Tax Credits and Deductions: How to Save While Saving for Retirement

ASPPA [American Society of Pension Professionals & Actuaries]

To encourage retirement plan adoption  and individual saving for retirement, the government offers incentives in the form of tax benefits for both employees and employers. During this interactive session we’ll address these incentives, includingcredits for small employers adopting plans and tax credits for participants with modest incomes. We’ll also address deductions for employers, including those who adopt multiple plans. 

Learning Objectives: 

• How to calculate tax credits for individuals contributing to a plan 
• How to compute the deduction limit for employers that adopt defined benefit/defined contribution combinations
• How to identify which employers are entitled to tax credits when they adopt  a plan and how to calculate the credit

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.

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