Retirement Plan Fundamentals Webcast Series: Retirement plan training and serves as a supplemental study tool for RPF-1 exam candidates
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 any of the individual webcasts described below, or for a package of all 7.
All webcasts will last for 60 minutes from 2:00 – 3:00pm ET.
Series Speaker: John P. Griffin, Esq., ASC Institute, LLC, Littleton, CO
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REGISTRATION
Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will log back in to where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CPE credit.
Individual Registration Prices
| Individual Viewer |
Additional Viewers |
| Member: $55 |
Member: $30 |
| Non-member: $90 |
Non-member: $50 |
Classroom Registration
| Single location |
$500 |
| Multiple location |
$1,000 |
Registration Price for All 7 Webcasts
| Individual and Each Additional Viewer |
|
| Member: $299 |
|
| Non-member: $329 |
|
Classroom Registration Price for all 7 Webcasts
| Single location |
$3,500 |
| Unlimited location |
$5,000 |
Please email training@asppa.org for unlimited or multiple location classroom registration information.
Click here to download a registration form.
Methods of Registration
To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.
Online For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail E-mail your scanned registration form(s) and credit card information to
webcast@asppa.org.
Fax Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail ASPPA – PO Box 34725, Alexandria, VA 22334-0725
For express/overnight deliveries (FedEx, DHL, etc.) send to:
ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
Make checks payable to ASPPA
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REGISTRATION
Webcast Series Package
To register for all 7 webcasts in the Retirement Plan Fundamentals Webcast Series, please select the option directly below. Registration options for each individual webcast can be found further down the page.
Recorded Webcast Registration Deadline: 01/23/13
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1. Retirement Plan Basics
Attendee Takeaways:
a. Describe what an employee benefit plan is and the differences between welfare benefit plans and pension benefit plan.
b. What are the benefits of a qualified plan?
c. Explain the main differences between defined contribution and defined benefit plans.
d. Who can sponsor a qualified plan and who is responsible for it?
e. Who are parties-in-interest and what is a potential prohibited transaction?
Recorded Webcast Registration Deadline: 01/23/13
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2. Defined Contribution Plan Basics
Attendee Takeaways:
a. List the general characteristics of each type of defined contribution plan.
b. Define elective deferrals, designated Roth contribution and catch-up contributions.
c. Describe what an ESOP is and its benefits.
d. Deductibility of employer contributions to a defined contribution plan.
Recorded Webcast Registration Deadline: 01/30/13
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3. Defined Benefit Plan Basics
Attendee Takeaways:
a. List the general characteristics of defined benefit plans.
b. Explain in general terms how retirement benefits are calculated and funded.
c. What are the forms of benefit payments?
d. What is accrued benefit and actuarial equivalence?
e. What are the limits on benefit levels and contribution deductions?
Recorded Webcast Registration Deadline: 02/06/13
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4. Plan Qualification and Document Language Basics
Attendee Takeaways:
a. What are the qualification requirements?
b. Explain the types of qualified plan documents.
c. Understand common language in qualified plan documents.
d. Steps to implementing a new plan.
Recorded Webcast Registration Deadline: 02/13/13
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5. Distribution Basics
Attendee Takeaways:
a. What benefits can be paid to a participant while still employed?
b. What benefits can be paid to a participant who has terminated employment?
c. What is the tax effect of receiving a distribution?
Recorded Webcast Registration Deadline: 02/27/13
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6. Participant Loan Basics
Attendee Takeaways:
a. List the benefits of a loan program in a 401(k) plan.
b. What is the prohibited transaction exemption for participant loans and its requirements?
c. What is the income tax exemption for participant loans and its requirements?
Recorded Webcast Registration Deadline: 03/05/13
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7. Plan Changes and Error Correction Basics
Attendee Takeaways:
a. Events that require changes to plan documents.
b. The amendment process and types of amendments.
c. The consequence of plan disqualification.
d. The IRS and DOL correction programs.
Recorded Webcast Registration Deadline: 03/12/13
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CONTINUING PROFESSIONAL EDUCATION INFORMATION
ASPPA Members
Each webcast is designed to offer registrants 1 ASPPA CPE credit for a total of 7 CPE credits if registered and attend all 7 webcasts in the series.
Enrolled Actuaries
Each webcast is designed to offer registrants 1 JBEA Non-core CPE credit for Enrolled Actuaries for a total of 7 CPE credits if registered and attend all 7 webcasts in the series. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.
Enrolled Retirement Plan Agent (ERPA)
Each webcast is designed to offer registrants 1 ERPA CPE credit for a total of 7 CPE credits if registered and attend all 7 webcasts in the series. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
Continuing Education Changes for RECORDED Webcast Attendees
Once registered , attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CPE requirement. CPE credits will be applied to their record on a periodic basis.
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GENERAL INFORMATION
Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email webcast@asppa.org and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.
Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER
John P. Griffin, Esq.
John has over 30 years experience in the employee benefits field. Currently, John is a principal with the ASC Institute (ASCi). Prior to joining ASCi, John was a principal with the pension consulting firm Global Benefit Advisors, LLC (GBA), a Vice President with Pension Publications of Denver, Inc. (PPD) and a senior consultant with the benefit consulting practice of Coopers & Lybrand. Prior to entering private consulting, John worked in the Employee Plans Division in the National Office of the Internal Revenue Service (IRS) as a Tax Law Specialist. John also has seven years of experience with the U.S. Department of Labor. John is a frequent lecturer and trainer in the employee benefits field. He is an active member of the Colorado Bar.
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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
webcast@asppa.org