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Programs

 

Programming events are one of the greatest strengths of our chapter, and they are at the heart of what the ASPPA Benefits Council (ABC) of Greater Cincinnati represents, which is to benefit the community served. We maintain a full calendar of events throughout the year, which not only inform our members when new developments are taking shape but also help to identify any overall trends within the retirement plan industry. 

ABC of Greater Cincinnati also provides continuing education credits for those Members that are certified professionals and who are looking for additional CPE—just click on any of the program links to find registration information. If you have any questions regarding future programs, suggestions for topics, or if you would be interested in presenting at one of our future events, please contact us via email.

Upcoming Programs

 

EPCRS CORRECTION OF OPERATIONAL ERRORS

Tuesday, May 21, 2019
Welcome to 2019 and the ABC of Cincinnati's new Board Members!
 
Join us and Speaker Lyndsey R. Barnett, for an in-depth discussion of the EPCRS Correction of Operational Errors.
 
Last month, the IRS issued Rev. Proc. 2019-19, which is an updated version of the Employee Plans Compliance Resolution System (EPCRS). EPCRS is the IRS’s correction program for retirement plan errors. 
 
Our speaker will be discussing the changes in the latest version, including significant changes expanding the type of errors that plan sponsors may now self-correct. These changes impact both plan loan errors and plan document failures. The discussion will also include examples of how the most common types of errors can be corrected under EPCRS. 

RSVP by: May 10, 2019

Register Now

RSVP by: Faxing PDF Form before May 10, 2019

Register Now

 

Meeting Fees: ASPPA/NAPA/NTSA Members: $35
Non-Member: $45
ABC/ASPPA Member: $35
ABC Member: $35
Location Metropolitan Club
50 E. River Center Blvd, Ste 1900
Covington, KY 41011
*Free Parking* Bring your ticket to Metro Reception Desk for Validation
Registration & Breakfast 8:00 a.m. - 8:30 a.m.
Program Time 8:30 a.m. -10:30 a.m.
Program Contact carrie.lucas@sheakley.com
Continuing Education Two (2) ASPPA, ERPA continuing education credits available for this event. JBEA pending approval.
Get Connected & Get Ahead! ABC of Greater Cincinnati

Sponsored by: Ameritas and John Hancock

   

Speaker: Lyndsey R. Barnett, Esq.
 
Lyndsey is the Chair of the Firm’s Business & Finance Department and was previously the Chair of the Benefits & Compensation Practice Group. One aspect of Lyndsey’s practice involves counseling employers with respect to the development of employee benefit strategies to assist in attracting, motivating and retaining a high quality work force. As a former tax associate for a Big Five accounting firm, Lyndsey understands the cost and financial impact that benefit decisions have on a company’s bottom line. She takes a practical approach with clients and encourages them to be proactive with their benefit strategies and she enjoys presenting on benefit topics and frequently does so both locally and regionally.

Want to add a membership to your account?  Join today

Make sure you have your ASPPA ID ready at the meeting, so you can text in for your CE credit.