What’s Coming Up: ASPPA Webcasts

ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.

 

Live Webcasts
 
ASPPA Webcast:  Hardship Withdrawal Changes: COVID-19 Impact

 

 

2:00 - 2:50 p.m ET

 

Speaker: Michael F. Smith, QPA, OKA,Vice President, Voya Financial

 

Description: This webcast will begin with a refresher on the hardship changes under the Bipartisan Budget Act of 2018, including the expansion of the money now available for addressing hardships, as well as the new permissible withdrawal “event” for FEMA-declared disasters. The session also will cover the temporary withdrawal relief under the CARES Act for participants affected by COVID-19; and related DOL and IRS guidance; relief from certain documentation requirements; and the retroactive amendment requirements for hardship withdrawals. An interactive question and answer session will follow the presentation to assist in the learning process.
 
ASPPA Webcast – 401(k) Hot Topics

 

 

2:00 – 2:50 p.m. ET

 

Speaker: Craig P. Hoffman, APM, Attorney at Law

 

Description: 401(k) plans remain extremely popular with both plan sponsors and participants. The rules for hardship distributions have changed as a result of the 2018 federal budget bill. Final IRS regulations provide guidance and transitional options that plan sponsors must consider in bringing their plans into compliance. “Matching” contributions for student loan repayments is another 401(k) plan design concept garnering a great deal of attention. How does it work and what are the pitfalls? “Backdoor” Roth contributions have also been touted in the popular press but don’t always make sense. Learn about these important hot topics and get your questions answered.
 
ASPPA Webcast:  I’m a 3(16) Fiduciary. Now What?

 

 

2:00 -2:50 p.m. ET

 

Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner – Ferenczy Benefits Law Center

 

Description: 3(16) administration has been around for a few years now, and the pressure on TPAs to do this work remains. Is this just a fad, or is it here to stay? What services are people performing under this model? What are the advantages and disadvantages to a client of having 3(16) services performed? And, most importantly, what are the positive attributes and challenges faced by TPAs who do this work?  Ilene Ferenczy, who focuses much of her practice on advising TPAs and other service providers to plans, will address these questions and more.
 
ASPPA Webcast: The Different Ways to Build a Pooled Employer Plan (PEP)

 

 

2:00 - 3:40 p.m. ET

 

Speaker: Jake Linney, CPC, CPFA, American Retirement Association, Director, Key Accounts

 

Description: The session will explore different ways a Pooled Plan Provider (PPP) can structure a Pooled Employer Plan (PEP). It will include who can be a Pooled Plan Provider, what the different roles in a PEP and how they differ from single employer plans. Finally, the session will discuss the latest on the DOL and IRS guidance for PEPs.
 
ASPPA Webcast: Washington Update

 

 

2:00 – 2:50 p.m. ET

 

Speaker: Robert M. Richter, J.D., LL.M., Retirement Education Counsel, ARA

 

Description: This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will affect retirement plans. Not only will you hear the latest from Capitol Hill, but you will also get an update on the latest guidance from the IRS and DOL. If it affects retirement plan service providers—we will discuss it. After this webcast you will be prepared for the questions that clients, prospects, and distribution partners ask about items they have concerns about.
 
ASPPA Webcast: Just the FAQs about Distributions

 

 

2:00 – 3:40 p.m. ET

 

Speakers: Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association and Bob Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association
Description: Have you ever had a client or participant ask you a question about distributions that you were not sure how to respond to? Here’s your chance to ask two of ASPPA’s industry experts questions on distributions. The webcast will respond to as many of your questions as we can get to. 
 
ASPPA Webcast: Ethics—it’s Never the Wrong Time to Do the Right Thing

 

 

2:00 – 2:50 p.m. ET
 

Speaker: Bob Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association
Description: As an ASPPA member, you are subject to the Code of Conduct of the association. This session will provide highlights of the code that every member should be familiar with plus some real-life situations that require you to apply those ethical standards. How would you respond? How should you respond? Join us for a look at ethics and how they pop up in all types of situations.