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Resources
- IRS 401(k) Compliance Check Questionnaire - A Review of the Preliminary Report
- IRS 401(k) Compliance Check Questionnaire - A Review of the Preliminary Report
- 403(b) and the Rest of the Story
- 403(b) and the Rest of the Story
- The Zen of Controlled Groups
- The Zen of Controlled Groups
- Plan Changes and Error Correction Basics
- Plan Changes and Error Correction Basics
- Participant Loan Basics
- Participant Loan Basics
- Distribution Basics
- Distribution Basics
- Plan Qualification and Document Language Basics
- Plan Qualification and Document Language Basics
- Defined Benefit Plan Basics
- Defined Benefit Plan Basics
- Defined Contribution Plan Basics
- Defined Contribution Plan Basics
- Retirement Plan Basics
- Retirement Plan Basics
- RPF Package of 7
- RPF Package of 7
- DB Benefit Calculations
- DB Benefit Calculations
- Creative 401(k) Testing Techniques
- Creative 401(k) Testing Techniques
- Are You Being Targeted by the DOL?
- Are You Being Targeted by the DOL?
- The Finally Final 408(b)(2) Regulations
- The Finally Final 408(b)(2) Regulations
- Qualified Plan Beneficiary Rules and Issues
- Qualified Plan Beneficiary Rules and Issues
- Participant Fee Disclosure– Ready or Not, Here It Comes!
- Participant Fee Disclosure– Ready or Not, Here It Comes!
- The Challenges: Moving Retirement Plan and IRA Assets
- The Challenges: Moving Retirement Plan and IRA Assets
- Restating Plan Documents for PPA and Revenue Procedure 2011-49
- Restating Plan Documents for PPA and Revenue Procedure 2011-49
- Mergers and Acquisitions
- Mergers and Acquisitions
- JBEA Regulations and Qualification Standards
- JBEA Regulations and Qualification Standards
- Watch Out for Washington!
- Watch Out for Washington!
- A Frank Discussion with the Director of Employee Plans Examinations
- A Frank Discussion with the Director of Employee Plans Examinations
- Using 410(b) Disaggregation – Tips and Pitfalls
- Using 410(b) Disaggregation – Tips and Pitfalls
- How to Provide Domestic Partner and Same-Sex Spouse Benefits to Your Employees
- How to Provide Domestic Partner and Same-Sex Spouse Benefits to Your Employees
- Safe Harbor Plans - A Fresh Look
- Safe Harbor Plans - A Fresh Look
- Win New Business…Even If Your Prospect Says “No”
- Win New Business…Even If Your Prospect Says “No”
- Dealing with the Break-in-Service Rules and Other Concerns for Rehired Employees
- Dealing with the Break-in-Service Rules and Other Concerns for Rehired Employees
- Roth Conversions
- Roth Conversions
- Fee Disclosure and Conflicts of Interest for ERISA 403(b) Plan Service Providers
- Fee Disclosure and Conflicts of Interest for ERISA 403(b) Plan Service Providers
- Dealing with Directed Investments, 404(c) Compliance and Participant Fee Disclosure
- Dealing with Directed Investments, 404(c) Compliance and Participant Fee Disclosure
- Defined Benefit Plan Elections and Notices
- Defined Benefit Plan Elections and Notices
- What a 401(k) Administrator Needs to Know About IRAs
- What a 401(k) Administrator Needs to Know About IRAs
- 403(b) Plan Audits
- 403(b) Plan Audits
- Multiple Employer Defined Contribution Plans
- Multiple Employer Defined Contribution Plans
- Plan Document Dilemmas – Common Issues and Concerns
- Plan Document Dilemmas – Common Issues and Concerns
- Unlimited ASPPA Webcast Package
- 10 Selected ASPPA Webcast Package
- Electronic Disclosures
- Electronic Disclosures
- Public Plans 101
- Public Plans 101
- ASPPA's Qualified Plan Financial Consultant (QPFC) Program
- ASPPA's Qualified Plan Financial Consultant (QPFC) Program
- Understanding the Revised ASOP 41, Actuarial Communications, for the Small Plan Actuar
- Understanding the Revised ASOP 41, Actuarial Communications, for the Small Plan Actuar
- Basics of Cross-testing
- Basics of Cross-testing
- Advisor Webcast: Leveraging Change to Communicate Your Value
- Advisor Webcast: Leveraging Change to Communicate Your Value
- ASPPA's Tax Exempt and Governmental Plan Consultant Program
- ASPPA's Tax Exempt and Governmental Plan Consultant Program
- Deficits, Tax Reform & the 112th Congress: ASPPA PAC Washington Update
- 403(b) Plan Termination Guidance: Distributing & Managing Transactions In Orphan Accounts
- 403(b) Plan Termination Guidance: Distributing & Managing Transactions In Orphan Accounts
- Form 5500 Update
- Form 5500 Update
- Everything Old is New Again – Revisiting the Prohibited Transaction Rules
- Everything Old is New Again – Revisiting the Prohibited Transaction Rules
- Who is a Fiduciary under the New Proposed DOL Regulations?
- Who is a Fiduciary under the New Proposed DOL Regulations?
- Putting Together a Complete and Effective Auditor's Package
- Putting Together a Complete and Effective Auditor's Package
- Creative 401(k) Testing and Design
- Creative 401(k) Testing and Design
- Compensation Consternation
- Compensation Consternation
- Troubleshooting Participant Loan Issues
- Troubleshooting Participant Loan Issues
- Advisor Webcast Test
- Vendor Webcast: The ASPPA 401(k) SUMMIT - A Business Plan for Success
- Vendor Webcast: The ASPPA 401(k) SUMMIT - A Business Plan for Success
- Advisor Webcast: Cracking the Code
- Advisor Webcast: Cracking the Code
- ASPPA Annual Conference - Top Six Sessions
- Did you survive the 2009 5500 process?
- Did you survive the 2009 5500 process?
- Engagement Letters Under Final DOL Fee Disclosure Regulations
- Engagement Letters Under Final DOL Fee Disclosure Regulations
- Redefining Fiduciary Status Under DOL Proposed Regulations
- Redefining Fiduciary Status Under DOL Proposed Regulations
- Cash Balance Plan Basics
- Cash Balance Plan Basics
- Participant Fee Disclosure – What You Need to Know Under the Final Rules
- Participant Fee Disclosure – What You Need to Know Under the Final Rules
- Small Business Jobs Act: Roth Opportunities and Challenges
- Small Business Jobs Act: Roth Opportunities and Challenges
- Hybrid Retirement Plans Regulations – New Final and Proposed Rules
- Hybrid Retirement Plans Regulations – New Final and Proposed Rules
- Annual Conference IRS/Treasury Q&A Recording
- Annual Conference Live Streaming-IRS/Treasury Q&A
- ADVISOR WEBCAST: Target Date Funds: Growth, Concerns and Changes
- ADVISOR WEBCAST: Target Date Funds: Growth, Concerns and Changes
- Advanced ESOP Design and Utilization and Solutions
- Advanced ESOP Design and Utilization and Solutions
- EFAST2 and Form 5500 Update
- EFAST2 and Form 5500 Update
- Tax Return Preparer Registration Program
- Tax Return Preparer Registration Program
- Enrolled Actuaries' EFAST2 Options and Responsibilities
- Enrolled Actuaries' EFAST2 Options and Responsibilities
- The New DOL Fee Disclosure Rules
- The New DOL Fee Disclosure Rules
- How to Apologize to Clients - And Why Your Lawyer May Tell You Not To!
- How to Apologize to Clients - And Why Your Lawyer May Tell You Not To!
- IRS 401(k) Questionnaire - The Impact on Plan Compliance Present and Future
- IRS 401(k) Questionnaire - The Impact on Plan Compliance Present and Future
- Investments 101 for Retirement Plan Consultants and Administrators
- Investments 101 for Retirement Plan Consultants and Administrators
- Profile of a 403b Plan Audit
- Profile of a 403b Plan Audit
- The ASPPA Recordkeeping Certification Program
- Update on EFAST2 and Form 5500
- Update on EFAST2 and Form 5500
- ADVISOR WEBCAST: Watch Out for Washington
- ADVISOR WEBCAST: Watch Out for Washington
- What Does a DC Administrator Need to Know About a DB/DC Plan?
- What Does a DC Administrator Need to Know About a DB/DC Plan?
- ESOPs - An Overview of Uses, Strategies and Basic Plan Administration Concerns
- ESOPs - An Overview of Uses, Strategies and Basic Plan Administration Concerns
- Business Structures Today: Can't Tell The Players Without A Scorecard!
- Business Structures Today: Can't Tell The Players Without A Scorecard!
- The ASPPA Recordkeeping Certification Program
- General Overview of ASPPA’s Education & Examination Program
- General Overview of ASPPA’s Education & Examination Program
- The New SEC Rules on "Custody" of Client Assets
- The New SEC Rules on "Custody" of Client Assets
- Did You Notice: DC Plan Communications
- Did You Notice: DC Plan Communications
- 403(b) Plans and the Impact of DOL FAB 2010-1
- 403(b) Plans and the Impact of DOL FAB 2010-1
- Navigating A Stormy Session: ASPPA PAC Legislative Update
- ASPPA's QPFC Education Program – Free Informational Webcast
- ASPPA's QPFC Education Program – Free Informational Webcast
- Social Networking & Cheap Technology To Improve Efficiency & Create Brand Awareness
- Social Networking & Cheap Technology To Improve Efficiency & Create Brand Awareness
- Working with Multiple Employer Plans
- Working with Multiple Employer Plans
- Navigating A Stormy Session: ASPPA PAC Legislative Update
- Dealing with Divorce in the Qualified Plan
- Dealing with Divorce in the Qualified Plan
- We are Paid Tax-Preparers – Heightened Tax Preparer Liability
- We are Paid Tax-Preparers – Heightened Tax Preparer Liability
- Fundamental ADP/ACP Testing
- Fundamental ADP/ACP Testing
- Creative 401(k) Testing Techniques
- Creative 401(k) Testing Techniques
- IRC §430/436 Regulations: FT, TNC and COB/PFB Issues
- IRC §430/436 Regulations: FT, TNC and COB/PFB Issues
- IRC §430/436 Regulations: AFTAPs and Their Aftermath
- IRC §430/436 Regulations: AFTAPs and Their Aftermath
- Things I Know Now as a Lawyer…That I Wish I Knew Then as an Administrator
- Things I Know Now as a Lawyer…That I Wish I Knew Then as an Administrator
- 403(b) Plans - Making the Extreme Makeover Work
- 403(b) Plans - Making the Extreme Makeover Work
- Advanced 401(k) Testing and Design Techniques
- Advanced 401(k) Testing and Design Techniques
- Defensive Defined Contribution Plan Design
- Defensive Defined Contribution Plan Design
- Dealing with Determination Letters
- Dealing with Determination Letters
- Tax-Exempt & Government Plan Consultant (TGPC)
- Tax-Exempt & Government Plan Consultant (TGPC)
- Forget about EFAST2! What's New on the Forms?
- Forget about EFAST2! What's New on the Forms?
- Preparing the 2009 Schedule C
- Preparing the 2009 Schedule C
- Fees Reportable on 2009 Schedule C - Fee Basics for Preparers
- Fees Reportable on 2009 Schedule C - Fee Basics for Preparers
- Meet EFAST2: I-REG, I-FILE and I-FAS
- Meet EFAST2: I-REG, I-FILE and I-FAS
- Compensation Consternation
- Compensation Consternation
- How Will EFAST 2 Affect Your Business? Get Ready for Electronic Filing of Form 5500
- How Will EFAST 2 Affect Your Business? Get Ready for Electronic Filing of Form 5500
- How to Avoid 401(k) Mistakes
- Four Part Webcast Series: Defined Benefit Plan Administration Under PPA
- Ethics in Representing Employee Benefit Plans
- Ethics in Representing Employee Benefit Plans
- Rehired Employees: Understanding the Rules
- Rehired Employees: Understanding the Rules
- PPA: The Second Year
- PPA: The Second Year
- What! I Can't Get My Lump Sum? A Discussion of the Restricted Distribution Rules
- What! I Can't Get My Lump Sum? A Discussion of the Restricted Distribution Rules
- Defined Benefit Plan Administration under PPA-JBEA Quiz
- The Effect of Bankruptcy on Retirement Plans, Participants and Sponsors
- The Effect of Bankruptcy on Retirement Plans, Participants and Sponsors
- EGTRAA Restatements: Tips and Traps
- Benefit Plan Audits – What your Clients Need to Know!
- Defined Benefit Concepts for DC People
- DOL's Proposed 408(b)(2) Fee Disclosure Regulations Webcast
- DOL’s Proposed Regulations on Participant Fee Disclosure
- Automatic Enrollment Issues: What You Need to Know
- Fixing Broken Plans – The IRS Updates Correction Procedures
- Down to the Wire: The Final 403(b) Regulations!
- Funding Relief and PPA Technicals Legislation
- ASPPA PAC Post-Election Webcast – Change is Here! (For PAC Contributors Only)
- It's My Money and I Want it Now!
- The 401(k) Fiduciary Crisis: Preparing for Reform While Surviving the Recession
- Restating Your Preapproved Plan and Loving It!
- Automatic Enrollment Redux: The Final Regulations
- DC Plan Terminations And Orphaned Plans
- Form 5500 and Benefit Plan Audit Update
- DB Plan Admin