Washington & DOMA Update

NTSAA Webcast

Speakers: Craig P. Hoffman, Esq., APM, ASPPA & Ronald J. Triche, Esq., APM, ASPPA

As an influential leader in retirement policy, Craig Hoffman has a front row seat to all that is happening on Capitol Hill. Please join Craig for an in-depth discussion of pressing issues which are of great concern to the retirement industry. What will be the impact of tax reform and deficit reduction on 403(b) and other employee benefit plans?

How will developments in our Nation’s Capital influence the design and administration of retirement and other employee benefit plans? What will be the impact of the DOL’s new fiduciary definition regulation (when released) on 403(b) and other employee benefit plans? What additional developments should be expected from other regulatory agencies in the year ahead? Join us as issues of great concern to retirement plan professionals are addressed by ASPPA’s General Counsel and Director of Regulatory Affairs, Craig Hoffman.

On June 26, 2013, the United States Supreme Court overturned Section 3 of the Defense of Marriage Act (“DOMA”).  As a result, same-sex married couples must be recognized by the Federal government (at least those that were married in the states that permit such marriages).  However, it is not clear which Federal rights and responsibilities of marriage will be afforded to same-sex married couples that reside in states that do not permit or recognize same-sex marriages.  This potentially disparate treatment of same-sex married couples based on their state of residence will have a direct impact on 403(b) and other employee benefit plans.  Please join the Assistant General Counsel of ASPPA, Ronald J. Triche, Esq., APM, as he discusses the case, its impact on employee benefits, and the many questions left unanswered by the Court.

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 NTSAA members!

Recorded Webcast
(registration deadline: 10/10/14)

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 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA 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 SPEAKERS

Craig P. Hoffman, Esq., APM

Craig is the General Counsel and Director of Regulatory Affairs for the American Society of Pension Professionals and Actuaries (ASPPA). Craig has previously served ASPPA as President, Co-chair of the Government Affairs Committee and Co-chair of the Political Action Committee. Prior to joining ASPPA, Craig served for over 20 years as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits. He received both his JD and his LLM in Taxation from the University of Florida. Craig has spoken at numerous meetings on the subject of qualified pension and retirement plans, including the American Society of Pension Professionals and Actuaries Annual Meeting, the Society of Actuaries Annual Meeting; the Enrolled Actuaries Annual Conference; the American Law Institute/American Bar Association seminar in Scottsdale, Arizona; the New York Employee Benefits Conference; the Creative Pension Seminar sponsored by the Ohio State University College of Law; and the UMKC Law School Annual Employee Benefits Institute. In addition, he was an expert speaker at the first Saver Summit, jointly sponsored by the White House and Congress. Presently, Craig serves on the editorial boards of the Journal of Pension Benefits (Panel Publishers) and the Journal of Pensions Management (Henry Stewart Publications). He was a charter member of the first IRS Advisory Committee on Tax Exempt and Governmental Entities. He is also a Fellow in the American College of Employee Benefits Counsel. Craig’s articles have been featured in numerous publications, including The Pension Actuary, Journal of Compensation and Benefits, Journal of Pension Benefits, Pension and Benefits Week, Pension World, and RIA Pension Alert.

Ronald J. Triche, Esq., APM

Ronald serves as Assistant General Counsel and Director of Government Affairs for ASPPA. In his role as Director of Government Affairs, he manages the ASPPA Government Affairs Committee and develops regulatory comments through a committee process, drafts summaries of agency guidance and presents ASPPA’s position to agencies such as the DOL, IRS, PBGC, SEC and on Capitol Hill. Prior to joining ASPPA, Ron was a shareholder at Trucker Huss in San Francisco, where he practiced in the areas of ERISA and qualified plans for 12 years.

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.