All participants in our events are expected to abide by our Events Code of Conduct.
Open for Registration:
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: ASPPA members are often presented with situations which may prove challenging as to whether they are in violation of the Code of Conduct. In this fast-paced, interactive session, major highlights of the Code of Conduct will be reviewed using practical examples that the presenter has encountered.
Continuing Education: 1 ASPPA Ethics, 1 NAPA Ethics, 1 NTSA Ethics, 1 JBEA Ethics, 1 JBEA Formal
ASPPA Webcast: 10 Ways to Adapt AI to Make Your Business Better - Right Now!
October 17, 2023 | 2:00-2:50 p.m. ET
Speaker: Chris Tamm, Managing Partner, Cast Services
Description: Join Chris Tamm, an AI and robotic process automation consultant and seasoned CEO, as he unveils actionable methods for incorporating AI and automation into your business culture and workflows. Gain insights from Chris's own experiences to identify untapped efficiencies for TPAs, plan sponsors and record keepers that you can implement today. Discover how embracing AI could shape your business growth trajectory for the next 2-10 years - especially with all the expected changes in the retirement industry. Don't miss this opportunity to future-proof your operations and stay ahead of competitors. This webcast is available at no cost to ASPPA and NAPA members.
Continuing Education: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 ERPA, 1 JBEA Non-core, 1 JBEA Formal
ASEA Webcast: Plan Design Basics
November 7, 2023 | 11:00-11:50 a.m. ET
Speaker: Angie Vadnais, EA, MSEA, Senior Consulting Actuary, Pension Benefits Unlimited, Inc.
Description: Now that filing deadline has passed we move on to year end proposals. In this webcast we will go through the basics of plan design in detail. What are the best strategies for maximizing the principals and managing employee cost? How do you design to fit within a set budget? What does the plan sponsor need to know about the plan design? What are the advantages and disadvantages of certain designs? We will focus mainly on Cash Balance with 401k combined plans.
Continuing Education: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 ERPA, 1 JBEA Non-core, 1 JBEA Formal
ASPPA Webcast: Are You Feeling SECURE About Distributions?
November 14, 2023 | 2:00-3:40 p.m. ET
Speakers:
Bob Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association,
Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association
Description: Our speakers, industry veterans Robert and Bob, will address the latest issues, focusing on SECURE 2.0, in their annual session on distributions from retirement plans as well as answer questions from attendees. Topics covered include Emergency distributions, new exceptions to the 10% additional tax on early distributions, updated dates for RMDs, in-service distributions, and more.
Continuing Education: 2 ASPPA, 2 NAPA Relevant, 2 NTSA, 2 ERPA, 2 JBEA Non-core, 2 JBEA Formal
ASEA Webcast: When's That Due? - Planning Your 2024
December 6, 2023 | 2:00-2:50 p.m. ET
Speaker: Joseph Cimino, MSEA, Senior Actuary, Ascensus
Description: Are you ready for the new year? Get prepared with this introductory session on the typical annual administration for small-employer DB plans. We will review the various reports and notices required throughout the 2024 calendar year, along with the associated deadlines.
Continuing Education: 1 ASPPA, 1 NAPA Relevant, 1 NTSA, 1 ERPA, 1 JBEA Non-core, 1 JBEA Formal