Available until January 16, 2021
Speaker:
Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association
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
IRS Program Number: CZTXU-Q-01136-20-O
Description: Congress just passed the SECURE Act which is the most comprehensive retirement plan bill since PPA 2006. This interactive webcast will review the major provisions that will impact the design and administration of retirement plans. Topics covered will include the effective dates for provisions and the dates that plans will need to be amended by. Specific provisions include changes to the rules for MEPS, safe harbor plan contributions, adoption dates for new plans and the revised required minimum distribution date. Other topics will be discussed as well
Learning Objectives
- Learn when the SECURE provisions must be implemented by
- How we will be able to design safe harbor 401(k) plans
- Learn the rules for including long term part time employees
- Review all the major provisions of the law that will impact retirement plans
OD Registration Link: https://asppa.personifycloud.com/PersonifyEbusiness/Events/APA-Events-Calendar/Meeting-Details/productId/32982252
Registration Deadlines:
On-Demand: 01/16/2021
CE Credit: CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,2 ERPA, 2 JBEA Noncore
About the Speaker:
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
For more details on additional training package offerings, please contact [email protected]
Methods of Registration: To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
Click here to download a registration form
Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
- E-mail: E-mail your scanned registration form(s) and credit card information to [email protected]
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Make checks payable to the American Retirement Association
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
Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]