Available until April 22, 2021
Speaker: Frank Porter, APA, QKA, QPA, Head of Institutional Business Development, Empower Institutional
Experience Level for Attendees: Intermediate
Target Audience: Recordkeepers, TPAs, Plan Sponsors
Keywords: Electronic Disclosure, Safe Harbor Disclosure Rule, DOL RFI, E-mail electronic disclosures
IRS Program Number: CZTXU-Q-01166-20-O
Description: The US Department of Labor has streamlined methods of communication from employers to their employees using real world tools such as e-mail and the internet. This bold move is a major jump from the 2002 regulations as most people were just beginning the use of electronic means of communication. Join in on this insightful webcast and learn about ways your employers and plan sponsors of retirement plans can use electronic communications as a safe-harbor means of providing certain ERISA-required notices. This webcast will help you understand the requirements needed to meet the safe-harbor and successful practices to communicate the retirement plans benefits to employees.
Learning Objectives
- Learn what led up to the change in the disclosure rules
- Understand what is allowed and what is not allowed under the disclosure rule
- Know the timing and what is on the horizon
Registration Deadlines:
On-Demand: 04/22/2021
CE Credit: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Frank Porter is Head of Institutional Business Development for Empower Institutional. In his role, he is responsible for helping clients grow their businesses and realize their goals and objectives through the creation of tailored recordkeeping solutions. He also works with prospective clients to help them understand how Empower services and solutions can benefit them.
Frank joined the organization in 1993 and has an extensive background in retirement plan administration and consulting. He specializes in defined contribution/defined benefit plans and has considerable experience in relationship management, sales consulting, product management and development, plan design, plan implementation, compliance testing, and recordkeeping.
Frank currently serves as President-elect of the American Society of Pension Professionals and Actuaries (ASPPA). He is also a Leadership Council board member and Co-Chair of the ASPPA Government Affairs Committee as well as an author and speaker on trending topics related to retirement.
Frank holds the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators (NIPA) as well as the Qualified 40(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designations from the ASPPA.
Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
For more details on additional training package offerings, please contact [email protected]
Methods of Registration: 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.
Click here to download a registration form
- Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
- E-mail: E-mail your scanned 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
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
General Information
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.