Speaker: Stephen W. Forbes, J.D., LL.M., SunGard, Littleton, CO
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Early this year, Congress added another piece to the Roth puzzle - In-plan Roth transfers. The first piece was the Roth IRAs. Next came the Roth 401(k) and 403(b) deferrals. Later, Roth 457 plans were included. In 2010, Congress added the in-plan Roth rollovers. Each piece brings its own set of requirements, as well as recordkeeping challenges. In this web seminar, we will explain all of the Roth rules, placing the new in-plan Roth transfer into perspective. Whether you love them or hate it, Roth is becoming a significant part of the retirement landscape, and it is necessary to understand all of the requirements.
Attendee Takeaways:
• Implement the recordkeeping requirements of the new in-plan Roth transfer.
• Explain how in-plan Roth transfers fit into the Roth taxation rules.
• Determine when the 72(t) recapture rule applies to in-plan Roth transfers.
• Identify the distribution rules that apply to in-plan Roth transfers.
• Determine how in-plan Roth transfers fit with other Roth contributions in applying the Roth distribution and taxation rules.
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REGISTRATION
Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.
Registration Prices
(registration deadline: 06/27/14)
| IndividualViewer | Additional Viewers |
| ASPPA Member: $110 | ASPPA Member: $40 |
| Non-member: $180 | Non-member: $65 |
Registration for Recorded Webcast Includes:
• One viewing of the Webcast recording to play anytime 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
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Methods of Registration
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CONTINUING EDUCATION INFORMATION
ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits.
Enrolled Actuaries
The webcast is designed to offer registrants 2 JBEA 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 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.
Continuing Education Changes for RECORDED Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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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.
Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER
Stephen W. Forbes, J.D., LL.M.
Stephen W. Forbes, J.D., LL.M., vice president, Relius Education is a graduate of George Washington University Law Center. Steve joined SunGard in 1998 with the PPD asset acquisition. Before joining Pension Publications of Denver (PPD) in 1988, Steve was a Tax Law Specialist with the National Office of the Internal Revenue Service, Employee Plans Division. Steve was formerly an Adjunct Professor (Qualified Deferred Compensation), Graduate Tax Program, University of Denver College of Law. He conducts many SunGard Relius Education seminars, including the ERISA Workshop, Prototype, 401(k), 403(b), and private in-house seminars, and is the author of The 5500 Filing Guide, and a contributing author of The Pension Library.
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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]
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