Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc.
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The webcast will analyze the requirements and options when utilizing cross-testing, including numerous case studies.
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)
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)
| Individual Viewer | Additional Viewers |
| ASPPA Member: $110 | ASPPA Member: $40 |
| Non-member: $180 | Non-member: $65 |
Registration for Recorded Webcast Includes:
- One viewing of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available one week 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: For credit card payment only. Receive an immediate e-mail Registration Confirmation.E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].
Fax: Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail: ASPPA – PO Box 34725, Alexandria, VA 22334-0725
For express/overnight deliveries (FedEx, DHL, etc.) send to:
ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
Make checks payable to ASPPA
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.
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.
ABOUT THE SPEAKER
Mark K. Dunbar, MSPA, MAAA
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]
Please Note: All members of the media must register as such by contacting Ryan Shucard at [email protected], or by calling 703-516-9300 ex. 130.
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