American Society of Pension Professionals & Actuaries

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CrystalImageHandler

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Leadership for retirement plan professionals

Wed, 14 Apr 2010 14:12:29 GMT

Welcome to ASPPA

Fri, 07 Aug 2009 15:45:52 GMT

The American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of more than 6,500 retirement plan and benefits professionals that serves as the educator, voice, and advocate for the employer-based retirement system. ASPPA members are administrators, actuaries, advisors, attorneys, accountants and other financial services professionals who provide consulting and administrative services for qualified retirement plans.

About Us

Tue, 01 Nov 2011 12:05:44 GMT

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ASPPA Service Provider Certification

Tue, 04 Oct 2011 08:53:34 GMT

The ASPPA Service Provider Certification is an excellent way for firms to distinguish themselves in the marketplace. Just as ASPPA's credentialed members have long enjoyed being recognized as leaders in the retirement profession, the ASPPA Service Provider Certification recognizes firms for their adherence to a standard of excellence and dedication to industry best practices.

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Wed, 11 Mar 2009 11:11:16 GMT

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Fri, 09 Oct 2009 09:40:03 GMT

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Tue, 06 Jul 2010 13:25:05 GMT

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Conference Brochure

Mon, 28 Jun 2010 17:04:02 GMT

LifetimeCalendar

Mon, 05 Apr 2010 16:21:03 GMT

693.NAWorkAgreement.pdf

Thu, 07 May 2009 15:11:05 GMT

692.IntersocietalGroups.pdf

Thu, 17 Dec 2009 12:45:03 GMT

code_of_conduct.pdf

Thu, 07 May 2009 15:11:13 GMT

BYLAWS2007.pdf

Thu, 07 May 2009 15:11:10 GMT

ASPPA

Mon, 16 Mar 2009 20:32:55 GMT

ASPPA

Mon, 16 Mar 2009 20:32:48 GMT

ASPPA

Mon, 16 Mar 2009 20:33:43 GMT

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Mon, 16 Mar 2009 20:36:41 GMT

ASPPA

Mon, 16 Mar 2009 20:33:02 GMT

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Thu, 08 Dec 2011 11:13:35 GMT

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Fri, 22 Jul 2011 17:02:22 GMT

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Tue, 12 Jul 2011 13:36:33 GMT

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Fri, 19 Nov 2010 16:24:56 GMT

ASPPA PERF Contribution

Mon, 03 May 2010 11:38:56 GMT

ASPPA PAC Contribution

Mon, 09 Apr 2012 16:19:19 GMT

ASPPA Code of Professional Conduct Page

Wed, 17 Mar 2010 09:18:05 GMT

Gallery

Tue, 16 Mar 2010 12:45:50 GMT

ASPPA Office will OPEN at its normal time on Friday, February 12

Thu, 11 Feb 2010 20:30:22 GMT

Due to the inclement weather in the DC Metro area, the ASPPA office will OPEN at its normal time on Friday, February 12.

Sign the EFAST2 Petition!

Mon, 11 Jan 2010 14:46:39 GMT

CrystalImageHandler

Tue, 24 Nov 2009 16:18:01 GMT

NAIRPA Landing Page

Mon, 20 Jul 2009 11:35:51 GMT

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Mon, 06 Jul 2009 12:30:46 GMT

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Tue, 26 May 2009 16:21:26 GMT

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Wed, 18 Feb 2009 15:18:57 GMT

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Wed, 27 May 2009 11:04:11 GMT

Login

Thu, 22 Apr 2010 10:43:51 GMT

To Be Deleted

Thu, 28 May 2009 07:52:48 GMT

Current Issue

Tue, 24 Apr 2012 15:06:38 GMT

Form 5500 Update

Thu, 15 Mar 2012 10:51:49 GMT

Live on April 25, 2012
This session will review the latest information about Form 5500 and other benefit plan filings.

Basics of Cross-testing

Fri, 25 Mar 2011 11:12:23 GMT

Live on April 28, 2011
Attend this webcast to learn the basics of cross-testing including when demographics make it a desirable plan design option. In addition to learning the mechanics of cross-testing under the nondiscrimination rules, the attendee will also learn the plan document requirements of a cross-tested plan, and how they differ from other types of allocation formulas in defined contribution plans.

2011 Issues

Tue, 20 Sep 2011 14:44:37 GMT

foundingpartner

Fri, 30 Sep 2011 16:01:11 GMT

Dealing with the Break-in-Service Rules and Other Concerns for Rehired Employees

Thu, 14 Jul 2011 10:01:05 GMT

Live on July 28, 2011
With the recent improvement in the economy, many employers are rehiring employees. This webcast will address many of the unique issues that must be addressed under qualified retirement plans when an employer has rehired employees, including eligibility to participate, applying the break in service rules, dealing with distributions and loans, and the forfeiture rules under the plan.

ASPPA's Qualified Plan Financial Consultant (QPFC) Program

Thu, 12 May 2011 08:59:03 GMT

Live on June 9, 2011
COMPLIMENTARY WEBCAST
This webcast will provide an overview of the Qualified Plan Financial Consultant credential.

Advisor Webcast: Leveraging Change to Communicate Your Value

Wed, 23 Mar 2011 11:52:53 GMT

Live on April 13, 2011
COMPLIMENTARY WEBCAST Sponsored by The Standard
Sweeping reforms introduced this year by the DOL will pose significant challenges for retirement plan advisers and their plan sponsors. At the same time, however, these heightened expectations and regulatory scrutiny can provide considerable opportunities for experienced advisers who are first-movers in developing compliant, forward-looking solutions for their practices and their clients. Advisers who proactively address these issues will not only limit their prospective exposure, they will be well-positioned to retain and attract business from less experienced advisers.

reg form

Wed, 13 Oct 2010 11:22:19 GMT

LABC Calendar

Fri, 17 Sep 2010 15:36:26 GMT

Annual 2010 Workshop 70

Mon, 13 Sep 2010 09:46:49 GMT

Live and Recorded Instruction

Mon, 26 Jul 2010 09:38:45 GMT

2012 Education Catalog

Mon, 24 Oct 2011 10:09:48 GMT

ACOPA

Thu, 14 Apr 2011 11:10:22 GMT

Media Reg B

Fri, 04 Feb 2011 09:03:24 GMT

DOL

Mon, 26 Jul 2010 13:32:07 GMT

The ASPPA Journal

Mon, 26 Jul 2010 09:46:00 GMT

cegroupstudy.pdf

Thu, 11 Jun 2009 12:56:40 GMT

ASPPA Bookstore

Thu, 22 Apr 2010 12:58:24 GMT

Media Registration Form

Mon, 10 Jan 2011 08:53:58 GMT

ws27

Tue, 12 Oct 2010 16:05:43 GMT

The ERISA Outline Book

Fri, 03 Sep 2010 15:30:10 GMT

11-05

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11-04

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Melinda-Test

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10-32

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11-03

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SchwabReport1

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11-02

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Embed youtube test

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Annual 2010 Workshop 69

Mon, 13 Sep 2010 09:46:13 GMT

ASPPA Test Company Specific Page

Thu, 22 Apr 2010 14:28:04 GMT

11-01

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Annual 2010 Workshop 68

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Test ASP.net Version of eForums

Fri, 09 Apr 2010 11:47:11 GMT

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Testing of ASP.net version of exams module

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Annual 2010 Workshop67

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Annual 2010 Workshop66

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Workshop 3

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Workshop 2

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Annual 2010 Workshop 65

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Annual 2010 Workshop 64

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Forget about EFAST2! What's New on the Forms?

Mon, 01 Mar 2010 10:27:18 GMT

Available through December 31, 2010. Live Webcast took place on December 10, 2009 at 2:00 p.m. ET
Much attention has been focused on the new electronic filing system, EFAST2 and the revisions to fee reporting on Schedule C. Now it's time to look at the forms and other schedules to be used for 2009 reporting years.

Things I Know Now as a Lawyer-That I Wish I Knew Then as an Administrator

Tue, 08 Dec 2009 11:00:01 GMT

Live on December 8, 2009 at 2:00 p.m. ET -- 2 ASPPA and ERPA Ethics CPE Credits!
TPAs need to be a little bit of everything: recordkeeper, lawyer, accountant, investment guru and fortune teller! As an attorney, Ilene Ferenczy has had the relatively unique experience of being able to look back on her days as a TPA with a mixture of pride and horror-reliving the times when being a TPA meant that she had the exact mixture of skills to help her clients as no other advisor could, but also remembering times when being a lawyer might have added a little information that would have allowed her to do a better job.

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Annual 2010 Workshop 63

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Workshop 69A

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Workshop 68

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Annual 2010 Workshop 51

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Annual 2010 Workshop 50

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WebcastRooms.pdf

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Annual 2010 Workshop 43

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Workshop 66

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General Session 2

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Annual 2010 Workshop7

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Workshop 18

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Annual 2010 Gen Sess3

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Annual 2010 Gen Sess 2

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Annual 2010 Workshop16

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Annual 2010 Presidents

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Annual 2010 Gen Sess 1

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Annual 2010 Buffet lunch

Mon, 13 Sep 2010 08:46:35 GMT

Annual 2010 Workshop 53

Mon, 13 Sep 2010 09:32:54 GMT

CincyCalendar

Fri, 03 Sep 2010 11:05:20 GMT

Annual 2010 Workshop 15

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Annual 2010 Party Potomac

Mon, 13 Sep 2010 08:55:59 GMT

Annual 2010 PAC Reception

Mon, 13 Sep 2010 08:55:07 GMT

Annual 2010 Workshop 33

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Annual 2010 Next Gen Reception

Mon, 13 Sep 2010 08:54:05 GMT

Annual 2010 Workshop14

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Annual 2010 Monuments

Mon, 13 Sep 2010 08:53:36 GMT

Workshop 65

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Annual 2010 Capitol Steps

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Annual 2010 Gen Sess 6

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Annual 2010 Workshop13

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Annual 2010 Gen Sess 5

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Workshop 64

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Workshop 10

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Workshop 63B

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June 2010

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Nationwide

Wed, 10 Mar 2010 09:01:48 GMT

Workshop 63A

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Workshop 61

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Workshop 9

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WBC2010-RegForm.pdf

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Workshop 46

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Workshop 58

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Workshop 6

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Workshop 57

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Workshop 43

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Workshop 10B

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Workshop 41

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Workshop 55

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Workshop 5

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Workshop5-NY

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Workshop4-NY

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Workshop 22

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Workshop 53B

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Workshop 53A

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Workshop 15

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Workshop 13

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Workshop 3B

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Workshop 3A

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Workshop 4

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Workshop 1

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Workshop 2

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Workshop 1

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Workshop 12

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Workshop 11

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Workshop 32

Thu, 22 Oct 2009 11:42:02 GMT

Workshop 31

Thu, 22 Oct 2009 11:41:56 GMT

Workshop 9

Thu, 22 Oct 2009 11:40:46 GMT

Workshop 8

Thu, 22 Oct 2009 11:40:41 GMT

Workshop 51

Thu, 22 Oct 2009 11:43:25 GMT

Workshop 7

Thu, 22 Oct 2009 11:40:33 GMT

Workshop 30

Thu, 22 Oct 2009 11:41:50 GMT

Workshop 5

Thu, 22 Oct 2009 11:40:28 GMT

Session 9

Thu, 22 Oct 2009 11:34:39 GMT

Session 8-2

Thu, 22 Oct 2009 11:34:34 GMT

Workshop 4

Thu, 22 Oct 2009 11:40:23 GMT

General Session 5

Thu, 22 Oct 2009 12:13:55 GMT

General Session 4

Thu, 22 Oct 2009 12:13:51 GMT

Workshop3-NY

Thu, 22 Oct 2009 12:30:45 GMT

Workshop2-NY

Thu, 22 Oct 2009 12:30:40 GMT

General Session 3c

Thu, 22 Oct 2009 12:13:46 GMT

General Session 3b

Thu, 22 Oct 2009 12:13:41 GMT

Thursday BCOS Session Outlines.zip

Thu, 22 Oct 2009 11:57:03 GMT

General Session 3a

Thu, 22 Oct 2009 12:13:37 GMT

Workshop1-NY

Thu, 22 Oct 2009 12:30:36 GMT

All Sessions.zip

Thu, 22 Oct 2009 12:20:15 GMT

General Session 3

Thu, 22 Oct 2009 12:13:27 GMT

Workshop6-Boston

Thu, 22 Oct 2009 12:30:31 GMT

Session 8

Thu, 22 Oct 2009 11:34:29 GMT

Session 7

Thu, 22 Oct 2009 11:34:25 GMT

Workshop5-Boston

Thu, 22 Oct 2009 12:30:27 GMT

Workshop4-Boston

Thu, 22 Oct 2009 12:30:22 GMT

General Sessions.zip

Thu, 22 Oct 2009 12:20:11 GMT

Workshop3-Boston

Thu, 22 Oct 2009 12:30:18 GMT

Session 6

Thu, 22 Oct 2009 11:34:20 GMT

Workshop 10A

Thu, 22 Oct 2009 10:40:05 GMT

Workshop2-Boston

Thu, 22 Oct 2009 12:30:13 GMT

Workshop1-Boston

Thu, 22 Oct 2009 12:30:09 GMT

Session 5

Thu, 22 Oct 2009 11:34:15 GMT

GS3-NY

Thu, 22 Oct 2009 12:30:04 GMT

Workshops.zip

Thu, 22 Oct 2009 12:20:06 GMT

GS3-Boston

Thu, 22 Oct 2009 12:29:59 GMT

NTSAA

Thu, 04 Feb 2010 16:10:11 GMT

The National Tax Sheltered Accounts Association (NTSAA) is the nation's only independent, non-profit association dedicated to the 403(b) and 457 marketplace. In December of 2009, NTSAA members voted to combine operations with American Society of Pension Professionals & Actuaries (ASPPA). When the combination agreement takes effect in January of 2010, the NTSAA will operate as a semi-autonomous division under ASPPA, retaining its name and brand identity.

GS2-NY

Thu, 22 Oct 2009 12:29:54 GMT

Session 4

Thu, 22 Oct 2009 11:34:10 GMT

Session 3

Thu, 22 Oct 2009 11:34:06 GMT

GS2-Boston

Thu, 22 Oct 2009 12:29:49 GMT

GS1-NewYork

Thu, 22 Oct 2009 12:29:44 GMT

Workshop 8.1.pdf

Thu, 22 Oct 2009 12:20:02 GMT

GS1-Boston

Thu, 22 Oct 2009 12:29:38 GMT

Session 2

Thu, 22 Oct 2009 11:34:00 GMT

Workshop 13

Thu, 22 Oct 2009 10:40:01 GMT

Session 1-2

Thu, 22 Oct 2009 11:33:56 GMT

Workshop 8 Outline.pdf

Thu, 22 Oct 2009 12:19:57 GMT

General Session 8

Thu, 22 Oct 2009 12:47:02 GMT

Session 1-1

Thu, 22 Oct 2009 11:33:51 GMT

Workshop 7.pdf

Thu, 22 Oct 2009 12:19:53 GMT

Workshop 11

Thu, 22 Oct 2009 10:39:55 GMT

Workshop 7.1.pdf

Thu, 22 Oct 2009 12:19:48 GMT

TechTalk Bulletin Board

Tue, 18 May 2010 10:58:40 GMT

Workshop 6.pdf

Thu, 22 Oct 2009 12:19:43 GMT

Workshop 10.pdf

Thu, 22 Oct 2009 12:19:39 GMT

Workshop 8

Thu, 22 Oct 2009 10:39:50 GMT

Workshop 6

Thu, 22 Oct 2009 10:39:45 GMT

Workshop 10.1.pdf

Thu, 22 Oct 2009 12:19:34 GMT

General Session 6 Update.pdf

Thu, 22 Oct 2009 12:18:48 GMT

Workshop 5.1.pdf

Thu, 22 Oct 2009 12:18:44 GMT

Workshop 9.pdf

Thu, 22 Oct 2009 12:19:29 GMT

Workshop 4.pdf

Thu, 22 Oct 2009 12:18:39 GMT

General Session 7

Thu, 22 Oct 2009 12:46:56 GMT

General Session 6

Thu, 22 Oct 2009 12:46:52 GMT

Workshop 4.1.pdf

Thu, 22 Oct 2009 12:18:35 GMT

Workshop 3 Final.pdf

Thu, 22 Oct 2009 12:18:30 GMT

Workshop 9.1.pdf

Thu, 22 Oct 2009 12:19:25 GMT

Workshop 2.pdf

Thu, 22 Oct 2009 12:19:20 GMT

Workshop 3 Final 1.1.pdf

Thu, 22 Oct 2009 12:18:24 GMT

General Session 3.1.pdf

Thu, 22 Oct 2009 12:18:18 GMT

Workshop 6B

Thu, 22 Oct 2009 10:39:39 GMT

Workshop 6C

Thu, 22 Oct 2009 10:39:34 GMT

General Session 2.pdf

Thu, 22 Oct 2009 12:18:13 GMT

General Session 2.1.pdf

Thu, 22 Oct 2009 12:18:08 GMT

Workshop 2.1.pdf

Thu, 22 Oct 2009 12:19:16 GMT

Workshop 1.1.pdf

Thu, 22 Oct 2009 12:19:11 GMT

General Session 2 additional information 4.pdf

Thu, 22 Oct 2009 12:18:02 GMT

General Session 3.pdf

Thu, 22 Oct 2009 12:17:11 GMT

General Session 2 additional information 3.pdf

Thu, 22 Oct 2009 12:17:56 GMT

General Session 2 additional information 2.pdf

Thu, 22 Oct 2009 12:17:52 GMT

General Session 2 additional information 1.pdf

Thu, 22 Oct 2009 12:17:47 GMT

Informal Session ERPA.pdf

Thu, 22 Oct 2009 12:19:07 GMT

Informal Session ERPA 1.1.pdf

Thu, 22 Oct 2009 12:19:02 GMT

General Session 1.pdf

Thu, 22 Oct 2009 12:17:42 GMT

General Session 1.1.pdf

Thu, 22 Oct 2009 12:17:37 GMT

Workshop 2

Thu, 22 Oct 2009 10:39:30 GMT

General Session 1

Thu, 22 Oct 2009 10:39:25 GMT

General Session 5.pdf

Thu, 22 Oct 2009 12:17:33 GMT

General Session 5.1.pdf

Thu, 22 Oct 2009 12:17:28 GMT

General Session 6.pdf

Thu, 22 Oct 2009 12:18:57 GMT

General Session 4

Thu, 22 Oct 2009 12:46:47 GMT

General Session 4.pdf

Thu, 22 Oct 2009 12:17:24 GMT

General Session 3B

Thu, 22 Oct 2009 12:46:43 GMT

Workshop 4

Thu, 22 Oct 2009 10:39:20 GMT

Workshop 16

Thu, 22 Oct 2009 10:39:16 GMT

Workshop 8 - James.Holland.pdf

Thu, 22 Oct 2009 11:56:59 GMT

General Session 3A

Thu, 22 Oct 2009 12:46:38 GMT

Workshop 12

Thu, 22 Oct 2009 10:39:11 GMT

Workshop 9

Thu, 22 Oct 2009 10:39:06 GMT

Workshop 7

Thu, 22 Oct 2009 10:39:01 GMT

General Session 2

Thu, 22 Oct 2009 12:46:33 GMT

Workshop 5

Thu, 22 Oct 2009 10:38:55 GMT

Leadership

Mon, 18 May 2009 09:53:24 GMT

Workshop 3

Thu, 22 Oct 2009 10:38:50 GMT

Workshop 7.pdf

Thu, 22 Oct 2009 11:56:54 GMT

Workshop 1

Thu, 22 Oct 2009 10:38:45 GMT

Old files

Wed, 14 Apr 2010 12:54:16 GMT

What Does a DC Administrator Need to Know About a DB/DC Plan?

Tue, 20 Apr 2010 16:33:33 GMT

Workshop 6.pdf

Thu, 22 Oct 2009 11:56:49 GMT

Workshop 5 (Updated 1.21.09).pdf

Thu, 22 Oct 2009 11:56:45 GMT

logos

Thu, 22 Apr 2010 09:21:19 GMT

2010 401k SUMMIT

Wed, 28 Oct 2009 15:19:35 GMT

Workshop 12 (Updated 1.21.09).pdf

Thu, 22 Oct 2009 11:56:40 GMT

Workshop 12 - Handout (Updated 1.21.09).pdf

Thu, 22 Oct 2009 11:56:36 GMT

2009 Cincinnati Pension Conference

Wed, 19 Aug 2009 15:40:21 GMT

2009 DOL Speaks

Fri, 26 Jun 2009 16:18:37 GMT

Workshop 11 - Shannon.Black.pdf

Thu, 22 Oct 2009 11:56:31 GMT

Workshop 11 - Cynthia.Wyatt (Updated 01.19.09).pdf

Thu, 22 Oct 2009 11:56:27 GMT

2009 Northeast Area Benefits Conference - New York

Tue, 26 May 2009 14:19:55 GMT

2009 Northeast Area Benefits Conference - Boston

Fri, 22 May 2009 16:15:03 GMT

Workshop 10.pdf

Thu, 22 Oct 2009 11:56:22 GMT

Workshop 9.pdf

Thu, 22 Oct 2009 11:56:17 GMT

General Session 2.pdf

Thu, 22 Oct 2009 11:55:26 GMT

General Session 2 - IRS Q&A (Updated 1.14.09).xls

Thu, 22 Oct 2009 11:55:19 GMT

2009 Women Business Leaders Forum

Fri, 22 May 2009 16:15:07 GMT

2009 Western Benefits Conference

Fri, 22 May 2009 16:14:41 GMT

General Session 4.pdf

Thu, 22 Oct 2009 11:55:14 GMT

General Session 3 - Tom.Shanahan (Updated 1.16.09).pdf

Thu, 22 Oct 2009 11:55:09 GMT

Workshop 8 - Lorraine.Dorsa.pdf

Thu, 22 Oct 2009 11:56:11 GMT

Workshop 8 - Lorraine.Dorsa - Handout.pdf

Thu, 22 Oct 2009 11:56:06 GMT

General Session 3 - Joyce.Kahn.pdf

Thu, 22 Oct 2009 11:55:04 GMT

2009 ACOPA Advanced Actuarial

Fri, 22 May 2009 16:14:44 GMT

2009 ASPPA Annual Conference

Fri, 22 May 2009 16:14:47 GMT

Workshop 2 - Handout.xls

Thu, 22 Oct 2009 11:56:02 GMT

Workshop 1.pdf

Thu, 22 Oct 2009 11:55:56 GMT

2010 Los Angeles Benefits Conference

Thu, 19 Nov 2009 11:30:49 GMT

Thursday Lunch (Updated 1.15.09).pdf

Thu, 22 Oct 2009 11:55:52 GMT

ESOPs - An Overview of Uses, Strategies and Basic Plan Administration Concerns

Tue, 04 May 2010 12:47:24 GMT

Live on May 5, 2010 from 2:00 p.m.-3:40 p.m. ET
This session acquaints planners and technicians with the consistently popular ESOP scenarios and structures they likely will encounter, why ESOPs are used and the implications for their administration and coordination with other retirement plans.

Workshop 4.pdf

Thu, 22 Oct 2009 11:55:47 GMT

Workshop 3 (Updated 1.19.09).pdf

Thu, 22 Oct 2009 11:55:42 GMT

Workshop 3 - James.Holland.pdf

Thu, 22 Oct 2009 11:55:37 GMT

Friday BCOS Session Outlines.zip

Thu, 22 Oct 2009 11:57:08 GMT

Workshop 2.pdf

Thu, 22 Oct 2009 11:55:30 GMT

this is a test

Thu, 13 May 2010 09:59:42 GMT

March/April 2010

Mon, 26 Apr 2010 14:34:04 GMT

Newsletters

Tue, 13 Apr 2010 20:46:59 GMT

NTSAA Membership Directory

Mon, 12 Apr 2010 16:12:49 GMT

The ASPPA Recordkeeping Certification Program

Thu, 06 May 2010 13:41:30 GMT

Live on May 18, 2010 from 2:00 p.m.-3:00 p.m. ET
FREE WEBCAST
The ASPPA Recordkeeper Certification program is proving to be a valuable tool to win business in market conditions that demand differentiation. Get familiar with the program's best practices and the steps that lead to certification. Gain insight into the certification audit process and learn what other firms have done to prepare.

General Session 5

Thu, 22 Oct 2009 12:47:07 GMT

Workshop 15

Thu, 22 Oct 2009 10:40:14 GMT

Did You Notice: DC Plan Communications

Wed, 21 Apr 2010 16:29:58 GMT

Live on May 27, 2010 from 2:00 p.m.-3:40 p.m. ET
Whether you consider participant disclosures to be an opportunity to educate employees or just another obligation, communicating plan terms is a requirement under ERISA. Are your Defined Contribution clients complying with the ever-changing rules? This interactive session will review the latest requirements of the most common employee notices that are required to be distributed. We will also discuss the methodology for distributing notices and the penalties for non-compliance. Bring your questions.

Workshop 2 Audio

Thu, 27 May 2010 10:30:12 GMT

ws2

Wed, 05 May 2010 15:54:39 GMT

all sessions except 6.zip

Thu, 22 Oct 2009 12:20:20 GMT

General Session 6.1.pdf

Thu, 22 Oct 2009 12:18:53 GMT

General Session 4.1.pdf

Thu, 22 Oct 2009 12:17:15 GMT

Session 10

Thu, 22 Oct 2009 11:34:45 GMT

Shortcuts

Wed, 26 May 2010 10:36:09 GMT

Eidsonnom.pdf

Thu, 10 Jun 2010 16:42:53 GMT

eidsonnom.pdf

Thu, 10 Jun 2010 16:53:25 GMT

Business Structures Today: Can't Tell The Players Without A Scorecard!

Thu, 06 May 2010 10:02:50 GMT

Live on June 15, 2010 from 2:00 p.m.-3:40 p.m. ET
The manner in which a business is structured can impact many aspects of plan design and compliance from the definition of compensation to the deductibility of contributions. In this session, we will review the various types of business structures, where they are similar, how they differ, as well as the planning opportunities and traps that exist when businesses change structures.

ea pdf

Mon, 16 Mar 2009 19:39:04 GMT

docs

Thu, 17 Jun 2010 12:32:20 GMT

CEbrochure

Mon, 21 Jun 2010 14:38:34 GMT

ADVISOR WEBCAST: Watch Out for Washington

Thu, 17 Jun 2010 12:30:08 GMT

Live on June 22, 2010 from 2:00 p.m.-3:00 p.m. ET
COMPLIMENTARY WEBCAST Sponsored by The Standard
Washington, DC's potential impact on retirement plan advisors has never been greater. You owe it to your clients and business to take advantage of this complimentary webcast with Brian H. Graff, Esq., APM, Executive Director/CEO of ASPPA. Graff is a key source on the current thinking in Washington and an expert on how your business will be affected in the months and years ahead.

ASPPA & NTSAA Request IRS GuidanceClarification Needed on 403(b) Plan Terminations

Tue, 22 Jun 2010 15:48:03 GMT

ASPPA Expands Advisor Outreach401(k) Summit Resources Keep Advisors Informed

Tue, 22 Jun 2010 15:45:03 GMT

Update on EFAST2 and Form 5500

Thu, 17 Jun 2010 12:38:41 GMT

Live on June 24, 2010 from 2:00 p.m.-3:40 p.m. ET
The first big wave of 2009 Form 5500 filings are due at the end of July and we are in the midst of the biggest filing transition our industry has ever made.

How to Survive an IRS 403(b) Plan Audit

Thu, 17 Jun 2010 12:43:27 GMT

Live on June 29, 2010 from 2:00 p.m.-3:40 p.m. ET
Hear Ed Salyers from the IRS and Ellie Lowder provide detailed information on records to maintain in preparation for an audit; the IRS approach on written plan requirements; and where IRS audit resources are being directed in the ongoing IRS audit programs. The webcast will also focus on any relevant regulatory updates available in late June.

brown & brown

Tue, 29 Jun 2010 13:57:53 GMT

brown & brown

Tue, 29 Jun 2010 13:51:34 GMT

Workshop6-NY

Thu, 22 Oct 2009 12:30:59 GMT

Platinum

Fri, 15 Jan 2010 16:08:54 GMT

Investments 101 for Retirement Plan Consultants and Administrators

Tue, 06 Jul 2010 14:14:43 GMT

Live on July 14, 2010 from 2:00 p.m.-3:40 p.m. ET
The Investments 101 webcast is designed to provide retirement plan consultants and administrators with a 30,000 foot overview of pertinent invesment topics relevant to retirement plan administration. The webcast will focus on both practical application as well as general knowledge of important investment basics.

Educational Offerings

Mon, 26 Jul 2010 09:36:16 GMT

Courses

Wed, 02 Jun 2010 12:47:46 GMT

The New DOL Fee Disclosure Rules: What All Retirement Plan Professionals Need to Know

Tue, 20 Jul 2010 13:40:03 GMT

Live on July 28, 2010 from 3:00 p.m.-4:40 p.m. ET
The new DOL regs will have a dramatic impact in the retirement plan industry. For the first time, everyone will be subject to comprehensive, uniform disclosure rules that will put all retirement plan service providers on a level playing field. Find out how these new disclosure rules will affect you.

IRS 401(k) Questionnaire - The Impact on Plan Compliance Present and Future

Thu, 22 Jul 2010 10:34:01 GMT

Live on July 29, 2010 from 2:00 p.m.-3:40 p.m. ET
The IRS recently sent out 1,200 Questionnaires to employers sponsoring 401(k) plans trying to determine where compliance deficiencies exist. Employers are still in the response period. Hear from both the IRS and the practitioner perspective what is involved in completing the questionnaire and where inadvertent issues may await those completing the questionnaire.

DOLspeaks-2010-120x600

Tue, 03 Aug 2010 10:36:46 GMT

Enrolled Actuaries' EFAST2 Options and Responsibilities

Thu, 22 Jul 2010 11:40:13 GMT

Live on August 5, 2010 from 2:00 p.m.-2:50 p.m. ET
This Webcast will review what the EA needs to provide TPA's regarding schedule SB EFAST2 filings.

ACOPA Elects New LeadershipCollege of Pension Actuaries Elects New Officers

Fri, 13 Aug 2010 16:05:16 GMT

August 2010

Mon, 16 Aug 2010 10:28:31 GMT

How to Apologize to Clients - And Why Your Lawyer May Tell You Not To!

Mon, 09 Aug 2010 10:02:28 GMT

Live on August 24, 2010 from 2:00 p.m.-3:40 p.m. ET 2 ASPPA and ERPA Ethics CPE Credits!
Everyone makes mistakes, but failing to respond effectively when mistakes happen can lead to lawsuits from angry clients. This webcast will offer practical advice on how to manage mistakes within your firm in a way that builds client relationships, restores trust and reduces your company's risk of being sued.

WebCourse.pdf

Thu, 02 Sep 2010 16:19:34 GMT

Candidate Connection

Wed, 01 Sep 2010 16:19:55 GMT

conference brochure-update

Wed, 08 Sep 2010 15:25:09 GMT

Workshop 8

Thu, 22 Oct 2009 12:14:46 GMT

Tax Return Preparer Registration Program

Thu, 26 Aug 2010 08:38:04 GMT

Live on September 8, 2010 from 2:00 p.m.-3:00 p.m. ET
Both Congress and IRS have embarked on a mission to increase oversight of paid Federal tax return preparers (preparers). The new rules, which are effective in 2011, will significantly affect firms and individuals who prepare Form 5500, Form 5330 and related schedules. Learn how these new rules may dramatically affect you and your business and what you can do now to lessen their impact.

Are You Ready for October 15? EFAST2 and Form 5500 Update

Wed, 25 Aug 2010 15:21:00 GMT

Live on September 14, 2010 from 2:00 p.m.-3:40 p.m. ET
As the filing date looms for 2009 Form 5500 filings with due dates extended to October 15, 2010, the speakers will take a look at the most recent information available to help you get to the deadline in good shape. The webcast will cover EFAST2 tips, preparation of Schedule C, benefit plan audit issues and new items on the schedules that are raising questions.

ADVISOR WEBCAST: Target Date Funds: Growth, Concerns and Changes

Wed, 01 Sep 2010 15:26:39 GMT

Live on September 15, 2010
COMPLIMENTARY WEBCAST. CPE Credit Available! Sponsored by The Standard
So the DOL and SEC published new Target Date Regs. Are you looking for an efficient way to stay up to speed with the endless changes we are facing? Join Fred Reish and Mike Malone as they offer advisors a legal education and a practical application for their business on what these changes bring and how you can leverage them to make your next sale.

Advanced ESOP Design and Utilization and Solutions

Mon, 23 Aug 2010 16:50:50 GMT

Live on September 28, 2010 from 2:00 p.m.-3:40 p.m. ET
A program for consultants and adminitsrators on ESOPs' best uses, the creative and the troublesome aspects of their design administration and the IRS and DOL hotbuttons and concerns.

mears

Thu, 30 Sep 2010 11:59:47 GMT

Workshop 69B

Thu, 22 Oct 2009 11:44:48 GMT

Workshop 50

Thu, 22 Oct 2009 11:43:19 GMT

Workshop 29

Thu, 22 Oct 2009 11:41:46 GMT

Workshop 3C

Thu, 22 Oct 2009 11:40:18 GMT

Conference Outlines

Thu, 22 Oct 2009 11:39:55 GMT

What Does a DC Administrator Need to Know About a DB/DC Plan?

Wed, 01 Sep 2010 14:00:27 GMT

Live on September 30, 2010 from 2:00 p.m.-3:40 p.m. ET
What does a DC administrator need to know about the DB plan that is sponsored by an employer in addition to the DC plan on which the administrator works? There are many provisions of a DB plan that may impact the administration of the DC plan. This webcast will cover the issues that a DC administrator needs to be aware of when a DB plan exists (or has ever existed).

ws12

Mon, 04 Oct 2010 14:11:54 GMT

ws45

Mon, 04 Oct 2010 13:10:40 GMT

ws21

Mon, 04 Oct 2010 12:52:46 GMT

ws42-ex1

Thu, 07 Oct 2010 15:35:52 GMT

reg form2

Wed, 13 Oct 2010 11:45:09 GMT

Conference Brochure

Mon, 25 Oct 2010 11:03:21 GMT

Conference Brochure

Wed, 22 Sep 2010 14:38:11 GMT

MSinterndesc

Wed, 27 Oct 2010 11:38:10 GMT

NTSAA 2011 Group Flyer

Tue, 26 Oct 2010 09:37:14 GMT

Annual 2010 Workshop 52

Mon, 13 Sep 2010 09:32:21 GMT

Annual 2010 Workshop 32

Mon, 13 Sep 2010 09:16:31 GMT

Annual 2010 Workshop 12

Mon, 13 Sep 2010 09:02:30 GMT

Annual 2010 Gen Sess 4

Mon, 13 Sep 2010 08:49:58 GMT

ws27-2

Tue, 12 Oct 2010 16:33:36 GMT

ws44

Mon, 11 Oct 2010 14:37:09 GMT

ws21

Thu, 07 Oct 2010 15:18:35 GMT

ws43

Thu, 07 Oct 2010 15:36:52 GMT

ws59

Thu, 07 Oct 2010 15:47:04 GMT

11tajrates

Mon, 01 Nov 2010 16:32:34 GMT

10-33

Fri, 08 Oct 2010 15:18:51 GMT

Hybrid Retirement Plans Regulations - New Final and Proposed Rules

Wed, 10 Nov 2010 10:11:00 GMT

Live on November 11, 2010
It's been a long wait, but hybrid regs are here. The webcast will cover topics critical to hybrid plans.

Participant Fee Disclosure - What You Need to Know Under the Final Rules

Wed, 27 Oct 2010 16:05:31 GMT

Live on November 18, 2010
The long awaited DOL final regulation requiring new disclosures on fees and investments has just been released. Plans offering directed investments will need to significantly increase and adjust the information that participants receive. Find out how these new rules will impact plan sponsors and service providers in this important webcast.

Cash Balance Plan Basics

Tue, 30 Nov 2010 15:55:56 GMT

Live on December 2, 2010
What does a consultant need to know about cash balance plans and how they work? There are many technical details that a consultant or administrator needs to know regarding cash balance plans. This webcast will cover the basic concepts that a consultant or administrator who is not an actuary should know. (Funding and other actuarial issues will not be discussed.)

docs

Mon, 06 Dec 2010 13:26:42 GMT

Small Business Jobs Act: Roth Opportunities and Challenges

Tue, 02 Nov 2010 11:14:29 GMT

Live on December 7, 2010
In-Plan Roth conversions to 401(k) and 403(b) plans and Roth contributions to 457(b) are now permitted. We will review the rules affecting these new opportunities, steps needed for implementation, questions that may remain unresolved and next steps for everyone.

test

Wed, 08 Dec 2010 11:50:00 GMT

Redefining Fiduciary Status Under DOL Proposed Regulations

Thu, 09 Dec 2010 16:52:37 GMT

Live on December 10, 2010
As promised, the Department of Labor (DOL) has proposed significant changes to the rules that define who is a fiduciary when giving advice about plan investments. This rewrite of a regulation that has stood untouched for 35 years will have a significant impact on plan administration and decision making for years to come.

Engagement Letters Under Final DOL Fee Disclosure Regulations

Mon, 13 Dec 2010 10:51:32 GMT

Live on December 14, 2010
A review of recommendations for service agreements.

Did you survive the 2009 5500 process?

Mon, 13 Dec 2010 10:51:57 GMT

Live on December 16, 2010
This Webcast will be a discussion of the challenges plan sponsors faced during the 2009 5500 filing process, as well as the challenges they may face during future filings. This presentation will include detailed information on audit issues and Schedule C Requirements. The Webcast will also include information on how to assist fiduciaries in utilizing the new Schedule C Requirements, including how to assist in the accounting process for controlling plan expenses.

TGPC-1 Webcourse: July-Dec 30

Fri, 09 Jul 2010 09:25:22 GMT

Regulatory Issues

Wed, 01 Dec 2010 09:28:58 GMT

Provided below is information on activities of the Department of Treasury, Internal Revenue Service, Department of Labor's Employee Benefits Security Administration, Pension Benefit Guaranty Corporation, and Securities and Exchange Commission.

Legislative Issues

Wed, 05 Jan 2011 10:49:36 GMT

Preparing the 2009 Schedule C

Wed, 02 Dec 2009 14:49:28 GMT

Available through December 31, 2010. Live Webcast took place on December 3, 2009 at 2:00 p.m. ET

Building on the Webcast "Fees Reportable on 2009 Schedule C-Fee Basics for Preparers (live on November 19), learn how to translate fee and compensation information on to the 2009 Schedule C. Common bundled and unbundled arrangements will be presented, with explanations for drafting Schedule C based on the particular facts and circumstances.

Advisor Webcast: Cracking the Code

Mon, 17 Jan 2011 09:43:55 GMT

Live on January 19, 2011
COMPLIMENTARY WEBCAST Sponsored by The Standard
Did you know that the Form 5500 is more than a tax filing document with codes and numbers? To skilled advisors it's also a key to unlocking dozens of sales opportunities to help grow their businesses! Join host Bob Kaplan, VP and National Training Consultant for ING U.S. Retirement Services, for an interactive webinar that will 1) Reveal what the codes and numbers mean in the Form and 2) Leave you with actionable sales ideas you can use to prospect for new business. Continuing Professional Education credits offered too.

Troubleshooting Participant Loan Issues

Thu, 24 Mar 2011 10:06:49 GMT

Available through February 16, 2011
By what date must the first payment commence? From what date does the plan measure the 5-year repayment period? When does refinancing violate the loan limits? Minimizing the employer's risk for failing to withhold? Necessary and helpful plan and loan policy language? Who can be excluded from participant loans? We will also cover exhausting loan option for hardship distribution; universal availability requirement; participant loan litigation; correcting participant loan problems; loan offset vs. deemed distribution; proper reporting of loans defaults; and leaves of absence.

Test Webcourse

Wed, 16 Feb 2011 07:40:59 GMT

Troubleshooting Participant Loan Issues

Tue, 08 Feb 2011 10:08:45 GMT

Live on February 16, 2011
By what date must the first payment commence? From what date does the plan measure the 5-year repayment period? When does refinancing violate the loan limits? Minimizing the employer's risk for failing to withhold? Necessary and helpful plan and loan policy language? Who can be excluded from participant loans? We will also cover exhausting loan option for hardship distribution; universal availability requirement; participant loan litigation; correcting participant loan problems; loan offset vs. deemed distribution; proper reporting of loans defaults; and leaves of absence.

Webcourse

Tue, 15 Feb 2011 13:28:57 GMT

Vendor Webcast: The ASPPA 401(k) SUMMIT - A Business Plan for Success

Wed, 09 Feb 2011 13:50:52 GMT

Live on February 17, 2011
COMPLIMENTARY WEBCAST
Maximizing your impact at SUMMIT - Examples and strategies to derive the most of your participation at The ASPPA 401(k) SUMMIT 2011 and Beyond!

Creative 401(k) Testing and Design

Mon, 31 Jan 2011 10:57:48 GMT

Live on February 22, 2011
401(k) testing is a critical part of the compliance component. This webcast will explore the many testing options available to plan sponsors that can result in lower corrective distributions and enhance your value as a service provider. Many of these techniques can be applied even after the plan year ends. There could not be better time for an update.

11-06

Fri, 28 Jan 2011 16:13:14 GMT

RECORDING

Wed, 23 Mar 2011 08:58:17 GMT

ASPPA Webcast Registration Form

Thu, 27 Jan 2011 14:32:42 GMT

Everything Old is New Again - Revisiting the Prohibited Transaction Rules

Wed, 23 Mar 2011 09:26:13 GMT

Live on March 29, 2011
With the recent upheavals and volatility in the economy and financial markets, retirement plans and trustees are again looking at real estate and ther "alternative" investments for returns and additional diversification opportunities. Now is a good time to review the prohibited transaction rules and the related rules on look-through entities, audit and bonding requirements, and tax issues. Keeping your clients informed and educating them on these rules before they make investment decisions will avoid headaches later and add real value for clients.

04guidelines-qualinhouse.pdf

Thu, 11 Jun 2009 12:56:47 GMT

cefornonasppasponssem.pdf

Thu, 11 Jun 2009 12:56:50 GMT

CPE Guidelines & Forms

Mon, 04 Apr 2011 12:23:03 GMT

883.CPEForm2010-6.pdf

Tue, 22 Jun 2010 08:01:20 GMT

Deficits, Tax Reform & the 112th Congress: ASPPA PAC Washington Update

Wed, 16 Mar 2011 12:15:58 GMT

Live on April 6, 2011
The November, 2010 elections changed the makeup of Congress and greatly impacted the priorities and goals of House and Senate leaders. The presenters will give you an inside analysis of how the divided Congress, deficit reduction efforts, and the move toward tax reform could affect qualified retirement plans. The Administration's regulatory initiatives, as well as legislative proposals, will play out through the remainder of this term. This webcast will provide you with an excellent opportunity to get up to date on what we expect to see in Washington during this Congress and beyond, and the impact on ASPPA members' businesses and clients.

Training

Thu, 24 Mar 2011 09:02:12 GMT

Training category for 3/23 - to be deleted.

Who is a Fiduciary under the New Proposed DOL Regulations?

Wed, 23 Mar 2011 09:26:37 GMT

Live on April 12, 2011
This Webcast will discuss the proposed fiduciary rules released on October 21, 2010 and how such regulations may impact you.

ASPPA's Tax Exempt and Governmental Plan Consultant Program

Fri, 25 Mar 2011 09:26:31 GMT

Live on April 20, 2011
COMPLIMENTARY WEBCAST
This webcast will provide an overview of the Tax-Exempt and Governmental Plan Consultant (TGPC) credential.

403(b) Plan Termination Guidance: Distributing & Managing Transactions In Orphan Accounts

Wed, 23 Mar 2011 09:28:55 GMT

Live on April 21, 2011
The speakers will cover the guidance on plan termination, along with the practical problems in meeting the plan termination requirements. Additionally, they will discuss non-grandfathered orphan accounts, both in terms of plan termination, and the management of transactions (such as loans and hardship withdrawals) for orphan accounts. Time will be permitted for Q&A.

Putting Together a Complete and Effective Auditor's Package

Wed, 23 Mar 2011 09:29:21 GMT

Live on April 26, 2011
The objective of this webcast is to discuss the components of an effective auditor's package that will meet the needs of most auditors, to include not only plan and participant accounting but all of the information needed for financial statement disclosures. The speaker will also discuss the importance of proper internal controls within your organization and how to document your procedures and processes to assist the auditor in relying on the work being done by your organization for the plan and its participants.

Understanding the Revised ASOP 41, Actuarial Communications, for the Small Plan Actuary

Thu, 31 Mar 2011 10:32:06 GMT

Live on April 27, 2011
The focus of the webcast will be practical applications of the ASOP for the small plan actuary.

2009 - 2010 CPE Reporting Form

Tue, 12 Apr 2011 09:14:30 GMT

ASPPA Code of Conduct

Wed, 17 Mar 2010 09:39:48 GMT

Form 5500 Update

Thu, 12 May 2011 08:55:36 GMT

Live on May 17, 2011
This program provides a broad update of reporting and disclosure issues.

docs

Wed, 01 Jun 2011 09:12:19 GMT

Public Plans 101

Thu, 12 May 2011 08:58:07 GMT

Live on June 1, 2011
This program will provide an introduction of the funding, provisions, requirements and politics of public pension plans.

ERPA Designees

Wed, 04 May 2011 11:03:23 GMT

CPE

Thu, 28 Apr 2011 12:48:25 GMT

ASPPA's current continuing professional education (CPE) program cycle began on January 1, 2011, and continues through December 31, 2012. All ASPPA credentialed members must participate in a mandatory continuing education program.

Compensation Consternation

Thu, 12 May 2011 08:58:37 GMT

Live on June 7, 2011
Little is more fundamental in the design and administration of retirement plans that the definition of compensation. And for such an important term, it can certainly be confusing, with some plans having 4 or more definitions for compensation depending on the context in which it is used. This seminar will provide a detailed look at compensation from all angles and show what definitions can be used where. We'll have plenty of concrete examples, some humor, and perhaps a song.

Electronic Disclosures

Thu, 12 May 2011 08:59:35 GMT

Live on June 16, 2011
The program focus will be on the rules for electronically delivering communications to participants.

Plan Document Dilemmas - Common Issues and Concerns

Wed, 25 May 2011 10:55:30 GMT

Live on June 21, 2011
Qualified plans must be strictly administered in accordance with the plan document. This session will help practitioners navigate through various plan drafting issues and amendment issues. Commonly made drafting mistakes will be discussed, as well as what happens when an amendment contains a scrivener's error.

Fee Disclosure and Conflicts of Interest for ERISA 403(b) Plan Service Providers

Wed, 22 Jun 2011 13:23:17 GMT

ws29and37

Mon, 27 Jun 2011 11:03:31 GMT

Multiple Employer Defined Contribution Plans

Tue, 24 May 2011 14:35:53 GMT

Live on June 28, 2011
The webcast will outline the technical rules which apply to 401(k) Multiple Employer Plans and discuss the outstanding legal issues related to these plans.

Defined Benefit Plan Elections and Notices

Thu, 23 Jun 2011 15:01:47 GMT

Live on July 7, 2011
With a couple of years of experience with PPA, we're still getting used to all of the new elections and notices that are required. This session will go over what we know, and what we still don't know, about these now required elections and notices.

Test ABC

Wed, 13 Jul 2011 10:04:32 GMT

403(b) Plan Audits

Thu, 23 Jun 2011 15:04:31 GMT

Live on July 14, 2011
Webcast participants will learn about the unique challenges of 403(b) plan audits, common deficiencies uncovered by auditors, and what can be done to make these audits go more smoothly. Advice on how to select an independent auditor will also be provided.

ws8

Tue, 19 Jul 2011 09:14:14 GMT

Dealing with Directed Investments, 404(c) Compliance and Participant Fee Disclosure

Thu, 14 Jul 2011 10:00:29 GMT

Live on July 21, 2011
Plan administrators of participant directed individual account plans will soon be subject to the new participant fee disclosure regulations. However, other requirements remain to be satisfied for plan fiduciaries to be afforded the protections provided under ERISA §404(c). This session will review the new rules and the detailed information that must be provided about the plan and its designated investment alternatives. Also to be discussed are the other requirements of 404(c) as well as the consequences of non-compliance, special target date disclosures, and effective date issues.

Advisor Webcast: Win New Business-Even If Your Prospect Says "No"

Mon, 18 Jul 2011 14:25:28 GMT

Live on July 26, 2011
COMPLIMENTARY WEBCAST Sponsored by The Standard
As any good advisor knows, connecting with clients and prospects is the way to build and grow your business. However this often requires getting outside the comfort zone and dealing with potential rejection ("No's") as well. For many, the discomfort with rejection, fear of looking pushy or like an "aggressive" salesperson is enough to stop all business growth activities.

Join Richard Fenton and Andrea Waltz, the authors of the best-selling book Go for No! Yes is the Destination, No is How You Get There, as they share a new and empowering perspective that will have you reprogram how you view the No's of your business and how to reframe your mission regarding prospects and clients.

Roth Conversions

Thu, 14 Jul 2011 10:01:29 GMT

Live on August 2, 2011
This seminar analyzes the strengths, weaknesses, and tactics of Roth rollovers and conversions, and the effect they have on qualified plans. We'll give you the tools, so you can know the strategies available and help others to decide on the best choice for them. We'll also discuss both recent pieces of IRS guidance affecting Roth rollovers as well as the necessary amendments to implement the decision.

Fee Disclosure and Conflicts of Interest for ERISA 403(b) Plan Service Providers

Tue, 19 Jul 2011 14:39:04 GMT

Live on August 11, 2011
This webcast will explain the impact of the new fee disclosure regarding regulation on service providers in the 403(b) marketplace.

QA

Mon, 15 Aug 2011 09:48:42 GMT

Safe Harbor Plans - A Fresh Look

Wed, 17 Aug 2011 11:03:27 GMT

Live on September 16, 2011
As employers are reinstating matching contributions, they are looking to maximize the benefits for those contributing to deferral plans. Safe harbor plans for 401(k) and 403(b) are a popular alternative to accomplish this goal because they may eliminate ADP/ACP testing if specific rules are followed. By attending this webcast you will learn the different types of Safe harbor plan designs (including Qualified Automatic Contribution Arrangements) that are available. You will also see examples of creative designs that can be used to achieve client goals. In addition, the rules for suspending or terminating the arrangements during a plan year will be discussed.

NAIRPA

Fri, 25 Jun 2010 16:45:47 GMT

The National Association of Independent Retirement Plan Advisors (NAIRPA) is a national organization of independent retirement plan advisory firms.

Indivmember

Fri, 30 Sep 2011 16:01:13 GMT

JBEA Regulations and Qualification Standards

Thu, 15 Sep 2011 08:42:32 GMT

Live on October 6, 2011
This webcast will cover JBEA regulations and qualification standards, including the content of new Joint Board regulations, what it takes to qualify as an enrolled actuary and the continuing education requirements for enrolled actuaries.

What a 401(k) Administrator Needs to Know About IRAs

Wed, 17 Aug 2011 11:03:47 GMT

Live on October 11, 2011
This 100-minute interactive course is intended to provide the 401(k) administrator with what they need to know about IRAs. Plan administrators often get questions from employers or 401(k) participants about IRAs, and this course is designed to acquaint 401(k) administrators with the differences in these two plans and how to answer the most common questions they receive. The information provided is practical and can be put to use immediately to establish more effective administrative procedures.

Advisor Webcast: Watch Out for Washington!

Mon, 12 Sep 2011 09:43:43 GMT

Live on October 12, 2011
COMPLIMENTARY WEBCAST
If You're an Advisor Working in Retirement Plans, Watch Out for Washington! It's been more than a year since ASPPA CEO Brian Graff brought advisors his trenchant insights into what Congress and the administration were up to at the time. Now he brings you up to date on how the current Washington turmoil will affect your bottom line and what you should and can do about it. And he'll even unveil an exciting new tool you can use to help make your voice even more powerful.

Registration Forms

Wed, 19 Oct 2011 11:07:54 GMT

Mergers and Acquisitions

Fri, 23 Sep 2011 11:09:18 GMT

Live on October 19, 2011
When one company acquires another, the benefit ramifications are extensive and the HR departments of both the buyer and seller are commonly thrown into a whirlwind as a result. Many of the problems arise from a lack of experience with M&A benefits issues on the part of both companies, as well as a lack of preparation for the changes that must take place. However, with proper information flow, planning and creativity, the M&A process can be controlled and productive. Join Ilene Ferenczy to learn how things can go wrong-and how they can go right.

Using 410(b) Disaggregation - Tips and Pitfalls

Thu, 20 Oct 2011 10:48:05 GMT

Live on November 1, 2011
Disaggregation is one of the puzzle pieces that come together to make up the non-discrimination testing universe. Often overlooked on its own, it provides the framework that supports much of the detailed analysis and calculation that goes on within non-discrimination testing and plan design. Learn how disaggregation fits in the big picture, its rules and requirements and the opportunities (and traps) it offers.

Restating Plan Documents for PPA and Revenue Procedure 2011-49

Wed, 12 Oct 2011 14:53:00 GMT

Live on November 3, 2011
Even as we finish amending defined benefit plans for EGTRRA, we must now start amending pre-approved Defined Contribution Plans for the PPA restatement cycle. The IRS has finally issued the long anticipated guidance on what the rules are for this next cycle for pre-approved plans. They also issued updated LRMs with suggested plan language.

A Frank Discussion with the Director of Employee Plans Examinations

Wed, 17 Aug 2011 11:04:31 GMT

Live on November 8, 2011
This session will be structured as a frank discussion of issues of interest to retirement plan professionals with the Director of Employee Plans Examinations from the Internal Revenue Service. It is expected to include updates on (i) current IRS audit initiatives; (ii) what the IRS learned from its 401(k) questionnaire; (iii) the successes, problems, and future of the ERPA Program; and (iv) a dialogue with attendees about the impact of the PTIN Program and Circular 230 on retirement plan professionals in light of the exemption of Form 5500 return preparers from registration. Additional discussions will include the IRS' selection criteria for retirement plan audits; how to effectively negotiate retirement plan closing agreements; what the retirement plan professional may expect and be entitled to from an EP audit agent; and other topics of interest.

How to Provide Domestic Partner and Same-Sex Spouse Benefits to Your Employees

Thu, 25 Aug 2011 13:30:25 GMT

Live on November 9, 2011
Six states (Massachusetts, Connecticut, Iowa, Vermont, New Hampshire and New York) and the District of Columbia now permit same-sex couples to marry. In addition, California recognizes the 18,000+ same-sex marriages that took place between June 17, 2008 and November 4, 2008. Further, many states recognize either domestic partnerships or civil unions. Employers that have employees in any of the states are now left to decide what - if any - benefits to provide to their employee's domestic partners or same-sex spouses (and how to determine who is a domestic partner or a same-sex spouse of any employee). Join Ronald J. Triche as he discusses the status of domestic partnerships, civil unions and same-sex marriages in the United States and other countries and the decisions employers need to make regarding the provision of employee benefits to the domestic partners and same-sex spouses of their employees.

ASPPA ASAPs

Fri, 03 Sep 2010 15:01:28 GMT

What's New in 2012

Mon, 24 Oct 2011 10:08:10 GMT

Education Catalog

Wed, 04 Jan 2012 08:15:45 GMT

Participant Fee Disclosure- Ready or Not, Here It Comes!

Thu, 03 Nov 2011 12:46:39 GMT

Live on December 1, 2011
Plan administrators of participant directed individual account plans will be subject to the new participant disclosure regulations as early as November 1, 2011. This session will cover the new rules as well as the detailed information that must be provided about the plan and its designated investment alternatives. Also to be discussed are the consequences of non-compliance, special target date disclosures, ERISA §404(c) concerns, practical issues and potential problems implementing these requirements, as well as effective date issues.

The Challenges: Moving Retirement Plan and IRA Assets

Mon, 14 Nov 2011 10:39:24 GMT

Live on December 6, 2011
This webcast will differentiate between tax-free transfers and exchanges of 403(b) accounts, and rollovers into 403(b) and 457(b) plans. The speakers will provide detailed information about the rules and the practical aspects of assisting IRA owners and participants in 403(b) and 457(b) plans in repositioning and/or consolidating other retirement savings based on the requirements set forth in the written plans.

Qualified Plan Beneficiary Rules and Issues

Fri, 18 Nov 2011 14:28:31 GMT

Live on December 8, 2011
Who is the qualified plan beneficiary? What are the beneficiary's distribution options? These are two questions whose answers are affected by more than one source. The final Required Minimum Distribution rules, the plan document options and the beneficiary designation form as well as the ERISA definition of beneficiary all may impact the answers. This session will present the rules, regulations, beneficiary designation terms/issues and the plan document options and the impact of each of these. There will also be many real-world examples, including handling various beneficiary payment scenarios such as payment to a minor and more.

Workshop 18 Audio

Mon, 19 Dec 2011 12:48:20 GMT

New Member Index

Wed, 07 Dec 2011 14:20:44 GMT

TGPC-1 Webcourse: 2012 1st Semester Access

Wed, 28 Dec 2011 11:15:35 GMT

ASPPA's Qualified Plan Financial Consultant (QPFC) Program

Thu, 14 Jul 2011 10:06:39 GMT

Available through June 9, 2011
COMPLIMENTARY WEBCAST
This webcast will provide an overview of the Qualified Plan Financial Consultant credential.

NAPA Webcast: Are You Being Targeted by the DOL?

Thu, 05 Jan 2012 09:43:34 GMT

Live on January 17, 2012
COMPLIMENTARY WEBCAST FOR NAPA MEMBERS!
The Department of Labor (DOL) appears to be targeting for investigation broker-dealers and financial advisory firms which service ERISA retirement plans. Their focus is on the identification of improper or undisclosed compensation received by these firms. This webcast will explore: what the DOL is looking for; how the DOL is approaching the investigation process; possible steps which all firms can take in an effort to protect themselves; and how a firm can survive an investigation upon becoming a target.

DB Benefit Calculations

Mon, 23 Jan 2012 15:51:35 GMT

Live on January 24, 2012
This webcast will cover an intermediate discussion on the key elements necessary to produce a correct benefit calculation.

Creative 401(k) Testing Techniques

Fri, 06 Jan 2012 16:12:19 GMT

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.

The Finally Final 408(b)(2) Regulations

Fri, 03 Feb 2012 07:44:42 GMT

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.

webcast outline

Wed, 22 Feb 2012 10:25:11 GMT

EA2BB 2009 Solution

Wed, 22 Feb 2012 16:45:33 GMT

403(b) and the Rest of the Story

Mon, 23 Jan 2012 15:53:39 GMT

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.

2009

Thu, 24 Sep 2009 17:06:50 GMT

2010

Tue, 28 Sep 2010 11:44:07 GMT

IRS 401(k) Compliance Check Questionnaire - A Review of the Preliminary Report

Wed, 22 Feb 2012 14:35:36 GMT

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.

Retirement Plan Fundamentals Webcast Series

Mon, 05 Mar 2012 09:17:49 GMT

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 Changes and Error Correction Basics
Live on March 12, 2012

2010 Issues

Wed, 25 May 2011 16:23:59 GMT

ERISA Outline Book Online Access (eLibrary)

Fri, 16 Mar 2012 10:39:52 GMT

ASPPA eLibrary

Fri, 16 Mar 2012 10:58:38 GMT

ASPPA eLibrary

Fri, 16 Mar 2012 11:20:12 GMT

The Zen of Controlled Groups

Mon, 09 Jan 2012 11:54:30 GMT

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.

Workshop 14 Audio

Tue, 27 Mar 2012 11:07:20 GMT

Workshop 5 Audio

Tue, 27 Mar 2012 13:14:59 GMT

PLC

Thu, 05 Apr 2012 14:18:46 GMT

ASPPA_Ambassadors_Roster.docx.pdf

Wed, 28 Mar 2012 15:42:26 GMT

ERISA Litigation Update

Tue, 03 Apr 2012 11:51:05 GMT

Live on April 12, 2012
From the fee-related cases against 401(k) plan fiduciaries, to court decisions regarding beneficiary designations and QDROs, litigation is affecting retirement plans more and more. The Supreme Court recently discussed what to do when there is a conflict between the plan document and the SPD, overruling many lower court opinions. Appellate court decisions discussing documentation errors may set the stage for how such mistakes are fixed for both IRS and DOL purposes. The courts continuously evaluate what it means to be an ERISA fiduciary and how and when a fiduciary's duties lead to damages payable to participants. Join ERISA attorney Jim Paul for a discussion about how these cases affect plan administrators, financial advisers, and other benefits professionals and plan sponsors.

Don't Let the New Vendor and Participant Fee Disclosure Requirements Ruin Your Summer!

Mon, 26 Mar 2012 16:21:27 GMT

Live on April 19, 2012
As you may be aware, the DOL/EBSA recently extended the initial compliance deadline for vendor and participant fee disclosure to July 1st and August 30th, respectively, for calendar year plans. For ERISA 403(b) plans, where assets are not held in trust and there is often not a sole recordkeeper, the requirements can be particular challenging. This webinar will review the key provisions of the regulations, and attempt to address some of the practical issues related to such disclosures that are unique to 403(b) plans, so that it is not a "ruined summer" for such plan sponsors!

403bAdvisor_Rate_Card_Order_Form

Tue, 24 Apr 2012 15:25:34 GMT

Rate Card & Order Form

Tue, 24 Apr 2012 15:24:21 GMT

Previous Issue

Tue, 24 Apr 2012 15:06:03 GMT

403b advisor the exclusive magazine for 403b advisors

Tue, 24 Apr 2012 15:45:33 GMT

ws18

Mon, 23 Apr 2012 16:32:40 GMT

NAPA Webcast: Helping Clients through Plan Design: Rules of Thumb for Seizing Opportunities

Mon, 09 Apr 2012 15:37:18 GMT

Live on April 24, 2012
COMPLIMENTARY WEBCAST FOR NAPA MEMBERS!
Many of today's good advisors still have a limited knowledge-base of plan design and administration, and are therefore ill-equipped to spot and act upon possibilities for improving participant and plan sponsor outcomes through plan design. In this webcast, "Design" is explored in the broadest possible sense, including rules of thumb for maximizing owner contributions, minimizing costs, improving advice uptake, decreasing administrative errors, increasing participation and savings rates, controlling fiduciary liability for administration and management, and helping employers to save time and money on internal administration. Advising plan sponsors is your responsibility. Achieving better outcomes for plan participants is within your realm - after you accept the Art of the Possible. Recognize the opportunities for improvement and act upon them, to help clients and to build your business!

Why Congressional Inaction isn't such a Bad Thing: ASPPA PAC Legislative Update

Tue, 27 Mar 2012 11:48:13 GMT

Live on April 26, 2012
FREE for PAC contributors who have contributed $150 or more since January 1, 2012
"Why Congressional Inaction isn't such a Bad Thing: ASPPA PAC Legislative Update" will analyze legislative developments in the qualified retirement plan area and their impact on ASPPA members' businesses and clients.

Tax reform is coming - it's just a matter of when. Congress will most likely defer legislative action until after the election, but hearings are being held, and decisions are being made this year. The presenters will comment on how the November 2012 elections could influence tax reform, what tax reform legislation could look like and its likely Congressional path, as well as Obama Administration initiatives in the area of retirement plans. This webcast will provide you with an excellent opportunity to get up-to-date on the major developments occurring on the legislative front.

Principal-_logo

Mon, 30 Apr 2012 08:22:47 GMT

Leadership Council

Thu, 03 May 2012 11:21:13 GMT

Roster_-_NAPA_Leadership_Council.docx

Thu, 03 May 2012 11:28:35 GMT

Roster_NAPA_Leadership_Council.docx

Thu, 03 May 2012 11:32:11 GMT

Roster_NAPA_Leadership_Council.pdf

Thu, 03 May 2012 11:51:08 GMT

Schedule C Reporting After the Final 408(b)(2) Regulation

Thu, 15 Mar 2012 11:26:42 GMT

Live on May 8, 2012
The current Schedule C disclosures have been with us for 3 years, but there is still plenty to learn. Join Janice M. Wegesin of JMW Consulting, Inc., and Scott Albert from the DOL's Division of Reporting Compliance to get the latest insights on how DOL is using this information and tips for completing the form. Also to be discussed is the impact of the Final 408(b)(2) Regulation.

ERISA Outline Book 2012 - What's New & On-line Demonstration

Thu, 10 May 2012 10:31:17 GMT

Live on May 15, 2012
COMPLIMENTARY WEBCAST!
ERISA Outline Book (EOB) is the most relevant, up-to-date ERISA reference available on the market! Attend this free webcast to learn how to effectively utilize the latest on-line version.

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Great Lakes Benefits Conference

Fri, 20 Jan 2012 16:13:21 GMT

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Mid-Atlantic Benefits Conference

Fri, 20 Jan 2012 16:14:33 GMT

Benefits Conference of the South

Fri, 20 Jan 2012 16:15:24 GMT

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ACOPA Advanced Actuarial Conference

Wed, 29 Feb 2012 10:56:30 GMT

Women Business Leaders Forum

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