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Speaker: William C. Grossman, QPA, ERPA, McKay Hochman Company, Inc.Required minimum distributions were simplified by the final RMD regulations of April 17, 2002, yet the RMD area is fraught with its own buzzwords, acronyms and nuances. RBD, RMD, Uniform Lifetime Table, Distribution Calendar Year,...
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NAPA Webcast Sponsored by: Speaker: John Carl, Founder and President of Retirement Learning Center Capitalized under $25 million, small businesses...
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ACOPA WebcastSpeakers: Judy A. Miller, MSPA, ASPPA and Carolyn Zimmerman, Internal Revenue ServiceThis webcast will look at recent legislative and regulatory developments in the nation’s capital with the focus on issues important to pension actuaries and other defined benefit plan practitioners....
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NTSA WebcastSpeakers: Ellie Lowder, TGPC, Consultant & Kent D. Schutte, CFP, TGPC, CLU, ChFC, LUTCF, President/CEO of EFS Advisors A growing number of employers are interested in making the Roth option available to their employees, but...
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Speakers: Bruce L. Ashton, APM & C. Frederick Reish, Esq., Drinker, Biddle & Reath LLP Plan sponsors have a fiduciary duty to evaluate the quality of investment and administration services as well as the reasonableness of services...
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Speaker: Lawrence C. Starr, CPC, QPFC, president/owner, Qualified Plan Consultants, Inc. Social Security is a maze of rules and regulations, very poorly understood by the public and, sad to say, many advisors. This session will correct many...
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NTSA WebcastSpeakers: Craig P. Hoffman, Esq., APM, ASPPA and Ronald J. Triche, Esq., APM, ASPPA As an influential leader in retirement policy, Craig Hoffman has a front row seat to all that is happening on Capitol Hill. Please join Craig...
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Speakers: R. Bradford Huss, Esq. and Nicolas J. White Esq, Trucker Huss, APC Many retirement plans operate through an administrative committee structure. The duties of the committee may cover both administrative and investment issues and...
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NAPA WebcastWebcast brought to you by: Speakers: Brian H. Graff, Esq., APM, ASPPA & Judy A. Miller, MSPA, ASPPA In light of the significant activity in Washington affecting retirement plans, the scope of NAPA’s...
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Speakers: Evan M. Rapp, ERPA, QPA, QKA, Managing Partner, RPG Consultants & Adam C. Pozek, ERPA, QPA, QPFC, DWC ERISA Consultants, LLC Keeping up with new and changing technology options is one of the biggest challenges facing business...
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