ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts.
ASPPA Webcast: Participant Loan Issues
Wednesday, Sept. 8, 2021
2:00-2:50 p.m. ET
Speaker: James C. Paul, Shareholder, Employee Benefits Law Group PC
Description: Participant loans can become headaches if you don’t know the rules. Join us to talk about the things that go wrong most often and how to avoid and correct these common errors. We will review the basic rules for loans, as well as rules for defaulting loans, treating defaulted loans as deemed distributions and options for correcting defaulted loans. We will also talk about how to treat loans for employees on leaves of absence.
CE Credit: 1 ASPPA, 1 NTSA , 1 NAPA Relevant, 1 ERPA, 1 JBEA Formal, 1 JBEA Noncore
ASPPA Webcast: Ethics – Working with Our Code of Conduct
Wednesday, Sept. 22, 2021
2:00-2:50 p.m. ET
Speaker: Robert M. Kaplan, CFP, CPC, QPA, QKC, QKA, Director of Technical Education, American Retirement Association
Description: As a member of the American Retirement Association, you are subject to the association’s Code of Conduct. We’ll provide highlights of the code that every member should be familiar, along with 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.
CE Credit: 1 ASPPA Ethics, 1 NTSA Ethics ,1 NAPA Ethics, 1 ERPA Ethics, 1 JBEA Formal, 1 JBEA Ethics
ASPPA Webcast: ERISA Litigation That TPAs Should Care About
Wednesday, Oct. 6, 2021
2:00-2:50 p.m. ET
Speaker: Ilene H. Ferenczy, Esq, APA, Managing Partner – Ferenczy Benefits Law Center
Description: We all know about the never-ending list of fee cases working their way through the courts. But what other cases are out there that TPAs and other service providers should care about? What lessons do they teach, and are there any practical actions that should be taken to reduce liability? Join us for a discussion of liability you should avoid.
CE Credit: 1 ASPPA, 1 NTSA , 1 NAPA Relevant, 1 ERPA, 1 JBEA Formal, 1 JBEA Noncore
ASPPA Webcast: Partial Terminations in the Pandemic
Wednesday, Nov. 3, 2021
2:00-2:50 p.m. ET
Speaker: Craig P. Hoffman, APM, Attorney/Senior Consultant, Nova 401(k) Associates
Description: The pandemic has caused historic unemployment levels throughout the country. As a result, plan sponsors need to focus more on the potential for a partial plan termination (and full vesting of affected participants). Understanding the rules governing partial terminations, and relevant IRS guidance, are more important than ever. To complicate matters even further, the temporary relief Congress has provided overrides the normal rules. This session will cover the standards that cover partial terminations, relevant court cases and the pandemic relief Congress provided.
CE Credit: 1 ASPPA, 1 NTSA , 1 NAPA Relevant, 1 ERPA, 1 JBEA Formal, 1 JBEA Noncore
ASPPA Webcast: FAQs about Distributions—It’s My Money and I Want it Now
Wednesday, Nov. 17, 2021
2:00-3:40 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, and been unsure how to respond? Here’s your chance to ask two of ASPPA’s industry veterans questions on distributions. The webcast will respond to as many of your questions as we can get to. The questions should be related to one of the following topic areas:
- Participant Loans
- Hardship Distributions
- RMDs
- QDRO Distributions
- Qualified Birth and Adoption Distributions
CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 PSCA Relevant Topic, 2 NTSA, 2 ERPA, 2 JBEA core, 2 JBEA Formal
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