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NAPA WebcastWebcast brought to you by: Speaker: Barbara J. Delaney, Principal, StoneStreet Equity, Inc. Substantial information and resources are available to the advisor for registered fixed income instruments, equities,...
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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)...
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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...
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Speaker: Aimee Nash, JD, APM; Wolters Kluwer Law and Business - ftwilliam.com A broad survey of 401(k) plan design considerations. When designing a document, it can be easy to select a particular design out of habit. This webcast aims provide some fresh...
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Speaker: Ronald J. Triche, Esq., APM, ASPPA, Arlington, VA On June 26, 2013, the United States Supreme Court overturned Section 3 of the Defense of Marriage Act (“DOMA”). As a result, same-gender married couples must be recognized by the Federal government (...
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Speaker: Leonard J. Witman, Witman Stadtmauer, P.A. Tax Planning for Retirement Assets. Although accumulation is often the focus, equally important is how retirement assets are accessed by participants and beneficiaries. Consideration needs to be given to...
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Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, ING Retirement Services, Thornwood, NY “It’s my money and I want it now” is a common refrain from participants during turbulent economic times. Plan Administrators are faced with a constant barrage of loan...
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NTSAA WebcastSpeakers: Daniel Gardner, Internal Revenue Service, Examinations and Ellie Lowder, TGPC, Consultant Primary focus will be on the meaning of, and how to provide effective opportunity for employees to participate in 403(b) plans. Additionally, Dan...
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Speakers: Adam C. Pozek, QPA, QKA, QPFC, DWC ERISA Consultants, LLC, Salem, NH & CariAnn J. Todd, CPA, BeachFleischman PC, Tucson, AZ Employee benefits plan audits can be challenging each year. When you take into account that CPAs and TPAs do not always...
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Speaker: Regina L. Farmer, Esq., Ferenczy + Paul LLP Overview of the IRS and DOL correction programs for retirement plans.Attendee Takeaways: Identify the Problem: What type of problem do you have and what is the risk to the Plan Identify the Program: What...
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