ASPPA, together with the ASPPA Benefit Council (ABC) of Central Texas is dedicated to being at the forefront of the retirement industry through advocacy, education, and networking. As a diverse organization represented by professionals from all walks of life, we stand united in our commitment to the private retirement system.
Retirement plan and benefit professionals enjoy the year-round benefits of educational events that address the current and relevant issues impacting the retirement plan industry today. Each event is designed to provide an easy, inexpensive, and efficient way to maintain industry awareness while also earning continuing education credits.
The ABC of Central Texas provides an opportunity to interact and network with local professionals (attorneys, administrators, platform and service providers, investment consultants, and human resource professionals) who focus on retirement plans and benefits marketplace through a variety of events offered throughout the year.
If you would like to know more about the ABC of Central Texas, click HERE to visit their website.
EPCRS, Ethics for Actuaries, Regulatory Update
Wednesday, May 11th
Please join the ABC of Central Texas and our Speakers Lynn M. Young & Kelsey N.H. Mayo, for a full day event about the following:
Family Feud – EPCRS version
The IRS released Revenue Procedure 2021-30 updated the Employee Plans Compliance Resolution System. Join us for an informative session that will test contestants on their knowledge of important changes in the program.
Ethics – How did I get myself into this situation?
This session will explore ethical dilemmas with audience participation on how you would handle the situation. Participants will gain insight into an ethical approach to decision making and a better understanding of our Code of Conduct and Circular 230.
What is new since the Secure Act? This session will provide an overview of the new legislation and recent IRS/Treasury guidance.
Hot Topics/ Q & A
We just finished the first year of retroactive adoption of plans. We will discuss challenges this provision of the SECURE Act brought about as well as other hot topics. Bring your questions to this session as the discussion will go where the audience takes it.
RSVP By: May 6, 2022
|Meeting Fees:||ASPPA/NAPA/NTSA Members: $125
|Location||Dimensional Fund Advisors
6300 Bee Cave Rd, Bldg One
Austin, TX 78745
Parking Garage available at no charge
|Registration Time||7:30 am. -8:00 am. CST
Continental Breakfast, Lunch, and Afternoon Snack will be provided along with all-day beverage service
|Program Time||8:15 am. -3:05pm. CST|
|Program Contact||[email protected]|
|Continuing Education||(7) total ASPPA, ERPA, NAPA Relevant, and NTSA, of which (2) will be Ethics, continuing education credit as well as 1.5 JBEA Core and 3.5 Non-Core and 5.75 CLE, will be available for this event. (7) CPE also available.|
|Get Connected & Get Ahead!||ABC of Central Texas|
Speakers: LYNN M. Young, EA, MSEA & Kelsey N.H. Mayo JD, with Pinnacle Plan Design & Poyner Spruill
Lynn M. Young is a partner of the firm and is an enrolled actuary with over 31 years of experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. As an enrolled actuary, Lynn specializes in actuarial consulting and third-party administration of defined benefit retirement plans. She is the Past-President of the American Society of Enrolled Actuaries (ASEA, formerly ACOPA) and along with her fellow actuaries at Pinnacle, authored the 2016-present Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.
Kelsey’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. Kelsey routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements.
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