Media registrations are complimentary but subject to approval by contacting ASPPA’s Director of Media Relations.
- ACOPA Advanced Actuarial Conference
May 20 – 21, 2013 | Conference
The ACOPA Advanced Actuarial Conference is designed especially for practicing actuaries or others who hold an actuarial position within their companies. Session leaders are experts in their fields – drawn from the actuarial, legal and accounting professions. The conference is comprised of general sessions and workshops that will allow participants to engage their peers in discussion and will be solely focused on actuaries and their unique and specialized issues.
- Cash Balance Plan Basics
May 29, 2013 | Webcast
This webcast will cover the basics of Cash Balance plans; how they work; the key design issues; and their use for your practice. Attendee takeaways include: how a Cash Balance plan fits into the Defined Benefit rules; the main design elements to discuss with clients; and issues where more guidance is needed.
- ERPA Conference
May 30 – 31, 2013 | Conference
This is the first conference designed by ERPAs…for ERPAs! This one of a kind program was developed based on topic suggestions from current and potential ERPAs with the goal of providing practical solutions to the issues they are currently facing. Speakers include industry experts who are also practicing ERPAs as well as local, regional and national government representatives.
- 2012 Schedule SB
June 5, 2013 | Webcast
The session will review the 2012 form 5500 SB, and will include detailed discussion regarding End of Year valuations, issues relating to amending a prior year SB filing, acceptable formats for SB attachments, and takeover plan issues.
- Plan Ahead – Preparing for the New 403(b) Prototype and Volume Submitter Plan Program
June 6, 2013 | Webcast
On June 28, 2013, the IRS will begin accepting 403(b) prototype and volume submitter plan submissions under a new 403(b) program. Join our panel for a discussion of IRS considerations in developing this new guidance, the criteria for being a 403(b) prototype or volume submitter plan, the role of the prototype or volume submitter plan filer, and administrative implications of these new plan documents.
- Women Business Leaders Forum
June 10 – 13, 2013 | Conference
The Women Business Leaders Forum will focus on HR hot topics, business growth for succession or sales, social media, technology and TPA trends. It will be a mix of general sessions and roundtables with plenty of time to network with your peers
- Ethics: Its Application to the Retirement Profession
June 12, 2013 | Webcast
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 webcast will begin with a general description of ethics and then focus on its application to the defined contribution segment of the industry. Ethical problems are best studies and analyzed using factual situations. The webcast will include a number of ethical dilemmas commonly confronting the retirement professional.
- Great Lakes Benefits Conference
June 13 – 14, 2013 | Conference
The Great Lakes Benefits Conference provides an opportunity to discuss employee benefit issues with colleagues, government representatives and private sector experts. The program will focus on exchanging information and educating attendees about current regulatory, legislative, administrative and actuarial topics
- 401(k) Questionnaire – The Final Report
June 20, 2013 | Webcast
In early 2010, the IRS initiated its first ever all Internet based examination of the “health of 401(k) plans”, better known as plan compliance. The IRS sent the questionnaire to 1,200 employers who theoretically sponsored 401(k) plans in 2008. The questionnaire asked 69 questions, many with sub-parts, regarding various technical issues in the operation of their plans. In February 2012, the IRS issued an Interim Report of their findings with the promise of a more in-depth Final Report. That Final Report has now been issued and goes into further detail about plan operation and compliance based on the size of the plan. It also addresses how the IRS is going to make use of the results going forward.
- NTSAA 403(b) Summit
June 23 – 25, 2013 | Conference
The NTSAA 403(b) Summit is the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials. In 2013, NTSAA has combined the world class 403(b) Advisor Summit and 403(b) Compliance Summit into the Ultimate 403(b) Summit to enable you to create a conference experience that is as unique as your business. General Sessions and breakouts will provide coaching, motivation and innovative sales ideas as well as in-depth information on retirement issues relating to the not-for-profit and public markets, technical education and legislative updates. Attendees can learn, share and interact with recognized authorities and top technicians in the financial services and retirement fields.
- In-Plan Roth Conversions
June 27, 2013 | Webcast
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 were included. In 2010, Congress added the in-plan Roth rollovers. Each piece brings its own set of requirements, as well as recordkeeping challenges. In this web seminar, we will explain all of the Roth rules, placing the new in-plan Roth transfer into perspective. Whether you love them or hate it, Roth is becoming a significant part of the retirement landscape, and it is necessary to understand all of the requirements.