The IRS indicates that one of the most common errors they find during audits is how compensation is applied when administering a retirement plan. This interactive session will not only review the basic definitions that are acceptable, but also those more advanced concepts (such as exclusions, fringe benefits, and severance pay) that provide challenges for administration.

Is your client providing you with the data that you need to run the required tests? After attending this webcast, you will have a better understanding of what details of compensation you need and more importantly – why.

About the Speaker
Bob Kaplan is the Director of Technical Education for the American Retirement Association (ARA). In this role he is the Subject Matter Expert for the content of the educational programs for the ARA. Bob is also a frequent speaker at industry conferences and on webcasts.

Bob is a former member of ASPPA’s Leadership Council and Co-Chair of the organization’s Government Affairs Committee. Bob is a former member of NIPA’s Board of Directors and the Board of Managers of the American Institute of Retirement Education.

In 2009, Bob was presented with NIPA’s Lifetime Achievement Award for contributions to the retirement industry.

Bob has over 40 years of experience in the retirement industry including administration, consulting, sales and training. He is also a former high school basketball coach.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.