LISTEN NOW! This webcast is free for NTSA members!
Available through October 10, 2014
Speakers: Craig P. Hoffman, Esq., APM, ASPPA & Ronald J. Triche, Esq., APM, ASPPA
As an influential leader in retirement policy, Craig Hoffman has a front row seat to all that is happening on Capitol Hill. Please join Craig for an in-depth discussion of pressing issues which are of great concern to the retirement industry. What will be the impact of tax reform and deficit reduction on 403(b) and other employee benefit plans?
How will developments in our Nation’s Capital influence the design and administration of retirement and other employee benefit plans? What will be the impact of the DOL’s new fiduciary definition regulation (when released) on 403(b) and other employee benefit plans? What additional developments should be expected from other regulatory agencies in the year ahead? Join us as issues of great concern to retirement plan professionals are addressed by ASPPA’s General Counsel and Director of Regulatory Affairs, Craig Hoffman.
On June 26, 2013, the United States Supreme Court overturned Section 3 of the Defense of Marriage Act (“DOMA”). As a result, same-sex married couples must be recognized by the Federal government (at least those that were married in the states that permit such marriages). However, it is not clear which Federal rights and responsibilities of marriage will be afforded to same-sex married couples that reside in states that do not permit or recognize same-sex marriages. This potentially disparate treatment of same-sex married couples based on their state of residence will have a direct impact on 403(b) and other employee benefit plans. Please join the Assistant General Counsel of ASPPA, Ronald J. Triche, Esq., APM, as he discusses the case, its impact on employee benefits, and the many questions left unanswered by the Court.
Registration for Recorded Webcast Includes
- One viewing of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Continuing Education Information
NTSA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.
Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA CE credits for Enrolled Actuaries. 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)
The webcast is designed to offer registrants 2 ERPA CE credits. 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 CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee’s My ASPPA page.
General Information
Disclaimer
The statements and materials presented on NTSA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of NTSA. NTSA assumes no responsibility for the content and materials presented by speakers during the webcast.
About the Speakers
Craig P. Hoffman, Esq., APM
Craig is the General Counsel and Director of Regulatory Affairs for the American Society of Pension Professionals and Actuaries (ASPPA). Craig has previously served ASPPA as President, Co-chair of the Government Affairs Committee and Co-chair of the Political Action Committee. Prior to joining ASPPA, Craig served for over 20 years as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits. He received both his JD and his LLM in Taxation from the University of Florida.
Ronald J. Triche, Esq., APM
Ronald serves as Assistant General Counsel and Director of Government Affairs for ASPPA. In his role as Director of Government Affairs, he manages the ASPPA Government Affairs Committee and develops regulatory comments through a committee process, drafts summaries of agency guidance and presents ASPPA’s position to agencies such as the DOL, IRS, PBGC, SEC and on Capitol Hill. Prior to joining ASPPA, Ron was a shareholder at Trucker Huss in San Francisco, where he practiced in the areas of ERISA and qualified plans for 12 years.
Questions?
Registration and General Questions
ASPPA Customer Care
703.516.9300
[email protected]
- Log in to post comments