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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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Please Note: All members of the media must register as such by contacting Ryan Shucard at email@example.com, or by calling 703-516-9300 ex. 130.
Live on December 17, 2013
Speakers: Kevin J. Donovan, CPA, EA, MSPA, Pinnacle Plan Design, LLC & Lauren R. Okum, ASA, EA, MAAA, MSPA, Premier Actuarial Solutions
Cash balance pension plans are often the plan design of choice for new plans. While desirable, there are many intricacies that need to be addressed. This session will cover the interplay of the interest crediting rate with funding, funding restrictions, and minimum participation; advantages and disadvantages of using actual return as the interest crediting rate; partnership issues with cost-sharing illustrations; combined plan nondiscrimination testing; and application of 415 limits. The speakers will also address the latest guidance and areas where guidance is still needed.
Live on January 15, 2014
Speaker: Gregory W. Kasten, CPC, MD, MBA, CFP, AIFA, founder & CEO, Unified Trust Company, NA
Plan sponsors are often presented with a menu of fiduciary options available to them by potential advisors (e.g., 403(a) discretionary trustee, ERISA 3(38) investment manager, ERISA 3(21), 3(16) Administrator, 402(a) named fiduciary) which can be confusing when trying to understand the risk, liability, costs and protections available among the options. This webcast will explore the various types of fiduciaries and what is required to satisfy each type and level of fiduciary responsibility. This webcast will also examine the risks from the plan sponsor’s residual remaining fiduciary status, and how to minimize those risks and potential liability. It will also highlight recent and ongoing court cases whereby vendors often distance themselves from their fiduciary “sale materials.”
Live on January 21, 2014
Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Ferenczy + Paul LLP
A discussion regarding the ins and outs and pros and cons of a TPA taking on 3(16) responsibilities.