The ASPPA Strategic Plan and Mission Statement identifies education as one of ASPPA’s most important components. Webcasts are another way we provide continuing professional education to our Members and to the industry as a whole. Not able to watch the live show, register for the recorded version and still get your continuing professional education credit! 

For a list of previously recorded webcasts, click HERE. Please click here  for information on package pricing for webcast viewing.

NOTE:  Webcasts are not viewable in Firefox or Internet Explorer (IE) version 9 at this time.  In order to get the most from your webcast experience, it is strongly recommended that you view the webcast in either IE 7 or IE 8.  Any other browser may cause difficulties.

ASPPA’s Retirement Plan Fundamentals (RPF-1) Series is designed to convey the knowledge necessary for every retirement plan professional to master. Each session aids in establishing groundwork in retirement plan terminology, issues, and requirements for individuals beginning a career, reentering the retirement field, or commencing the ASPPA credential process. Attendees can register for an upcoming live webcast or the entire series of 7 recorded.

Plan Qualification and Document Language Basics
Live on February 13, 2012

Distribution Basics
Live on February 27, 2012

Participant Loan Basics
Live On March 5, 2012

Plan Changes and Error Correction Basics
Live on March 12, 2012

Live on February 14, 2012
As a new year begins, it is time to put away the holiday decorations and prepare for testing calendar year 401(k) plans. It is too late to change the HCE group or current/prior year testing method so you must look at other options. This fast paced, interactive webcast will review the testing techniques of disaggregation, shifting, recharacterization and the use of QNECs and QMACs. Examples of each will be given. Our clients expect us to be creative and this webcast will expand the options you have for testing. This is a perfect time of year to either be introduced or receive a refresher on these options.

Live on February 22, 2012
Join Craig and Ilene for a discussion of the final DOL regulations relating to plan fee disclosure, including analysis of the actual requirements as well as practical suggestions about implementing the new rules and talking to your clients about how you are compensated.

Live on February 23, 2012
The 403(b) regulations have now been effective since the beginning of 2009 and the DOL’s “transparency” scheme is now fully applicable to 403(b) plans. This session will survey the particular administrative and legal issues with which plan sponsors and 403(b) vendors are still struggling from these changes and explore approaches to addressing them.

Live on March 1, 2012
1,200 lucky employers were asked to complete an IRS questionnaire about the operation of their 401(k) plan. The IRS has now issued an Interim Report of their findings. Come learn about what the IRS discovered about 401(k) plan design and the problem areas for compliance. Clearly, what the IRS learns from analyzing the questionnaire responses could be the basis for future audits.

Live on March 20, 2012
You are learning, grasshopper. You have a general idea of what makes two or more companies a controlled group or an affiliated service group. But do you really understand what that means in terms of day to day operations and testing? It means more than you think, but it means less as well. In this webcast, we’ll ponder the mysteries of related employer status and find the road to enlightenment can be accompanied by song.