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Fixing the Broken Plan: Tools to Get the Plan Back on Track

Speaker: Regina L. Farmer, Esq., Ferenczy + Paul LLP

Overview of the IRS and DOL correction programs for retirement plans.

Attendee Takeaways:

  • Identify the Problem: What type of problem do you have and what is the risk to the Plan
  • Identify the Program: What tools are available to fix the Plan
  • Pick the Fix: Which program is appropriate for your problem
  • Work it: How to use the programs
  • Tie up Those Loose Ends: What happens after the fix

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: 08/28/14)

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

Regina L. Farmer, Esq.

Regina is an associate attorney with Ferenczy + Paul LLP in Atlanta, Georgia. In her practice, she advises clients on all types of employee benefit issues and focuses her practice on qualified plans, executive compensation, and nonqualified deferred compensation plans. She joined the benefits community in 2006 after ten years in general practice. Her diverse background enables her to create a practical and realistic approach to her clients’ benefit issues.

Regina is a member of ASPPA and is the co-chair of the ASPPA Benefits Council committee for the organization. She is also a member of the Board of Directors of the ASPPA Benefits Council of Atlanta, and served as President of the organization during the 2010-2011 term.  Regina has published articles in the Journal of Pension Benefits and has presented educational seminars around the country.

QUESTIONS

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