Available until January 21, 2021
Speakers: Brian H. Graff, Esq, APM, CEO, American Retirement Association; Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association and Bob Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association
Experience Level for Attendees: ALL
Target Audience: TPAs, administrators, compliance managers, record keepers, advisors
Keywords: SECURE, Retirement Plans, Law changes, MEPs
IRS Program Number: CZTXU-Q-01137-20-O
Description: The SECURE Act has created a buzz about Multiple Employer Plans (MEPs). In this interactive session we will review the provisions included in the newly enacted law that impact these plans. These include the newly created Pooled Plan Provider (PPP) rules. Will they impact your client base and business – only time will tell. But it is important for you to know the details of these arrangements.
Learning Objectives
- Learn how MEPs are impacted by the SECURE act
- Learn what a Pooled Employer Plan (PEP) is and how they might impact your business
- Review the details of administrative requirements for the operation of PEPs and who can be a Pooled Plan Provider
OD Registration Link: https://asppa.personifycloud.com/PersonifyEbusiness/Events/APA-Events-Calendar/Meeting-Details/productId/33025189
Registration Deadlines:
On-Demand: 01/21/2021
CE Credit: CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,2 ERPA, 2 JBEA Noncore
About the Speaker:
Brian H. Graff, Esq., is the Chief Executive Officer of the American Retirement Association, the umbrella organization for the American Society of Pension Professionals and Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA), the National Association of Plan Advisors (NAPA), the National Tax-deferred Savings Association (NTSA), and the Plan Sponsor Council of America (PSCA). Graff oversees the American Retirement Association’s operations, and working with the Board of Directors, charts the strategic direction for the organization. Graff also serves as the Executive Director of ASPPA and NAPA. The American Retirement Association is a national organization of more than 25,000 retirement plan professionals who provide advisory and administrative services for qualified retirement plans covering tens of millions of American workers. In addition to representing the interests of its members before Congress and federal regulatory agencies on a combined basis, the American Retirement Association annually conducts more than a dozen industry conferences, and annually administers more than 5,000 examinations leading to various industry-related professional credentials. Graff actively speaks on behalf of the retirement plan system and has been quoted in The Washington Post, The Wall Street Journal, and interviewed by various television outlets. He has testified on retirement policy issues before Congress and various federal regulators on numerous occasions. An attorney (District of Columbia) and certified public accountant (New York-inactive), Graff was formerly Legislation Counsel to the U.S. Congress Joint Committee on Taxation where he provided policy and technical analysis relating to employee benefits, health care and Social Security to members of Congress. While working for Congress, Graff participated in the development of legislation, including the Small Business Job Protection Act of 1996 and the Health Insurance Portability and Accountability Act of 1996. Prior to working on Capitol Hill, Graff was associated with the Washington, DC, law firm, The Groom Law Group, which specializes in employee benefits. Graff received his doctoral degree in law, cum laude, from the University of Pennsylvania Law School in Philadelphia. He holds a Bachelor of Science in accounting with distinction from Cornell University in Ithaca, NY.
Robert Richter joined the American Retirement Association (ARA) as Retirement Education Counsel in January of 2019, where he’s primarily responsible for maintaining the ERISA Outline Book and assisting with ARA educational programs. Robert was previously a vice president with FIS (previously SunGard and Corbel) where he managed the consulting department and was responsible for authoring and supporting FIS retirement plan documents. Robert served as President of the American Retirement Association in 2017 and in 2012 (ASPPA). Robert is a Fellow in the American College of Employee Benefit Counsel and is a member of The Florida Bar. Robert received a B.S., with a major in Finance, from the University of Florida, a J.D. from Florida State University, and an LL.M. in taxation from the University of Florida
Bob Kaplan joined the American Retirement Association as director of technical education in 2017. Bob was previously a co-chair of the ASPPA Government Affairs Committee and a member of ASPPA’s Leadership Council. He also previously served as a member of the Board of Managers of the American Institute of Retirement Education (AIRE) as well as the Board of Directors of the National Institute of Pension Administrators (NIPA). Bob has provided testimony before the Treasury department on 401(k) issues and other retirement plan issues and has over 40 years of experience in retirement plan services, including plan design, administration, sales, and consulting.
Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
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General Information
Cancellation Policy
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions
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