All new 401(k) and 403(b) plans will be required, due to the enactment of SECURE 2.0, to automatically enroll newly eligible participants as of 2025. This fast paced, on-demand webcast will provide the rules that all advisors and their clients need to be familiar with when it comes to designing plans. The session will review the "do's and don'ts" of automatic enrollment plans as well as pitfalls to watch out for.

About the Speaker
Robert M. Kaplan, CFP, CPC, QPA, QKC, QKA

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.

The recorded version is eligible for NTSA/NAPAR/PSCAR CE only.