Practice Management
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
2:00 - 3:40 p.m. ET
Speaker: Bruce L. Ashton, APM, Partner, Drinker Biddle & Reath LLP
Description: This webcast will focus on plan sponsor concerns and service provider liability for the protection of participant and plan data from cyber theft. It will examine plan sponsor fiduciary responsibility, state privacy requirements, breach notification rules, and – most importantly – the steps service providers should take to protect themselves from cybersecurity liability.
2:00 - 3:40 p.m. ET
Speakers: Robert M. Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association
Description: As a new year begins, it is time prepare for testing calendar year 401(k) plans. It is too late to change the HCE group or current/prior year testing method, so you must look at other options. This fast-paced, interactive webcast will review the testing techniques of disaggregation, shifting, recharacterization and the use of QNECs and QMACs. Examples of each will be given. Our clients expect us to be creative, and this webcast will expand your testing options.
2:00 – 2:50 p.m. ET
Speaker: Martin Pippins, Executive Director, ASEA and Jim Holland, Chief Research Actuary, Cheiron, Inc.
Description: A multitude of SECURE Act provisions affect defined benefit plans. Here are the main questions this webcast will cover:
- In-service distributions are allowed at age 59½ from pension plans effective in 2020 — how will this work, given that there is no Title I counterpart in the new law?
- What are the new closed plan rules, and how do these affect the 2016 IRS proposed regulations?
- What are the new required minimum distribution (RMD) provisions in SECURE?
- Which provisions require amendments, and when do plans have be amended? How does the remedial amendment period under SECURE work?
Wednesday, March 4, 2020
2:00 - 3:40 p.m. ET
Speaker: S. Derrin Watson
Description: Earned income is fundamental to plan design, testing and operations for sole proprietorships, partnerships and most LLCs. Unfortunately, the complexity of the calculations makes this a source of frequent errors and misunderstandings. This program will point out the problem areas, demonstrate the issues and provide solutions.
Wednesday, March 18, 2020
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: Do you have questions on the SECURE Act? Many ASPPA members are asking how the new law and provisions will affect plan administration and their business. This 100-minute interactive session will address questions posed about the SECURE Act.
2:00 - 3:40 p.m. ET
Speaker: Kevin Walsh, Principal, Groom Law Group, Chartered
Description: In 2010, 2015, 2016 and 2019 the Department of Labor has proposed or amended its rules governing “investment advice.” This webinar will focus on the Department of Labor’s (DOL) current proposal and compare it to the DOL’s traditional “five-part test” for fiduciary status and the SEC’s similar rules governing investment advisers. Once again, the retirement world is facing new rules and it is important to understand how they will affect everything from participant education, to financial wellness, to rollovers.
Wednesday, April 15, 2020
2:00 - 3:40 p.m. ET
Speaker: Stephen W. Forbes, J.D., LL.M. (taxation)
Description: The IRS finally released the long-awaited self-correction options for correcting loan failures. The new correction options should save your clients considerable time and money. As with all new correction procedures, there are many questions on their application to the different loan failures. This webcast, in addition to explaining the requirements and options, will address over 50 questions on the application of the new requirements. With the new correction options, the IRS will expect improved compliance. Therefore, it is incumbent on practitioners to have a working knowledge of the loan correction procedures.
Conferences
2020 ASPPA TE(k) Philadelphia
April 23-24, 2020 • Philadelphia, PA
April 23-24, 2020 • Philadelphia, PA
Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!
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