ACOPA Webcast: The Final 430 Regulations: Changes in Funding Rules
Thursday, August 11, 2016
2:00 p.m.-3:00 p.m. ET
Speaker: Larry Deutsch, FSPA, President, Larry Deutsch Penguin Consulting and Design
This webcast will cover the final 430 regulations issued in September 2015, with a particular emphasis on the requirements/options in the year of termination that primarily affect plans using an end-of-year valuation.
ASPPA Webcast: Retirement Policy Initiatives in the States: How You Might Be Impacted
Tuesday August 23, 2016
2:00 p.m.-3:40 P.M. ET
Speaker: Andrew J. Remo, Director of Legislative Affairs, American Retirement Association
This webcast will describe the types of laws states are considering to increase saving for retirement in the private workforce, provide details about them and give an implementation status update in states where these laws already exist. It will have a particular focus on the states whose laws require businesses over a certain size to offer some type of retirement program to their employees, since those laws will have the biggest marketplace impact on retirement plan providers.
ACOPA Webcast: ASC 715 for Pensions: What Your Clients and Their Auditors Need to Know
Tuesday, Sept. 27, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: Raymond D. Berry, MSPA, ASA, EA, MAAA, Grant Thornton LLP
This webcast will cover actuarial assumptions, special events, and trends and developments in ASC 715 reporting. It will offer a chance to learn how to be better prepared for questions from a client or its auditor.
Complimentary ASPPA Webcast: Using Your Brain to Win
Tuesday, Oct. 4, 2016
2:00-3:00 p.m. ET
Speaker: Holly G. Green, Consultant, The Human Factor, Inc.
This webcast will leverage the latest in neuroscience and provide tools, tips and techniques to become a better leader and manager. Attendees will be able to put those skills to use immediately in order to be even more successful!
ASPPA Webcast: What the Election Means for the Retirement Industry
Tuesday Nov. 15, 2016
2:00-3:00 P.M. ET
Speaker: Brian H. Graff, Esq., APM, CEO, American Retirement Association; and Margaret A. Younis, QPA, QKA, TGPC, Senior Technical Consultant, Lincoln Financial Group
No matter the outcome, the 2016 November election will have an impact on the retirement industry. In this webcast, Brain Graff will answer questions regarding the current state of pending legislation and what we can expect over the next four years.
ASPPA Webcast: 403(b) Versus 401(k) Plans: Plan Design Options and Considerations
Wednesday, Nov. 30, 2016
2:00-3:40 p.m. ET
Speaker: Rod Stortenbecker, CPC, APA, FLMI, Senior Consultant, Lincoln Financial Group
This webcast will provide an overview of the key differences between 403(b) and 401(k) plans, as well as an in-depth analysis of specific plan and testing requirements. It will include a 403(b) discussion on eligible organizations, funding vehicles, universal availability/eligibility, and the special 15-year catch-up provision.
ACOPA Webcast: Floor Offset Plans: Are They Worth the Effort?
Tuesday, Dec. 13, 2016
2:00 p.m.-3:40 p.m. ET
Speaker: Tom Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Savitz
This webcast will explore the good and bad of floor offset plans; it will help one to determine if such plans are the most cost-effective way to provide benefits under a DB/DC combination.
Conferences
ASPPA Annual Conference
October 23-26 │ Gaylord National │ National Harbor, MD
Cincinnati Regional
November 16-17 │ Northern Kentucky Convention Center │ Covington, KY
Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!
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