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Speaker: Janice M. Wegesin, CPC, QPA, form5500help.com Form 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...
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Speakers: Audrey W. Chan, Investigator with the U.S. Department of Labor, Employee Benefits Security Administration & R. Bradford Huss, Esq., Trucker Huss, APC, San Francisco, CA The Department of Labor has a Voluntary Fiduciary Correction Program (VFCP) for...
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NTSAA Webcast Speakers: Bruce L. Ashton, Esq., APM, Drinker, Biddle & Reath, LLP & 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...
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GAC Webcast Speaker: 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...
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NTSAA WebcastSpeaker: Christopher M. DeGrassi, Executive Director, National Tax Sheltered Accounts Association (NTSAA) Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the...
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ACOPA Webcast Speaker: 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...
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ACOPA Webcast Speakers: 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/...
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ACOPA Webcast Speaker: 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...
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ARLINGTON, VA, (October 10, 2013) – New research published by the American Society of Pension Professionals & Actuaries (ASPPA) shows that if Congress and the Administration fail to raise the debt ceiling, American workers’ 401(k) account balances could fall by more than 20%.“As if the...
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Speaker: Charles J. Klose, FSPA, CPC, The Vanguard Group, Valley Forge, PA 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. The...
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