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DTSTART;TZID=America/New_York:20251028T081500
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DTSTAMP:20260610T215324
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UID:10000480-1761639300-1761642300@www.belfint.com
SUMMARY:ASPPA Annual Growth Summit: An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings?
DESCRIPTION:Maria T. Hurd\, CPA\, RPA will be co-presenting at ASPPA’s Annual TPA Growth Summit.  \nOctober 28\, 2025 \n8:15 AM – 9:05 PM EST \n11:15 AM – 12:05 PM PDT \nAn Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings? \n\nThis session focuses on navigating the complexities of retirement plan audits\, with a special emphasis on the implications of SECURE 2.0. It will delve into common plan design and transactional challenges that can lead to audit complications\, offering practical insights and strategies to mitigate potential issues in light of the latest legislative updates. Learning Objectives: Identify potential audit issues related to automatic enrollment and high employee turnover; Develop strategies for managing mid-year changes in service providers with minimal disruption; Implement best practices for record-keeping and historical data management when terminating service providers; Understand the audit implications of plan termination dates and apply effective solutions; Correcting compensation errors clearly and accurately\, ensuring compliance and minimizing risks.\n\n\n\nSpeakers \n\nMaria T. Hurd\, CPA\, RPA\, Director-Retirement Plan Audit Services\, Belfint Lyons & Shuman\, PA\nMolly Wessler\, QPA™\, QKA®\, Plan Administration Manager\, Leading Retirement Solutions\nFacilitator: Julie Altig\, CPC™\, QPA™\, Owner/Partner\, Atlantic Pension Services\, Inc.\n\n\nASPPA Annual TPA Growth Summit\nOctober 25 – 29\nSan Diego\, CA \nASPPA Annual shapes the retirement plan landscape through innovation\, education\, and leadership. At this conference\, you don’t just ride the waves of change: you create them. Equip yourself with the knowledge\, connections\, and skills that will define tomorrow’s retirement solutions. Together\, we’ll harness the momentum that moves our profession forward.
URL:https://www.belfint.com/event/asppa-annual-2025-audit-findings/
LOCATION:Manchester Grand Hyatt\, One Market Place\, San Diego\, California\, 92101
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2025/09/ASPPA-Annual-Conference-2025.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250515T113000
DTEND;TZID=America/New_York:20250515T122000
DTSTAMP:20260610T215324
CREATED:20250212T151212Z
LAST-MODIFIED:20250212T151212Z
UID:10000427-1747308600-1747311600@www.belfint.com
SUMMARY:ASPPA Spring National Virtual 2025: Safeguarding & Optimizing Participant Data
DESCRIPTION:Maria T. Hurd\, CPA\, RPA will be co-presenting at ASPPA Spring National Virtual Conference.  \nMay 15\, 2025 \n11:30 AM – 12:20 PM EST: Safeguarding & Optimizing Participant Data \nManaging participant data has become increasingly complex with the rise of auto-enrollment\, Roth contributions\, and evolving recordkeeping rules. This session will provide actionable insights on best practices for data collection\, security\, and retention to minimize risks and enhance operational efficiency. Attendees will gain tools to navigate compliance requirements and improve participant outcomes. \nASPPA Spring National Conference\nMay 14 – 15\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event.
URL:https://www.belfint.com/event/asppa-spring-national-2025-participant-data/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/02/ASPPA-Spring-National.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240516T133000
DTEND;TZID=America/New_York:20240516T142000
DTSTAMP:20260610T215324
CREATED:20240503T171705Z
LAST-MODIFIED:20240503T183408Z
UID:10000352-1715866200-1715869200@www.belfint.com
SUMMARY:ASPPA Spring National 2024: Updates on Forms 5500\, 5558\, and 8868
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 16\, 2024 \n1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500\, 5558\, and 8868 \nThe 2023 Forms 5500 and 5500-SF – Annual Return/Report of Employee Benefit Plan have a number of changes from previous filings.  This session will discuss the recent changes\, updates to Form 5558 – Application for Extension of Time to File Certain Employee Plan Returns\, and the new Form 8868 – Application for Extension of Time to File an Exempt Organization Return of Excise Taxes Related to Employee Benefit Plans. \nThis session will discuss:\n• The new Schedule DCG for Defined Contribution Group (DCG) reporting options\n• The new Schedule MEP for Multiple-Employer Plans\n• The new participant counting methodology for determining type of filer.\n• The new administrative expenses transparency changes.\n• The new compliance questions added to Schedule R. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024-3/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-Forms-Updates.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240516T123000
DTEND;TZID=America/New_York:20240516T132000
DTSTAMP:20260610T215324
CREATED:20240503T171424Z
LAST-MODIFIED:20240503T183508Z
UID:10000351-1715862600-1715865600@www.belfint.com
SUMMARY:ASPPA Spring National 2024: Eligibility: Back to the Basics
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 16\, 2024 \n12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics \nIf you are new to the industry\, or just want a nice refresher\, this session will dive into plan eligibility! We will cover eligibility options for plan design and review how to figure eligibility with each option including elapsed time\, hourly\, special exclusions\, and break in service rules.  Have your thinking caps on as we will be going through real life examples. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024-2/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-Back-to-basics.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240515T145000
DTEND;TZID=America/New_York:20240515T154000
DTSTAMP:20260610T215324
CREATED:20240503T171025Z
LAST-MODIFIED:20240503T183556Z
UID:10000350-1715784600-1715787600@www.belfint.com
SUMMARY:ASPPA Spring National 2024: We Have an Emergency!
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 15\, 2024 \n2:50 – 3:40 PM: Workshop 5: We Have an Emergency! Case Studies on Emergency Distributions \nCongress understands that emergency savings are not sufficient for many individuals.  As such\, Congress\, through the SECURE 2.0 Act\, has enacted additional options to make it easier for participants to receive money from their retirement accounts in the event of emergency.  These options are in addition to the already allowable participant loan and hardship withdrawal provisions.  With this influx of rules all at once\, it’s hard not to confuse all of the new legislative provisions.  This session will clarify all the options. \nThis session will discuss:\n• Loans\n• Hardship Withdrawals\n• Emergency – Section 115 of the SECURE 2.0 Act\n• Emergency Savings (PLESA) – Section 127 of the SECURE 2.0 Act\n• Qualified Disaster Distributions – Section 331 of the SECURE 2.0 Act\n• Terminal Illness Distributions – Section 326 of the SECURE 2.0 Act \nAfter this session\, participants will be able to:\n• Identify all of the newly allowed emergency distribution options enacted by the SECURE 2.0 Act.\n• Understand the emergency distribution options in detail.\n• Help clients administer the provisions and to avoid errors. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-We-have-an-emergency.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210428T150000
DTEND;TZID=America/New_York:20210428T155000
DTSTAMP:20260610T215324
CREATED:20210309T143258Z
LAST-MODIFIED:20210309T144002Z
UID:10000114-1619622000-1619625000@www.belfint.com
SUMMARY:ASPPA Spring National 2021: What to Expect from 2021 audits of 2020 Plan Financial Statements
DESCRIPTION:Maria T. Hurd\, CPA\, RPA\, CPSP will be presenting at ASPPA Spring National.  \nApril 28\, 2021 \n3 – 3:50 PM: Workshop 5: What to Expect from 2021 audits of 2020 Plan Financial Statements \nThe SECURE Act\, the CARES Act\, and several IRS and EBSA Notices granted relief and offered guidance for late deferral deposits\, mid-year safe harbor contribution suspensions or reductions.  The resulting changes in plan provisions and plan processes have an impact on the plan financial statements and the related audit procedures.   In this session\, you will learn: \n\nHow audit information requests and risk assessments will change to reflect new plan provisions and operations.\nWhat backup auditors need when new plan provisions are enacted operationally prior to a plan amendment.\nHow to best collaborate with the auditors and the clients to correct operational errors found during the audit.\n\nASPPA Spring National\nApril 28 – 29\, 2021\nVirtual \nASPPA Spring National — new event\, new opportunities\, new connections — combines the best of Spring Virtual and the Philadelphia Regional Conferences. \nFind out more here: ASPPA Spring National 2021
URL:https://www.belfint.com/event/asppa-spring-national-2021/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2021/03/ASPPA-Spring-National-2021.jpg
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