Meeting Details

Schedule/Additional Infoexpand_more
ASEA Webcast - How to Fill Out Your Schedules SB (On-Demand)
1.00 ASPPA
June 14, 2023 To June 14, 2024
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 NAPA Relevant Topic
1.00 NTSA

Are you new to filling out Schedule SB? In this introductory session, we will walk through an SB line by line, pausing along the way to share tips and tricks we've learned over the years. And we won't forget about all those attachments!

About the Speaker
David has worked in the retirement plan industry for nearly 30 years, specializing in plan design, administration, and compliance testing for small and mid-size plans of all types, particularly traditional defined benefit plans, cash balance/401(k) combos, and cross-tested defined contribution plans. He is a regular speaker at local, regional, and national seminars for actuaries and CPAs, including ASPPA Annual, ASPPA Spring National, ASEA Actuarial Symposium, and ASEA Actuarial Insights. He writes frequently on his company's blog about retirement plan topics of general interest and is an occasional contributor to the ASEA Monthly newsletter and ASPPA'S Plan Consultant magazine. 

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.

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  • Member Price: $67.00
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