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Speaker:Karen Smith, Nova 401(k) Associates This 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... READ MORE
Speakers: Kevin J. Donovan, CPA, EA, MSPA, Pinnacle Plan Design, LLC & Lauren R. Okum, ASA, EA, MAAA, MSPA, Premier Actuarial Solutions Cash balance pension plans are often the plan design of choice for new plans. While desirable, there are many... 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)... READ MORE
Speakers: Audrey W. Chan, Investigator with the U.S. Department of Labor, Employee Benefits Security Administration and R. Bradford Huss, Esq., Trucker Huss, APC, San Francisco, CAThe Department of Labor has a Voluntary Fiduciary Correction Program (VFCP) for fiduciaries to correct potential... READ MORE
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam a ultricies mauris, sit amet aliquet tellus. Mauris a erat eu lacus volutpat consectetur. Suspendisse at lectus odio. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Integer vitae urna lacus.... 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... 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,... 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... READ MORE
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... READ MORE
Speaker: Charles D. Lockwood, ASC Institute, LLC, Principal In this session, we will discuss the various coverage tests, including the ratio percentage and average benefits tests. In addition, we will address methods for improving coverage testing results,... READ MORE
Susan D. Diehl, CPC, QKA, ERPA, President PenServ Plan Services, Inc. The Small Business Jobs Protection Act first allowed 401(k) and other deferral plan participants the opportunity to convert funds from pre-tax to Roth 401(k) accounts by an in-plan transfer... READ MORE
Speaker: Robert M. Richter, J.D., LL.M., APM Vice President SunGard Relius The use of automatic contributions arrangements (sometimes called automatic enrollment) is increasing. This webcast will focus on the rules applicable to EACAs, QACAs and ACAs. In addition... READ MORE
Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc.  Most employee benefit plans require an annual Form 5500 filing.  This program will offer you the opportunity to ask questions as well as Learn about changes to the 2013 Form 5500 series... READ MORE
Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc. The webcast will analyze the requirements and options when utilizing cross-testing, including numerous case studies. Attendee Takeaways:Case Studies will be provided, which help the attendee to... READ MORE
Daniel Kravitz, CPC, QPA, Kravitz Inc. and Janine Chung ERPA, CPC, QPFC, Kravitz Inc. The art and science of combining Cash Balance with 401(k) plans offers tremendous potential for business growth. National experts Dan Kravitz and Janine Chung will use... READ MORE
Stephen W., Forbes, J.D., LL.M., SunGard Whether testing or designing a cross-tested plan, safe harbor 401(k) plan or traditional 401(k) plan, the compensation definition is critical. The compensation decision will affect both the cost of the plan and... READ MORE
Speaker: Janice M. Wegesin, CPC, QPA, form5500help.comForm 5500 preparation is a key component of the services offered by ASPPA member firms.  It's important to know the updates to the 2012 forms and EFAST2 processing, as well as how to respond to governmental correspondence regarding such filings... READ MORE
Speaker: James C. Paul, Esq., APM, Ferenczy + Paul LLPWhat happens when a retirement plan sponsor goes out of business, is liquidated in bankruptcy, or otherwise disappears from the face of the earth, leaving a retirement plan with assets behind?  What can be done to terminate the plan and... READ MORE
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This article originally appeared in the Winter 2012 issue of Plan Consultant. To view a PDF version, please click here.As a result of the Small Business Jobs Act of 2010 (SBJA), qualified §401(k) plans and §403(b) plans are permitted to offer IRRs, allowing conversions from pre-tax money sources to... READ MORE