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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...
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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...
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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...
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Speakers: Evan M. Rapp, ERPA, QPA, QKA, Managing Partner, RPG Consultants & Adam C. Pozek, ERPA, QPA, QPFC, DWC ERISA Consultants, LLC Keeping up with new and changing technology options is one of the biggest challenges facing business...
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Speakers: Ronald J. Triche, Esq., APM, ASPPA, Arlington, VA On August 29, 2013, IRS issued Revenue Ruling 2013-17 and two sets of FAQs regarding the treatment of same-sex married couples under the Internal Revenue Code. The guidance, which...
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Speaker: Regina L. Farmer, Esq., Ferenczy + Paul LLP Overview of the IRS and DOL correction programs for retirement plans.Attendee Takeaways:• Identify the Problem: What type of problem do you have and what is the risk to the Plan• Identify...
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Speakers: Adam C. Pozek, QPA, QKA, QPFC, DWC ERISA Consultants, LLC and CariAnn J. Todd, CPA, BeachFleischman PC Employee benefits plan audits can be challenging each year. When you take into account that CPAs and TPAs do not always speak...
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NTSA WebcastSpeakers: Daniel Gardner, Internal Revenue Service, Examinations and Ellie Lowder, TGPC, Consultant Primary focus will be on the meaning of, and how to provide effective opportunity for employees to participate in 403(b) plans...
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Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, ING Retirement Services, Thornwood, NY “It’s my money and I want it now” is a common refrain from participants during turbulent economic times. Plan Administrators are faced with a constant...
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Speaker: Leonard J. Witman, Witman Stadtmauer, P.A. Tax Planning for Retirement Assets. Although accumulation is often the focus, equally important is how retirement assets are accessed by participants and beneficiaries. Consideration...
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NAPA WebcastWebcast brought to you by: Speaker: Barbara J. Delaney, Principal, StoneStreet Equity, Inc. Substantial information and resources are available to the advisor for registered fixed income instruments,...
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Speaker: Ronald J. Triche, Esq., APM, ASPPA, Arlington, VA On June 26, 2013, the United States Supreme Court overturned Section 3 of the Defense of Marriage Act (“DOMA”). As a result, same-gender married couples must be recognized by the...
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Speaker: Aimee Nash, JD, APM; Wolters Kluwer Law and Business - ftwilliam.com A broad survey of 401(k) plan design considerations. When designing a document, it can be easy to select a particular design out of habit. This webcast aims...
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Speaker: Stephen W. Forbes, J.D., LL.M., SunGard, Littleton, CO Early this year, Congress added another piece to the Roth puzzle - In-plan Roth transfers. The first piece was the Roth IRAs. Next came the Roth 401(k) and 403(b) deferrals....
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Speakers: Richard A. Hochman, Esq., APM, McKay Hochman Co., Inc. and Monika A. Templeman, Esq., Director of EP Examinations, Internal Revenue Service In early 2010, the IRS initiated its first ever all Internet based examination of the "...
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Speaker: Charles J. Klose, FSPA, CPC, The Vanguard Group The subject of ethics is ubiquitous in business. It is a major focus of business school curriculum and all professions have "ethics" continuing professional education requirements....
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ACOPA WebcastSpeaker: Newell W. Kimlin, Internal Revenue Service, TE/GE, Santa Ana, CAMary Ann Rocco, MSPA, Mary Ann Rocco, EA Consulting Actuary, Huntington Beach, CAThe session will review the 2012 form 5500 SB, and will include detailed discussion regarding End of Year valuations, issues...
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ACOPA WebcastSpeakers: Carol Gransee, OppenheimerFunds, Inc., Assistant Vice President OversightJames P. Flannery, Employee Plans Division, Tax Exempt and Government Entities, Internal Revenue Service, Tax Law SpecialistAimee Nash, ftwilliam.com, Senior Writer/Analyst Linda Segal Blinn, JD*, ING,...
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ACOPA WebcastSpeaker: Norman Levinrad, FSPA, CPC, EA, MAAA, Summit Benefit & Actuarial Services, Inc.This webcast will cover the basics of Cash Balance plans; how they work; the key design issues; and their use for your practice.Attendee Takeaways:• How a Cash Balance plan fits into the Defined...
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