Meeting Details

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ASPPA Webcast: FAQs on the SECURE Act-OD
2.00 ASPPA
March 18, 2020 To March 18, 2021
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Recorded Webcast
2.00 ASPPA Credit
2.00 ERPA
2.00 JBEA Non-Core

Speakers: Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association and Bob Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association

Experience Level for Attendees: All

Keywords:  SECURE Act, 401(k) plans, MEPs

IRS Program Number:  CZTXU-Q-01149-20-O

Description: Do you have questions on the SECURE Act?  Many ASPPA members are asking how the new law and provisions will impact plan administration and their business. In this 100-minute interactive session, Robert Richter J.D., LL.M., APM, Retirement Education Counsel and Bob Kaplan, CFP, CPC, QPA, Director of Technical Education at the American Retirement Association will answer questions posed about the SECURE Act.

Submit your questions, which they will answer as many as they can, on one of the following topics:

  • Coping the new RMD rules
  • Revisions to the Safe Harbor notice requirements
  • Adopting plans for the first time
  • How increase in tax credits for new plans, and for adding the automatic enrollment feature, work
  • The childbirth/adoption distribution issue
  • Recorded webcasts are available for one year after their live air date.

    • List Price: $199.00
    • Member Price: $119.00
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