ASPPA Benefits Council Dallas/Fort Worth
 

2017 Events

 

Home    
 


Click on Register Now to register and pay online.

Date Seminar Title/Speaker  
April 26
7:30 am-10:00 am (breakfast meeting)
Topic: What Now? Cash Balance/Combination Plan Case Studies: Plan Designs That Have Blown Up After Implementation

Description: Learn how to better administer and prospect for cash balance plans by discussing combination plan designs that have blown up after implementation. Drawn from the experiences of several actuaries, these case studies will be interesting to both cash balance neophytes and those with combination plan experience. We will review both the applicable regulations and the consulting issues and opportunities presented. Case studies will include:
• The importance of pay history
• Controlled group issues
• PBGC coverage issues
• And more!

Speaker: Karen Smith, FS.A., E.A., M.A.A.A., M.S.P.A., F.C.S., J.D.
President of Nova 401(k) Associates

Sponsors:  

T. Rowe Price

Cost: $45 for ASPPA DFW (ABC of DFW) Members, $65 for non-members

Online Registration: Click here

June 21
7:30 am-10:00 am (breakfast meeting)
Topic: The New Form 5500 Changes and CPA Plan Audit Issues

Speaker: Kevin Warneke, CPA
Assurance Services Partner of Lane Gorman Trubitt, LLC
Kristy Davis, CPA
Jaynes, Reitmeier, Boyd & Therrell, P.C.

Cost: $45 for ASPPA DFW (ABC of DFW) Members, $65 for non-members

Online Registration: Click here

September 20
7:30 am-10:00 am (breakfast meeting)

Topic: Fiduciary Hot Topics

Speaker: TBD

Cost: $45 for ASPPA DFW (ABC of DFW) Members, $65 for non-members

Online Registration: Click here

November 9
7:30 am-3:30 pm (all-day meeting)
Topic: Multiple Current Events Topics plus Ethics

Speaker: Ilene H. Ferenczy
Managing Partner of Ferenczy Benefits Law Center, LLP

Cost: $200 for ASPPA DFW (ABC of DFW) Members, $300 for non-members

Online Registration: Click here

*Payment processed on PayPal's secure server. A PayPal account is not required--pay with any credit card.
 
 
  ASPPA - Making Plans Work