Renato Macedo
By Renato Macedo 6/7/2017
ASPPA Webcast: DC-1 Exam Review: Tips and TrapsAvailable Until December 31, 2017Speaker: Sarah Simoneaux, CPC, Founding Partner, SCSIRS Program Number: CZTXU-Q-00633-16-OWebcast Outline: Click here. Description: Take this valuable opportunity to...
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By Renato Macedo 4/23/2016
ASPPA Webcast: Nightmare on TPA StreetAvailable Until June 28, 2017 Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP, Atlanta, GAIRS Program Number: CZTXU-Q-00632-16-OWebcast Outline: Click Here. ...
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By Renato Macedo 4/22/2016
ACOPA Webcast: Fresh Perspectives on Assumption SettingAvailable Through June 22, 2017Speakers: Karen Smith, MSPA, President, Nova 401(k) Associates; and Lynn M. Young, MSPA, Consulting Actuary, Pinnacle Plan Design, LLCIRS Program Number: CZTXU-Q-00647-16-OWebcast Outline: Click Here...
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By Renato Macedo 4/22/2016
ASPPA Webcast: Spring Cleaning for Retirement Plans: Mop Up Missing Participants and Abandoned PlansAvailable Through June 16, 2017Speaker: James C. Paul, APM, Shareholder, Paul Benefits Law CorporationIRS Program Number: CZTXU-Q-00635-16-OWebcast Outline: Click Here...
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By Renato Macedo 4/21/2016
ASPPA Webcast: Hey Did You Read This? No, I Didn’t: Participant DisclosuresAvailable Until June 8, 2017Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Shareholder/Chief Operations Officer, Retirement Strategies, Inc.IRS Program Number: CZTXU-Q-00630-16-OWebcast Outline: Click Here...
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By Renato Macedo 3/2/2016
ASPPA Webcast: Ethics for Pension Plan ProfessionalsAvailable Through May 17, 2017Speaker: Dale R. Vlasek, Esq., Member, McDonald Hopkins LLCIRS Program Number: CZTXU-Q-00629-16-OWebcast Outline, Click Here. Description: Pension plan professionals, whether they...
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By Renato Macedo 3/2/2016
ASPPA Webcast: QDIAs and Investment 101 for Plan AdministratorsAvailable Through May 11, 2017Speaker: David Schultz, JD, APM, FIS ReliusIRS Program Number: CZTXU-Q-00634-16-OWebcast Outline Click Here. Description: Many administrators reconcile plan...
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By Renato Macedo 2/22/2016
ASPPA Webcast: Best Practices for a Successful Plan AuditAvailable Until April 27, 2017Speaker: CariAnn J. Todd, CPA, Senior Manager, Accounting & Assurance, BeachFleischman PCIRS Program Number: CZTXU-Q-00619-16-OWebcast Outline: Click Here. ...
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By Renato Macedo 1/19/2016
ASPPA Webcast: Form 5500 UpdateAvailable Until April 26, 2017Speaker: Janice M. Wegesin, President, JMW Consulting, Inc.IRS Program Number: CZTXU-Q-00618-16-OWebcast Outline Click Here. Description: The 2015 Form 5500 contains potential minefields,...
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By Renato Macedo 1/19/2016
ACOPA Webcast: Cash Balance Plans Ten Years after PPA 2006Available Until April 19, 20172:00 - 3:40 p.m. ET Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLCIRS Program Number: CZTXU-Q-00611-16-OWebcast Outline: Click here...
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By Renato Macedo 1/19/2016
ACOPA Webcast: IRC §412(d)(2): What We Know and What We Don’tAvailable Through March 22, 2017Speaker: Judy Miller, MSPA, Director of Retirement Policy and ACOPA Executive Director, American Retirement AssociationIRS Program Number: CZTXU-Q-00620-16-OTo view the Webcast outline, click here...
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By Renato Macedo 1/19/2016
ASPPA Webcast: Roth Conversions: Understanding the Rules and When They Make Sense Available Through March 16, 2016Speaker: William C. Grossman, ERPA, QPA Education Consultant, McKay Hochman Co., Inc.IRS Program Number: CZTXU-Q-00610-16-OTo view the Webcast outline, click here...
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By Renato Macedo 1/19/2016
ASPPA Webcast: Mid-Year Changes to Safe-Harbor 401(k) Plans: New Rules Under IRS Notice 2016-16 Available Through February 23, 2017 Speaker: Craig P. Hoffman, Esq., APM, General Counsel, American Retirement AssociationIRS Program Number: CZTXU-Q-00614-16-O...
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By Renato Macedo 1/19/2016
ASPPA Webcast: New Comparability Plans: The Potential Detrimental Impact of IRS-Proposed Regulations!Available Through February 22, 2017Speakers: Tom Finnegan, FSPA, MSPA, CPC, QPA, Senior Vice President, The Savitz Organization; Judy Miller, MSPA, Director of Retirement Policy; and Craig P....
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By Renato Macedo 1/19/2016
ASPPA Webcast: Analyzing Controlled and Affiliated Service Groups Available Through February 09, 2017 Speaker: Kelsey Mayo, J.D., Partner, Poyner Spruill LLP, Charlotte, NCIRS Program Number: CZTXU-Q-00612-16-O Click here to view the webcast...
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