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This webcast will last for 50 minutes.Speaker: Danny Streiff, National Sales Manager, Reliance Trust Company Recorded Webcast Registration Deadline: 4/15/2014This is the eighth of ten webcasts in ASPPA’s Plan Financial Consulting (PFC-1) series. For more...
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ASPPA’s Plan Financial Consulting-1 (PFC-1) webcast series has been developed to provide basic-level retirement plans training to sales professionals and other specialists who support the sales process. The PFC-1 webcast series aids in examining the broad basics of retirement plans ranging from...
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This webcast will last for 50 minutes.Speaker: Danny Streiff, National Sales Manager, Reliance Trust Company Recorded Webcast Registration Deadline: 4/15/2014This is the ninth of ten webcasts in ASPPA’s Plan Financial Consulting (PFC-1) series. For more...
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This webcast will last for 50 minutes.Speaker: Danny Streiff, National Sales Manager, Reliance Trust Company Recorded Webcast Registration Deadline: 4/15/2014This is the last of ten webcasts in ASPPA’s Plan Financial Consulting (PFC-1) series. For more information...
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Speaker: James C. Paul, Esq., APM, Ferenczy + Paul LLP What happens when a retirement plan sponsor goes out of business, is liquidated in bankruptcy, or otherwise disappears from the face of the earth, leaving a retirement plan with assets behind? What can be...
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Speaker: Janice M. Wegesin, CPC, QPA, form5500help.com Form 5500 preparation is a key component of the services offered by ASPPA member firms. It's important to know the updates to the 2012 forms and EFAST2 processing, as well as how to respond to governmental...
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Speakers: Audrey W. Chan, Investigator with the U.S. Department of Labor, Employee Benefits Security Administration & R. Bradford Huss, Esq., Trucker Huss, APC, San Francisco, CA The Department of Labor has a Voluntary Fiduciary Correction Program (VFCP) for...
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NTSAA Webcast Speakers: Bruce L. Ashton, Esq., APM, Drinker, Biddle & Reath, LLP & Avaneesh K. Bhagat, Internal Revenue ServiceThe long awaited update to the IRS Employee Plans Compliance Resolution System (EPCRS) is finally out. As promised, EPCRS now...
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GAC Webcast Speaker: Charles D. Lockwood, J.D., LL.M, ASC Institute, LLCThe use of "cross-testing" has become a very popular plan design feature. This webcast will provide a detailed analysis of the requirements for cross-testing, including examples and case...
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NTSAA WebcastSpeaker: Christopher M. DeGrassi, Executive Director, National Tax Sheltered Accounts Association (NTSAA) Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the...
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