Our speakers, industry veterans Robert and Bob, will address the latest issues, focusing on SECURE 2.0, in their annual session on distributions from retirement plans as well as answer questions from attendees. Topics covered include Emergency distributions, new exceptions to the 10% additional tax on early distributions, updated dates for RMDs, in-service distributions, and more.

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.