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ACOPA Webcast Speakers: Carol Gransee, OppenheimerFunds, Inc., Assistant Vice President OversightJames P. Flannery, Employee Plans Division, Tax Exempt and Government Entities, Internal Revenue Service, Tax Law SpecialistAimee Nash, ftwilliam.com, Senior Writer/...
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ACOPA Webcast Speaker: Newell W. Kimlin, Internal Revenue Service, TE/GE, Santa Ana, CAMary Ann Rocco, MSPA, Mary Ann Rocco, EA Consulting Actuary, Huntington Beach, CAThe session will review the 2012 form 5500 SB, and will include detailed discussion regarding...
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ARLINGTON, VA, (October 10, 2013) – New research published by the American Society of Pension Professionals & Actuaries (ASPPA) shows that if Congress and the Administration fail to raise the debt ceiling, American workers’ 401(k) account balances could fall by more than 20%.“As if the...
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Speaker: Charles J. Klose, FSPA, CPC, The Vanguard Group, Valley Forge, PA The subject of ethics is ubiquitous in business. It is a major focus of business school curriculum and all professions have "ethics" continuing professional education requirements. The...
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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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