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: Loans: Correcting Taxation, Qualification and Fiduciary Failures
Wednesday, Jan. 15, 2020
2:00 - 3:40 p.m. ET
Speaker: Stephen W. Forbes, J.D., LL.M. (taxation) Forbes Retirement Plan Consulting
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 the application to the different loan failures. In addition to explaining the requirements and options, this webcast will address more than 50 questions on the application of the new requirements. With the new correction options, the IRS expects improved compliance. It is incumbent on practitioners to have a working knowledge of the loan correction procedures.
ASPPA Webcast: The SECURE Act – What You Need to Know
Thursday, Jan. 16, 2020
2:00 - 3:40 p.m. ET
Speakers: Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement
The SECURE Act was just enacted; it is the most comprehensive retirement plan law since the Pension Protection Act was enacted in 2006. This interactive webcast will review the major provisions that will affect the design and administration of retirement plans. Topics covered will include the effective dates for provisions and the dates by which plans will need to be amended. Specific provisions include changes to the rules for MEPS, safe harbor plan contributions, adoption dates for new plans and the revised required minimum distribution date.
ASPPA Webcast: The Fiduciary Rule, Again?
Wednesday, Jan. 22, 2020
2:00 - 3:40 p.m. ET
Speaker: Kevin Walsh, Principal, Groom Law Group, Chartered
In 2010, 2015, 2016 and 2019 the Department of Labor proposed or amended its rules governing investment advice. This webinar will focus on the DOL’s current proposal and compare it to the DOL’s traditional “five-part test” for fiduciary status and the Securities and Exchange Commission’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.
ACOPA Webcast: Cash Balance Plans, Compliance and Design
Wednesday, Jan. 29, 2020
2:00 - 3:40 p.m. ET
Speaker: Kevin J Donovan, CPA, EA, FSPA, FCA, Managing Member, Pinnacle Plan Design, LLC
Cash balance plans are the plan of choice for small business owners and professionals. This webcast will explore cash balance designs and include a discussion of:
- different interest crediting rates, including issues involved with using actual rate of return;
- combined plan testing techniques, including restructuring;
- cash balance plan funding; and
- the use of carveouts.
ASPPA Webcast: Cybersecurity: What You Don’t Know – and Do – Will Hurt You
Wednesday, Feb. 5, 2020
2:00 - 3:40 p.m. ET
Speaker: Bruce L. Ashton, APM, Partner, Drinker Biddle & Reath LLP
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 important – the steps service providers should take to protect themselves from cybersecurity liability.
ASPPA Webcast: ADP/ACP Testing Techniques
Wednesday, Feb. 12, 2020
2:00 - 3:40 p.m. ET
Speakers: Robert M. Kaplan, CFP, CPC, QPA
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, re-characterization 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.
ASEA Webcast: Defined Benefit provisions in the SECURE Act
Thursday, Feb. 13, 2020
2:00 – 2:50p.m. ET
Speaker: Martin Pippins, Executive Director, ASEA Jim Holland, Chief Research Actuary, Cheiron, Inc.
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?
Conferences
Women in Retirement Conference (WiRC)
Jan. 15-17, 2020 • JW Marriott • New Orleans, LA
L.A. Advanced Pension and 401(k) Conference
Jan. 23-24, 2020 • Hilton Universal • Los Angeles, CA
2020 ASPPA TE(k) Philadelphia
April 23-24, 2020 • Philadelphia, PA
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