All participants in our events are expected to abide by our Events Code of Conduct.
Open for Registration:
June 14, 2023 | 2:00-2:50 p.m. ET
Speaker: David J. Kupstas, FSA, EA, MSEA, Chief Actuary, Actuarial Consulting Group, Inc.
Description: Are you new to filling out Schedule SB? In this introductory session, we will walk through an SB line by line, pausing along the way to share tips and tricks we've learned over the years. And we won't forget about all those attachments!
Continuing Education: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 ERPA, 1 JBEA Non-core, 1 JBEA Formal
ASPPA Webcast: Adult Swim, MEP/PEP/GOP - Jump On In!
June 27, 2023 | 2:00-3:40 p.m. ET
Speaker: JJ McKinney, CPC, QPA, QKA®, ERPA, Director of Sales, EGPS
Description: The MEP, PEP, and GOP acronyms have been getting play and, though similar in scope, have distinctively different characteristics and applications. How are they similar or different? What other creations result? When do they sense? What should be part of the arrangement or optional? Better than old, faithful single-employer plans? Let's take a swim and view them inside and out. We will consider MEP, PEP, and GOP from selling and joining to loving and leaving as well as any country song could.
Continuing Education: 2 ASPPA, 2 NAPA Relevant, 2 NTSA, 2 ERPA, 2 JBEA Non-core, 2 JBEA Formal
ASPPA Webcast: Eligible Automatic Enrollment Arrangements - A Refresher
July 25, 2023 | 2:00-2:50 p.m. ET
Speaker: Craig Hoffman, APM, Attorney/Senior Consultant, Nova 401(k) Associates
Description: SECURE 2.0 has mandated automatic enrollment for many 401(k) and 403(b) plans beginning in 2025. Included within the requirements is that the arrangement must include an Eligible Automatic Contribution Arrangement (EACA). Now is a good time to review the EACA requirements and learn how they will interact with the SECURE 2.0 mandate.
Continuing Education: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 ERPA, 1 JBEA Non-core, 1 JBEA Formal
Coming Soon
ASPPA Webcast: Participant Loans
August 15, 2023 | 2:00-3:40 p.m. ET
Speaker: Shannon M. Edwards, ERPA, CPC, QPA, QKC, QKA®, President, TriStar Pension Consulting
Description: Coming soon
Continuing Education: Coming soon
ASPPA Webcast: Plan Corrections/EPCRS Workshop
Day 1: September 20, 2023 | 12:00-4:00 p.m. ET
Day 2: September 21, 2023 | 12:00-4:00 p.m. ET
Speaker: Stephen Forbes, J.D., LL.M., President, Forbes Retirement Plan Consulting
Description: Coming soon
Continuing Education: Coming soon
ASPPA Webcast: Ethics (2023)
October 12, 2023 | 2:00-2:50 p.m. ET
Speaker: Bob Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association
Description: Coming soon
Continuing Education: Coming soon