Robert M. Kaplan, CPC, QPA, VP, National Training Consultant, ING, Thornwood, NY
Adam C. Pozek, QPA, QKA, QPFC, Vice President Consulting Services, Sentinel Benefits & Financial Group
Live on May 27, 2010 from 2:00 p.m.-3:40 p.m. ET

Whether you consider participant disclosures to be an opportunity to educate employees or just another obligation, communicating plan terms is a requirement under ERISA. Are your Defined Contribution clients complying with the ever-changing rules? This interactive session will review the latest requirements of the most common employee notices that are required to be distributed. We will also discuss the methodology for distributing notices and the penalties for non-compliance. Bring your questions.

Attendee Takeaways
• Description of new notices created by PPA and subsequent regulations
• Review of traps and trouble-areas using examples from court cases
• Discussion of electronic distribution requirements

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REGISTRATION

If you can't attend the live show, you can register for the recorded version and still obtain Continuing Education Credit!

Live Webcast (registration deadline: 05/26/2010)     Members $195 Non-Members $295

Recorded Webcast (registration deadline: 05/31/2011) Members $195 Non-Members $295

Registration for Live Webcast Includes:
• One connection to the Live Webcast with the ability to submit questions to the speaker
• Webcast outline and any additional presentation materials
• All questions and answers that were submitted during the Live Webcast

Registration for Recorded Webcast Includes:
• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials
• All questions and answers that were submitted during the Live Webcast
Recordings are available one week after the live webcast takes place

Methods of Registration
To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Online	For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail	E-mail your scanned registration form(s) and credit card information to webcast@asppa.org.
Fax	Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail	ASPPA – PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx, DHL, etc.) send to: ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203 Make checks payable to ASPPA

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CONTINUING EDUCATION INFORMATION

ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CPE credits.

Enrolled Retirement Plan Agent (ERPA) 
The webcast is designed to offer registrants 2 ERPA CPE credits after the successful completion of a short seven-question quiz.

Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Non-core CE credits for Enrolled Actuaries after the successful completion of a short seven-question quiz. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

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GENERAL INFORMATION

Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email webcast@asppa.org and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Webcast Times for Live Show

Eastern Central     Mountain    Pacific

2:00 p.m. - 3:40 p.m. 1:00 p.m. - 2:40 p.m. 12:00 p.m. - 1:40 p.m. 11:00 a.m. - 12:40 p.m.

Disclaimer
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.

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ABOUT THE SPEAKERS

Robert M. Kaplan, CPC, QPA
Bob Kaplan is the Vice President, National Training Consultant for ING. His responsibilities include web cast and live training for ING Retirement Services personnel, as well as members of the TPA and Broker community. Bob is a member for the Board of Managers of the American Institute of Retirement Education (AIRE) and a former member of the Board of Directors of the National Institute of Pension Administrators (NIPA). Bob has 30 years of experience in retirement plan services, including plan design, administration, sales and consulting.

Adam C. Pozek, QPA, QKA, QPFC
Adam is the vice president of consulting services for Sentinel Benefits & Financial Group in Reading, Massachusetts. He specializes in working with business owners, executives and their other professional advisors on plan design and compliance issues related to qualified plans. Adam assists companies in assessing benefit programs as part of business transactions, and he works with clients to address plan errors under the IRS and Department of Labor correction programs. He publishes the blog PozekOnPension at www.pozekonpension.com.

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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
webcast@asppa.org