This fast-paced, interactive, 50-minute session will review the latest proposals coming out of Washington that will impact retirement plans. Not only will you hear the latest from Capitol Hill, but you will also get an update on the latest guidance from the IRS and DoL. If it impacts retirement plan service providers – we will discuss it.
After this webcast you will be prepared for the questions that clients, prospects, and distribution partners ask about items they have concerns about.
- Become acquainted with the latest proposals that affect retirement plans coming out of Capitol Hill
- Keep up to date with the latest rules and regulations to be released by the IRS and DoL
- Get practical examples of the how these changes will impact service providers for retirement plans
Speaker: Robert M. Kaplan, CFP, CPC, QPA, APA, Director of Technical Education, American Retirement Association
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