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The ASPPA Strategic Plan and Mission Statement identifies education as one of ASPPA’s most important components. Webcasts are another way we provide continuing education to our Members and to the industry as a whole. Not able to watch the live show, register for the recorded version and still get your continuing education credit!
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Live on May 23, 2013
COMPLIMENTARY WEBCAST FOR NTSAA MEMBERS!
Speaker: Christopher M. DeGrassi, Executive Director, National Tax Sheltered Accounts Association (NTSAA)
Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the budget. The Department of Labor wants to issue universal fiduciary regulations covering IRA and non-ERISA retirement plans. State legislatures are working to shift to defined contribution plans for public employees starting the race to consolidate investment options into state run plans. Interest groups are lobbying Congress and the Obama administration for the Federal government to create a universal mandatory retirement system.
Join this live broadcast for NTSAA members to learn about the legislative and regulatory issues that can impact your business. We will provide important updates on what NTSAA and ASPPA are doing to protect your business at both the State and Federal level, and offer ways for you to get involved in NTSAA advocacy and make a difference.
Live on May 29, 2013
Speaker: Norman Levinrad, FSPA, CPC, EA, MAAA, Summit Benefit & Actuarial Services, Inc.
This webcast will cover the basics of Cash Balance plans; how they work; the key design issues; and their use for your practice. Attendee takeaways include: how a Cash Balance plan fits into the Defined Benefit rules; the main design elements to discuss with clients; and issues where more guidance is needed.
Live on June 5, 2013
Speakers: Newell W. Kimlin, Internal Revenue Service, TE/GE, Santa Ana, CA & Mary Ann Rocco, MSPA, Mary Ann Rocco, EA Consulting Actuary, Huntington Beach, CA
The session will review the 2012 form 5500 SB, and will include detailed discussion regarding End of Year valuations, issues relating to amending a prior year SB filing, acceptable formats for SB attachments, and takeover plan issues.
Live on June 6, 2013
Speakers: Carol Gransee, OppenheimerFunds, Inc., Assistant Vice President Oversight; James P. Flannery, Employee Plans Division, Tax Exempt and Government Entities, Internal Revenue Service, Tax Law Specialist; Aimee Nash, ftwilliam.com, Senior Writer/Analyst; Linda Segal Blinn, JD*, ING, Vice President of Technical Services
On June 28, 2013, the IRS will begin accepting 403(b) prototype and volume submitter plan submissions under a new 403(b) program. Join our panel for a discussion of IRS considerations in developing this new guidance, the criteria for being a 403(b) prototype or volume submitter plan, the role of the prototype or volume submitter plan filer, and administrative implications of these new plan documents.
Live on June 12, 2013
Speaker: Charles J. Klose, FSPA, CPC, The Vanguard Group, Valley Forge, PA
The subject of ethics is ubiquitous in business. It is a major focus of business school curriculum and all professions have "ethics" continuing professional education requirements. The webcast will begin with a general description of ethics and then focus on its application to the defined contribution segment of the industry. Ethical problems are best studies and analyzed using factual situations. The webcast will include a number of ethical dilemmas commonly confronting the retirement professional.
Live on June 19, 2013
COMPLIMENTARY WEBCAST FOR NAPA MEMBERS!
SPONSORED BY TRANSAMERICA RETIREMENT SOLUTIONS
Speaker: Barbara J. Delaney, Principal, StoneStreet Equity, Inc.
Substantial information and resources are available to the advisor for registered fixed income instruments, equities, mutual funds and ETFs; however, the same cannot be said for stable value assets/products. The duty to monitor, evaluate and act with prudence is ever-present for plan sponsors and retirement plan advisors regardless of the assets utilized.
This webcast will provide practical and specific direction to retirement plan advisors who are charged with overseeing the investment function of qualified plans, relating specifically to the use of the stable value asset class.
What should be monitored? How do investment advisors satisfy their duty to monitor this asset class? How do investment advisors protect plan participants, plan sponsors and themselves when using this asset class? How can an investment advisor create an impenetrable-process that would stand the test of Plaintiff’s counsel in the event stable value products’ market values and worth collapse?
Live on June 20, 2013
Speakers: Richard A. Hochman, Esq., APM, McKay Hochman Co., Inc. and
Monika A. Templeman, Esq., Director of EP Examinations, Internal Revenue Service
In early 2010, the IRS initiated its first ever all Internet based examination of the "health of 401(k) plans", better known as plan compliance. The IRS sent the questionnaire to 1,200 employers who theoretically sponsored 401(k) plans in 2008. The questionnaire asked 69 questions, many with sub-parts, regarding various technical issues in the operation of their plans. In February 2012, the IRS issued an Interim Report of their findings with the promise of a more in-depth Final Report. That Final Report has now been issued and goes into further detail about plan operation and compliance based on the size of the plan. It also addresses how the IRS is going to make use of the results going forward.
Live on June 27, 2013
Speaker: Stephen W. Forbes, J.D., LL.M., SunGard, Littleton, CO
Early this year, Congress added another piece to the Roth puzzle - In-plan Roth transfers. The first piece was the Roth IRAs. Next came the Roth 401(k) and 403(b) deferrals. Later, Roth 457 plans were included. In 2010, Congress added the in-plan Roth rollovers. Each piece brings its own set of requirements, as well as recordkeeping challenges. In this web seminar, we will explain all of the Roth rules, placing the new in-plan Roth transfer into perspective. Whether you love them or hate it, Roth is becoming a significant part of the retirement landscape, and it is necessary to understand all of the requirements.
Live on September 11, 2013
Speaker: Evan M. Rapp, ERPA, QPA, QKA, Managing Partner, RPG Consultants
Benefit from the research of a self-proclaimed "technology geek" in evaluating tech options.