Big Opportunities Marketing to Small Business Owners

NAPA Webcast

Sponsored by:

Capitalized under $25 million, small businesses represent more than 99% of all companies in America — and yet nearly 72% of small business employees don’t have access to a retirement plan. As these statistics illustrate, the small business community is underserved with respect to retirement planning.

Please join us for a webinar hosted by ADP and NAPA featuring John Carl of the Columbia Learning Center to learn how advisors can best support small business owner including how to:

• Develop an effective strategy to address the unique needs of small businesses and their employees.
• Conduct an ERISA review, a way to help plan sponsors ensure the framework is in place to meet fiduciary responsibilities.
• Assist with necessary plan design, operational changes and assembling the team of appropriate people

REGISTRATION

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 not be able to log back in 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 CE credit.

Registration Prices

Complimentary webcast for NAPA members!

Recorded Webcast
(registration deadline: 11/19/14)

Registration for Recorded Webcast Includes:

• 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.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form
Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].
Fax: Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail: ASPPA – PO Box 34725, Alexandria, VA 22334-0725

For express/overnight deliveries (FedEx, DHL, etc.) send to:
ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
Make checks payable to ASPPA

CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 1.2 ASPPA CE 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 CE requirement. CE 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.

GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer

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 SPEAKER

John Carl, Founder and President of Retirement Learning Center

John Carl is Founder and President of Retirement Learning Center, the nation’s preeminent thought leader on retirement issues, as well as founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education, and Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR. The “advisor to the advisors,” Mr. Carl is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts and developments affecting the industry.

A 20-plus-year veteran of the retirement industry, Mr. Carl has been featured on CNBC, CNN, Forbes, ABC News, The Wall Street Journal, USA Today, and CBS MoneyWatch.com, among others. For 2012, The 401kWire identified Mr. Carl as one of the most influential individuals in the 401(k) industry for the sixth consecutive year. Mr. Carl released his first book in 2009, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, which has received APEX Awards for publishing excellence in 2010 and 2012. It is now in its fourth edition. In addition, Mr. Carl has been appointed to the Government Affairs Committee for the National Association of Plan Advisors, an affiliate of the American Society of Pension Professionals and Actuaries.

Mr. Carl’s extensive industry experience includes having run Alliance Capital’s Defined Contribution initiative as well as creating and running the Alliance 529 program. Later, Mr. Carl directed Global Product Management for the firm. He has also operated as a successful branch and regional sales manager for Prudential Securities, as well as an independent financial advisor. Mr. Carl is a graduate of Lehigh University, and has completed Executive Continuing Education coursework at Columbia University.

Mr. Carl is based in Manhattan, and maintains the firm’s consulting and content operations in Brainerd, MN.

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]

Please Note: All members of the media must register as such by contacting Ryan Shucard at [email protected], or by calling 703-516-9300 ex. 130.