HATFA Guidance – What You Need to Know Now

Available through September 23, 2015

Speaker: James Holland, MSPA, FCA, ASA, MAAA, EA and Carol Zimmerman, IRS

Click HERE to view the webcast outline!

The Highway and Transportation Funding Act of 2014 (HATFA) revised the interest rates used to value plans. IRS Notice 2014-53 provides guidance on the impact of HATFA particularly as it pertains to 2013 year.  This webcast will cover the new rules and what can be done or needs to be done by the end of 2014.

Learning Objectives:

• Assess the impact of new rules on work done for the 2013 and 2014 years.
• Identify the possible choices and alternatives under the new rules.
• Establish the timing of required actions to be taken.

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REGISTRATION

Recorded  – 09/23/2015

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   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].
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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 1.5 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 1.5 JBEA 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 1.5 ERPA Ethics CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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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

James Holland, MSPA, FCA, ASA, MAAA, EA

James is the chief research actuary for Cheiron and has over three decades of professional, managerial and public service experience working on issues relating to retirement plans and welfare benefit plans. He was a long-time official at the IRS before joining Cheiron. At the IRS, James held a variety of positions, was the chief of the actuarial branch for many years, and ended his career as the assistant director for the employee plans rulings and agreement area, where all aspects of the regulatory and legal guidance pertaining to pension plans is produced. In his roles, he often worked with officials from the Treasury Department, the Pension Benefit Guaranty Corporation, the Department of Labor and other government agencies. At Cheiron, James is providing his expertise to consultants and clients on a variety of pension related issues. James has been a frequent speaker at professional meetings where he made complicated regulations understandable to the pension community.

QUESTIONS

Registration and General Questions

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