Live Webcasts
ASPPA Webcast: Hey Did You Read This? No, I Didn't: Participant Disclosures
Wednesday, June 8, 2016
2:00-3:40 p.m. ET
Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Shareholder/Chief Operations Officer, Retirement Strategies, Inc.
This webcast will provide a walk through the various participant disclosures and associated requirements, as well as strategies for distribution.
ASPPA Webcast: Spring Cleaning for Retirement Plans: Mop Up Missing Participants and Abandoned Plans
Thursday, June 16, 2016
2:00 p.m. - 3:40 p.m. ET
Speaker: James C. Paul, APM, Shareholder, Paul Benefits Law Corporation
This webcast will provide an in-depth look at the fiduciary requirements for tracking and locating missing participants and dealing with account balances for participants who cannot be found. It also will cover options available for winding up abandoned plans and paying participants, the fiduciary and reporting requirements that apply and who can be paid for providing services to an abandoned plan.
ASPPA Webcast: Nightmare on TPA Street
Tuesday, June 28, 2016
2:00-3:40 p.m. ET
Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP, Atlanta, GA
This webcast will provide an entertaining discussion of some of the traumatic plan situations Ferenczy — and her TPA clients — have experienced.
ASPPA Webcast: Participant Loans from A to Z
Tuesday, July 12, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: Robert M. Kaplan, CPC, QPA, CFP, APA, National Training Consultant, Voya Financial
This interactive webcast will review the requirements for a loan to satisfy both the IRS and DOL regulations; it also will review when loans are in default and the tax consequences, how to refinance loans under the terms of the plan, documentation that the plan administrator will need to process a loan, how to administer loans when a participant declares bankruptcy, the considerations when selecting an interest rate that will be applied to the loan, and the limits on the amount of a loan that can be taken and the duration of the repayment period.
ASPPA Webcast: DC-2 Exam Review: Tips and Traps
Tuesday, July 19, 2016
2:00 p.m. - 3:40 p.m. ET
Speaker: Sarah Simoneaux, CPC, Founding Partner, SCS
This webcast will provide a valuable opportunity to review and prepare for the DC-2 examination. It will include a discussion of the difficult parts of preparing, as well as how to be more efficient when preparing for and taking the DC-2 exam.
ASPPA Webcast: Prohibited Transactions
Thursday, July 21, 2016
2:00 p.m. - 3:40 p.m. ET
Speaker: David N. Levine, Esq., Principal, Groom Law Group
This presentation will focus on prohibited transaction issues service providers may need to focus on now that the Department of Labor has issued its final fiduciary rule.
ASPPA Webcast: Merger and Acquisitions: Coming Together for Retirement
Wednesday, August 3, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: S. Derrin Watson, Esq., Attorney, FIS Relius
This webcast will address the retirement plan consequences of mergers and acquisitions, including predecessor and related employer issues, coverage testing, HCE status, 415 issues, distribution concerns, vesting and correction of errors.
Conferences
Women Business Leaders Forum
June 6-9 │ Ritz Carlton │ New Orleans, LA
ASPPA Chicago Regional Conference
June 16-17, 2016 │ Hotel Chicago │ Chicago
ASPPA Boston Regional Conference
July 14-15 │ Hilton Back Bay │ Boston, MA
Western Benefits Conference
July 19-22 │ Sheraton Seattle │ Seattle, WA
ACOPA Actuarial Symposium
August 5-6 │ Wyndham Grand Chicago Riverfront │ Chicago, IL
Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!
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