Advertisement
News Archive
NTSAA 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. Additionally, Dan...
READ MORE
Speakers: Adam C. Pozek, QPA, QKA, QPFC, DWC ERISA Consultants, LLC, Salem, NH & CariAnn J. Todd, CPA, BeachFleischman PC, Tucson, AZ Employee benefits plan audits can be challenging each year. When you take into account that CPAs and TPAs do not always...
READ MORE
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 the Program: What...
READ MORE
Speaker: 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 is effective on...
READ MORE
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 owners today. ...
READ MORE
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 quarterly...
READ MORE
Speakers: R. Bradford Huss, Esq. and Nicolas J. White Esq, Trucker Huss, APC, San Francisco, CA Many retirement plans operate through an administrative committee structure. The duties of the committee may cover both administrative and investment issues and...
READ MORE
NTSAA WebcastSpeakers: Craig P. Hoffman, Esq., APM, ASPPA & 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 for an in-depth...
READ MORE
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 of the myths,...
READ MORE
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 and fees provided to...
READ MORE
NTSAA 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 aren't sure the steps...
READ MORE
ACOPA WebcastSpeakers: Judy A. Miller, MSPA, ASPPA & Carolyn Zimmerman, Internal Revenue Service This webcast will look at recent legislative and regulatory developments in the nation’s capital with the focus on issues important to pension actuaries and...
READ MORE
NAPA Webcast Sponsored by: Speaker: John Carl, Founder and President of Retirement Learning Center Capitalized under $25 million, small businesses represent more than 99%...
READ MORE
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...
READ MORE
Speakers: Debra Moran, QPA, QKA, Director, Acropolis Investment Management, LLC & Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC That's not my job; I thought you were taking care of that! Wait a minute! I'm taking care of that; why...
READ MORE
NTSAA WebcastSpeaker: Avaneesh K. Bhagat, Internal Revenue Service & 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)...
READ MORE
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 On December 10th at 2:00 PM ET, join top...
READ MORE
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