ASPPA Webcast: After-Tax and Roth Opportunities in 401(k) or 403(b) Plans

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.

   

Description: 
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.

Key Takeaways:
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

Registration Deadlines: 
Live: 11/8/2017
On-Demand: 11/8/2018

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.


Individual Viewer Additional Viewers 
ASPPA Member: $57.50 ASPPA Member: $22.50
Non-Member: $95 Non-Member: $35

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 jlinney@usaretirement.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 e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.

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, 4245 North Fairfax Drive, Suite 750, 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 accountsreceivable@usaretirement.org 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
customercare@usaretirement.org


Save
Save
Save
Save
Save
Save