Mike Bushnell
By Mike Bushnell 8/10/2015
Available through September 30, 2016Speaker: W. Waldan Lloyd, Shareholder, Employee Benefits and ERISA Section Chair, Nebeker and McCullough Click here to view the webcast outline!Recent guidance issued authorizing the use of Qualified Longevity Annuity...
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By Mike Bushnell 8/10/2015
Available through October 6, 2016
Speaker: Brett Schwab, ASA, EA, FCA, MAAA, Director and Lead Actuary, Compensation and Benefits Consulting Practice, Grant Thornton LLP
IRS Program Number: CZTXU-Q-00527-15-O
Click here to view the webcast outline!
In this webcast you will be given a summary...
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By Mike Bushnell 8/4/2015
Tuesday, September 22, 20151 p.m. - 2 p.m. ETSpeakers: Dave Crenshaw; business coach and author of The Focused Business: How Entrepreneurs Can Triumph Over Chaos Now!; Nevin Adams, Chief of Communications; American Retirement Association Check back...
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By Mike Bushnell 8/4/2015
Available through September 22, 2016Speakers: Dave Crenshaw, business coach and author of The Focused Business: How Entrepreneurs Can Triumph Over Chaos Now!; Nevin Adams, Chief of Communications, American Retirement Association Click here to view the webcast...
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By Mike Bushnell 8/4/2015
Available through September 16, 2016Speaker: Robert M. Richter, Esq., APM, Vice President, SunGard Relius Click here to view the webcast outline!Employees come and go, but are they eligible to enter the plan upon their rehire date? Monitoring breaks in...
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By Mike Bushnell 8/3/2015
Available through September 10, 2016Speaker: Clifford J. Woodhall, MSPA, CPC, Chief Actuary, Loren D. Stark Company, Inc. Click here to view the webcast outline!IRS Program Number: CZTXU-Q-00522-15-O Now that AFTAP requirements have been around for several...
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By Mike Bushnell 8/3/2015
Available through September 9, 2016Speaker: William G. Karbon, MSPA, CPC, QPA IRS Program Number: CZTXU-Q-00524-15-OClick here to view the webcast outline! The GASB 67 and 68 standards are now effective for governmental entities sponsoring defined benefit...
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By Mike Bushnell 7/20/2015
Tuesday, August 18, 20152 p.m. - 3 p.m. ETSpeakers: Brian Graff, Esq., APM, CEO of the American Retirement Association; and Chris DeGrassi, NTSA Executive Director Click here to view the webcast outline!With the comment period now closed, and...
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By Mike Bushnell 7/20/2015
Tuesday, August 18, 20152 p.m. - 3 p.m. ETSpeakers: Brian Graff, Esq., APM, CEO of the American Retirement Association; and Chris DeGrassi, NTSA Executive Director Click here to view the webcast outline!With the comment period now closed, and...
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By Mike Bushnell 7/5/2015
Available through September 1, 20162 p.m. - 3:40 p.m. ETSpeaker: Lauren M. Bloom, J.D., LL.M. Click here to view the webcast outline! In the press of daily business, it’s easy to make ethical mistakes that erode trust and damage reputations. This presentation...
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By Mike Bushnell 6/6/2015
Available through August 25, 2016Speaker: David Schultz, JD, APM, SunGard Relius Click here to view the webcast outline!This webcast will provide an overview of the rules related to unrelated business taxable income (UBTI) and the types of investments held by...
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By Mike Bushnell 6/6/2015
Available through August 19, 2016Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, VP, National Training Consultant, Voya Financial Click here to view the webcast outline! The compensation definition is critical when testing or designing a qualified retirement...
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By Mike Bushnell 6/5/2015
Available through August 4, 2016Speaker: Derrin Watson, Esq, Attorney, Sunguard Relius Click here to view the webcast outline!Although plan distributions seem commonplace, they can also provide for many compliance challenges. Whether it is a severance...
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By Mike Bushnell 6/4/2015
Wednesday, July 29, 20152 p.m. - 3:40 p.m. ETSpeaker: Ellie Lowder, TGPC, Consultant; Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr. LLC Check back soon for the webcast outline! Bob and Ellie will cover the rules (and the opportunities) for...
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By Mike Bushnell 5/19/2015
Wednesday, May 20, 20151:30 p.m. - 2 p.m. ET Speaker: Sarah Simoneaux, CPC Check back soon for the webcast outline! Lots of advisors claim to be retirement plan experts – with NAPA’s new CPFA credential you can prove it.Designed by a group of expert advisors,...
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By Mike Bushnell 5/19/2015
NAPA offers a complete library of complimentary on-demand webcasts. If you are logged in with a NAPA account you can access these webcasts through My Learning Activities.
The first time you access the webcasts, you will need to enter the promo code NAPAWEB and select Redeem Code (see below for...
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By Mike Bushnell 5/15/2015
According to a recent Clear Path Analysis survey of high-level defined benefit plan representatives in the United States and Canada, a large majority of respondents said they would adjust their risk exposure if updated mortality tables increased their plan’s liabilities. However, at the moment, a...
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