Meeting Details

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ASPPA Webcast: Puerto Rico 401(k) Plans: Do You Know the Rules That Apply?-OD
1.00 ASPPA
August 30, 2018 To August 30, 2019
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Recorded Webcast
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

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


Experience Level for Attendees:  All


Target Audience:  TPAs, trustees, custodians, recordkeepers


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.

Recorded webcasts are available for one year after their live air date.

  • List Price: $99.00
  • Member Price: $59.00
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