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View More American Society of Pension Professionals & Actuaries [ASPPA] Webcasts and Conferences

FAQs on the SECURE Act

American Society of Pension Professionals & Actuaries [ASPPA]

Mar. 18, 2020
Recorded Online
Webcast

Do you have questions on the SECURE Act?  Many ASPPA members are asking how the new law and provisions will impact plan administration and their business. In this 100-minute interactive session, Robert Richter J.D., LL.M., APM, Retirement Education Counsel and Bob Kaplan, CFP, CPC, QPA, Director of Technical Education at the American Retirement Association will answer questions posed about the SECURE Act.

Submit your questions, which they will answer as many as they can, on one of the following topics:

  • Coping the new RMD rules
  • Revisions to the Safe Harbor notice requirements
  • Adopting plans for the first time
  • How increase in tax credits for new plans, and for adding the automatic enrollment feature, work
  • The childbirth / adoption distribution issue

Speakers:

  • Bob Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association
  • Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association

More Information, How to Register

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