7:30 a.m. Search. CPC Government & Tax Exempt Module. Get ahead, enroll today! It enables us to serve our clients with a highly competent and continually trained staff. Articles are general in nature and are not a substitute for professional advice or opinion in a particular case. ESOP Association (ESOP) ESOP is a national, non-profit membership organization serving approximately 2,500 employee ownership plan companies and professionals with a commitment to . ASPPA Certification Exams. Who We Are. Premier RPS. Blue Ridge ESOP Associates: ASPPA Administration Services Certification 03/15/2011 VA CFX10138 Pension Financial Services, Inc. . for the following Program: Third Party Administration services for ESOPs and 401 (k) plans. The American Society of Pension Professionals & Actuaries (ASPPA) and its four sister organizations — ACOPA, NAPA, NTSA and PSCA — comprise the American Retirement Association, the premier national organization for retirement plan professionals in the industry. CEFEX, Centre for Fiduciary Excellence is an independent certification organization, and is part of Broadridge Fi360 Solutions. The Retirement Plan Fundamentals (RPF) Program, hosted by the American Society of Pension Professionals & Actuaries (ASPPA), is designed to give a broad . Board of Directors; About ASPPA Pass {Employee Stock Ownership Plans Administration (ESOP-A) Certification Exam} - TPSEN He is a member of The ESOP Association and ASPPA. Each program offers a course of study and an assessment of the learning. No examination or educational materials can be copied, reproduced or shared . Ascensus announced June 19 the acquisition of Swerdlin & Company and SES Advisors. Bauer is a graduate of the University of Rhode Island with a degree in economics, and he holds certifications as a Qualified Pension Administrator (QPA) and as a Certified Pension Consultant (CPC); he is also a Member of the American Society of Pension Professionals & Actuaries (ASPPA). Pass {Certified Pension Consultant (CPC) Certification Exam} - TPSEN € 170.00 € 124.00 Add to cart . They typically assist employers and consultants with the recordkeeping, non-discrimination testing and the administrative . Retirement Account Administrator, Senior Alerus. She has more than 19 years of experience providing administration and consulting advice to ESOP clients. Whether you are new to your field or just want to stay current in the profession ARA's certificate programs are a great way to meet those goals. He is a member of: The ESOP Association; ASPPA; Employee-Owned S Corporations of America; Exit Planning Exchange; and the NCEO. Attaining the QKA Credential showcases . CEFEX, Centre for Fiduciary Excellence 2 Chatham Center Pittsburgh, PA 15219 866-390-5080 ASPPA asaps are published as an information service for subscribers. Plan reviews and client meetings. . Feb 2011 - Present10 years 9 months. Dale C. Rogers, Craig C. Rogers, and Rogers Wealth Group have been recognized recently for outstanding lifetime achievements, Five Star Wealth Management service, and world-class processes. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. Blue Ridge ESOP Associates is the largest independent ESOP and 401 (k) Third Party Administration and Recordkeeping firm. in Remote. Click to view practices. Three industry professionals were honored with the 2021 Martin Rosenberg Academic Achievement Award at the opening session of the 2021 ASPPA Annual Conference in National Harbor, MD. Becoming an S Corporation ESOP May 8, 2018 WEBCAST National Center for Employee Ownership [NCEO] Deep Dive Into the TJCA of 2017 and Its Impact on Qualified Plans May 16, 2018 WEBCAST ASPPA College of Pension Actuaries [ACOPA] Military Benefits Under USERRA: Compliance Requirements for Qualified Retirement Plans June 26, 2018 WEBCAST Main Page; Who We Are. Blue Ridge ESOP Associates of Charlottesville, VA: ASPPA Administration Services Aspire Financial Services, LLC of Tampa, FL: ASPPA Recordkeeping Services Business Financial Group, LLC of San Antonio, TX: Investment Advisor These firms continue to lead by adhering to best practices in fiduciary excellence. For more information about Blue Ridge ESOP Associates, please contact one of our team members in your region: Tom Roback - Principal/Managing Director - East - 434.220.7947. Barbara is the Immediate Past Chair of the ESOP Association's Administration Advisory Committee, Board member for the National Center for Employee Ownership and ASPPA member. It is specifically designed for administrators and candidates transitioning into intermediate ESOP areas. The ESOP Administration certificate will provide an understanding of critically important aspects of ESOPs, including the basics of determining contributions, the applicable deadlines, and calculations . To receive announcements of future webcasts, please click here or send an email to support@erisapedia.com. You will learn the advantages and disadvantages to implementing and regulating an ESOP. ASPPA Comments on Proposed DOL Regulations Read article Barbara holds a BS from UMass. To receive announcements of future webcasts, please click here or send an email to support@erisapedia.com. Prior to handling ESOP administration, he worked in public accounting with Ernst & Young. He holds the QKA designation from the American Society of Pension Professionals & Actuaries (ASPPA). Jeffrey A. Bauer, QPA, CPC President and Principal. Experience the Leader in Personalized ESOP & 401(k) Administration. . Kidder Advisers is a full-service, independent, investment advisor and consulting firm focused on the retirement plan needs of businesses and nonprofits, as well as their owners, managers and employees. Educational support for ASPPA certifications and on-going CE; Showing all 10 results Sale! In-house training. ASPPA's Plan Financial Consulting-1 (PFC-1) webcast series has been developed to provide basic-level retirement plans training to sales professionals and other specialists who support the sales process. ESOPs and 401 (k) plans require extensive technical . Barbara M. Clough Senior Manager Crowe, LLP 614.469.1192 Barbara.clough@crowe.com Today's Speaker Ryan leads Chartwell's repurchase obligation and sustainability Search. ESOP Manager Newport. Newport Group has a great opportunity for an Administrator in our ESOP group. She assists clients with plan design, due diligence, fiduciary duties, administration, investment review, disclosure requirements, plan policies and administrative procedures . in Remote / AZ / CA / CO / FL / GA / IA / IL / KS / MA / MD / MI / MO / NJ / NY / OH / SC / TX / VA / WI. We can act as a broker, adviser or consultant for both qualified and nonqualified plans, as well as the ongoing wealth and estate planning needs of our clients. A publication of the ASPPA Government Affairs Committee July 8, 2008 :: No. Position Summary: Help foster a cohesive service team by directing workflow, supporting strong communication and displaying good judgment and leadership to ensure the proper administration of all plans. This ASPPA certificate course develops concepts for an administrator to better understand ESOPs and the intricacies of plan administration for ESOPs. The discussion put a special emphasis on compliance, since knowledge of the . She is a CPA, holds the QKA designation from the American Society of Pension Professionals and Actuaries (ASPPA) and has over 25 years of experience in plan design, administration and consulting services for ESOPs and . Each program offers a course of study and an assessment of the learning. Get ahead, enroll today! ESOP diversification under IRC §401(a)(28): Qualified participants must be able to diversify a total of 25 percent of their account balance for five years, and 50 percent in the sixth year. 8:00 a.m. - 10:00 a.m. Additionally, we offer highly specialized ESOP services, a complete suite of 403(b) of services and value-added consulting, administration, and actuarial certification for traditional defined benefit plans, offset plans, and cash balance design. Retirement plan practitioners are facing significant changes ahead. Both firms will become part of the firm's TPA Solutions division.Swerdlin & Company provides actuarial, consulting, administrative and recordkeeping services for all types of retirement, health and cafeteria plans, including 401(k)s, cash balance plans, ESOPs and health reimbursement accounts. For the most current and in-depth details refer to the product sheets in the brochure pockets. In-house programming. (The ESOP-A Exam and Certification) Responsible for client service, compliance and Form 5500 reporting of an assigned group of retirement plans consisting of more . . And earn continuing education (CE) credits. Michelle represents closely held, publically traded, nonprofit and governmental plan sponsors as well as institutions, individuals and committees who administer, advise or serve as fiduciaries of employee benefit plans. Enrolled Actuaries (EA), American Society of Pension Professionals and Actuaries, (ASPPA), National Institute of Pension Administrators (NIPA), trust schools and numerous state banking associations. Barbara holds a Bachelor of Science degree from U Mass Dartmouth, is credentialed by ASPPA as QPA, QKC and QKA. Retirement plan practitioners are facing significant changes ahead. ERISApedia - Webcasts. 08-19 154 Hansen Road, Charlottesville, VA, 22911, United States. Pension & Benefits Reference Library ASPPA: The ERISA Outline Book, by Sal M. Tripodi (print and online); contact (703) 516-9300 CCH: Pension Plan Guide, (print, CD and online); contact (800) 344-3734 RIA: Pension and Benefits Advisor on Checkpoint (online); contact (800) 950-1216 Aspen Publishers: 5500 Preparers Manual (print), by Janice Wegesin; contact (800) 638-8437 Barbara is responsible for training, mentoring and managing Newport Group's ESOP Team.She is a frequent speaker and author. Our in-house, staff training system focuses on techni-cal and personal skills training. Bauer is a graduate of the University of Rhode Island with a degree in economics, and he holds certifications as a Qualified Pension Administrator (QPA) and as a Certified Pension Consultant (CPC); he is also a Member of the American Society of Pension Professionals & Actuaries (ASPPA). Registration and Breakfast. She is a CPA and holds the QPA designation from ASPPA. Defined Benefit Administration Certificate (DB-A) All ASPPA examination and educational materials are copyrighted. Once again the IRS is proposing to change Form 5500, and the changes are much better than what was printed on the 2015 form (and ultimately dropped by the IRS). which has demonstrated its conformity to all Practices for: ASPPA Administration Services Certification. This is the required text book for the American Society of Pension Professionals and Actuaries (ASPPA) examination in ESOP administration. Board of Directors; About ASPPA ASPPA is the national professional society of benefits professionals and is the premier educator, voice and advocate for the employer-based retirement system. CEFEX-ASPPA Recordkeeper Certification Renewed for Blue Ridge Posted by Blue Ridge ESOP Associates Apr 28, 2020 10:32:51 AM [Source: Blue Ridge ESOP Associates, About Us] They voluntarily The Qualified 401 (k) Administrator (QKA) credential is the national standard for all professionals working with 401 (k) retirement plans. Defined Benefit Administration Certificate (DB-A) Fiduciary Training for Retirement Plan Sponsors 1.0 July 14, 2015 in OR (AKT Wealth Advisors, LP) Fiduciary Training for Retirement Plan Sponsors 1.0 July 22, 2015 in OR (AKT Wealth Advisors, LP) Alternative Investment Strategies July 27, 2015 in CA (International Foundation of Employee Benefit Plans [IFEBP]) View All Webcasts and Conferences Completion of the certification course will help professionals operating in the retirement plan industry develop the technical skills needed to work with 401 (k) plans. ESOP Association and ASPPA. Credential Programs Qualified 401(k) Administrator (QKA) Earn the QKA credential, the national standard for all professionals working with 401(k) retirement plans. a management buyout, or leveraged recapitalization, for some business owners a sale to an employee stock ownership plan (ESOP) will be an attractive alternative. Prerequisite: 3 years of experience or RPF Learn valuable skills through ASPPA's education offerings, including certificate and credentialing programs, and an extensive lineup of conferences, webcasts, online publications and networking opportunities. Contact. Session with David Schultz, Relius. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of Kevin is a co-author of the course book on ESOP plan administration for the American Society of Pension Professionals & Actuaries (ASPPA) ESOP-A Certification Exam. Blue Ridge ESOP Associates employs the finest professionals in the business and has over 30 years of experience providing quality third party administration services. The ESOP Administration Certificate provides entry to training in ESOP retirement plan administration, and aims to give those who earn the certificate administration skills and knowledge of the intricacies of these plans. Managing Director, Blue Ridge ESOP Dolores Lawrence is a Managing Director of Plan Administration at Blue Ridge ESOP Associates. Michael Dee, MBA, QKA. He is an admitted Fellow of the American College of Employee Benefits Counsel (ACEBC) of the American Bar Association. Issued to: Blue Ridge ESOP Associates. Please note that you must access the live video portion of the webcast to get CE credit. ASPPA Administration Services Certification 04/28/2008 MO CFX10132 Rogers Wealth Group, Inc. . Most have ASPPA, ERPA, EA or other designations Availability Live Support available workdays 8 a.m. - 8 p.m. EST 24 hour support via ASC's Online Client Support Center The following pages provide a brief description of each product.
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