DC Insider’s View

NAPA Webcast

Webcast 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 webcast has been expanded to include an update on all regulatory and legislative developments, both recent and anticipated. The webcast, set for Sept. 24 at 2:00 PM ET, is sponsored by The Standard. Along with the Hatch bill, ASPPA/NAPA’s Brian Graff and Judy Miller will update members on the status of tax reform, the DOL’s fiduciary definition rule and the SEC’s uniform fiduciary rule, as well as implications for IRAs and qualified plans.

Get the insider’s view of what’s happening in DC, with commentary on how it could affect plan advisors, what they need to tell their clients and prospects, and how they might use it to build their retirement business. The webinar is free to all NAPA members and  $99 for others. Register now.

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

Complimentary webcast for NAPA Members!

Recorded Webcast
(registration deadline: 09/24/14)

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 1.2 ASPPA CE credits.

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 SPEAKERS

Brian H. Graff, Esq., APM

Brian began serving as Executive Director/Chief Executive Officer of ASPPA in November 1996. In this capacity, Graff oversees ASPPA’s operations, is a member of ASPPA’s Executive Committee and, working with ASPPA’s Board of Directors, charts the strategic direction for the organization. During his tenure, ASPPA has grown from a budget of $1.6 million to more than $13 million. Today, ASPPA and its sister organizations (NAPA, NTSAA, ACOPA) represent more than 15,000 retirement plan professionals and provide advocacy, specialized education and training, networking, and business intelligence to a growing membership base.

Graff is well known for representing the interests of ASPPA members before Congress and the federal regulatory agencies. Most recently, he testified before the U.S. Department of Labor on the proposed “definition of fiduciary” regulation. Because of his “inside Washington” expertise and “tell it like it is” presentations, Graff is well known for his much anticipated Washington Update—a highlight presentation of every ASPPA conference.

In fact, Graff has been actively involved in the programming and growth of more than a dozen ASPPA conferences annually, including the renowned 401(k) SUMMIT. On the education side, Graff has been instrumental in ASPPA’s administration of more than 5,000 examinations per year that lead to various industry-related professional credentials such as ASPPA’s highly regarded QPFC credential for advisors—the Qualified Plan Financial Consultant.

Graff is also a well-known industry speaker, frequently presenting at company and industry conferences on behalf of the employer sponsored retirement plan system. He is also regularly sought after by the trade and mainstream media, and has been quoted or interviewed recently by The Washington Post, The Wall Street Journal, and Bloomberg TV.

Earlier this year, Graff spearheaded the development and launch of ASPPA’s newest sister organization—NAPA, the National Association of Plan Advisors—which was created to give plan advisors a “seat at the table” and a voice in Washington, as well as targeted business intelligence and networking opportunities. In 2010, Graff organized The Lifetime Income Summit with AARP and WISER to draw attention to the decumulation phase of retirement ahead of regulations issued by the U.S. Department of Labor. In 2009, Graff helped pave the way for the National Tax-Sheltered Accounts Association (NTSAA)—an organization focused on the 403(b) and 457 plan industries—to combine operations with ASPPA and serve advisors in the non-profit markets as a sister organization.

An attorney (District of Columbia) and certified public accountant (New York-inactive), Graff was formerly Legislation Counsel to the U.S. Congress Joint Committee on Taxation where he provided policy and technical analysis relating to pensions and employee benefits, health care and Social Security to members of Congress. While working for Congress, Graff participated in the development of legislation, including the Small Business Job Protection Act of 1996 and the Health Insurance Portability and Accountability Act of 1996. Prior to working on Capitol Hill, Graff was associated with the Washington, DC, law firm, The Groom Law Group, which specializes in employee benefits.

Graff received his doctoral degree in law, cum laude, from the University of Pennsylvania Law School in Philadelphia. He holds a bachelor of science in accounting with distinction from Cornell University in Ithaca, NY.

Judy A. Miller, MSPA

Judy is Chief of Actuarial Issues and Director of Retirement Policy for ASPPA. She joined ASPPA after serving as Senior Benefits Advisor on the staff of the Senate Finance Committee (May 2003 through November 2007). Before joining the Finance Committee staff, Judy provided consulting and actuarial services to employersponsored retirement programs for nearly 30 years. She was a shareholder in Anderson ZurMuehlen & Co., providing consulting services through its affiliate, Employee Benefit Resources, LLP (EBR) in Helena, Montana. Prior to joining EBR, she was vice president of Hendrickson, Miller & Associates, Inc. for 15years. Judy began her actuarial career in New York, working for what was then George B. Buck Consulting Actuaries. Judy is an MSPA, a Fellow of the Society of Actuaries and an Enrolled Actuary. She received her BS in Mathematics from Carnegie Mellon University in Pittsburgh, PA.

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.