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News Archive

Legislative & Regulatory Update – What’s Happening in Washington D.C. and State Capitals that Can Impact Your Business

By ASPPA 4/5/2014

NTSA WebcastSpeaker: Christopher M. DeGrassi, Executive Director, National Tax-Deferred Savings Association (NTSA)Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the budget. The Department of Labor wants to... READ MORE

Cross-testing from A to Z

By ASPPA 4/5/2014

GAC WebcastSpeaker: Charles D. Lockwood, J.D., LL.M, ASC Institute, LLCThe use of "cross-testing" has become a very popular plan design feature. This webcast will provide a detailed analysis of the requirements for cross-testing, including examples and case studies of various new comparability... READ MORE

403(b) Plan Corrections under the New IRS Rules

By ASPPA 4/5/2014

NTSA WebcastSpeakers: Bruce L. Ashton, Esq., APM, Drinker, Biddle & Reath, LLP and Avaneesh K. Bhagat, Internal Revenue ServiceThe long awaited update to the IRS Employee Plans Compliance Resolution System (EPCRS) is finally out. As promised, EPCRS now includes new rules for 403(b) plan... READ MORE

Social Media Strategies

By ASPPA 4/5/2014

Form 5500 and Other Filing Updates

By ASPPA 4/5/2014

Sales Management Test

By ASPPA 4/5/2014

Plan Qualification and Document Language Basics

By ASPPA 4/5/2014

Defined Benefit Plan Basics

By ASPPA 4/5/2014

Defined Contribution Plan Basics

By ASPPA 4/5/2014