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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: Operating Under the IRS Pre-Approved Plan Document Program 

Tuesday, October 30, 2018

2:00 - 3:40 p.m. ET
Speaker: Richard A. Hochman, Esq., APM, Director, Retirement Plan Consulting Services, Actuarial Systems Corporation

We are now in the unique position that all pre-approved plan documents DC, DB and 403(b) are in play. Providers sponsoring 403(b) and DB plans are in the process of working with clients to amend and restate plans before their early 2020 deadlines. DC plans for the third restatement cycle have been submitted for IRS review. The DC plans have an entirely new look and feel, as the rules for Prototype and Volume Submitter Plans have been updated and combined. This webcast will discuss the issues affecting the documents your clients will be using.

ACOPA Webcast: Just Because You Can Design a Plan This Way Doesn’t Mean You Should 

Thursday, Nov. 1, 2018
2–3:40 p.m. ET
Speakers: Kevin J. Donovan, CPA, EA, FSPA, FCA, President, Pinnacle Plan Design, LLC; and Thomas J. Finnegan, FSPA, MSPA, CPC, QPA, Executive Vice President, CBIZ Retirement Plan Services

This session will look at plan designs, many of which are in the marketplace. These plan designs may be perfectly legal, but they’re also really bad ideas. This webcast will take a look at them, as well as cover what people want them to accomplish and what can be left in their aftermath. 

ASPPA Webcast: Fourth Quarter 2018 Washington Update 

Half-priced 50 Minute Webcast
Thursday, Nov. 8, 2018

2:00 - 2:50 p.m. ET
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, 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 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 Department of Labor. 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.

NTSA Webcast: IRS Audits: A Necessary Evil 

Tuesday, Nov. 13, 2018
2–2:50 p.m. ET
Speaker: Ed Salyers, QPA, CPA

This webcast will discuss how IRS audits increase business for professionals. The IRS is continuing to do more with less funding, thus changing the audit process. Learn how these changes affect your clients. It also will discuss the most common operational errors for each type of deferred compensation plan and how to correct them, and will focus on the best IRS audit practices for preparation, corrections and how to mitigate audit risk.

ACOPA Webcast: PBGC Reporting and Notices 

Wednesday, Nov. 14, 2018 
2–2:50 p.m. ET
Speaker: Lauren R. Okum, ASA, EA, MAAA, MSPA, Owner and Actuary, Premier Actuarial Solutions

This session will review the reporting and notice requirements for plan operation and compliance. Attendees will be prepared for situations that might trigger a reportable event and know what the exceptions are regarding reportable events requirements.

ACOPA Webcast: An Updated Road Map to Bad Ethical Decisions 

Thursday, Nov. 29, 2018
2–3:40 p.m. ET
Speaker: Lynn M. Young, MSPA, Consulting Actuary, Pinnacle Plan Design, LLC

In this webcast, Lynn Young presents an update of one she presented in 2016. Using colorful examples from sports, politics and current business news, she will analyze how good people end up in the Village of Ethics Purgatory, and discuss how to avoid this and other bad neighborhoods. The webcast will focus on defined benefit material, but those who work with other kinds of plans may find it informative as well.

ASPPA Webcast: Loans Issues and Hardship Rules That Complicate Administration 

Wednesday, Dec. 19, 2018 
2:00 - 3:40 p.m. ET
Speaker: Michael F. Smith, QPA, QKA, Vice President of Qualified Plan Consulting, Voya Financial

This webcast will cover the challenges inherent in the administration of hardship withdrawals and participant loans. Attendees will gain insights into ways to avoid pitfalls that could lead to operational violations, loan defaults and other problems. The webcast also will discuss operational correction methods under the latest EPCRS release, the latest changes to hardship withdrawals that will be effective in 2019, the temporary relaxation of hardship and loan rules for participants affected by recent natural disasters, and the latest trends and survey results regarding plans offering loans and hardship withdrawals.


Cincinnati Regional Conference
November 2018 | Northern Kentucky Convention Center | Covington, KY

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