BMOC Washington Update

Craig P. Hoffman, ASPPA’s General Counsel and Director of Regulatory Affairs, will share insights and help you prepare for:

• guidance from the DOL that will permit the use of a “window” period for providing the participant investment chart and other disclosures required under ERISA §404(a);
• new rules that will apply to participant benefit statements;
• a mandate for a “guide” to accompany 408(b) disclosures; and
• proposed regulations redefining who is an ERISA fiduciary. 

Additionally, the webcast will cover:

• the IRS’ anticipated expansion of the available correction options under EPCRS; 
• the use of forfeitures in safe harbor plans; and 
• potential guidance on mid-year safe harbor plan amendments. 

These proposals will significantly impact TPAs and their clients. You won’t want to miss out on this exclusive BMOC executive briefing as you make preparations for 2015 and beyond.

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REGISTRATION

Registration Deadline:

Recorded  – 02/19/2016

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   Receive an immediate Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
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Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
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              Make checks payable to ASPPA 

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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 1 ASPPA CE credit, 1 ERPA credit, and 1 JBEA non-core credit.

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GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER

Craig Hoffman, Esq., APM

Craig is the General Counsel and Director of Regulatory Affairs for the American Society of Pension Professionals and Actuaries (ASPPA). Craig has previously served ASPPA as President, Co-chair of the Government Affairs Committee and Co-chair of the Political Action Committee. Prior to joining ASPPA, Craig served as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits. He received both his J.D. and his LL.M. in Taxation from the University of Florida. Craig has spoken at numerous meetings on the subject of qualified pension and retirement plans and was an expert speaker at the first Saver Summit, jointly sponsored by the White House and Congress. Presently, Craig serves on the editorial boards of the Journal of Pension Benefits (Panel Publishers) and the Journal of Pensions Management (Henry Stewart Publications). He was a charter member of the first IRS Advisory Committee on Tax Exempt and Governmental Entities. He is also a Fellow in the American College of Employee Benefits Counsel. 

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QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]