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Speaker: Sheldon H. Smith, Esq., APM, Bryan Cave LLP Understanding ethical requirements and applicable codes of conduct is critical to performing professional services with high standards of professionalism and client service. It is also...
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Speaker: Lawrence C. Starr, CPC, QPFC, President, Qualified Plan Consultants, Inc. The rules governing partnership taxation are complex and, in connection with retirement plans, a number of issues arise such as how deductions are allocated...
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Speaker: Ilene H. Ferenczy, Esq., CPC, APA, Ferenczy + Paul LLP A discussion regarding the ins and outs and pros and cons of a TPA taking on 3(16) responsibilities.Attendee Takeaways:• How to give 3(16) administrators substance without...
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Speaker: Gregory W. Kasten, CPC, MD, MBA, CFP, AIFA, founder & CEO, Unified Trust Company, NA Plan sponsors are often presented with a menu of fiduciary options available to them by potential advisors (e.g., 403(a) discretionary trustee...
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Speakers: Kevin J. Donovan, CPA, EA, MSPA, Pinnacle Plan Design, LLC & Lauren R. Okum, ASA, EA, MAAA, MSPA, Premier Actuarial SolutionsCash balance pension plans are often the plan design of choice for new plans. While desirable, there are many intricacies that need to be addressed. This...
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Speaker:Karen Smith, Nova 401(k) AssociatesThis webcast will provide an overview of recent professionalism/ethics developments for actuaries, review the continued education under the updated JBEA regulations and use of case studies to review enrolled actuaries' obligations under JBEA regulations,...
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NAPA WebcastSpeakers: Steff Chalk, CEO of Fiduciary Consulting and Governance Group, Inc. and Executive Director of The Retirement Advisor University (TRAU) & David N. Levine, Principal, Groom Law Group, Chartered With greater scrutiny by the DOL...
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NTSA WebcastSpeaker: Linda Segal Blinn, JD*, ING US, Vice President of Technical Services*Not a practicing attorney Whether you sponsor or work with a 403(b) plan, the IRS 403(b) Fix-It Guide can help 403(b) plans avoid common issues. We...
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Speakers: Debra Moran, QPA, QKA, Director, Acropolis Investment Management, LLC & Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLCThat's not my job; I thought you were taking care of that! Wait a minute! I'm taking care of that; why are you getting involved? Successfully...
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