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The DOL Fiduciary Rule: What’s Next?

Tuesday, August 18, 2015

2 p.m. - 3 p.m. ET

Speakers: Brian Graff, Esq., APM, CEO of the American Retirement Association; and Chris DeGrassi, NTSA Executive Director

 

Click here to view the webcast outline!

With the comment period now closed, and scheduled hearings conducted, American Retirement Association CEO and NAPA Executive Director Brian Graff and NTSA Executive Director Chris DeGrassi will provide insights and perspective on the DOL Fiduciary Regulation, as well as review comments on the proposal submitted by NAPA and NTSA.


Attendee Takeaways:

  • Status of proposed DOL Fiduciary Rule
  • Positions taken by NAPA and NTSA
  • Potential impact on practice


REGISTRATION


Registration Deadline:

Live – 08/18/2015

Recorded  – 08/18/2016

Individual Viewer

     Additional Viewers

NAPA Member: $0      NAPA Member: $0
NTSA Member: $0      NTSA Member: $0

    • Webcast outline and any additional presentation materials

    Recordings are available one week after the live webcast takes place.

    Methods of Registration

    Online   For live registrants only. Receive an immediate e-mail Registration Confirmation.


    CONTINUING EDUCATION INFORMATION

    NAPA/NTSA Members

    The webcast is designed to offer registrants 1 CE credit.

    Enrolled Actuaries

    The webcast is designed to offer registrants 1 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

    Enrolled Retirement Plan Agent (ERPA)

    The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.


    GENERAL INFORMATION

    Cancellation Policy

    All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.


    ABOUT THE SPEAKERS

    Brian H. Graff, Esq., APM, is CEO of the American Retirement Association, the umbrella organization that encompasses ASPPA, ACOPA, NAPA, and NTSA.  He started with the organization in November 1996. Brian oversees operations, is a member of the Executive Committee, and working with the American Retirement Association’s Board of Directors, charts the strategic direction for the organization. During his tenure, the organizations within the American Retirement Association have grown from a budget of $1.6 million to more than $13 million. Today, the four sister organizations represent more than 15,000 retirement plan professionals and provide advocacy, specialized education and training, networking, and business intelligence to a growing membership base.

    Chris DeGrassi joined NTSA as executive director in 2012 to lead NTSA's government affairs and membership development efforts. During the last three years he has worked with NTSA members in 28 states to defend and promote the important role of NTSA members in the American retirement system. An avowed Midwesterner now living outside of Washington, D.C., Chris is motivated by 20 years of first-hand industry experience observing how NTSA members care for their clients and make a difference in their communities. He is a graduate of Loras College and lives with his college sweetheart and two sons in Fairfax County, Va.


    QUESTIONS

    Registration and General Questions

    ASPPA Customer Support

    703.516.9300

    [email protected]