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ASPPA Webcast: Compensation: Are You Getting The Correct Data?

Available until  Friday,  March 1, 2024

Speaker: Bob Kaplan, CFP, CPC, QPA, QKC, QKA®, Director of Technical Education, American Retirement Association

Description:  The IRS indicates that one of the most common errors they find during audits is how compensation is applied when administering a retirement plan. This interactive session will not only review the basic definitions that are acceptable, but also those more advanced concepts (such as exclusions, fringe benefits, and severance pay) that provide challenges for administration. Is your client providing you with the data that you need to run the required tests? After attending this webcast, you will have a better understanding of what details of compensation you need and more importantly – why.

Learning Objectives

  1. Items that can and cannot be excluded from the definition of compensation in plans    
  2. Which definition of compensation is acceptable for different qualification tests for plans
  3. The options for using severance pay in plan administration and benefits

Registration Links:

                       

On-Demand Webcast is Available Until: March 1, 2024

Registration Information: 

  • Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
  • Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
  • Live webcast registration does not provide access to the on-demand version.
  • 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 continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 

Continuing Education Credit (Live): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 JBEA Formal, 2 ERPA

Continuing Education Credit (On-Demand): 2 ASPPA, 2 NAPA Revelant Topics, 2 NTSA,  2 JBEA Non-Core, 2 ERPA

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.

 

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

  • E-mail: Send your registration form(s) and credit card information to [email protected]
  • Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
  • Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

Cancellation Policy:  All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions? Please reach out to our Customer Care team [email protected]