Half-priced 50-minute webcast!
Wednesday, November 8, 2017
2:00 - 2:50 p.m. ET
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, Director of Technical Education, American Retirement Association
IRS Program Number: CZTXU-Q-00795-17-O
Webcast Outline: Coming Soon.
Your clients are hearing from advisers and service providers the advantages of having after-tax and Roth provisions in their plans. But as with all plan design provisions, the devil is in the details. This interactive, 50-minute, fast-paced session will highlight the “whys and why nots” of Roth deferrals, Roth conversions, and the often overlooked after-tax contributions. You will take away both discussion points for clients and their participants when it comes to adding or maintaining these plan features.
1. Find out which client profile would be a candidate to an after-tax contribution provision
2. Identify reasons why your client may want to add the Roth Conversion provisions
3. Pinpoint discussion points when educating participants on the Roth or after-tax plan provisions
CE Credit:1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Bob Kaplan recently joined the American Retirement Association as director of technical education. Bob was previously a co-chair of the ASPPA Government Affairs Committee and a member of ASPPA’s Leadership Counsel. 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 36 years of experience in retirement plan services, including plan design, administration, sales, and consulting.
|ASPPA Member: $57.50
||ASPPA Member: $22.50
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