Available until June 14, 2024
Speaker: David J. Kupstas, FSA, EA, MSEA, Chief Actuary, Actuarial Consulting Group, Inc.
Description: Are you new to filling out Schedule SB? In this introductory session, we will walk through an SB line by line, pausing along the way to share tips and tricks we've learned over the years. And we won't forget about all those attachments!
Learning Objectives:
- Review the line items of Schedule SB and become familiar with the instructions.
- Find out when an attachment is needed and what should be on it.
- Hear from an experienced practitioner about common problems that arise.
Registration Links:
On-Demand Webcast is Available Until: June 14, 2024
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (Live): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Non-Core, 1 JBEA Formal, 1 ERPA
Continuing Education Credit (On-Demand): 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 JBEA Non-Core, 1 ERPA
About the Speaker: David J. Kupstas has worked in the retirement plan industry for nearly 30 years, specializing in plan design, administration, and compliance testing for small and mid-size plans of all types, particularly traditional defined benefit plans, cash balance/401(k) combos, and cross-tested defined contribution plans. He is a regular speaker at local, regional, and national seminars for actuaries and CPAs, including ASPPA Annual, ASPPA Spring National, ASEA Actuarial Symposium, and ASEA Actuarial Insights. He writes frequently on his company's blog about retirement plan topics of general interest and is an occasional contributor to the ASEA Monthly newsletter and ASPPA'S Plan Consultant magazine.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your registration form(s) and credit card information to [email protected]
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
Cancellation Policy: All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions? Please reach out to our Customer Care team [email protected]