Technology for the Retirement Plan Professional

Speakers: Evan M. Rapp, ERPA, QPA, QKA, Managing Partner, RPG Consultants & Adam C. Pozek, ERPA, QPA, QPFC, DWC ERISA Consultants, LLC

Keeping up with new and changing technology options is one of the biggest challenges facing business owners today.  In a world with so many options; how do you determine what is the best option for your business?  How do you navigate the ever changing technology landscape?  Where do you begin?  Here’s your chance to benefit from the research and opinions of two self-proclaimed “technology geeks”.  Join Evan M. Rapp, ERPA, QPA, QKA, Managing Partner of RPG Consultant and Adam C. Pozek, ERPA, QPA, QPFC, of DWC ERISA Consultants, LLC as they share their ideas and answer these and many more questions during this webcast.

Attendee Takeaways:

• A discussion on different hardware and software options in the workplace and the road to help the Retirement Plan Professional maximize their productivity and efficiency.
• Learn about various software options that can be implemented personally to help you be more productive (communication software, faxing, scanning, instant messaging, presentation software, file sharing, remote support/meetings and more).
• Decision makers will hear about technology to implement for the entire office and the choices available among the different solutions (hosting vs in-house, message archiving, phone systems, file management, client management).
• Mention of the different industry software that is available and the features that may matter to you.
• An analysis on smartphone technology, the choices available and the features you may want to consider before purchasing or upgrading.
• The tablet phenomenon: Toy or is there a place for it in our industry? We will look at implementation possibilities and choices amongst manufacturers/systems.

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: 09/18/14)

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.

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CONTINUING EDUCATION INFORMATION

ASPPA Members

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

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GENERAL INFORMATION

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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

Adam C. Pozek, QPA, QKA, QPFC

Adam is a partner and consultant at DWC ERISA Consultants, LLC.  He works with business owners, executives and their other professional advisors on issues related to qualified retirement plans.  His specialties include:

• Customized plan design
• Assessment of benefit programs in the context of mergers and acquisitions
• Voluntary correction of plan errors via the IRS and DOL correction programs
• Representation of clients in IRS and DOL examinations
• Consultation with plan fiduciaries to assist in establishment and documentation of prudent processes

Adam is actively involved with the American Society of Pension Professionals and Actuaries ("ASPPA") where he serves on the Executive Committee, Board of Directors and the Government Affairs Committee.  He is a past-president of the ASPPA Benefits Councils of Atlanta and New England.  Adam also serves as vice-chair of the IRS Advisory Committee on Tax-Exempt and Government Entities ("ACT").

As a nationally recognized author and lecturer, Adam has been published in the Journal of Financial Services Professionals, The Wealth Channel, 403(b) Advisor and Plan Consultant.  He is co-editor of and a regular contributor to the Journal of Pension Benefits and is co-founder of Pension Pundits, LLC.  Adam has spoken on retirement plan topics for a variety of organizations, provided testimony to the ERISA Advisory Council and co-authored several comment letters and proposals to the Treasury Department and Congress.

Adam holds the professional credentials of Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA) and Qualified Plan Financial Consultant (QPFC) from ASPPA as well as Registered Health Underwriter (RHU) and Registered Employee Benefits Consultant (REBC) from the American College.  He is also enrolled to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA).

Evan M. Rapp, ERPA, QPA, QKA

Evan, Managing Partner, joined RPG Consultants in 2001. Evan handles the operations management of the firm including the overall training and supervision of the administration and recordkeeping staff and provides advanced consulting to clients. Evan is responsible for developing his Firm's IT infrastructure, the implementation of their in-house recordkeeping and FSA systems, and creating partnerships with other daily recordkeeping providers.

Prior to joining RPG, Evan's background and areas of responsibilities have included financial, personnel and technology management. Evan served as a Data Administrator at Einstein Medical Center and a Sr. Administration Manager at Cornell Medical Center.

Evan earned a Bachelor’s degree from Queens College and a Masters of Public Administration degree from New York University. He is an accredited member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designations. He currently volunteers as a Vice-Chairman of ASPPA’s Education & Examination (E&E) Committee. Evan is also an Enrolled Retirement Plan Agent (ERPA) authorized to represent clients before the IRS.

Evan lives on Long Island, NY with his wife and three sons and, in 2012, marked his 20th anniversary serving his community as a volunteer EMT. Evan's wife complains about his obsession with technology but realizes that there are worse habits he could have.

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
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