Available until November 8, 2018
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, Director of Technical Education, American Retirement Association
IRS Program Number: CZTXU-Q-00795-17-O
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
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:
Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact firstname.lastname@example.org.
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 email address listed on your registration form.
- Download a registration form.
- Online: For credit card payment only. Receive an immediate email Registration Confirmation.
- Email your scanned registration form(s) and credit card information to email@example.com.
- 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, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203
Make checks payable to the American Retirement Association.
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email firstname.lastname@example.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
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.
Registration and General Questions
American Retirement Association Customer Support