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Programming
Programming events are one of the greatest strengths of our chapter, and
they are at the heart of what the ASPPA Benefits Council (ABC) of Greater
Cincinnati represents, which is to benefit the community served.
We maintain a full calendar of events throughout the year, which not only
inform our members when new developments are taking shape but also help to
identify any overall trends within the retirement plan industry.
ABC of Greater Cincinnati also provides continuing education credits for
those Members that are certified professionals and who are looking for
additional CPE—just click on any of the program links to find registration
information.
If you have any questions regarding future programs, suggestions for topics,
or if you would be interested in presenting at one of our future events,
please Contact Us via e-mail.
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Refund Guideline
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January 26
7:30 am - 10:00 am
(Breakfast Meeting) |
Tips for
Working with the Plan Auditor
Julie Kline, Flagel, Huber, Flagel & Co.
Metropolitan Club, Covington, KY |
February 23
7:30 am - 11:00 am
(Breakfast Meeting) |
Cross-testing and Creative Testing Options
Charles Lockwood, ASC Institute
Metropolitan Club, Covington, KY |
March 23
12:00 noon - 1:00 pm
(Luncheon) |
Annual Membership Appreciation Luncheon
Metropolitan Club, Covington, KY |
April 27
7:30 am - 11:00 am
(Breakfast Meeting) |
DOL Updates: Including Final Deposit Regs, and Fee
Disclosure
Sherry Brackney, Department of Labor
Metropolitan Club, Covington, KY |
May 25
7:30 am - 11:00 am
(Breakfast Meeting) |
EFAST Filings
Michael Kraemer, Fidelity Investments
Metropolitan Club, Covington, KY |
June 22
7:30 am - 10:00 am
(Breakfast Meeting) |
EPCRS - How to Correct Operational Errors
John Stebbins, QKA, QPA
Metropolitan Club, Covington, KY |
July 27
7:30 am - 10:00 am
(Breakfast Meeting) |
Designing
Matching Contributions
Derrin Watson, Esq., APM
Metropolitan Club, Covington, KY |
August 17
7:30 am - 10.30 am
(Breakfast Meeting) |
Current Issues Facing the IRS
Mikio Thomas, Internal Revenue Service
Metropolitan Club, Covington, KY |
September 28
7:30 am - 11:00 am
(Breakfast Meeting) |
DC Plan Participant Notices
Bob Kaplan, ING
Metropolitan Club, Covington, KY |
| October |
Annual President's Dinner Party
Metropolitan Club, Covington, KY |
November 15
4:30 pm - 6:30 pm |
Cocktail Reception The ASPPA Cincinnati Pension Conference
Metropolitan Club, Covington, KY |
November 15-16
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THE ASPPA CINCINNATI PENSION CONFERENCE
Northern KY Convention Center
Covington, KY |
December 14
7:30 am - 11:00 am
(Breakfast Meeting) |
Topic TBD
Richard Hochman, McKay Hochman Company, Inc.
Metropolitan Club, Covington, KY |
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