ASPPA Webcast: Puerto Rico 401(k) Plans: Do You Know the Rules That Apply?

By ASPPA Net Staff • December 31, 2017 • 0 Comments

Thursday, August 30, 2018
2–2:50PM ET

Speaker: René J. Avilés-Garcia, Esq., Capital Member, Ferraiuoli, LLC

Experience Level for Attendees: All

IRS Program Number: CZTXU-Q-00911-18-O

Webcast Outline: Coming Soon.

   

Description
Maneuvering through the tax codes of both Puerto Rico and the US to properly administer a Puerto Rican tax-qualified plan can be costly if not done correctly. This webcast will provide a review of the various rules and regulations that apply for Puerto Rican tax-qualified plans! You will learn what rules apply to plans that cover Puerto Rican employees, their tax implications, and how to navigate Puerto Rican laws — including recent PR tax law changes and prospective changes.

Learning Objectives:
1. Design Puerto Rican retirement plans
2. Help administer tax-qualified plans with Puerto Rican participants
3. Strategize tax qualification under PR Tax Code

Registration Deadlines: 
Live: 8/30/2018
On-Demand: 8/30/2019

CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore

About the Speaker

René Avilés-García is a Capital Member at Ferraiuoli LLC and heads the Employee Benefits Practice group at the firm. He obtained his bachelors’ degree in accounting Summa Cum Laude at the Pontifical Catholic University of Puerto Rico (1996), and his Juris Doctor at the University of Puerto Rico (2001). He is admitted to practice law before local Puerto Rico courts (2002) and before the Puerto Rico Federal District Court (2003). He is also a Certified Public Accountant in Puerto Rico (1996).

Individual Viewer Additional Viewers 
ASPPA Member: $57.50 ASPPA Member: $22.50
Non-Member: $97 Non-Member: $35

 

 

Registration for on-demand recorded webcasts includes unlimited viewing 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 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 accountsreceivable@usaretirement.org.
  • 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