Cross-Testing Techniques and Plan Design

Speaker: Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc.

Attendee Takeaways:

Case Studies will be provided, which help the attendee to utilize cross-testing, including:
• How to utilize restructuring
• When to utilize average compensation
• Options, when testing fails, including utilizing corrective amendments under 401(a)(4)- 11(g)
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REGISTRATION

Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.

Registration Prices

Recorded Webcast
(registration deadline: 05/01/15)

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
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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 2 ASPPA CE credits.

Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA) 
The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

Continuing Education Changes for RECORDED Webcast Attendees

Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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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

Mark K. Dunbar, MPSA

Mark K. Dunbar, MSPA, is president of Dunbar, Bender & Zapf, Inc., a Pittsburgh, PA consulting firm. Mark is an Enrolled Actuary with over 30 years of retirement plan experience.

In addition to his duties at Dunbar, Bender & Zapf, Inc., Mark is the immediate past President of ACOPA, is a member of ASPPA’s GAC DB sub-committee and has held many other volunteer positions at both ASPPA and the American Academy of Actuaries.

QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]