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Webcasts

The ASPPA Strategic Plan and Mission Statement identifies education as one of ASPPA’s most important components. Webcasts are another way we provide continuing professional education to our Members and to the industry as a whole. Not able to watch the live show, register for the recorded version and still get your continuing professional education credit! 

For a list of previously recorded webcasts, click HERE. Please click here  for information on package pricing for webcast viewing.

NOTE:  Webcasts are not viewable in Firefox or Internet Explorer (IE) version 9 at this time.  In order to get the most from your webcast experience, it is strongly recommended that you view the webcast in either IE 7 or IE 8.  Any other browser may cause difficulties.

Live on May 30, 2012
Understanding the many retirement plan requirements is difficult and challenging. However, understanding how to use those rules to the advantage of your clients is what makes your services valuable. In this webcast, we will help you develop the tools necessary to select and design a defined contribution plan that reflects your clients' goals. In particular, we will focus on the safe harbor 401(k), cross-tested and combined safe harbor 401(k) and cross-tested plan designs. We also will address designs that eliminate or reduce top heavy minimum contributions and plan designs with different eligibility conditions.

Live on June 7, 2012
Plan Administration is increasingly more difficult when retirement plans allow participants loans. Let us learn together practical methods to manage retirement plan loans, suspend repayments for leaves of absence, and correct errors and omissions when they occur.

Live on June 12, 2012
COMPLIMENTARY WEBCAST FOR NTSAA MEMBERS!
Find out what NTSAA is doing to protect your business and your clients from corporate sponsored legislative attacks.

Live on June 19, 2012
“OMG! You should see what my client put into his retirement plan!” “You think you’ve got trouble?!? My client is a real estate developer! Enuf said!” Yes - they’re crazy! They’re nutsy! They’re out of this world! Join Ilene Ferenczy for a practical discussion of what to do when a plan you’re administering contains “wacky assets” and the plan sponsor and its owner cannot seem to keep their sticky fingers off the regular assets.

Live on June 20, 2012
Like it or not, the qualified plan retirement administration business is now viewed as a commodity. Long before fee disclosure, it was a “race to the bottom” on fees in the TPA profession, despite market demands for increased services. Find out what the Wal-Mart and Nordstrom business models can teach us about TPA services, learn what differentiates services firms from one another with TPA case study examples, understand the pros and cons of strategic partnerships, and find out what retirement services advisors, sponsors, and participants care about – and are willing to pay for.

Live on June 26, 2012
Plan amendments are now underway for the PPA amendment cycle. The IRS has recently announced changes regarding which plans may still obtain favorable Determination Letters and which cannot. Changes are also forthcoming with Interim amendments. Learn about the future of qualified plan (and possibly) 403(b) plan documents.

Live on July 12, 2012
Are 401(k) plans too small for your clients? Are they begging to set aside more? See how and when Cash Balance Plans provide the answer. Learn how they work, what benefits they offer your clients, and how to include them in your practice. If you are an administrator, accountant, or attorney, this program is designed for you. So don’t miss it! Your clients will be glad you came.

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