Live Webcasts
Webcast: What Is Plan Compensation?
Tuesday, March 14, 2017
2:00 - 3:40 p.m. ET
Speaker: James E. Holland, Jr., FSPA, FCA, MAAA, ASA, EA, Chief Research Actuary, Cheiron, Inc.
This webcast will be a deeper dive into this topic presented at the 2016 Actuarial Symposium. It will focus on compensation for different business types and structures. Attendees will be able to describe the types of compensation and how they can be used for retirement plan purposes.
ASPPA Webcast: Fiduciary Rules, Roles, and Responsibilities 101 for the Administrator
Tuesday, March 21, 2017
2:00 - 3:40 p.m. ET
Speaker: Heather Bader-Abrigo, Counsel, Drinker Biddle & Reath LLP
Our industry is constantly evolving and we know changes are coming; this is particularly true regarding the complex fiduciary rules that apply to retirement plans. Furthermore, the Department of Labor is asking about fiduciary training regarding those who have access to plan assets. This webcast will help you decipher the fiduciary rules that apply to plan sponsors, plan administrators, trustees and others who have access to plan assets and what can be done to avoid personal liability.
ASPPA Webcast: Ethics, Fiduciary Duty, Errors and Omissions
Thursday, April 13, 2017
2:00 - 3:40 p.m. ET
Speaker: Ernie Guerriero, Director of Technical Education, American Retirement Association
There is little doubt that ethical standards across the financial services industry have been called into significant question in all areas. There is also little doubt that embedding ethical cultures within firms is a difficult task. This timely and informative webcast will impart what you need to do to ensure your ethical and fiduciary standards are above reproach.
ASPPA Webcast: Form 5500 Update 2016
Tuesday, April 18, 2017
2:00 - 3:40 p.m. ET
Speaker: S. Derrin Watson, Esq., APM
This webcast will examine the changes to Form 5500 for the 2016 plan year. We will also see what we learn from this year’s failed attempt to expand the Form 5500 compliance questions. And we will gaze into the ASPPA crystal ball to take a look at the next generation of the Form 5500, the mammoth changes the government has requested, what the prospects for those changes are and what employers can learn today from what the government wants to know tomorrow.
ASPPA Webcast: 457(b) Plans for the 401(k) Administrator
Wednesday, May 3, 2017
2:00 - 3:40 p.m. ET
Speaker: Rod Stortenbecker, Director of Compliance, Lincoln Financial Group
This webcast will provide an overview of both 457(b) governmental and 457(b) top-hat plans. It will include an in-depth analysis of the differences between these two plans and how these plans work in conjunction with other retirement plans.
ACOPA Webcast: The Actuary as an Expert Witness
Wednesday May 24, 2017
2:00 - 3:40 p.m. ET
Speaker: Ethan E. Kra, Principal, Ethan E. Kra Actuarial Services, LLC
Expert witness assignments are exciting and profitable. However, they can also be difficult, controversial, and time-consuming. This webcast will cover keys to success in this area, including preparation, depositions and testimony, as well as the role and qualifications of the expert along with the latest revisions to Actuarial Standard of Practice 17. It also will illustrate the perils and traps that even the most experienced actuarial practitioner may run into when being deposed or cross-examined in a legal proceeding.
ASPPA Webcast: Rules and Timing of Death Distributions
Wednesday, June 21, 2017
2:00 - 3:40 p.m. ET
Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Wealth & Management
There has been an increase in the number of individuals dying with assets in a qualified plan. This webcast will detail the action plans that must be taken upon the death of a participant. It will focus on the determination of the proper beneficiary, including best practices for beneficiary designations to avoid potential conflicts, as well as the timing of distributions and proper reporting for tax purposes.
ASPPA Webcast: Keeping Current: ERISA Exempt Plans
Thursday, June 29, 2017
2:00 - 3:40 p.m. ET
Speaker: Thomas E. Clark, Jr., JD, LLM, Of Counsel, The Wagner Law Group, P.C.
This webcast will cover two hot topics regarding plans NOT subject to ERISA. First, listeners will benefit from the latest update regarding the Department of Labor’s final regulations that exempt state-run retirement plans for private-sector employees from ERISA requirements, as well as an update on the status of existing and proposed state programs. Second, it will address the Supreme Court’s recent decision to hear an appeal over the proper scope of the church plan exemption.
ASPPA Webcast: Say it Ain’t So: Real Life EPCRS Case Studies You Just Can’t Make Up!
Tuesday, July 11, 2017
2:00 - 3:40 p.m. ET
Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP
Have you ever seen a car upside down and 30 feet up in a tree and wondered how that could have happened? This webcast will cover qualified plans that ended up in such a precarious position; you’ll shake your head in wonder. The key issue is figuring out how you can begin to fix them. You will learn a practical approach to applying the key principles of EPCRS when the problem doesn’t fit any box.
ASPPA Webcast: Cutback the Complexity! Making Sense of the Anti-Cutback Rules
Wednesday, July 19, 2017
2:00 - 3:40 p.m. ET
Speaker: Brian Furgala, Esq., CPC, QPA, GrayRobinson, P.A.
The anti-cutback rules of Internal Revenue Code Section 411(d)(6) are very broad in their application to plan amendments but are riddled with exemptions. Ensuring compliance, particularly in merger and acquisition transactions, is a challenge for plan sponsors and practitioners. This webcast provides practical examples of when protection or exemptions arise.
ASPPA Webcast: The Complex World of RMDs: A Case-Study Approach
Tuesday, Sept. 26, 2017
2:00 - 3:40 p.m. ET
Speaker: William C. Grossman, ERPA, QPA
This webcast will address the very complex rules of required minimum distributions (RMDs) and the diverse circumstances a plan administrator faces in dealing with a variety of participant scenarios. We will offer real-life situations and solutions based on the guidance where it exists and best practice options for the gray areas we often encounter in the administration of plans. This webcast will be devoted to DC plan RMDs; however, it also will briefly discuss DB RMDs as well a aggregation of RMDs and participants with multiple plans over their lifetime.
ASPPA Webcast: Form 1099 and 945 Reporting: Crossing the Ts on Plan Distributions
Thursday, Nov. 9, 2017
2:00 - 3:40 p.m. ET
Speaker: Kristina G. Kananen, DC Customer Support, DATAIR Employee Benefit Systems, Inc.
This webcast will cover distributions made to participants and beneficiaries, which often are fraught with anxiety for recipients and administrators processing the distribution. The administrator’s stress does not end when the check has been written and delivered, as there is still the IRS to satisfy. This webcast will cover the many responsibilities attendant to plan distributions.
Conferences
ASPPA Philadelphia Regional Conference
April 27-28 | DoubleTree City Center | Philadelphia, PA
Women Business Leaders Forum
June 5-8 | Brown Palace Hotel | Denver, CO
Western Benefits Conference
July 9-12 | Hilton | Anaheim, CA
ASPPA Annual Conference
October 22-25 | Gaylord National Harbor | National Harbor, MD
Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!
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