Speaker: Charles D. Lockwood, J.D., LL.M, ASC Institute, LLC
The use of "cross-testing" has become a very popular plan design feature. This webcast will provide a detailed analysis of the requirements for cross-testing, including examples and case studies of various new comparability formulas. The webcast will also discuss creative options for correcting plans that fail the nondiscrimination tests.
Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.
(registration deadline: 05/14/14)
Registration for Recorded Webcast Includes:
|ASPPA Member: $110
||ASPPA Member: $40
• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials
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CONTINUING EDUCATION INFORMATION
The webcast is designed to offer registrants 2 ASPPA CE credits.
The webcast is designed to offer registrants 2 JBEA CE credits 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.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 2 ERPA CE credits.
Continuing Education Changes for LIVE Webcast Attendees
Each registered purchaser will be recorded when they log in to the live webcast with their name and email address. Purchasers will be awarded CE credits based on the amount of time the webcast was accessed. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be emailed.
Continuing Education Changes for RECORDED Webcast Attendees
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The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
ABOUT THE SPEAKER
Charles D. Lockwood, J.D., LL.M
Charles has over 20 years experience in the employee benefits field. Charles is currently a principal with the ASC Institute (ASCi). Prior to joining ASCi, Charles was a principal with the pension consulting firm Global Benefit Advisors LLC (GBA) and a vice president with Pension Publications of Denver (PPD). Prior to entering private consulting, Charles worked in the Employee Plans Division in the National Office of the Internal Revenue Service as a Tax Law Specialist. Charles received his JD from the University of Florida and his LLM from the University of Denver.
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