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ASPPA Webcast: The Other Plan Options - SIMPLEs, SEPs and Starter(k)s
Thursday, April 25, 2024 | 2:00-2:50 p.m. ET
Speaker: Theresa Conti APR, QKA, ERPA, CPFA Senior Consultant at July Business Services
Description: Discover the type of plan that are options for the employers you work with along with some of the options that are not available in these types of plans. We will also cover the rules for SIMPLE conversions to a 401(k) plan mid-year.
Continuing Education: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA, 1 PSCA Relevant Topics
ASEA Webcast: Financial Accounting Standards
Tuesday, April 30 2024 | 2:00-3:15 p.m. ET
Speaker: Justin Greindl, FSA, EA, MSEA, MAAA, FCA, Actuary, Fidus Actuarial Solutions, LLC
Description: Do you run away from clients subject to FAS/ASC? Or do you always phone a friend to take on the client for you? For pension actuaries that focus on small Plans, many of us either lose touch with the FAS/ASC accounting rules or perhaps were never familiar with them to begin with. This session will refresh our minds on the basic components of ASC 715-20 and -30 Expense & Disclosure. It will cover when special accounting events can occur and strategize how best to deal with them. Have a FAS/ASC question? Bring your questions with you and ask the expert.
Continuing Education: 1.5 ASPPA, 1.5 NAPA Relevant Topics, 1.5 NTSA, 1 ERPA, 1.5 JBEA,
ASPPA Webcast: Controlled Groups and Affiliated Service Groups: What Are They and Why Do They Matter?
Thursday, May 9, 2024 | 2:00-3:40 p.m. ET
Speaker: Claire Rowland Esq., QPA, QKA Associate with Morgan, Lewis, & Bockius LLP
Description: What exactly is a controlled group of employers? Or an affiliated service group? And why does it matter if an employer is a member of such a group? This webcast will introduce attendees to the basic rules for determining controlled group and affiliated service group status, explore the implications of that status for retirement plan requirements, and discuss strategies for anticipating and overcoming compliance challenges.
Continuing Education: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA, 2 PSCA Relevant Topics
ASEA Webcast: Cash Balance Plans- Actual Rate of Return Plans
Tuesday, May 14, 2024 | 2:00-3:15 p.m. ET
Speaker: Julie Hupperts, F.S.A.,E.A., MSEA, Senior Enrolled Actuary, Ascensus
Description: Discussion of cash balance plans with an interest crediting rate tied to Actual Rate of Return Plans.
Continuing Education: 1.5 ASPPA, 1.5 NAPA Relevant Topics, 1.5 NTSA, 1,5 JBEA Formal, 1.5 JBEA Core, 1 ERPA
ASPPA Webcast: Form 5500 Update
Wednesday June 12, 2024 | 2:00-2:50 p.m. ET
Speaker: S. Derrin Watson APM Of Counsel at Ferenczy Benefits Law Center
Description: This year’s 5500 has more tweaks than usual, with two new forms, new compliance questions, new ways of counting participants, and more. Come here the latest and learn how it impacts you.
Continuing Education: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA, 1 PSCA Relevant Topics
ASPPA Webcast: Missing Participants- Best Practices and Red Flags for Fiduciaries
Thursday June 13, 2024 | 2:00-2:50 p.m. ET
Speaker: James Paul, APM Shareholder/Attorney with Employee Benefits Law Group
Description: Missing participants can become a big headache, particularly if the DOL comes to visit. Please join us for a lively discussion about best practices to minimize your headaches while fully discharging your fiduciary duties. We will review IRS and DOL guidance and discuss ways to deal with missing participants efficiently and effectively.
Continuing Education: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA, 1 PSCA Relevant Topics
ASPPA Webcast: Cash Balance Plan Basics
Tuesday, June 25, 2024 | 2:00-2:50 p.m. ET
Speaker: Justin Bonestroo, MSEA, EA, CPC, CPFA, Senior Vice President, Actuary with CBIZ
Description: This webcast will discuss the basics of cash balance pension plans and will focus on understanding the underlying operation of a cash balance plan, differences between cash balance plans, traditional defined benefit plans, and defined contribution plans. It will also discuss the advantages of cash balance plans and how to determine good candidates.
Continuing Education: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA, 1 PSCA Relevant Topics
ASPPA Webcast: Termination of Retirement Plans Demystified
Thursday, July 11, 2024 | 2:00-2:50 p.m. ET
Speaker: Kelsey Mayo, J.D. Partner Poyner Spruill
Description: Join us for an insightful webcast that delves into the intricacies of terminating retirement plans. This session will provide a comprehensive overview of the technical requirements involved in the retirement plan termination process. From compliance considerations to participant communications, this session will guide you through the key steps and best practices to ensure a smooth and compliant retirement plan termination.
Continuing Education: 1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA, 1 PSCA Relevant Topics
ASPPA Webcast: Advanced 410(b) Coverage Testing
Thursday, July 18, 2024 | 2:00-3:40 p.m. ET
Speaker: Steve Riordan QKA, QPA, CPC, Director, Vice President, Plan Consulting with Fidelity Investments
Description: This minimum coverage testing session will briefly review concepts and then apply them through various case studies. Topics covered in the case studies will include disaggregation, related employers, 403(b) rules, average benefits testing, long-term part-time employees (LTPT), correcting failed tests, and the transition period for employer transactions. Additionally, testing alternatives will be presented for optimal plan design and test results.
Continuing Education: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA, 2 PSCA Relevant Topics
ASPPA Webcast: The Dollars and Sense of Compensation
Tuesday, July 25, 2024 | 2:00-3:40 p.m. ET
Speaker: Erin Patton ERPA, CPC, QPA, QKA Retirement Plan Consultant and Administrator with Striegel Knobloch & Company, LLC
Description: Compensation. From the definition itself to how it is applied in qualified plans can be confusing so let's try to make sense of it all! This webcast will break down the various definitions of Compensation and cover the ins and outs of the effects of Compensation on plan operation and nondiscrimination testing.
Continuing Education: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA, 2 PSCA Relevant Topics
ASPPA Webcast: Plan Design- Post SECURE 2.0 (Student Loan, PLESA, Distributions, Roth)
Tuesday, August 20, 2024 | 2:00-3:40 p.m. ET
Speaker: David Schultz, APM, Attorney with FIS
Description: The SECURE 2.0 Act added many new optional benefits and features to the retirement plan landscape. New options allow plans to offer emergency savings accounts, increased contributions, more in-service distribution options, and more. This session will review the plan design, and
the associated operational pros and cons, with the new SECURE 2.0 options. This session will include discussion of student loan matching contributions, PLESA savings accounts, new in-service distribution options, Roth employer contributions, increased catch-up contribution limits, and more.
Continuing Education: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA, 2 PSCA Relevant Topics
ASPPA Webcast: It's My Money and I Want It Now - Distribution FAQs
Tuesday, November 19, 2024 | 2:00-3:40 p.m. ET
Speaker: Robert Kaplan, Director of Technical Education with American Retirement Association
Robert Richter, J.D., LL.M., APM Retirement Education Counsel with American Retirement Association
Description: Industry veterans Robert and Bob, will address the latest distribution issues, including those resulting from SECURE 2.0, in their annual session on distributions. They will also answer questions from attendees. Topics covered include Emergency distributions, exceptions to the 10% additional tax on early distributions, in-service distributions, and more.
Continuing Education: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA, 2 PSCA Relevant Topics
Coming Soon:
ASPPA Webcast: Plan Document Update
Tuesday, August 27, 2024 | 2:00-2:50 p.m. ET
Speaker: John Griffin J.D., LL.M. Principal ASC Institute
Description: Where do we stand with plan amendments and restatements? During this webcast, we will provide a plan document update for various types of plan, including defined contribution, defined benefit, 403(b) and 457(b) plans. We will discuss amendment and restatement deadlines and important plan document issues relevant to the different plan types.
ASPPA Webcast: Cage Match 2024: MEP/PEP/GOP Showdown
Tuesday, September 24, 2024 | 2:00-3:40 p.m. ET
Speaker: Pete Swisher CFP®, CPC, QPA, TGPC Managing Partner at Group Plan Systems
Annie Messer AIF®, CPFA®,NQPATM, QKA®, RCCTM Vice President, Fiduciary Services at Group Plan Systems
Description: Whether you work with them, sell against them, or contemplate building a program, you’ve probably encountered group solutions (MEP/PEP/GOP). As the retirement plan industry increasingly embraces multiple employer plan designs, it’s important to understand these plans, how they work, and what happens if they don’t. In this session, group plan solutions square off in the ultimate feature showdown (for nerds). We’ll look at their stats, strengths, weaknesses, structures, and how they stack up to the competition. Which employers are a good fit, and which should steer clear? How to judge the program? It’s all on the table.