The Ins and Outs of Automatic Contribution Arrangements

Speaker: Robert M. Richter, J.D., LL.M., APM Vice President SunGard Relius

The use of automatic contributions arrangements (sometimes called automatic enrollment) is increasing. This webcast will focus on the rules applicable to EACAs, QACAs and ACAs. In addition, examples will be used to help attendees understand the practical application of these rules. We will also focus on trends relating to automatic contribution arrangements, such as the application of escalator provisions to participants who have affirmative deferral elections.

Attendee Takeaways:

• Learn the differences between EACAs, QACAs, ACAs
• Understand the notice requirements 
• Understand the uniformity requirement
• Be able to apply the various rules through the use of examples
• Learn about trends in automatic contribution arrangements

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: 04/03/15)

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].
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CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA Ethics CE credits. .

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Core Ethics 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 Ethics 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

Robert M. Richter, J.D., LL.M.

Robert manages the consulting department at SunGard Relius and is instrumental in authoring and supporting SunGard's retirement plan documents. He is a frequent lecturer and author on matters involving qualified retirement plans and cafeteria plans. He has held numerous positions within the American Society of Pension Professionals and Actuaries (ASPPA), including President from October 2011 to October 2012. Robert is a Fellow of the American College of Employee Benefits Counsel and is a member of numerous other organizations, including the Florida Bar. Robert received a B.S., with a major in Finance, from the University of Florida, a J.D. from Florida State University, and an LL.M. in taxation from the University of Florida.

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.