Speakers: William P. Held, MSPA, Chicago, IL; Michael W. Spaid, MSPA, QPA, Internal Revenue Service, Seattle, WA
The Schedule SB is no longer new, but every year brings changes, and challenges. This webcast will provide line by line instructions on completing the Schedule SB, and review the required attachments, including those for plans that have made special elections.
Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will log back in to where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CPE credit.
(registration deadline: 07/10/2013)
Registration for Recorded Webcast Includes:
|| Member: $40
• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials
Recordings are available one week after the live webcast takes place.
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CONTINUING PROFESSIONAL EDUCATION INFORMATION
The webcast is designed to offer registrants 2 ASPPA CPE credits.
The webcast is designed to offer registrants 2 JBEA CPE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
The webcast is designed to offer registrants 2 ERPA CPE credits.
Continuing Education Changes for RECORDED Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CPE requirement. CPE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
ABOUT THE SPEAKERS
William P. Held, MSPA
With over 20 years in the industry, Bill has consulted on the design, implementation, administration, and termination of retirement plans. His experience includes the broad array of organizations from S&P 500 companies through small employers. It also includes familiarity with multiple employer plans. Bill also participates as a member of the ASPPA GAC DB subcommittee.
Michael W. Spaid, MSPA, QPA
Mike is an Actuary in Actuarial Group 2 of the Internal Revenue Service. He routinely works on difficult and complex problems involving qualification under the Internal Revenue Code of pension and profit sharing plans.
He has a Bachelor of Arts in Economics from the University of Montana. He is an ASA, EA, MAAA, and a MSPA. He has served six years on the EA-2B exam writing committee and is currently Chairman.
In 1984 Mike learned that a friend of his from high school was studying to become an actuary. When it was explained to him what an actuary was, Mike thought this must be the dullest profession ever. Mike has worked in the pension field for 22 years.
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