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NTSA WebcastSpeakers: Ellie A. Lowder, TGPC, TSA Consulting and Training & Michael A. Webb, TGPC, AIF, CEBS, Vice President, Retirement, Cammack Retirement**Complimentary recorded webcast for NTSA members open for registration 3/13/14**A discussion of how important it is for advisors and plan... READ MORE
Speaker: Sheldon H. Smith, Esq., APM, Bryan Cave LLP Understanding ethical requirements and applicable codes of conduct is critical to performing professional services with high standards of professionalism and client service.  It is also important in being able to mitigate the... READ MORE
Speaker: Lawrence C. Starr, CPC, QPFC, President, Qualified Plan Consultants, Inc. The rules governing partnership taxation are complex and, in connection with retirement plans, a number of issues arise such as how deductions are allocated among partners, where deductions are... READ MORE
Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Ferenczy + Paul LLP A discussion regarding the ins and outs and pros and cons of a TPA taking on 3(16) responsibilities.Attendee Takeaways:• How to give 3(16) administrators substance without going outside your comfort zone.• The risks... READ MORE
Speaker: Gregory W. Kasten, CPC, MD, MBA, CFP, AIFA, founder & CEO, Unified Trust Company, NA Plan sponsors are often presented with a menu of fiduciary options available to them by potential advisors (e.g., 403(a) discretionary trustee, ERISA 3(38) investment manager, ERISA... READ MORE
Speakers: Kevin J. Donovan, CPA, EA, MSPA, Pinnacle Plan Design, LLC & Lauren R. Okum, ASA, EA, MAAA, MSPA, Premier Actuarial SolutionsCash balance pension plans are often the plan design of choice for new plans. While desirable, there are many intricacies that need to be addressed. This... READ MORE
Speaker:Karen Smith, Nova 401(k) AssociatesThis webcast will provide an overview of recent professionalism/ethics developments for actuaries, review the continued education under the updated JBEA regulations and use of case studies to review enrolled actuaries' obligations under JBEA regulations,... READ MORE
NAPA WebcastSpeakers: Steff Chalk, CEO of Fiduciary Consulting and Governance Group, Inc. and Executive Director of The Retirement Advisor University (TRAU) & David N. Levine, Principal, Groom Law Group, Chartered With greater scrutiny by the DOL and more litigation resulting... READ MORE
NTSA WebcastSpeaker: Linda Segal Blinn, JD*, ING US, Vice President of Technical Services*Not a practicing attorney Whether you sponsor or work with a 403(b) plan, the IRS 403(b) Fix-It Guide can help 403(b) plans avoid common issues.  We will discuss the top issues identified by... READ MORE
Speakers: Debra Moran, QPA, QKA, Director, Acropolis Investment Management, LLC & Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLCThat's not my job; I thought you were taking care of that!  Wait a minute!  I'm taking care of that; why are you getting involved?  Successfully... READ MORE
Speaker: William C. Grossman, QPA, ERPA, McKay Hochman Company, Inc.Required minimum distributions were simplified by the final RMD regulations of April 17, 2002, yet the RMD area is fraught with its own buzzwords, acronyms and nuances. RBD, RMD, Uniform Lifetime Table, Distribution Calendar Year,... READ MORE
NAPA WebcastSponsored by: Speaker: John Carl, Founder and President of Retirement Learning Center Capitalized under $25 million, small businesses represent more than 99% of all companies in America — and yet nearly 72% of small business... READ MORE
ACOPA WebcastSpeakers: Judy A. Miller, MSPA, ASPPA and Carolyn Zimmerman, Internal Revenue ServiceThis webcast will look at recent legislative and regulatory developments in the nation’s capital with the focus on issues important to pension actuaries and other defined benefit plan practitioners.... READ MORE
NTSA WebcastSpeakers: Ellie Lowder, TGPC, Consultant & Kent D. Schutte, CFP, TGPC, CLU, ChFC, LUTCF, President/CEO of EFS Advisors A growing number of employers are interested in making the Roth option available to their employees, but aren't sure the steps to take. Financial... READ MORE
Speakers: Bruce L. Ashton, APM & C. Frederick Reish, Esq., Drinker, Biddle & Reath LLP Plan sponsors have a fiduciary duty to evaluate the quality of investment and administration services as well as the reasonableness of services and fees provided to a qualified... READ MORE
Speaker: Lawrence C. Starr, CPC, QPFC, president/owner, Qualified Plan Consultants, Inc. Social Security is a maze of rules and regulations, very poorly understood by the public and, sad to say, many advisors. This session will correct many of the myths, educate & clarify for... READ MORE
NTSA WebcastSpeakers: Craig P. Hoffman, Esq., APM, ASPPA and Ronald J. Triche, Esq., APM, ASPPA As an influential leader in retirement policy, Craig Hoffman has a front row seat to all that is happening on Capitol Hill. Please join Craig for an in-depth discussion of pressing... READ MORE
Speakers: R. Bradford Huss, Esq. and Nicolas J. White Esq, Trucker Huss, APC Many retirement plans operate through an administrative committee structure. The duties of the committee may cover both administrative and investment issues and these days includes reviewing and acting... READ MORE
NAPA WebcastWebcast brought to you by: Speakers: Brian H. Graff, Esq., APM, ASPPA & Judy A. Miller, MSPA, ASPPA In light of the significant activity in Washington affecting retirement plans, the scope of NAPA’s quarterly webcast has been expanded to include an update... READ MORE