GS-2 Washington Update
GS-3 Current Event Bill Grossman
GS-6 Defined Contributions Q&A
WS-01 It Isn't That Bad - Using Self-Corrections Methods Appropriately
WS-02 Extend Your Nest Egg
WS-03 Communication Challenges
WS-04 A Year in the Life of a Defined Benefit Plan
WS-05 403(b) for 401(K) Administrators
WS-06 The Genesis of Guidance
WS-07 Fiduciary Case Studies
WS-08 EPCRS VCP Advanced Case Studies
WS-09 The Scouts Manual on Hardships
WS-10 Communication Challenges for Client-facing Actuaries
WS-11 DB Plan Funding Strategies and the Use of Credit Balances
WS-12 403(B) Update Including IRS Audit Activity
WS-13 Business Practice Series
WS-15 How Safe is Your Safe Harbor Plan
WS-16 Outline
WS-16 Required Minimum Distributions- Intensive Case Studies
WS-17 DB Regulatory Update
WS-18 Maximum Deducations for Pension Plans
WS-19 Red Flags for DC Takeover Plans
WS-20 ESOPs
WS-21 Case Study and Instructions
WS-21 Fiduciary Breach - Avoidance and Mitigation
WS-21 Case Studies
WS-22 Rehires
WS-23 Comparison Chart
WS-23 457b opportunities for TPA Business Owners
WS-24 Designing and Communicating Plans for Gen X and Gen Y
WS-25 Relationship Sales Strategies
WS-26 Advanced Affiliated Service Groups - Case Studies
WS-27 Forfeiture Stories for Late Night Campfire
WS-28 Actuarial Potpourri
WS-29 Professionalism and Ethics
WS-30 Creative Plan Design Techniques for Small Businesses
WS-31 Who is the Employer Part 1
WS-32 Handouts
WS-32 Unblurring the Lines - Understanding the Roles of Investment Providers
WS-33 The New Comparability Plans
WS-34 Trusts and Beneficiary Issues
WS-35 Benefit Restrictions
WS-36 ARA Code of Professional Conduct
WS-36 Background Information
WS-36 Circular 230
WS-36 Instructions for Participants
WS-36 Professionalism and Ethics for Actuaries
WS-37 Business Practice Series - Small TPA Business Strategies
WS-38 Who is the Employer Part 2
WS-39 Fiduciary Training and Implementing a Plan Governance Program
WS-40 Administrators Rubik Cube
WS-41 It's All About The Compensation
WS-42 Beauty and the Beast
WS-43 CB Basic
WS-44 Business Practice Series - Business Growth and Succession Planning
WS-45 (Almost) Everything You Want to Know About PEOs
WS-46 It Pays to Know Your Prohibited Transaction Exemptions
WS-47 Roth Conversions
WS-48 The Trials and Tribulations of Compensation Exclusions
WS-49 Defined Benefit Q&A
WS-50 PBGC Issues
WS-51 Business Owners: Should you offer a MEP
WS-52 Marketing IRA ROllovers
WS-54 Taking over a MEP
WS-55 Fun Times with Self-Employed Calculations
WS-56 401K Cash Balance 101 for DC Administrators
WS-57 Cash Balance Plans in 2015
WS-58 Autoenrollment Best Practices
WS-58 Supplemental Information
WS-59 Managing Client Relationships
WS-60 Form 5500 for the 21st Century Part 1
WS-61 Form 5500 for the 21st Century Part 2
WS-62 Benefits, Rights and Features Identifying, Testing and Amending
WS-63 Lump Sum Issues
WS-64 Defined Benefit Informal Roundtable
WS-65 Busiess Practice Series - Litigation Redflags for the TPA Owner
WS-66 Acturial 101 for the Non-Actuaries
WS-66 HO1 Traditional DB Plan Valuation
WS-66 HO2 Cash Balance DB Plan Valuation
WS-67 Overview and Status of Proposed Fiduciary Regulations
2015 Annual Conference Handouts