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Speaker: Robert M. Richter, J.D., LL.M. 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, examples...
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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 of benefits that were then...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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,...
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NAPA Webcast Sponsored by: Speaker: John Carl, Founder and President of Retirement Learning Center Capitalized under $25 million, small businesses...
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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....
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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...
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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...
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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...
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