Thursday, February 8, 2018
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-00805-17-O
Webcast Outline: Coming Soon.
This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will impact retirement plans. Not only will you hear the latest from Capitol Hill, but you will also get an update on the latest guidance from the IRS and DoL. If it impacts retirement plan service providers – we will discuss it. After this webcast you will be prepared for the questions that clients, prospects, and distribution partners ask about items they have concerns about.
1. Become acquainted with the latest proposals that affect retirement plans coming out of Capitol Hill
2. Keep up to date with the latest rules and regulations to be released by the IRS and DoL
3. Get practical examples of the how these changes will impact service providers for retirement plans
CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
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 38 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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