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FAQs on the SECURE Act

Available until  March 18, 2021

 

Speakers: 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 Act, 401(k) plans, MEPs

IRS Program Number:  CZTXU-Q-01149-20-O

Description: Do you have questions on the SECURE Act?  Many ASPPA members are asking how the new law and provisions will impact plan administration and their business. In this 100-minute interactive session, Robert Richter J.D., LL.M., APM, Retirement Education Counsel and Bob Kaplan, CFP, CPC, QPA, Director of Technical Education at the American Retirement Association will answer questions posed about the SECURE Act.

Submit your questions, which they will answer as many as they can, on one of the following topics:

  • Coping the new RMD rules
  • Revisions to the Safe Harbor notice requirements
  • Adopting plans for the first time
  • How increase in tax credits for new plans, and for adding the automatic enrollment feature, work
  • The childbirth/adoption distribution issue

 

     On-Demand Registration

 

Registration Deadlines: 

Live:  03/18/2020
On-Demand:  03/18/2021

CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA Noncore

About the Speakers:

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]