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What’s Coming Up: ASPPA Webcasts and Events

Education and Career Development

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

Live Webcasts
 
ASPPA Webcast: Second Quarter 2019 Washington Update

Wednesday, May 22, 2019

2:00–2:50 p.m. ET

Speaker: Bob Kaplan, Director of Technical Education, American Retirement Association

This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will impact 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 impacts retirement plan service providers — we 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.

CE Credit: 1 ASPPA, 1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore
 
ASPPA Webcast: Late Deferral/Loan Deposits and Form 5330

Thursday, June 6, 2019

2:00–2:50 p.m. ET

Speaker: Kristina Kananen, QPA QKA, DATAIR Employee Benefit Systems, Inc.
Timely deposit of participant deferrals and loan payments continues to be a challenge for many plan sponsors. It often falls to the service provider to identify when deposits may not have been made in a timely fashion, and to assist the plan administrator to ascertain the proper correction method and to prepare the required government report and penalty payments. This webcast will cover the methods and procedures to identify and correct these errors.

CE Credit: 1 ASPPA, 1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore
 
ASPPA Webcast: The Other Reasons for Filing Form 5330

Thursday, June 13, 2019

2:00–2:50 p.m. ET

Speaker: Kristina Kananen, QPA QKA, DATAIR Employee Benefit Systems, Inc.
Late deferral deposits in 401(k) plans were covered in last week’s webcast, but there are other issues which require filing of Form 5330. This webcast will explore the other situations for the various plan types that also must be reported as you work your way through the IRC sections directing Form 5330 reporting.

CE Credit: 1 ASPPA, 1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore
 
ASPPA Webcast: Governmental Plans: An Overview and Analysis of Retirement Program Options

Tuesday, June 18, 2019

2:00–2:50 p.m. ET

Speaker: Rodney W. Stortenbecker, CPC, QPA, Assistant Vice President of Compliance, Lincoln Financial Group
This webcast provides an overview of governmental retirement plans, including an in-depth review of the types of plans a governmental employer can sponsor: 401(a), 457(b), 457(f) and 415(m). The speaker will provide an analysis of plan provisions and options specific to governmental plans, such as 414(h) and 403(b) or 401(k) plans for certain entities. The webcast examines best practices for a governmental employer, including fiduciary considerations and how these plans work in conjunction with other retirement plans.

CE Credit: 1 ASPPA, 1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore
 
ASPPA Webcast: The End Is Near! Mastering the Art of Plan Terminations

Wednesday, Aug. 21, 2019

2:00–3:40 p.m. ET

Speaker: Alison J. Cohen, J.D., CPC, Partner, Ferenczy Benefits Law Center
It’s so hard to say goodbye — and terminate a plan. Whether a defined contribution plan or a defined benefit plan, it’s important to understand the steps necessary to properly terminate the plan and make sure you have a solid timeline. Communication is key both between TPA and client, and client and participant. But, whatever you do, don’t blow the PBGC deadlines or the ending could be tragic!

CE Credit: 2 ASPPA, 2 NAPA, 2 NTSA, 2 ERPA, 2 JBEA Noncore
 
ASPPA Webcast: Finding CB and DB Plan Opportunities: A Guide for DC Administrators

Wednesday, Sept. 18, 2019

2:00–3:40 p.m. ET

Speaker: Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS, Principal, Aegis Pension Services, Inc.
Cash balance and defined benefit plans can have great value to plan sponsors, and the TPAs and advisors who work with them, but someone needs to recognize the opportunity and communicate it — and that someone should be YOU! This webcast is for administrators, advisors and others familiar with defined contribution plans who want to expand their horizons.

CE Credit: 2 ASPPA, 2 NAPA, 2 NTSA, 2 ERPA, 2 JBEA Noncore
 
ASPPA Webcast: Cybersecurity: What You Don’t Know — and Do — Will Hurt You

Tuesday, Nov. 19, 2019

2:00–3:40 p.m. ET

Speaker: Bruce L. Ashton, APM, Partner, Drinker Biddle & Reath LLP
This webcast focuses on plan sponsor concerns and service provider liability for the protection of participant and plan data from cyber theft. Examine plan sponsor fiduciary responsibility, state privacy requirements, breach notification rules and — most important — the steps service providers should take to protect themselves from cybersecurity liability.

CE Credit: 2 ASPPA, 2 NAPA, 2 NTSA, 2 ERPA, 2 JBEA Noncore

Conferences

ASPPA Annual Conference

Oct. 20-23, 2019 | Gaylord National Harbor | National Harbor, MD

Eastern Regional Conference

May 9-10, 2019  |  Doubletree Center City  |  Philadelphia, PA
 
Women In Retirement Conference (WIRC)

June 24-26, 2019  |  W Chicago — City Center  |  Chicago, IL
 
Actuarial Symposium
Aug. 9-10, 2019  |  Doubletree by Hilton Magnificent Mile  |  Chicago, IL
 
Cincinnati Regional Conference

November 2019  |  Northern Kentucky Convention Center  |  Covington, KY

Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!