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Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc. The webcast will analyze the requirements and options when utilizing cross-testing, including numerous case studies. Attendee Takeaways:Case Studies will be provided, which help the attendee to utilize cross-testing,... READ MORE
Daniel Kravitz, CPC, QPA, Kravitz Inc. and Janine Chung ERPA, CPC, QPFC, Kravitz Inc. The art and science of combining Cash Balance with 401(k) plans offers tremendous potential for business growth. National experts Dan Kravitz and Janine Chung will use recent case studies to teach you... READ MORE
Stephen W., Forbes, J.D., LL.M., SunGard Whether testing or designing a cross-tested plan, safe harbor 401(k) plan or traditional 401(k) plan, the compensation definition is critical. The compensation decision will affect both the cost of the plan and compliance testing. In addition to... READ MORE
Speaker: Janice M. Wegesin, CPC, QPA, form5500help.comForm 5500 preparation is a key component of the services offered by ASPPA member firms.  It's important to know the updates to the 2012 forms and EFAST2 processing, as well as how to respond to governmental correspondence regarding such filings... READ MORE
Speaker: James C. Paul, Esq., APM, Ferenczy + Paul LLPWhat happens when a retirement plan sponsor goes out of business, is liquidated in bankruptcy, or otherwise disappears from the face of the earth, leaving a retirement plan with assets behind?  What can be done to terminate the plan and... READ MORE
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This article originally appeared in the Winter 2012 issue of Plan Consultant. To view a PDF version, please click here.As a result of the Small Business Jobs Act of 2010 (SBJA), qualified §401(k) plans and §403(b) plans are permitted to offer IRRs, allowing conversions from pre-tax money sources to... READ MORE
This article originally appeared in the Winter 2012 issue of Plan Consultant. To view the PDF version, click here.The purpose of this article is to help plan sponsors understand what actions they need to take before adopting an investment policy, why a policy is necessary, what to include in it,... READ MORE
This article originally appeared in the Winter 2012 issue of Plan Consultant. To view a PDF version, click here.There may be billions of dollars around the country in these unclaimed benefits — uncashed distribution checks. Most companies experience this problem each year and large companies may... READ MORE

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