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The public comment period may have closed, but a group of U.S. Senators has weighed in on the proposed fiduciary regs — and lent their support to a recommendation of the American Retirement Association.The letter, signed by Senate Finance Committee ranking member Ron Wyden (Ore.), as well as fellow...
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The public comment period may have closed, but a group of U.S. Senators has weighed in on the proposed fiduciary regs — and lent their support to a recommendation of the American Retirement Association.The letter, signed by Senate Finance Committee ranking member Ron Wyden (Ore.), as well as fellow...
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The ASPPA College of Pension Actuaries (ACOPA) honored Lawrence Deutsch, FSPA, EA, MAAA with the 2015 Edward E. Burrows Distinguished Achievement Award on August 8 at the ACOPA Actuarial Symposium in Chicago, Illinois.Larry is currently President of Larry Deutsch Enterprises and Owner of Penguin...
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The ASPPA Annual Business Meeting will be held on Sunday, Oct. 18, 2015, during the 2015 ASPPA Annual Conference in National Harbor, Md.The Annual Business Meeting will include an address by ASPPA’s 2015 President, Kyla M. Keck, CPC, QPA, QKA, a look toward the future by incoming President Joseph A...
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Available through November 17, 2016Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga. Webcast outline can be viewed here.Automatic enrollment has proven to be very...
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Tuesday, November 17, 2015 2 p.m. - 3:40 p.m. ETSpeaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga. Check back soon for the webcast outline!Automatic enrollment has proven to be...
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Tuesday, November 17, 2015 2 p.m. - 3:40 p.m. ETSpeaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga. Check back soon for the webcast outline!Automatic enrollment has proven to be...
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Available through November 12, 2016Speaker: Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC; and William C. Presson, ERPA, QPA, QPFC, APR, Vice President, Economic Group Pension Services, Inc. The webcast outline can be viewed here. Your...
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Available through November 3, 2016Speaker: Mary Ann Rocco, EA, MSPA IRS Program Number: CZTXU-Q-00547-15-O The webcast outline can be viewed here. Attend this webcast to unravel the mystery of the actuarial report and to discern those...
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Available through October 28, 2016Speaker: Bruce Ashton, Esq., APM, Partner, Drinker Biddle & Reath LLP The webcast outline is available here!This webcast will address the various fiduciary breaches that an unsuspecting fiduciary...
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Available through October 7, 2016Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC Click here to view the webcast outline! The coverage testing rules provide many creative opportunities to meet your clients’ objectives. This...
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Wednesday, October 7, 20152 p.m. - 3:40 p.m. ETSpeaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC Check back soon for the webcast outline!The coverage testing rules provide many creative opportunities to meet your...
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Available through September 30, 2016Speaker: W. Waldan Lloyd, Shareholder, Employee Benefits and ERISA Section Chair, Nebeker and McCullough Click here to view the webcast outline!Recent guidance issued authorizing the use of Qualified Longevity Annuity...
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Available through October 6, 2016
Speaker: Brett Schwab, ASA, EA, FCA, MAAA, Director and Lead Actuary, Compensation and Benefits Consulting Practice, Grant Thornton LLP
IRS Program Number: CZTXU-Q-00527-15-O
Click here to view the webcast outline!
In this webcast you will be given a summary...
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Looking to gain insights, tips and tricks on issues commonly faced by the owners and senior managers of pension administration and actuarial services firms? Look no further than the 2016 BMOC Conference (formally known as the BEAM Conference), to be held March 20-22, 2016, at the Rosemont Hilton...
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ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.Live WebcastsDefining Compensation in Qualified Plans Wednesday, Aug. 19, 20152 p.m.-3:40 p.m. ETSpeaker: Robert M. Kaplan, CFP, CPC, QPA, APA, VP,...
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Tuesday, September 22, 20151 p.m. - 2 p.m. ETSpeakers: Dave Crenshaw; business coach and author of The Focused Business: How Entrepreneurs Can Triumph Over Chaos Now!; Nevin Adams, Chief of Communications; American Retirement Association Check back...
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Available through September 22, 2016Speakers: Dave Crenshaw, business coach and author of The Focused Business: How Entrepreneurs Can Triumph Over Chaos Now!; Nevin Adams, Chief of Communications, American Retirement Association Click here to view the webcast...
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Available through September 16, 2016Speaker: Robert M. Richter, Esq., APM, Vice President, SunGard Relius Click here to view the webcast outline!Employees come and go, but are they eligible to enter the plan upon their rehire date? Monitoring breaks in...
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Available through September 10, 2016Speaker: Clifford J. Woodhall, MSPA, CPC, Chief Actuary, Loren D. Stark Company, Inc. Click here to view the webcast outline!IRS Program Number: CZTXU-Q-00522-15-O Now that AFTAP requirements have been around for several...
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