Webcasts

Upcoming Webcasts

On-Demand Webcasts

Virtual Conference


Education is one of ASPPA’s most important components, and webcasts are a way we provide continuing education to our members and to the industry as a whole. If you're not able to watch the live show, register for the recorded version and still get your continuing education credit!

Please visit Webcast Package Pricing for information on package pricing for webcast viewing. 

Please Note: Members of the media must register as such by contacting Nevin E. Adams at nadams@usaretirement.org, or by calling 703-516-9300, ex. 114. 

Upcoming Webcasts


Half-priced 50 Minute Webcast

Thursday, January 25, 2018

2:00 - 2:50 p.m. ET

Speaker: Kristen Donovan, QKA, CPFA, Retirement Solutions Manager, BAM Advisor Services, Inc.

Auto-enrollment has become a game changer for improving retirement plan participation. Join Kristen Donovan as she compares and contrasts the different types of auto-enrollment, highlighting the opportunities, trends, and best practices along the way.


Half-priced 50 Minute Webcast

Thursday, February 8, 2018

2:00 - 2:50 p.m. ET

Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, Director of Technical Education, American Retirement Association

This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will impact retirement plans. Not only will you hear the latest from Capitol Hill, but you will also get an update on the latest guidance from the IRS and DoL. If it impacts retirement plan service providers – we will discuss it. After this webcast you will be prepared for the questions that clients, prospects, and distribution partners ask about items they have concerns about.


Wednesday, February 14, 2018

2:00 - 3:40 p.m. ET

Speaker: Robert M. Richter, Esq., APM, Vice President, FIS Relius

The first 403(b) restatement period for pre-approved plans has officially begun. The IRS acknowledged that restating 403(b) plans will be more difficult than restating qualified plans and therefore provided a longer deadline. We will begin the webcast with a high-level overview of the substantive differences between 401(k) and 403(b) plans. This will help attendees understand the unique issues that may arise when restating 403(b) plans. We will then explore specific issues that practitioners are encountering as they prepare for the restatements.


Thursday, February 15, 2018

2:00 - 3:40 p.m. ET

Speaker: William C. Grossman, ERPA, QPA

This webcast will provide an overview of the different acceptable statutory and non-discriminatory classification exclusions. Starting with the statutory exclusions, we will progress to non-discriminatory classifications based on job description, geographic location, hourly versus salaried, etc. Employee exclusions in a safe harbor 401(k), a QACA, and a 403(b) will be addressed. The impact on eligibility of a MEP or a controlled group will also be discussed. Lastly, the change of the status of an employee and a change in a rehire’s classification when rehired will be covered. The impact of the plan document’s provisions will be referred to throughout, including IRS QAB 2006-03.


Thursday, March 1, 2018

2:00 - 3:40 p.m. ET

Speaker: Brian Furgala, Esq., CPC, QPA, GrayRobinson, P.A.

What’s worse – being in testing season or listening to an ethics webcast? That’s what you’re thinking because ethics, in principal, is pretty dull. But how about when you apply those ethical standards to real-life situations? How would you respond? How would the person next to you respond? Join us for a refreshing look at ethics and how they pop up in all types of situations. For music fans, there will also be a test in matching artists to songs. Can you guess the first one (see title)?


Tuesday, March 20, 2018

2:00 - 3:40 p.m. ET

Speaker: Elizabeth (Liz) Yanik, QKA, ERISA Compliance Consultant, Unified Trust Company, N.A.

What do you do when plan sponsors and/or participants go missing? In this webcast, we will discuss the definition of an abandoned plan and what should happen when you have one. Topics will include defining a qualified termination administrator, steps for locating missing participants, and an overview of the new PBGC Missing Participants Program.


Half-priced 50 Minute Webcast

Thursday, March 22, 2018

2:00 - 2:50 p.m. ET

Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Understanding the Employee Plans Compliance Resolution System (EPCRS) is critical for individuals to be able to support and advise clients. Proper use of the different programs under EPCRS is key and the devil is always in the details. Highlighting the differences in the programs will be case studies of routine, day-to-day, client failures and how to apply EPCRS appropriately.

NOTE: This webcast will be followed up on June 12, 2018 with ASPPA Webcast: “Employee Plans Compliance Resolution Systems: Case Studies from the Darkside.”


Thursday, April 19, 2018

2:00 - 3:40 p.m. ET

Speaker: Kelsey N. H. Mayo, J.D., Partner, Employee Benefits Group, Poyner Spruill LLP

This webcast will begin with a review of the controlled group rules, and then take a more in-depth look at the controlled group rules, including more advanced rules such as disregarded stock and the impact of options. The rules will be demonstrated through a series of case studies that show the impact these rules can have on the controlled group analysis.

NOTE: This webcast will focus only on IRC sections 414(b) and 414(c). A separate follow-up webcast on July 26, 2018 will focus on affiliated service groups under IRC section 414(m).


Half-priced 50 Minute Webcast

Tuesday, April 24, 2018

2:00 - 2:50 p.m. ET

Speaker: Richard S. Phillips, AIF, ERPA, CPC, QPA, QKA, President and CEO, ERISA Consultants, Inc.

As with any benefit, right, or feature in a qualified plan, there are pros and cons. The decision to include life insurance may have been made without guidance from a qualified professional. In this webcast we will explore the opportunities and challenges participants and plan sponsors face with life insurance contracts in a qualified retirement plan.


Tuesday, June 12, 2018

2:00 - 3:40 p.m. ET

Speaker: Alison J. Cohen, Esq., CPC, Senior Associate, Ferenczy Benefits Law Center LLP

Ever wonder whether you have the worst client in the world? These case studies will make you feel much better, but more importantly – you will learn how to lay out the puzzle pieces and figure out what you’re dealing with through case studies of the worst of the worst clients. Knowing how to strategize and analyze complex failures is a learned skill that these case studies will help you learn.

NOTE: This webcast was preceded by a 50-minute ASPPA Webcast: “Understanding Employee Plans Compliance Resolution System (EPCRS): The Basics.” This on-demand recording is available on www.asppa-net.org through March 22, 2019.


Half-priced 50 Minute Webcast

Tuesday, July 10, 2018

2:00 - 2:50 p.m. ET

Speaker: Kristina G. Kananen, QPA, QKA, DC Customer Support, DATAIR Employee Benefit Systems, Inc.

Your firm has just taken over a plan. Everyone is excited and the transition to your company goes well. Then it’s time for the 5500 Series and you wonder how such a clean-looking plan could have so many non-obvious issues. Everyone has those plans you thought were finished, but that blow up when the 5500 Series is filed. Resolving the filing issues after the filing can lead to lost billable hours, frustrated plan administrators, and TPA exhaustion. This webcast will focus on what you can do before the filing to ensure all goes well, and after the filing when it doesn’t.


Thursday, July 26, 2018

2:00 - 3:40 p.m. ET

Speaker: Kelsey N. H. Mayo, J.D., Partner, Employee Benefits Group, Poyner Spruill LLP

This webcast will focus on the affiliated service group rules, including a look at the more advanced rules such as aggregation of entities for management service groups and the impact of entity type on the analysis. The rules will be demonstrated through a series of case studies that show the impact these rules can have on the affiliated service group analysis.

NOTE: This webcast will focus only on IRC section 414(m). A separate webcast held on April 19th focused on controlled groups under IRC sections 414(b) and 414(c) is available on-demand through April 19, 2019.


Tuesday, September 25, 2018

2:00 - 2:50 p.m. ET

Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP

3(16) administration has been around for a couple of years now and the pressure on TPAs to do this work remains. Is this just a fad, or is it here to stay? What services are people performing under this model? What are the advantages and disadvantages to a client of having 3(16) services performed? And, most importantly, what are the positive attributes and challenges faced by TPAs who do this work? Ilene Ferenczy, who focuses much of her practice on advising TPAs and other service providers to plans, will address these questions and more.