aimee Nash, JD, APM; Wolters Kluwer Law and Business - ftwilliam.com
A broad survey of 401(k) plan design considerations. When designing a document, it can be easy to select a particular design out of habit. This webcast aims provide some fresh perspective on different drafting styles and options.
Live on August 1, 2013
Speaker: Leonard J. Witman, Witman Stadtmauer, P.A.
Tax Planning for Retirement Assets. Although accumulation is often the focus, equally important is how retirement assets are accessed by participants and beneficiaries. Consideration needs to be given to the both the estate and income tax consequences associated with potential withdrawal strategies. This webcast will address these important issues as well as RMD concerns, IRA opportunities and how Roth accounts fit in.
Live on August 7, 2013
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, ING Retirement Services, Thornwood, NY
“It’s my money and I want it now” is a common refrain from participants during turbulent economic times. Plan Administrators are faced with a constant barrage of loan requests, hardship withdrawal requests, and QDROs. Some of these requests might be creative and not meet the standards of the law and regulations. This webcast will review some of the more advanced situations and the rules associated with them. Also discussed will be suggested corrective actions when things are not run properly.
Live on August 22, 2013
Speakers: Adam C. Pozek, QPA, QKA, QPFC, DWC ERISA Consultants, LLC, Salem, NH & CariAnn J. Todd, CPA, BeachFleischman PC, Tucson, AZ
Employee benefits plan audits can be challenging each year. When you take into account that CPAs and TPAs do not always speak the same language, things can get even more complicated. In this webcast, CariAnn and Adam will bring their perspectives as a CPA and a TPA to present case studies of both straightforward and unusual audit issues and discuss how to make the process one of collaboration rather than chaos.
Live on September 11, 2013
Speaker: Evan M. Rapp, ERPA, QPA, QKA, Managing Partner, RPG Consultants
Benefit from the research of a self-proclaimed "technology geek" in evaluating tech options.